44 tracked 13F filers disclose a position in SPBU as of the latest SEC 13F filings, a combined $129.1M 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 | Savant Capital, LLC | $36.8M | 1.2M | ▲+21% Added · +211K sh | Q2 2026 | |
| 2 | Transcendent Capital Group LLC | $19.1M | 632K | ▲+2.2% Added · +13K sh | Q2 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $9.2M | 340K | ▲+198% Added · +226K sh | Q1 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $7.3M | 268K | ▲+2.0% Added · +5K sh | Q1 2026 | |
| 5 | OPTIMA CAPITAL LLC | $7.9M | 261K | ▲+3.4% Added · +9K sh | Q2 2026 | |
| 6 | Cetera Investment Advisers | $5.6M | 207K | ▲+68% Added · +84K sh | Q1 2026 | |
| 7 | Advisory Services Network, LLC | $5.5M | 204K | ▲+0.3% Added · +557 sh | Q1 2026 | |
| 8 | Core Wealth Advisors, Inc. | $6.0M | 198K | ▲+7.1% Added · +13K sh | Q2 2026 | |
| 9 | HARBOUR INVESTMENTS, INC. | $4.8M | 177K | ▲+30% Added · +41K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 126K | ▲+197% Added · +83K sh | Q1 2026 | |
| 11 | Patriot Financial Group Insurance Agency, LLC | $3.5M | 115K | ▼−32% Reduced · −53K sh | Q2 2026 | |
| 12 | CGN Advisors LLC | $2.7M | 89K | ▲+1.4% Added · +1K sh | Q2 2026 | |
| 13 | VIMA LLC | $2.0M | 65K | ▲New +65K sh | Q2 2026 | |
| 14 | ALLIANZ SE | $1.4M | 53K | ▼−65% Reduced · −100K sh | Q1 2026 | |
| 15 | Stonebridge Financial Group, LLC / MO | $1.4M | 47K | ▼−1.2% Reduced · −548 sh | Q2 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $1.3M | 42K | ▲+59% Added · +16K sh | Q2 2026 | |
| 17 | SageGuard Financial Group, LLC | $964K | 32K | ▲+47% Added · +10K sh | Q2 2026 | |
| 18 | Madrona Financial Services, LLC | $959K | 32K | —Held | Q2 2026 | |
| 19 | STEPHENS INC /AR/ | $861K | 28K | ▲+13% Added · +3K sh | Q2 2026 | |
| 20 | Capital Investment Advisory Services, LLC | $847K | 28K | ▲+7.4% Added · +2K sh | Q2 2026 | |
| 21 | RFG Advisory, LLC | $813K | 27K | ▲New +27K sh | Q2 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | $741K | 25K | ▲68× Added · +24K sh | Q2 2026 | |
| 23 | Guardian Capital, LLC | $654K | 22K | ▼−15% Reduced · −4K sh | Q2 2026 | |
| 24 | Strategic Financial Concepts, LLC | $635K | 21K | —Held | Q2 2026 | |
| 25 | AE Wealth Management LLC | $540K | 20K | ▲+21% Added · +3K 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, 8 funds opened a new position in SPBU and 10 added to an existing one, while 3 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 |
|---|---|---|
| NVIDIA CORPNVDA | 24 funds | $1.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 24 funds | $1.4B |
| ISHARES CORE S&P 500 ETFIVV | 23 funds | $2.1B |
| APPLE INCAAPL | 23 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $1.4B |
| AMAZON.COM INCAMZN | 23 funds | $884.9M |
| MICROSOFT CORPMSFT | 23 funds | $882.4M |
| VANGUARD S&P 500 ETFVOO | 22 funds | $764.9M |
| ALPHABET INC-CL AGOOGL | 22 funds | $655.3M |
| BROADCOM INCAVGO | 22 funds | $588.7M |
| WALMART INCWMT | 22 funds | $521.8M |
| TESLA INCTSLA | 22 funds | $291.6M |
Ranked by how many of SPBU's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| OCTWmc | 81 funds | $350.7M |
| JANWmc | 79 funds | $246.1M |
| DECWmc | 74 funds | $136.8M |
| JUNWmc | 70 funds | $136.9M |
| JULWmc | 65 funds | $204.5M |
| MAYWUS LAGCP B20 MAY | 65 funds | $136.6M |
| APRWmc | 58 funds | $141.8M |
| FEBWmc | 58 funds | $90.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SPBU
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/SPBU/capital-change-brief"
Use Arkolith's capital_change_brief for SPBU. 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 SPBU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.