Among active 13F managers last quarter, 5 opened and 5 added, while 2 reduced; the largest holder to move was Allianz SE (−7.8%).
24 tracked 13F filers disclose a position in SPBX as of the latest SEC 13F filings, a combined $26.2M 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 | Allianz SE | 411K | $11.1M | ▼−7.8% Reduced · −35K sh | Q1 2026 | |
| 2 | AE Wealth Management LLC | 135K | $3.6M | ▲+19% Added · +22K sh | Q1 2026 | |
| 3 | Commonwealth Equity Services, LLC | 99K | $2.7M | ▼−22% Reduced · −27K sh | Q1 2026 | |
| 4 | Huntington National Bank | 65K | $1.9M | ▲+16% Added · +9K sh | Q2 2026 | |
| 5 | Envestnet Asset Management Inc | 52K | $1.4M | ▲+5.7% Added · +3K sh | Q1 2026 | |
| 6 | Old Mission Capital LLC | 26K | $713K | ▲+36% Added · +7K sh | Q1 2026 | |
| 7 | Mosley Wealth Management | 26K | $750K | ▲12× Added · +24K sh | Q2 2026 | |
| 8 | Osaic Holdings, Inc. | 22K | $605K | ▲New +22K sh | Q1 2026 | |
| 9 | LPL Financial LLC | 20K | $531K | ▲+1.5% Added · +290 sh | Q1 2026 | |
| 10 | BridgePort Financial Solutions, LLC | 12K | $358K | ▲+32% Added · +3K sh | Q2 2026 | |
| 11 | MML Investors Services, LLC | 11K | $327K | ▼−4.7% Reduced · −554 sh | Q2 2026 | |
| 12 | Stephens Inc | 10K | $298K | ▲New +10K sh | Q2 2026 | |
| 13 | Comprehensive Financial Consultants Institutional, Inc. | 10K | $289K | ▲New +10K sh | Q2 2026 | |
| 14 | Diversify Wealth Management, LLC | 9K | $273K | ▲New +9K sh | Q2 2026 | |
| 15 | Diversify Advisory Services, LLC | 9K | $273K | ▲New +9K sh | Q2 2026 | |
| 16 | Centaurus Financial, Inc. | 9K | $248K | ▲+6.0% Added · +486 sh | Q2 2026 | |
| 17 | Independent Financial Group, LLC | 8K | $222K | —Held | Q2 2026 | |
| 18 | Strategic Financial Concepts, LLC | 7K | $213K | ▲New +7K sh | Q2 2026 | |
| 19 | Lloyd Advisory Services, LLC. | 7K | $203K | ▲New +7K sh | Q2 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | 3K | $96K | ▲+46% Added · +1K sh | Q2 2026 | |
| 21 | IFP Advisors, Inc | 2K | $54K | ▲+0.1% Added · +1 sh | Q2 2026 | |
| 22 | Key Capital Management, INC | 776 | $23K | ▲+49% Added · +255 sh | Q2 2026 | |
| 23 | UBS Group AG | 195 | $5K | ▲New +195 sh | Q1 2026 | |
| 24 | Harbour Investments, Inc. | 91 | $2K | ▼−91% Reduced · −951 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, 5 funds opened a new position in SPBX and 5 added to an existing one, 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 | 13 funds | $1.5B |
| Nvidia CorpNVDA | 13 funds | $1.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 13 funds | $982.1M |
| Invesco QQQ Trust Series 1QQQ | 13 funds | $923.0M |
| Tesla IncTSLA | 13 funds | $223.5M |
| Apple IncAAPL | 12 funds | $1.0B |
| Vanguard S&P 500 ETFVOO | 12 funds | $670.2M |
| Amazon.com IncAMZN | 12 funds | $623.4M |
| Microsoft CorpMSFT | 12 funds | $579.6M |
| Alphabet Inc-CL AGOOGL | 12 funds | $478.1M |
| Vanguard Total Stock MKT ETFVTI | 12 funds | $409.8M |
| Alphabet Inc-CL CGOOG | 12 funds | $409.4M |
Ranked by how many of SPBX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SPBX.
| Class | 13F holders | Value held |
|---|---|---|
| OCTWmc | 80 funds | $351.3M |
| JANWmc | 79 funds | $246.4M |
| DECWmc | 75 funds | $137.6M |
| JUNWmc | 73 funds | $138.8M |
| MAYWUS LAGCP B20 MAY | 67 funds | $140.5M |
| JULWmc | 66 funds | $205.0M |
| APRWmc | 60 funds | $144.8M |
| FEBWmc | 59 funds | $88.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SPBX
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/SPBX/capital-change-brief"
Use Arkolith's capital_change_brief for SPBX. 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 SPBX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.