Among active 13F managers last quarter, 1 opened and 3 reduced; the largest holder to move was Perkins Capital Management Inc (−0.3%). Over the last 180 days, 1 insider sold and none bought, a net -$4.0M in open-market trades.
Funds lean out and no leg opposes.
20 tracked 13F filers disclose a position in SPAI as of the latest SEC 13F filings, a combined $7.5M 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 | Vanguard Capital Management LLC | 564K | $2.4M | ▲+24% Added · +111K sh | Q2 2026 | |
| 2 | Cresset Asset Management, LLC | 307K | $1.3M | —Held | Q2 2026 | |
| 3 | Perkins Capital Management Inc | 231K | $998K | ▼−0.3% Reduced · −750 sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 147K | $637K | ▼−2.0% Reduced · −3K sh | Q2 2026 | |
| 5 | Tudor Investment Corp Et Al | 129K | $561K | ▼−43% Reduced · −96K sh | Q2 2026 | |
| 6 | Vanguard Fiduciary Trust Co | 76K | $329K | ▲+16% Added · +10K sh | Q2 2026 | |
| 7 | BlackRock, Inc. | 73K | $317K | ▲+22% Added · +13K sh | Q2 2026 | |
| 8 | UBS Group AG | 62K | $236K | ▼−23% Reduced · −19K sh | Q1 2026 | |
| 9 | State Street Corp | 49K | $211K | —Held | Q2 2026 | |
| 10 | Atlantic Union Bankshares Corp | 30K | $130K | ▲+200% Added · +20K sh | Q2 2026 | |
| 11 | Northern Trust Corp | 25K | $94K | —Held | Q1 2026 | |
| 12 | Price T Rowe Associates Inc | 15K | $67K | —Held | Q2 2026 | |
| 13 | Cornerstone Select Advisors, LLC | 12K | $51K | ▲New +12K sh | Q2 2026 | |
| 14 | Granite Investment Partners, LLC | 11K | $46K | —Held | Q2 2026 | |
| 15 | Barclays PLC | 9K | $35K | ▼−13% Reduced · −1K sh | Q1 2026 | |
| 16 | Morgan Stanley | 9K | $33K | ▼−1.1% Reduced · −97 sh | Q1 2026 | |
| 17 | Royal Bank Of Canada | 3K | $11K | ▼−3.5% Reduced · −108 sh | Q1 2026 | |
| 18 | Tower Research Capital LLC (TRC) | 1K | $5K | ▼−67% Reduced · −3K sh | Q1 2026 | |
| 19 | Vanguard Global Advisers, LLC | 600 | $3K | —Held | Q2 2026 | |
| 20 | Citigroup Inc | 1 | $4 | ▼−100% Reduced · −17K 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, 1 fund opened a new position in SPAI, while 3 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 | 6 funds | $46.5B |
| Microsoft CorpMSFT | 6 funds | $33.3B |
| Eli Lilly & CoLLY | 6 funds | $16.8B |
| Nvidia CorpNVDA | 5 funds | $74.6B |
| Alphabet Inc-CL AGOOGL | 5 funds | $36.4B |
| Amazon.com IncAMZN | 5 funds | $26.3B |
| Alphabet Inc-CL CGOOG | 5 funds | $21.1B |
| Advanced Micro DevicesAMD | 5 funds | $21.0B |
| Meta Platforms Inc-Class AMETA | 5 funds | $17.6B |
| Mastercard Inc - AMA | 5 funds | $9.6B |
| JPMorgan Chase & CoJPM | 5 funds | $9.1B |
| Johnson & JohnsonJNJ | 5 funds | $5.9B |
Ranked by how many of SPAI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SPAI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 9, 2026 | Erdberg Daniyel | Chairman and CEO, Director, 10% Owner | Sell (S) | 1.0M | $4.0M |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 4 | 9 | – |
Insiders Form 4 open-market | 0 | 1 | -$4.0M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SPAI
This stock 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/SPAI/capital-change-brief"
Use Arkolith's capital_change_brief for SPAI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SPAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.