Among active 13F managers last quarter, 5 opened and 6 added, while 13 reduced; the largest holder to move was Robinson Value Management, Ltd. (new position).
47 tracked 13F filers disclose a position in SPDN as of the latest SEC 13F filings, a combined $79.2M 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 | Robinson Value Management, Ltd. | 2.1M | $18.1M | ▲New +2.1M sh | Q2 2026 | |
| 2 | One Plus One Wealth Management, LLC | 1.8M | $15.5M | ▲+27% Added · +386K sh | Q2 2026 | |
| 3 | IMC-Chicago, LLC | 974K | $9.7M | ▲+307% Added · +735K sh | Q1 2026 | |
| 4 | NewEdge Advisors, LLC | 569K | $4.9M | ▼−32% Reduced · −273K sh | Q2 2026 | |
| 5 | Envestnet Asset Management Inc | 532K | $5.3M | ▲+105% Added · +272K sh | Q1 2026 | |
| 6 | Citadel Advisors LLC | 474K | $4.1M | ▼−52% Reduced · −523K sh | Q2 2026 | |
| 7 | Axxcess Wealth Management, LLC | 304K | $2.6M | ▲+39% Added · +85K sh | Q2 2026 | |
| 8 | LPL Financial LLC | 246K | $2.4M | ▲+101% Added · +123K sh | Q1 2026 | |
| 9 | Shepherd Kaplan Krochuk, LLC | 193K | $1.7M | ▲+44% Added · +59K sh | Q2 2026 | |
| 10 | Cushing Capital Partners, LLC | 179K | $1.5M | ▲+17% Added · +26K sh | Q2 2026 | |
| 11 | Choreo, LLC | 154K | $1.3M | ▼−0.5% Reduced · −838 sh | Q2 2026 | |
| 12 | XTX Topco Ltd | 147K | $1.5M | ▲New +147K sh | Q1 2026 | |
| 13 | Moors & Cabot, Inc. | 145K | $1.3M | ▼−13% Reduced · −21K sh | Q2 2026 | |
| 14 | Allred Capital Management, LLC | 136K | $1.2M | ▼−27% Reduced · −51K sh | Q2 2026 | |
| 15 | Verus Capital Partners, LLC | 130K | $1.1M | ▼−8.8% Reduced · −13K sh | Q2 2026 | |
| 16 | Mercer Global Advisors Inc | 129K | $1.3M | ▲New +129K sh | Q1 2026 | |
| 17 | Maltin Wealth Management, Inc. | 125K | $1.1M | ▲+0.5% Added · +593 sh | Q2 2026 | |
| 18 | Resonant Capital Advisors, LLC | 51K | $446K | —Held | Q2 2026 | |
| 19 | Susquehanna International Group, LLP | 42K | $420K | ▼−29% Reduced · −17K sh | Q1 2026 | |
| 20 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 42K | $363K | ▼−15% Reduced · −7K sh | Q2 2026 | |
| 21 | Daytona Street Capital LLC | 39K | $334K | ▲New +39K sh | Q2 2026 | |
| 22 | Two Sigma Securities, LLC | 37K | $321K | ▼−36% Reduced · −21K sh | Q2 2026 | |
| 23 | Mirae Asset Global Investments Co., Ltd. | 36K | $357K | ▲+14% Added · +4K sh | Q1 2026 | |
| 24 | Aspiriant, LLC | 30K | $258K | —Held | Q2 2026 | |
| 25 | Harmony Asset Management LLC | 26K | $230K | ▼−0.8% Reduced · −218 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, 5 funds opened a new position in SPDN and 6 added to an existing one, while 13 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 |
|---|---|---|
| Microsoft CorpMSFT | 26 funds | $4.2B |
| SPDR Gold SharesGLD | 26 funds | $405.4M |
| Alphabet Inc-CL AGOOGL | 25 funds | $3.9B |
| Alphabet Inc-CL CGOOG | 25 funds | $1.8B |
| Berkshire Hathaway Inc-CL BBRK/B | 25 funds | $1.3B |
| Nvidia CorpNVDA | 24 funds | $8.0B |
| Apple IncAAPL | 24 funds | $6.4B |
| Amazon.com IncAMZN | 24 funds | $4.4B |
| JPMorgan Chase & CoJPM | 24 funds | $2.2B |
| Vanguard S&P 500 ETFVOO | 24 funds | $1.7B |
| General ElectricGE | 24 funds | $1.2B |
| Visa Inc-Class A SharesV | 24 funds | $1.1B |
Ranked by how many of SPDN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SPDN.
| Class | 13F holders | Value held |
|---|---|---|
| COMmc | 62 funds | $100.5M |
| SPDNthis pageS&P 500 BE | 47 funds | $79.2M |
| TZASMALL CAP | 36 funds | $26.2M |
| DFENFund | 33 funds | $40.5M |
| SPXSmc | 29 funds | $63.0M |
| FAZFund | 29 funds | $16.1M |
| DUSLINDUSTRIAL | 12 funds | $7.8M |
| UTSLmc | 10 funds | $3.9M |
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 SPDN
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/SPDN/capital-change-brief"
Use Arkolith's capital_change_brief for SPDN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for SPDN. Filings are public domain, sourced to SEC EDGAR.