| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | $63.0M | 2.17M | Added | Q1 2026 |
| 2 | ST GERMAIN D J CO INC | $57.4M | 1.98M | Reduced | Q1 2026 |
| 3 | Procyon Advisors, LLC | $50.5M | 1.74M | Added | Q1 2026 |
| 4 | Gerber Kawasaki Wealth & Investment Management | $44.0M | 1.51M | Added | Q1 2026 |
| 5 | EXCHANGE TRADED CONCEPTS, LLC | $41.7M | 1.44M | Added | Q1 2026 |
| 6 | North Dakota State Investment Board | $31.6M | 1.09M | Held | Q1 2026 |
| 7 | Geneos Wealth Management Inc. | $29.1M | 991.8K | New | Q4 2025 |
| 8 | RWA WEALTH PARTNERS, LLC | $27.6M | 951.5K | Reduced | Q1 2026 |
| 9 | Financial Engines Advisors L.L.C. | $16.9M | 582.1K | Added | Q1 2026 |
| 10 | IHT Wealth Management, LLC | $11.3M | 387.7K | Reduced | Q1 2026 |
| 11 | Valmark Advisers, Inc. | $9.0M | 308.6K | Reduced | Q1 2026 |
| 12 | HighPoint Advisor Group LLC | $7.5M | 259.1K | Added | Q1 2026 |
| 13 | CWM, LLC | $6.3M | 215.7K | Reduced | Q1 2026 |
| 14 | Jacobi Capital Management LLC | $5.8M | 201.5K | Added | Q1 2026 |
| 15 | NorthRock Partners, LLC | $5.6M | 192.5K | Added | Q1 2026 |
| 16 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $4.6M | 157.2K | Added | Q1 2026 |
| 17 | Private Advisor Group, LLC | $4.3M | 148.1K | Added | Q1 2026 |
| 18 | MML INVESTORS SERVICES, LLC | $3.4M | 116.5K | Reduced | Q1 2026 |
| 19 | Banque Transatlantique SA | $3.1M | 108.0K | New | Q1 2026 |
| 20 | RITHOLTZ WEALTH MANAGEMENT | $2.9M | 100.2K | Added | Q1 2026 |
| 21 | STATE STREET CORP | $2.1M | 74.0K | Added | Q1 2026 |
| 22 | CITADEL ADVISORS LLC | $1.8M | 59.8K | New | Q4 2025 |
| 23 | LEVEL FOUR ADVISORY SERVICES, LLC | $1.4M | 49.2K | Added | Q1 2026 |
| 24 | NewEdge Advisors, LLC | $1.3M | 44.4K | New | Q1 2026 |
| 25 | ZACKS INVESTMENT MANAGEMENT | $1.0M | 36.0K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorpNVDA | 54 funds | $185.7B |
| Microsoft CorpMSFT | 54 funds | $124.1B |
| Broadcom IncAVGO | 54 funds | $64.3B |
| Alphabet Inc Cl CGOOG | 54 funds | $57.5B |
| Meta Platforms Inc Cl AMETA | 54 funds | $55.2B |
| Tesla IncTSLA | 54 funds | $45.1B |
| Jpmorgan Chase & CoJPM | 54 funds | $41.1B |
| Exxon Mobil CorpXOM | 54 funds | $39.2B |
| LILLY ELI & CO.LLY | 54 funds | $35.6B |
| Johnson & JohnsonJNJ | 54 funds | $35.1B |
| Chevron CorpCVX | 54 funds | $33.4B |
| Visa Inc Cl AV | 54 funds | $27.5B |
Ranked by how many of SPBO'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 SPBO. 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.