| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | STATE STREET CORP | $404.0M | 15.77M | Added | Q1 2026 |
| 2 | CWM, LLC | $358.7M | 14.00M | Reduced | Q1 2026 |
| 3 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $239.0M | 9.33M | Reduced | Q1 2026 |
| 4 | RiverFront Investment Group, LLC | $199.5M | 7.79M | Added | Q1 2026 |
| 5 | EXCHANGE TRADED CONCEPTS, LLC | $183.4M | 7.16M | Added | Q1 2026 |
| 6 | Tidal Investments LLC | $152.3M | 5.96M | New | Q1 2026 |
| 7 | Gradient Investments LLC | $94.8M | 3.70M | Reduced | Q1 2026 |
| 8 | Baker Avenue Asset Management, LP | $86.8M | 3.39M | Added | Q1 2026 |
| 9 | Wealthcare Advisory Partners LLC | $77.2M | 3.02M | Added | Q1 2026 |
| 10 | Kingsview Wealth Management, LLC | $69.1M | 2.70M | Added | Q1 2026 |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $68.4M | 2.67M | Reduced | Q1 2026 |
| 12 | Stratos Investment Management, LLC | $58.2M | 2.27M | Added | Q1 2026 |
| 13 | Trilogy Capital Inc. | $57.1M | 2.23M | Added | Q1 2026 |
| 14 | MAI Capital Management | $52.9M | 2.06M | Added | Q1 2026 |
| 15 | Apella Capital, LLC | $46.5M | 1.81M | Added | Q1 2026 |
| 16 | Equitable Holdings, Inc. | $44.4M | 1.72M | Reduced | Q1 2026 |
| 17 | NewEdge Advisors, LLC | $43.5M | 1.70M | New | Q1 2026 |
| 18 | GREAT VALLEY ADVISOR GROUP, INC. | $38.5M | 1.50M | Added | Q1 2026 |
| 19 | Sanctuary Advisors, LLC | $36.0M | 1.41M | Added | Q1 2026 |
| 20 | CHOREO, LLC | $35.9M | 1.40M | Added | Q1 2026 |
| 21 | ASSETMARK, INC | $35.7M | 1.39M | Added | Q1 2026 |
| 22 | SYON CAPITAL LLC | $31.4M | 1.22M | Added | Q1 2026 |
| 23 | Waverly Advisors, LLC | $30.2M | 1.18M | Reduced | Q1 2026 |
| 24 | Private Advisor Group, LLC | $30.1M | 1.17M | Added | Q1 2026 |
| 25 | Gateway Wealth Partners, LLC | $28.4M | 1.11M | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorpNVDA | 136 funds | $200.8B |
| Apple IncAAPL | 136 funds | $183.1B |
| Microsoft CorpMSFT | 136 funds | $136.9B |
| GOOGLE INCGOOGL | 136 funds | $80.1B |
| Broadcom LtdAVGO | 136 funds | $70.0B |
| LPHABET INCGOOG | 136 funds | $63.0B |
| Jpmorgan Chase & CoJPM | 136 funds | $46.6B |
| Exxon Mobil CorpXOM | 136 funds | $42.8B |
| Johnson & JohnsonJNJ | 136 funds | $38.7B |
| Walmart IncWMT | 136 funds | $29.5B |
| Cisco Systems IncCSCO | 136 funds | $17.9B |
| Procter & Gamble CoPG | 136 funds | $17.9B |
Ranked by how many of SPAB's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SPAB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.