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.
| # | 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 | BANK OF AMERICA CORP /DE/ | $65.4M | 2.3M | ▼−19% Reduced · −517K sh | Q1 2026 | |
| 4 | ASSETMARK, INC | $63.0M | 2.2M | ▲+47% Added · +694K sh | Q1 2026 | |
| 5 | AE Wealth Management LLC | $61.6M | 2.1M | ▲+7.4% Added · +146K sh | Q1 2026 | |
| 6 | ST GERMAIN D J CO INC | $57.4M | 2.0M | ▼−7.4% Reduced · −158K sh | Q1 2026 | |
| 7 | Procyon Advisors, LLC | $55.5M | 1.9M | ▲+9.8% Added · +170K sh | Q2 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $45.5M | 1.6M | ▲+1.6% Added · +25K sh | Q1 2026 | |
| 9 | Gerber Kawasaki Wealth & Investment Management | $44.0M | 1.5M | ▲+643% Added · +1.3M sh | Q1 2026 | |
| 10 | EXCHANGE TRADED CONCEPTS, LLC | $41.7M | 1.4M | ▲+4.6% Added · +64K sh | Q1 2026 | |
| 11 | Summit Financial Wealth Advisors, LLC | $34.5M | 1.2M | ▲+5.5% Added · +62K sh | Q2 2026 | |
| 12 | North Dakota State Investment Board | $31.6M | 1.1M | —Held | Q1 2026 | |
| 13 | Geneos Wealth Management Inc. | $29.5M | 1.0M | ▲+2.3% Added · +23K sh | Q1 2026 | |
| 14 | RWA WEALTH PARTNERS, LLC | $27.6M | 951K | ▼−9.3% Reduced · −98K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $24.9M | 857K | ▼−35% Reduced · −460K sh | Q1 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. | $16.9M | 582K | ▲+2.7% Added · +15K sh | Q1 2026 | |
| 19 | Mariner, LLC | $15.1M | 521K | ▼−4.2% Reduced · −23K sh | Q1 2026 | |
| 20 | FLAGSHIP HARBOR ADVISORS, LLC | $11.4M | 394K | ▲New +394K sh | Q1 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $11.4M | 393K | ▲+24% Added · +76K sh | Q1 2026 | |
| 22 | IHT Wealth Management, LLC | $11.3M | 388K | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $9.9M | 340K | ▲+30% Added · +78K sh | Q1 2026 | |
| 24 | Valmark Advisers, Inc. | $9.0M | 309K | ▼−14% Reduced · −50K sh | Q1 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 55 funds | $12.5B |
| MICROSOFT CORPMSFT | 55 funds | $10.6B |
| BROADCOM INCAVGO | 55 funds | $5.1B |
| META PLATFORMS INC-CLASS AMETA | 55 funds | $4.6B |
| JPMORGAN CHASE & COJPM | 55 funds | $4.5B |
| ALPHABET INC-CL CGOOG | 55 funds | $4.3B |
| WALMART INCWMT | 55 funds | $3.0B |
| EXXON MOBIL CORPXOM | 55 funds | $2.9B |
| ELI LILLY & COLLY | 55 funds | $2.9B |
| VISA INC-CLASS A SHARESV | 55 funds | $2.6B |
| TESLA INCTSLA | 55 funds | $2.5B |
| JOHNSON & JOHNSONJNJ | 55 funds | $2.5B |
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 + 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. Every panel above is one call to the Arkolith API & MCP server.