Among active 13F managers last quarter, 4 opened and 6 added, while 8 reduced; the largest holder to move was Ironsides Asset Advisors, LLC (+0.0%). No recent Form 4 insider filings for SPD.
No leg leans either way.
43 tracked 13F filers disclose a position in SPD as of the latest SEC 13F filings, a combined $68.5M 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 | Commonwealth Equity Services, LLC | 289K | $10.5M | ▲+13% Added · +34K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 238K | $8.7M | ▼−38% Reduced · −147K sh | Q1 2026 | |
| 3 | AE Wealth Management LLC | 181K | $6.6M | ▼−0.5% Reduced · −897 sh | Q1 2026 | |
| 4 | Authentikos Wealth Advisory, LLC | 181K | $7.5M | ▼−8.7% Reduced · −17K sh | Q2 2026 | |
| 5 | Independent Wealth Advisors LLC | 150K | $6.2M | ▲+0.5% Added · +730 sh | Q2 2026 | |
| 6 | Evolution Wealth Management Inc. | 136K | $5.6M | ▲+3.8% Added · +5K sh | Q2 2026 | |
| 7 | Ironsides Asset Advisors, LLC | 116K | $4.8M | ▲~0% Added · +20 sh | Q2 2026 | |
| 8 | Austin Wealth Management, LLC | 53K | $2.2M | ▲+9.4% Added · +5K sh | Q2 2026 | |
| 9 | Old Mission Capital LLC | 48K | $1.7M | ▲New +48K sh | Q1 2026 | |
| 10 | Steward Partners Investment Advisory, LLC | 41K | $1.7M | —Held | Q2 2026 | |
| 11 | Lloyd Advisory Services, LLC. | 41K | $1.7M | ▲22× Added · +39K sh | Q2 2026 | |
| 12 | Park Edge Advisors, LLC | 31K | $1.3M | ▲+3.2% Added · +962 sh | Q2 2026 | |
| 13 | Susquehanna International Group, LLP | 28K | $1.0M | ▲New +28K sh | Q1 2026 | |
| 14 | Entrewealth, LLC | 24K | $1.0M | ▲+66% Added · +10K sh | Q2 2026 | |
| 15 | Elevated Capital Advisors, LLC | 22K | $915K | ▼−6.6% Reduced · −2K sh | Q2 2026 | |
| 16 | B.O.S.S. Retirement Advisors, LLC | 22K | $904K | ▼−2.0% Reduced · −457 sh | Q2 2026 | |
| 17 | Compound Planning, Inc. | 20K | $828K | ▼−42% Reduced · −15K sh | Q2 2026 | |
| 18 | Fiduciary Alliance LLC | 19K | $748K | ▼−0.1% Reduced · −17 sh | Q1 2026 | |
| 19 | Jane Street Group, LLC | 18K | $650K | ▲New +18K sh | Q1 2026 | |
| 20 | Howard Bailey Securities, LLC | 17K | $708K | ▼−3.1% Reduced · −544 sh | Q2 2026 | |
| 21 | Insigneo Advisory Services, LLC | 16K | $673K | —Held | Q2 2026 | |
| 22 | O'shaughnessy Asset Management, LLC | 12K | $515K | ▲New +12K sh | Q2 2026 | |
| 23 | McCartney Wealth Management LLC | 11K | $450K | —Held | Q2 2026 | |
| 24 | Dynamic Advisor Solutions LLC | 8K | $339K | —Held | Q2 2026 | |
| 25 | Tounjian Advisory Partners, LLC | 8K | $324K | ▲New +8K 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, 4 funds opened a new position in SPD and 6 added to an existing one, while 8 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 |
|---|---|---|
| Nvidia CorpNVDA | 22 funds | $1.6B |
| Ishares Core S&P 500 ETFIVV | 22 funds | $802.6M |
| Vanguard S&P 500 ETFVOO | 22 funds | $693.7M |
| Vanguard Total Stock MKT ETFVTI | 22 funds | $237.5M |
| Apple IncAAPL | 21 funds | $2.2B |
| Microsoft CorpMSFT | 21 funds | $913.9M |
| Ishares Core Msci EmergingIEMG | 21 funds | $854.9M |
| Amazon.com IncAMZN | 21 funds | $849.9M |
| Alphabet Inc-CL AGOOGL | 21 funds | $836.3M |
| Broadcom IncAVGO | 21 funds | $597.6M |
| Meta Platforms Inc-Class AMETA | 21 funds | $407.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 21 funds | $394.2M |
Ranked by how many of SPD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SPD.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 11 | 15 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 227 funds | $1.0B |
| MTBAcommon | 143 funds | $962.3M |
| BUCKTREASURY OPT INC | 89 funds | $224.9M |
| AGGHUIT EXCHANGE TRADED | 83 funds | $350.8M |
| CDXMF Closed and MF Open | 82 funds | $273.5M |
| HEQTMF Closed and MF Open | 81 funds | $201.9M |
| TUASHORT TERM TREA | 75 funds | $459.3M |
| SVOLmc | 74 funds | $61.4M |
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 SPD
This stock 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/SPD/capital-change-brief"
Use Arkolith's capital_change_brief for SPD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SPD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.