100 tracked 13F filers disclose a position in ISPY as of the latest SEC 13F filings, a combined $697.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $197.3M | 4.6M | ▲+9.4% Added · +390K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $95.1M | 2.2M | ▲+3.7% Added · +79K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $62.3M | 1.4M | ▲+4.5% Added · +61K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $53.3M | 1.2M | ▲+10% Added · +116K sh | Q1 2026 | |
| 5 | Hennion & Walsh Asset Management, Inc. | $50.5M | 1.0M | ▲+4.2% Added · +42K sh | Q2 2026 | |
| 6 | ROYAL BANK OF CANADA | $45.0M | 1.0M | ▼−1.2% Reduced · −13K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $32.6M | 751K | ▼−5.2% Reduced · −41K sh | Q1 2026 | |
| 8 | Sanctuary Advisors, LLC | $13.8M | 318K | ▲+2.1% Added · +7K sh | Q1 2026 | |
| 9 | Pine Valley Investments Ltd Liability Co | $13.9M | 288K | ▲+3.0% Added · +8K sh | Q2 2026 | |
| 10 | HighTower Advisors, LLC | $10.4M | 240K | ▲+4.8% Added · +11K sh | Q1 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | $9.7M | 223K | ▲+3.0% Added · +6K sh | Q1 2026 | |
| 12 | Advisor OS, LLC | $8.7M | 180K | ▲+5.8% Added · +10K sh | Q2 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $7.8M | 180K | ▼−6.1% Reduced · −12K sh | Q1 2026 | |
| 14 | Prosperity Financial Group, Inc. | $7.5M | 156K | ▲+3.4% Added · +5K sh | Q2 2026 | |
| 15 | SageGuard Financial Group, LLC | $7.3M | 152K | ▲+34% Added · +39K sh | Q2 2026 | |
| 16 | PFG Investments, LLC | $5.6M | 130K | ▼−6.3% Reduced · −9K sh | Q1 2026 | |
| 17 | IHT Wealth Management, LLC | $5.5M | 127K | ▲New +127K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $4.9M | 112K | ▼−8.6% Reduced · −11K sh | Q1 2026 | |
| 19 | Coral Wealth Management, LLC | $4.6M | 95K | ▲New +95K sh | Q2 2026 | |
| 20 | Bank of New York Mellon Corp | $3.9M | 91K | ▲+2.2% Added · +2K sh | Q1 2026 | |
| 21 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $3.4M | 71K | ▲+43% Added · +21K sh | Q2 2026 | |
| 22 | Equitable Holdings, Inc. | $2.8M | 61K | ▲+34% Added · +15K sh | Q1 2026 | |
| 23 | Essex Financial Services, Inc. | $2.6M | 59K | ▲+5.4% Added · +3K sh | Q1 2026 | |
| 24 | Bernardo Wealth Planning LLC | $2.6M | 54K | ▲+0.1% Added · +62 sh | Q2 2026 | |
| 25 | Integrated Wealth Concepts LLC | $2.2M | 52K | ▼−2.1% Reduced · −1K sh | Q1 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, 4 funds opened a new position in ISPY and 28 added to an existing one, while 7 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 51 funds | $5.5B |
| NVIDIA CORPNVDA | 51 funds | $5.0B |
| BROADCOM INCAVGO | 51 funds | $1.5B |
| MICROSOFT CORPMSFT | 50 funds | $3.6B |
| AMAZON.COM INCAMZN | 50 funds | $2.6B |
| TESLA INCTSLA | 50 funds | $1.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 49 funds | $3.0B |
| META PLATFORMS INC-CLASS AMETA | 49 funds | $1.2B |
| COCA-COLA CO/THEKO | 49 funds | $962.1M |
| INVESCO QQQ TRUST SERIES 1QQQ | 48 funds | $2.2B |
| ALPHABET INC-CL AGOOGL | 48 funds | $2.1B |
| JPMORGAN CHASE & COJPM | 48 funds | $1.6B |
Ranked by how many of ISPY's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BITOmc | 154 funds | $60.6M |
| ISPYthis pagemc | 100 funds | $697.1M |
| TDVmc | 65 funds | $141.2M |
| IQQQmc | 58 funds | $177.9M |
| OILKMF Closed and MF Open | 36 funds | $98.9M |
| SDOWULTRAPRO SRT DOW | 21 funds | $15.3M |
| DIGULTRA ENERGY | 18 funds | $6.1M |
| TWMULTRASHORT RUSSE | 15 funds | $18.9M |
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.