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/SPAB/capital-change-brief"
Use Arkolith's capital_change_brief for SPAB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $633.2M | 24.7M | ▲+5.1% Added · +1.2M sh | Q1 2026 | |
| 2 | STATE STREET CORP | $404.0M | 15.8M | ▲+27% Added · +3.4M sh | Q1 2026 | |
| 3 | CWM, LLC | $358.7M | 14.0M | ▼−23% Reduced · −4.2M sh | Q1 2026 | |
| 4 | Cerity Partners LLC | $325.4M | 12.7M | ▲+8.7% Added · +1.0M sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $250.8M | 9.8M | ▲+7.2% Added · +659K sh | Q1 2026 | |
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $249.8M | 9.8M | ▲+4.9% Added · +458K sh | Q2 2026 | |
| 7 | RiverFront Investment Group, LLC | $199.5M | 7.8M | ▲+0.5% Added · +39K sh | Q1 2026 | |
| 8 | EXCHANGE TRADED CONCEPTS, LLC | $183.4M | 7.2M | ▲+1.1% Added · +79K sh | Q1 2026 | |
| 9 | Tidal Investments LLC | $152.3M | 6.0M | ▲New +6.0M sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $149.7M | 5.8M | ▲+24% Added · +1.1M sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $111.4M | 4.3M | ▲+5.0% Added · +206K sh | Q1 2026 | |
| 12 | Baker Avenue Asset Management, LP | $86.8M | 3.4M | ▲+2.6% Added · +85K sh | Q1 2026 | |
| 13 | Wealthcare Advisory Partners LLC | $81.8M | 3.2M | ▲+6.3% Added · +191K sh | Q2 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $70.6M | 2.8M | ▲+3.7% Added · +98K sh | Q1 2026 | |
| 15 | Kingsview Wealth Management, LLC | $69.1M | 2.7M | ▲+8.6% Added · +213K sh | Q1 2026 | |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $66.7M | 2.6M | ▼−1.4% Reduced · −37K sh | Q2 2026 | |
| 17 | MORGAN STANLEY | $65.3M | 2.5M | ▲+4.3% Added · +105K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $62.9M | 2.5M | ▼−13% Reduced · −353K sh | Q1 2026 | |
| 19 | UNIVEST FINANCIAL Corp | $61.9M | 2.4M | ▼−21% Reduced · −659K sh | Q1 2026 | |
| 20 | Gradient Investments LLC | $59.6M | 2.3M | ▼−37% Reduced · −1.4M sh | Q2 2026 | |
| 21 | Stratos Investment Management, LLC | $58.2M | 2.3M | ▲+5.3% Added · +115K sh | Q1 2026 | |
| 22 | Apella Capital, LLC | $56.3M | 2.2M | ▲+23% Added · +416K sh | Q2 2026 | |
| 23 | MAI Capital Management | $52.9M | 2.1M | ▲+6.8% Added · +131K sh | Q1 2026 | |
| 24 | GM Advisory Group, LLC | $47.7M | 1.9M | ▲+4.4% Added · +78K sh | Q1 2026 | |
| 25 | Vestmark Advisory Solutions, Inc. | $47.7M | 1.9M | ▲+27% Added · +400K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 135 funds | $15.0B |
| APPLE INCAAPL | 134 funds | $30.2B |
| NVIDIA CORPNVDA | 134 funds | $27.5B |
| MICROSOFT CORPMSFT | 134 funds | $23.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 134 funds | $14.5B |
| BROADCOM INCAVGO | 134 funds | $10.8B |
| JPMORGAN CHASE & COJPM | 134 funds | $10.0B |
| ALPHABET INC-CL CGOOG | 134 funds | $9.7B |
| EXXON MOBIL CORPXOM | 134 funds | $6.6B |
| WALMART INCWMT | 134 funds | $6.3B |
| JOHNSON & JOHNSONJNJ | 134 funds | $6.1B |
| CHEVRON CORPCVX | 134 funds | $4.5B |
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 + quarter-over-quarter ownership changes + 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.