| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $789.1M | 16.82M | Reduced | Q1 2026 |
| 2 | STATE STREET CORP | $229.9M | 4.90M | Added | Q1 2026 |
| 3 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $193.9M | 4.13M | New | Q1 2026 |
| 4 | CWM, LLC | $140.1M | 2.99M | Added | Q1 2026 |
| 5 | Envestnet Portfolio Solutions, Inc. | $88.5M | 1.89M | Reduced | Q1 2026 |
| 6 | ASSETMARK, INC | $68.4M | 1.46M | Reduced | Q1 2026 |
| 7 | Advisory Alpha, LLC | $62.4M | 1.33M | Added | Q1 2026 |
| 8 | Equitable Holdings, Inc. | $61.3M | 1.31M | Added | Q1 2026 |
| 9 | Cassaday & Co Wealth Management LLC | $52.9M | 1.13M | Reduced | Q1 2026 |
| 10 | NorthRock Partners, LLC | $52.8M | 1.12M | Reduced | Q1 2026 |
| 11 | Private Advisor Group, LLC | $52.5M | 1.12M | Added | Q1 2026 |
| 12 | Advocacy Wealth Management, LLC | $45.4M | 970.9K | New | Q4 2025 |
| 13 | Beacon Pointe Advisors, LLC | $41.3M | 880.2K | Added | Q1 2026 |
| 14 | GREAT LAKES ADVISORS, LLC | $40.0M | 851.8K | Added | Q1 2026 |
| 15 | CITADEL ADVISORS LLC | $37.7M | 804.4K | Added | Q4 2025 |
| 16 | Elm Partners Management LLC | $37.6M | 827.0K | Reduced | Q1 2026 |
| 17 | Integrated Wealth Concepts LLC | $37.1M | 790.8K | Added | Q1 2026 |
| 18 | Pathstone Holdings, LLC | $35.4M | 753.9K | Added | Q1 2026 |
| 19 | GeoWealth Management, LLC | $34.8M | 741.7K | New | Q1 2026 |
| 20 | AXXCESS WEALTH MANAGEMENT, LLC | $34.2M | 728.9K | Added | Q1 2026 |
| 21 | Capital Asset Advisory Services LLC | $34.1M | 666.5K | Added | Q1 2026 |
| 22 | MML INVESTORS SERVICES, LLC | $31.7M | 675.9K | Reduced | Q1 2026 |
| 23 | NewEdge Advisors, LLC | $31.7M | 675.1K | New | Q1 2026 |
| 24 | Venturi Wealth Management, LLC | $31.4M | 670.1K | Added | Q1 2026 |
| 25 | ST GERMAIN D J CO INC | $31.3M | 666.7K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorporationNVDA | 214 funds | $214.9B |
| ExxonMobilXOM | 214 funds | $45.0B |
| Microsoft CorpMSFT | 213 funds | $146.8B |
| LPHABET INCGOOG | 213 funds | $69.5B |
| Apple IncAAPL | 212 funds | $198.8B |
| Amazon.com IncAMZN | 212 funds | $105.6B |
| Meta Platforms, Inc.META | 212 funds | $64.2B |
| Jpmorgan Chase & CoJPM | 212 funds | $51.7B |
| TATE STR SPDR S&P 500 ETF TSPY | 212 funds | $35.5B |
| iShares S&P 500 ETFIVV | 212 funds | $34.6B |
| Visa Inc.V | 212 funds | $33.0B |
| Costco Wholesale CorpCOST | 212 funds | $25.5B |
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 + Form 4 insider transactions + 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.