Among active 13F managers last quarter, 4 opened and 2 reduced; the largest holder to move was Chicago Partners Investment Group LLC (−9.8%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
24 tracked 13F filers disclose a position in SPBC as of the latest SEC 13F filings, a combined $30.4M 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 | CWM, LLC | 271K | $11.3M | ▼−3.0% Reduced · −8K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 145K | $6.0M | ▼−16% Reduced · −29K sh | Q1 2026 | |
| 3 | Professional Financial Advisors, LLC | 131K | $6.2M | ▲+2.9% Added · +4K sh | Q2 2026 | |
| 4 | SFG Wealth Management, LLC. | 29K | $1.4M | ▼−0.6% Reduced · −191 sh | Q2 2026 | |
| 5 | Chicago Partners Investment Group LLC | 26K | $1.2M | ▼−9.8% Reduced · −3K sh | Q2 2026 | |
| 6 | Total Clarity Wealth Management, Inc. | 23K | $1.1M | ▲+9.8% Added · +2K sh | Q2 2026 | |
| 7 | Arq Wealth Advisors, LLC | 12K | $557K | ▲Added Added · +12K sh | Q2 2026 | |
| 8 | Old Mission Capital LLC | 10K | $422K | ▲New +10K sh | Q1 2026 | |
| 9 | Osaic Holdings, Inc. | 9K | $377K | ▼−81% Reduced · −39K sh | Q1 2026 | |
| 10 | Private Advisor Group, LLC | 9K | $402K | ▼−85% Reduced · −49K sh | Q2 2026 | |
| 11 | Worth Asset Management, LLC | 8K | $396K | ▲New +8K sh | Q2 2026 | |
| 12 | Jane Street Group, LLC | 8K | $341K | ▲New +8K sh | Q1 2026 | |
| 13 | Raymond James Financial Inc | 7K | $296K | ▲New +7K sh | Q1 2026 | |
| 14 | Citadel Advisors LLC | 7K | $310K | ▼−72% Reduced · −17K sh | Q2 2026 | |
| 15 | NewEdge Advisors, LLC | 1K | $58K | ▼−91% Reduced · −13K sh | Q2 2026 | |
| 16 | JPMorgan Chase & Co | 346 | $14K | —Held | Q1 2026 | |
| 17 | Private Trust Co Na | 303 | $14K | —Held | Q2 2026 | |
| 18 | UBS Group AG | 172 | $7K | ▼−33% Reduced · −86 sh | Q1 2026 | |
| 19 | Larson Financial Group LLC | 115 | $5K | —Held | Q2 2026 | |
| 20 | Asset Planning,Inc | 82 | $4K | ▲New +82 sh | Q2 2026 | |
| 21 | MRP Capital Investments, LLC | 30 | $1K | —Held | Q2 2026 | |
| 22 | Royal Bank Of Canada | 24 | $1K | ▲New +24 sh | Q1 2026 | |
| 23 | O'shaughnessy Asset Management, LLC | 7 | $330 | ▲New +7 sh | Q2 2026 | |
| 24 | Morgan Stanley | 5 | $225 | ▼−17% Reduced · −1 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 SPBC, while 2 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 8 funds | $13.4B |
| Nvidia CorpNVDA | 8 funds | $3.5B |
| Tesla IncTSLA | 8 funds | $772.7M |
| RTX CorpRTX | 8 funds | $429.7M |
| General Dynamics CorpGD | 8 funds | $201.6M |
| Apple IncAAPL | 7 funds | $3.5B |
| Amazon.com IncAMZN | 7 funds | $3.1B |
| Microsoft CorpMSFT | 7 funds | $1.9B |
| Broadcom IncAVGO | 7 funds | $1.5B |
| Eli Lilly & CoLLY | 7 funds | $1.4B |
| Alphabet Inc-CL CGOOG | 7 funds | $1.3B |
| JPMorgan Chase & CoJPM | 7 funds | $999.0M |
Ranked by how many of SPBC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SPBC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 13, 2013 | Villarreal Lora J. | Director | Buy (P) | 600 | $12K |
| Dec 12, 2013 | Villarreal Lora J. | Director | Buy (P) | 400 | $8K |
| Dec 11, 2013 | Keith P Stan | Director | Buy (P) | 1K | $20K |
| Dec 9, 2013 | Weaver Jeffrey | President and CEO, Director | Buy (P) | 6 | $117 |
| Dec 5, 2013 | Weaver Jeffrey | President and CEO, Director | Buy (P) | 300 | $6K |
| Dec 4, 2013 | Weaver Jeffrey | President and CEO, Director | Buy (P) | 200 | $4K |
| Dec 3, 2013 | Weaver Jeffrey | President and CEO, Director | Buy (P) | 106 | $2K |
| Dec 2, 2013 | Weaver Jeffrey | President and CEO, Director | Buy (P) | 300 | $6K |
| Nov 29, 2013 | Weaver Jeffrey | President and CEO, Director | Buy (P) | 100 | $2K |
| Nov 15, 2013 | Williams Jeffrey | Director | Buy (P) | 2K | $30K |
| Sep 12, 2013 | Zmigrosky Paul | Director | Buy (P) | 100 | $2K |
| Sep 10, 2013 | Keith P Stan | Director | Buy (P) | 50 | $1,000 |
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 | 3 | 10 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 SPBC
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/SPBC/capital-change-brief"
Use Arkolith's capital_change_brief for SPBC. 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 SPBC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.