Among active 13F managers last quarter, 6 opened and 25 added, while 8 reduced; the largest holder to move was Hennion & Walsh Asset Management, Inc. (+4.2%).
115 tracked 13F filers disclose a position in ISPY as of the latest SEC 13F filings, a combined $719.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 4.6M | $197.3M | ▲+9.4% Added · +390K sh | Q1 2026 | |
| 2 | Raymond James Financial Inc | 2.2M | $95.1M | ▲+3.7% Added · +79K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 1.4M | $62.3M | ▲+4.5% Added · +61K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 1.2M | $53.3M | ▲+10% Added · +116K sh | Q1 2026 | |
| 5 | Hennion & Walsh Asset Management, Inc. | 1.0M | $50.5M | ▲+4.2% Added · +42K sh | Q2 2026 | |
| 6 | Royal Bank Of Canada | 1.0M | $45.0M | ▼−1.2% Reduced · −13K sh | Q1 2026 | |
| 7 | Wells Fargo & Company | 751K | $32.6M | ▼−5.2% Reduced · −41K sh | Q1 2026 | |
| 8 | Sanctuary Advisors, LLC | 320K | $15.4M | ▲+0.6% Added · +2K sh | Q2 2026 | |
| 9 | Pine Valley Investments Ltd Liability Co | 288K | $13.9M | ▲+3.0% Added · +8K sh | Q2 2026 | |
| 10 | HighTower Advisors, LLC | 240K | $10.4M | ▲+4.8% Added · +11K sh | Q1 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | 220K | $10.6M | ▼−1.4% Reduced · −3K sh | Q2 2026 | |
| 12 | Advisor OS, LLC | 180K | $8.7M | ▲+5.8% Added · +10K sh | Q2 2026 | |
| 13 | MJP Associates Inc | 180K | $8.7M | ▲+5.8% Added · +10K sh | Q2 2026 | |
| 14 | Commonwealth Equity Services, LLC | 180K | $7.8M | ▼−6.1% Reduced · −12K sh | Q1 2026 | |
| 15 | Prosperity Financial Group, Inc. | 156K | $7.5M | ▲+3.4% Added · +5K sh | Q2 2026 | |
| 16 | SageGuard Financial Group, LLC | 152K | $7.3M | ▲+34% Added · +39K sh | Q2 2026 | |
| 17 | PFG Investments, LLC | 130K | $5.6M | ▼−6.3% Reduced · −9K sh | Q1 2026 | |
| 18 | Osaic Holdings, Inc. | 112K | $4.9M | ▼−8.6% Reduced · −11K sh | Q1 2026 | |
| 19 | IHT Wealth Management, LLC | 105K | $5.1M | ▼−17% Reduced · −22K sh | Q2 2026 | |
| 20 | Maridea Wealth Management LLC | 98K | $4.7M | ▲+44% Added · +30K sh | Q2 2026 | |
| 21 | Coral Wealth Management, LLC | 95K | $4.6M | ▲New +95K sh | Q2 2026 | |
| 22 | Bank of New York Mellon Corp | 91K | $3.9M | ▲+2.2% Added · +2K sh | Q1 2026 | |
| 23 | Prevail Innovative Wealth Advisors, LLC | 71K | $3.4M | ▲+43% Added · +21K sh | Q2 2026 | |
| 24 | Essex Financial Services, Inc. | 66K | $3.2M | ▲+12% Added · +7K sh | Q2 2026 | |
| 25 | Equitable Holdings, Inc. | 64K | $3.1M | ▲+5.2% Added · +3K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in ISPY and 25 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 57 funds | $4.8B |
| Nvidia CorpNVDA | 57 funds | $4.5B |
| Microsoft CorpMSFT | 56 funds | $3.0B |
| Amazon.com IncAMZN | 56 funds | $2.3B |
| Broadcom IncAVGO | 56 funds | $1.4B |
| Tesla IncTSLA | 56 funds | $944.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 55 funds | $3.1B |
| Meta Platforms Inc-Class AMETA | 55 funds | $988.6M |
| Coca-Cola CoKO | 55 funds | $868.6M |
| Advanced Micro DevicesAMD | 55 funds | $713.0M |
| Invesco QQQ Trust Series 1QQQ | 54 funds | $2.4B |
| Alphabet Inc-CL AGOOGL | 54 funds | $1.9B |
Ranked by how many of ISPY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ISPY.
| Class | 13F holders | Value held |
|---|---|---|
| BITOmc | 176 funds | $68.2M |
| ISPYthis pagemc | 115 funds | $719.0M |
| TDVmc | 75 funds | $153.7M |
| IQQQmc | 62 funds | $183.4M |
| OILKUIT EXCHANGE TRADED | 38 funds | $120.9M |
| SDOWULTRAPRO SRT DOW | 23 funds | $15.6M |
| QQQANASDAQ100 DORSEY | 20 funds | $21.0M |
| BITISHORT BITCOIN ET | 19 funds | $9.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ISPY
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ISPY/capital-change-brief"
Use Arkolith's capital_change_brief for ISPY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ISPY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.