| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $2.5B | 55.85M | Reduced | Q1 2026 |
| 2 | CWM, LLC | $807.2M | 17.68M | Added | Q1 2026 |
| 3 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $561.1M | 12.29M | New | Q1 2026 |
| 4 | STATE STREET CORP | $360.0M | 7.89M | Reduced | Q1 2026 |
| 5 | Nearwater Capital Markets, Ltd | $275.7M | 6.04M | New | Q1 2026 |
| 6 | Advisory Alpha, LLC | $186.8M | 4.09M | Reduced | Q1 2026 |
| 7 | BENJAMIN EDWARDS INC | $170.3M | 3.73M | Added | Q1 2026 |
| 8 | Clearstead Advisors, LLC | $141.5M | 3.10M | Added | Q1 2026 |
| 9 | AlphaCore Capital LLC | $111.8M | 2.45M | Reduced | Q1 2026 |
| 10 | Envestnet Portfolio Solutions, Inc. | $111.3M | 2.44M | Reduced | Q1 2026 |
| 11 | Gradient Investments LLC | $103.4M | 2.27M | Added | Q1 2026 |
| 12 | GeoWealth Management, LLC | $101.6M | 2.23M | New | Q1 2026 |
| 13 | Capital Asset Advisory Services LLC | $99.3M | 2.01M | Added | Q1 2026 |
| 14 | MML INVESTORS SERVICES, LLC | $98.3M | 2.15M | Added | Q1 2026 |
| 15 | AXXCESS WEALTH MANAGEMENT, LLC | $93.8M | 2.06M | Added | Q1 2026 |
| 16 | ASSETMARK, INC | $93.5M | 2.05M | Reduced | Q1 2026 |
| 17 | Advocacy Wealth Management, LLC | $93.2M | 2.10M | New | Q4 2025 |
| 18 | Private Advisor Group, LLC | $92.6M | 2.03M | Added | Q1 2026 |
| 19 | Dakota Wealth Management | $89.3M | 1.96M | Added | Q1 2026 |
| 20 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | $89.0M | 1.95M | New | Q1 2026 |
| 21 | EXCHANGE TRADED CONCEPTS, LLC | $87.3M | 1.91M | Added | Q1 2026 |
| 22 | Savant Capital, LLC | $87.2M | 1.91M | Reduced | Q1 2026 |
| 23 | DIVERSIFY WEALTH MANAGEMENT, LLC | $77.2M | 1.62M | Added | Q1 2026 |
| 24 | HighPoint Advisor Group LLC | $70.8M | 1.55M | Added | Q1 2026 |
| 25 | Rockefeller Capital Management L.P. | $64.4M | 1.45M | New | Q4 2025 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorpMSFT | 247 funds | $152.8B |
| Nvidia CorporationNVDA | 245 funds | $220.6B |
| Amazon.com IncAMZN | 245 funds | $110.5B |
| LPHABET INCGOOG | 245 funds | $71.9B |
| ExxonMobilXOM | 245 funds | $46.4B |
| Apple IncAAPL | 244 funds | $204.2B |
| Johnson & JohnsonJNJ | 244 funds | $44.5B |
| TATE STR SPDR S&P 500 ETF TSPY | 244 funds | $30.1B |
| Costco Wholesale CorpCOST | 244 funds | $27.3B |
| Procter And Gamble CoPG | 244 funds | $20.7B |
| Mcdonalds CorpMCD | 244 funds | $15.2B |
| GOOGLE INCGOOGL | 243 funds | $90.3B |
Ranked by how many of SPDW's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SPDW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.