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/SPEM/capital-change-brief"
Use Arkolith's capital_change_brief for SPEM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | $1.0B | 21.8M | ▼−1.2% Reduced · −269K sh | Q1 2026 | |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $858.8M | 18.3M | ▲+15% Added · +2.4M sh | Q1 2026 | |
| 3 | Financial Engines Advisors L.L.C. | $789.1M | 16.8M | ▼−1.1% Reduced · −179K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $783.2M | 16.7M | ▲+7.1% Added · +1.1M sh | Q1 2026 | |
| 5 | Allworth Financial LP | $437.8M | 9.3M | ▼−0.3% Reduced · −24K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $421.1M | 9.0M | ▲+28% Added · +2.0M sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $351.3M | 7.5M | ▲+39% Added · +2.1M sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $301.3M | 6.4M | ▲58× Added · +6.3M sh | Q1 2026 | |
| 9 | STATE STREET CORP | $229.9M | 4.9M | ▲+11% Added · +482K sh | Q1 2026 | |
| 10 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $193.9M | 4.1M | ▲New +4.1M sh | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $162.3M | 3.5M | ▼−1.4% Reduced · −50K sh | Q1 2026 | |
| 12 | Cerity Partners LLC | $152.9M | 3.3M | ▲+17% Added · +485K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $147.7M | 3.1M | ▼−24% Reduced · −1.0M sh | Q1 2026 | |
| 14 | CWM, LLC | $140.1M | 3.0M | ▲+22% Added · +548K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $134.3M | 2.9M | ▲+9.0% Added · +237K sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $115.3M | 2.5M | ▼−36% Reduced · −1.4M sh | Q1 2026 | |
| 17 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $111.5M | 2.4M | ▼−9.5% Reduced · −248K sh | Q1 2026 | |
| 18 | UBS Group AG | $110.7M | 2.4M | ▲+26% Added · +489K sh | Q1 2026 | |
| 19 | Focus Partners Wealth | $99.7M | 2.2M | ▲+0.3% Added · +7K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $98.9M | 2.1M | ▲+8.6% Added · +167K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $92.5M | 2.0M | ▲+3.9% Added · +74K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $91.3M | 1.9M | ▼−1.1% Reduced · −22K sh | Q1 2026 | |
| 23 | Mariner, LLC | $89.0M | 1.9M | ▲+4.8% Added · +87K sh | Q1 2026 | |
| 24 | Envestnet Portfolio Solutions, Inc. | $88.5M | 1.9M | ▼−13% Reduced · −277K sh | Q1 2026 | |
| 25 | ASSETMARK, INC | $68.4M | 1.5M | ▼−0.4% Reduced · −6K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 212 funds | $41.5B |
| EXXON MOBIL CORPXOM | 212 funds | $8.7B |
| MICROSOFT CORPMSFT | 211 funds | $33.1B |
| ALPHABET INC-CL CGOOG | 211 funds | $16.2B |
| JPMORGAN CHASE & COJPM | 211 funds | $15.1B |
| VISA INC-CLASS A SHARESV | 211 funds | $8.1B |
| COSTCO WHOLESALE CORPCOST | 211 funds | $7.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 210 funds | $34.5B |
| VANGUARD S&P 500 ETFVOO | 210 funds | $25.0B |
| AMAZON.COM INCAMZN | 210 funds | $24.3B |
| ALPHABET INC-CL AGOOGL | 210 funds | $21.5B |
| META PLATFORMS INC-CLASS AMETA | 210 funds | $13.6B |
Ranked by how many of SPEM'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 + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SPEM. 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.