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Kovack Advisors’s Super Micro Computer SMCI Stock Holding History

Kovack Advisors’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$202K Buy
+7,223
New +$230K 0.01% 997
2026
Q1 		– Sell
-7,223
Closed -$211K – 1094
2025
Q4 		$211K Sell
7,223
-13,632
-65% -$561K 0.01% 919
2025
Q3 		$1,000K Buy
20,855
+4,953
+31% +$236K 0.09% 202
2025
Q2 		$779K Buy
15,902
+10,046
+172% +$387K 0.08% 240
2025
Q1 		$201K Sell
5,856
-8,161
-58% -$310K 0.02% 534
2024
Q4 		$427K Sell
14,017
-4,153
-23% -$151K 0.04% 349
2024
Q3 		$756K Sell
18,170
-2,950
-14% -$180K 0.08% 213
2024
Q2 		$1.73M Buy
21,120
+3,070
+17% +$262K 0.19% 111
2024
Q1 		$1.82M Buy
18,050
+3,070
+20% +$225K 0.22% 97
2023
Q4 		$426K Sell
14,980
-16,100
-52% -$446K 0.05% 341
2023
Q3 		$852K Buy
+31,080
New +$867K 0.12% 163
2023
Q2 		– Sell
-23,480
Closed -$250K – 640
2023
Q1 		$250K Buy
+23,480
New +$212K 0.03% 454

Other funds holding SMCI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Kovack Advisors's SMCI Position: Q2 2026 in Review

Kovack Advisors opened a new position in Super Micro Computer (SMCI) in Q2 2026: 7,223 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #997 among its holdings. This is a return to the name: Kovack Advisors previously reported a position in SMCI as recently as Q4 2025.

Kovack Advisors first reported a position in SMCI in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.82M in Q1 2024. 234 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Kovack Advisors held 7,223 shares of Super Micro Computer worth $202K as of Q2 2026.
  • Super Micro Computer was a new Kovack Advisors position in Q2 2026.
  • Super Micro Computer made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #997 holding.
  • Kovack Advisors first reported a position in Super Micro Computer in Q1 2023 and has held it in 12 quarters since.
  • Kovack Advisors's Super Micro Computer position peaked at $1.82M in Q1 2024.
  • 234 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.