SPDN

Dir Dly SP 500 BR 1X ETF-UsiETF$8.65 0.58%
UnclassifiedUSCUSIP 25460E869· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
38
+6 QoQ
13F Value (tracked)
$67.2M
13F Moves · latest Q
10 added
7 trimmed
Recent Filings
0

Price & smart-money activity

$8.65 0.58%5Y -44.5%
$7.87$10.55$13.22$15.89$18.572021202220232024202520263472739476874584735544446147889989117
Hover for who · click for detailEnd-of-day closing prices52w $8.59 – $10.30

Top institutional holders

38 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1ONE PLUS ONE WEALTH MANAGEMENT, LLC
$15.5M
1.8M
+27%
Added · +386K sh
Q2 2026
2CITADEL ADVISORS LLC
$9.9M
996K
−16%
Reduced · −195K sh
Q1 2026
3IMC-Chicago, LLC
$9.7M
974K
+307%
Added · +735K sh
Q1 2026
4NewEdge Advisors, LLC
$8.4M
842K
+70%
Added · +345K sh
Q1 2026
5ENVESTNET ASSET MANAGEMENT INC
$5.3M
532K
+105%
Added · +272K sh
Q1 2026
6LPL Financial LLC
$2.4M
246K
+101%
Added · +123K sh
Q1 2026
7AXXCESS WEALTH MANAGEMENT, LLC
$2.2M
220K
+22%
Added · +39K sh
Q1 2026
8Moors & Cabot, Inc.
$1.7M
167K
+793%
Added · +148K sh
Q1 2026
9CHOREO, LLC
$1.5M
155K
+6.3%
Added · +9K sh
Q1 2026
10XTX Topco Ltd
$1.5M
147K
New
+147K sh
Q1 2026
11VERUS CAPITAL PARTNERS, LLC
$1.4M
143K
+119%
Added · +78K sh
Q1 2026
12Tidal Investments LLC
$1.4M
136K
+38%
Added · +37K sh
Q1 2026
13SHEPHERD KAPLAN KROCHUK, LLC
$1.3M
135K
−2.5%
Reduced · −3K sh
Q1 2026
14MERCER GLOBAL ADVISORS INC /ADV
$1.3M
129K
New
+129K sh
Q1 2026
15TWO SIGMA SECURITIES, LLC
$579K
58K
+70%
Added · +24K sh
Q1 2026
16Resonant Capital Advisors, LLC
$512K
51K
+28%
Added · +11K sh
Q1 2026
17SUSQUEHANNA INTERNATIONAL GROUP, LLP
$420K
42K
−29%
Reduced · −17K sh
Q1 2026
18Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
$363K
42K
−15%
Reduced · −7K sh
Q2 2026
19Mirae Asset Global Investments Co., Ltd.
$357K
36K
+14%
Added · +4K sh
Q1 2026
20ASPIRIANT, LLC
$258K
30K
Held
Q2 2026
21MOULTON WEALTH MANAGEMENT, INC
$217K
25K
New
+25K sh
Q2 2026
22Belpointe Asset Management LLC
$200K
20K
−2.1%
Reduced · −435 sh
Q1 2026
23HBK Sorce Advisory LLC
$176K
20K
New
+20K sh
Q1 2026
24Waverly Advisors, LLC
$136K
14K
New
+14K sh
Q1 2026
25Cornerstone Wealth Management, LLC
$109K
11K
New
+11K 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.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
7
funds
Reduced
7
funds
Exited
0
funds

Funds that own SPDN also own

CompanyCo-held byCombined value
APPLE INCAAPL16 funds$5.0B
AMAZON.COM INCAMZN16 funds$4.0B
MICROSOFT CORPMSFT16 funds$3.7B
BROADCOM INCAVGO16 funds$2.4B
JPMORGAN CHASE & COJPM16 funds$2.0B
TESLA INCTSLA16 funds$1.7B
ALPHABET INC-CL CGOOG16 funds$1.5B
BERKSHIRE HATHAWAY INC-CL BBRK/B16 funds$1.5B
CHEVRON CORPCVX16 funds$1.2B
COSTCO WHOLESALE CORPCOST16 funds$1.1B
VANGUARD FTSE DEVELOPED ETFVEA16 funds$1.1B
EXXON MOBIL CORPXOM16 funds$1.1B

Ranked by how many of SPDN's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

37 funds+18 since Q3 2024
01937Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $65.6M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SPDN/capital-change-brief"
Ask your agent
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 + end-of-day price history + the live filing stream, joined for SPDN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.