42 tracked 13F filers disclose a position in SPE as of the latest SEC 13F filings, a combined $45.4M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | $18.4M | 1.3M | ▲+0.9% Added · +12K sh | Q1 2026 | |
| 2 | Shaker Financial Services, LLC | $9.0M | 665K | ▲+79% Added · +293K sh | Q2 2026 | |
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $4.8M | 357K | ▲+21% Added · +62K sh | Q2 2026 | |
| 4 | CSS LLC/IL | $1.6M | 119K | ▲+2.4% Added · +3K sh | Q1 2026 | |
| 5 | SCOTIA CAPITAL INC. | $1.5M | 109K | ▼−1.1% Reduced · −1K sh | Q2 2026 | |
| 6 | Advisors Asset Management, Inc. | $1.5M | 107K | ▼−5.0% Reduced · −6K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $1.2M | 91K | ▲+24% Added · +17K sh | Q1 2026 | |
| 8 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $1.1M | 82K | ▼−21% Reduced · −21K sh | Q1 2026 | |
| 9 | GatePass Capital, LLC | $773K | 57K | ▼−49% Reduced · −55K sh | Q2 2026 | |
| 10 | FIRST MANHATTAN CO. LLC. | $609K | 44K | ▲+11% Added · +4K sh | Q1 2026 | |
| 11 | OPPENHEIMER & CO INC | $492K | 36K | ▲+71% Added · +15K sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $441K | 32K | ▼−3.3% Reduced · −1K sh | Q1 2026 | |
| 13 | LANARK FINANCIAL, INC. | $359K | 27K | ▲+60% Added · +10K sh | Q2 2026 | |
| 14 | Ancora Advisors LLC | $315K | 23K | ▲+24% Added · +4K sh | Q1 2026 | |
| 15 | GUGGENHEIM CAPITAL LLC | $286K | 21K | ▲+2.8% Added · +575 sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $273K | 20K | ▼−48% Reduced · −18K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $265K | 19K | ▲+7.2% Added · +1K sh | Q1 2026 | |
| 18 | Sowell Financial Services LLC | $242K | 18K | —Held | Q2 2026 | |
| 19 | TrueMark Investments, LLC | $234K | 17K | ▲+7.0% Added · +1K sh | Q2 2026 | |
| 20 | HARBOUR INVESTMENTS, INC. | $231K | 17K | ▲+3.2% Added · +529 sh | Q1 2026 | |
| 21 | LEAVELL INVESTMENT MANAGEMENT, INC. | $226K | 17K | ▲New +17K sh | Q2 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $223K | 16K | ▲+2.0% Added · +325 sh | Q1 2026 | |
| 23 | Live Oak Private Wealth LLC | $207K | 15K | —Held | Q2 2026 | |
| 24 | NWF Advisory Services Inc. | $183K | 14K | ▼−4.4% Reduced · −628 sh | Q2 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $163K | 12K | ▼−12% Reduced · −2K 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 SPE and 10 added to an existing one, while 5 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 19 funds | $1.1B |
| BROADCOM INCAVGO | 19 funds | $715.7M |
| ADVANCED MICRO DEVICESAMD | 19 funds | $240.6M |
| APPLE INCAAPL | 18 funds | $1.8B |
| NVIDIA CORPNVDA | 18 funds | $1.4B |
| JOHNSON & JOHNSONJNJ | 18 funds | $353.6M |
| ABBVIE INCABBV | 18 funds | $330.9M |
| CHEVRON CORPCVX | 18 funds | $303.8M |
| ELI LILLY & COLLY | 18 funds | $286.9M |
| HOME DEPOT INCHD | 18 funds | $263.6M |
| VERIZON COMMUNICATIONS INCVZ | 18 funds | $219.4M |
| AMAZON.COM INCAMZN | 17 funds | $921.2M |
Ranked by how many of SPE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SPEthis pageOTHER | 42 funds | $45.4M |
| SPE 2.75 01/27/27 CConvertible Preferred | 10 funds | $42.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SPE
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/SPE/capital-change-brief"
Use Arkolith's capital_change_brief for SPE. 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 SPE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.