% of shares outstanding is not shown for SMCWX: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for SMCWX in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 3,7723,772 | $273,000 | — | — |
| 2 | Coastwise Capital Group, LLC | 2,7642,764 | $200,440 | — | — |
| 3 | Westside Investment Management, Inc. | 2,1432,143 | $157,147 | — | — |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| No filer increased its position this quarter. | |||
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Benson Wealth Management INC | −127 | $9,210 | CLOSE |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 4K | 4K | 4K | 4K | 4K | 4K | $273,000 |
| Coastwise Capital Group, LLC | — | — | — | — | 3K | 3K | $200,440 |
| Westside Investment Management, Inc. | — | — | — | 2K | 2K | 2K | $157,147 |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
