169 tracked 13F filers disclose a position in SPBO as of the latest SEC 13F filings, a combined $1.2B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | $233.3M | 8.0M | ▲+0.1% Added · +10K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $85.6M | 3.0M | ▼−2.6% Reduced · −79K sh | Q1 2026 | |
| 3 | ASSETMARK, INC | $67.6M | 2.3M | ▲+7.3% Added · +158K sh | Q2 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $65.4M | 2.3M | ▼−19% Reduced · −517K sh | Q1 2026 | |
| 5 | AE Wealth Management LLC | $61.6M | 2.1M | ▲+7.4% Added · +146K sh | Q1 2026 | |
| 6 | Procyon Advisors, LLC | $55.5M | 1.9M | ▲+9.8% Added · +170K sh | Q2 2026 | |
| 7 | ST GERMAIN D J CO INC | $54.4M | 1.9M | ▼−5.1% Reduced · −101K sh | Q2 2026 | |
| 8 | Gerber Kawasaki Wealth & Investment Management | $49.5M | 1.7M | ▲+13% Added · +190K sh | Q2 2026 | |
| 9 | EXCHANGE TRADED CONCEPTS, LLC | $48.1M | 1.7M | ▲+15% Added · +220K sh | Q2 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $45.5M | 1.6M | ▲+1.6% Added · +25K sh | Q1 2026 | |
| 11 | Summit Financial Wealth Advisors, LLC | $34.5M | 1.2M | ▲+5.5% Added · +62K sh | Q2 2026 | |
| 12 | Geneos Wealth Management Inc. | $31.4M | 1.1M | ▲+6.5% Added · +66K sh | Q2 2026 | |
| 13 | ARKANSAS FINANCIAL GROUP, INC. | $28.0M | 963K | ▲+9.8% Added · +86K sh | Q2 2026 | |
| 14 | MORGAN STANLEY | $24.9M | 857K | ▼−35% Reduced · −460K sh | Q1 2026 | |
| 15 | RWA WEALTH PARTNERS, LLC | $24.1M | 829K | ▼−13% Reduced · −123K sh | Q2 2026 | |
| 16 | CoreCap Advisors, LLC | $21.1M | 727K | ▲73× Added · +717K sh | Q1 2026 | |
| 17 | NEPC LLC | $21.0M | 724K | ▲+180% Added · +465K sh | Q1 2026 | |
| 18 | Financial Engines Advisors L.L.C. | $17.5M | 601K | ▲+3.3% Added · +19K sh | Q2 2026 | |
| 19 | Mariner, LLC | $15.1M | 521K | ▼−4.2% Reduced · −23K sh | Q1 2026 | |
| 20 | FLAGSHIP HARBOR ADVISORS, LLC | $12.1M | 416K | ▲+5.6% Added · +22K sh | Q2 2026 | |
| 21 | IHT Wealth Management, LLC | $11.4M | 394K | ▲+1.6% Added · +6K sh | Q2 2026 | |
| 22 | WELLS FARGO & COMPANY/MN | $11.4M | 393K | ▲+24% Added · +76K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $9.9M | 340K | ▲+30% Added · +78K sh | Q1 2026 | |
| 24 | North Dakota State Investment Board | $9.1M | 312K | ▼−71% Reduced · −777K sh | Q2 2026 | |
| 25 | Hobart Private Capital, LLC | $8.9M | 308K | ▲+227% Added · +214K sh | Q2 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 SPBO and 24 added to an existing one, while 20 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 91 funds | $41.0B |
| MICROSOFT CORPMSFT | 90 funds | $33.6B |
| AMAZON.COM INCAMZN | 89 funds | $22.6B |
| NVIDIA CORPNVDA | 88 funds | $49.0B |
| JPMORGAN CHASE & COJPM | 88 funds | $8.9B |
| ISHARES CORE S&P 500 ETFIVV | 88 funds | $7.6B |
| BROADCOM INCAVGO | 87 funds | $17.3B |
| ALPHABET INC-CL CGOOG | 87 funds | $13.7B |
| TESLA INCTSLA | 87 funds | $10.1B |
| ELI LILLY & COLLY | 87 funds | $9.8B |
| ALPHABET INC-CL AGOOGL | 86 funds | $19.2B |
| META PLATFORMS INC-CLASS AMETA | 85 funds | $11.3B |
Ranked by how many of SPBO's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SPBO
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/SPBO/capital-change-brief"
Use Arkolith's capital_change_brief for SPBO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + 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.