Among active 13F managers last quarter, 1 opened and 13 added, while 13 reduced; the largest holder to move was Mather Group, LLC. (−7.7%).
98 tracked 13F filers disclose a position in SPEU as of the latest SEC 13F filings, a combined $257.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | 1.2M | $61.9M | ▼−50% Reduced · −1.2M sh | Q1 2026 | |
| 2 | Morgan Stanley | 874K | $44.8M | ▼−1.5% Reduced · −13K sh | Q1 2026 | |
| 3 | Osaic Holdings, Inc. | 731K | $37.5M | ▲+21% Added · +127K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 317K | $16.3M | ▼−13% Reduced · −47K sh | Q1 2026 | |
| 5 | Bank Of America Corp | 293K | $15.0M | ▲+0.6% Added · +2K sh | Q1 2026 | |
| 6 | Jane Street Group, LLC | 180K | $9.2M | ▲+182% Added · +116K sh | Q1 2026 | |
| 7 | Mather Group, LLC. | 157K | $8.0M | ▼−7.7% Reduced · −13K sh | Q1 2026 | |
| 8 | Treasure Coast Financial Planning | 129K | $7.1M | ▲+0.5% Added · +630 sh | Q2 2026 | |
| 9 | Scotia Capital Inc. | 96K | $5.3M | ▲+2.1% Added · +2K sh | Q2 2026 | |
| 10 | Atlantic Edge Private Wealth Management, LLC | 95K | $5.2M | ▼−7.2% Reduced · −7K sh | Q2 2026 | |
| 11 | Wells Fargo & Company | 77K | $3.9M | ▼−26% Reduced · −26K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | 73K | $3.7M | ▲+14% Added · +9K sh | Q1 2026 | |
| 13 | Private Advisor Group, LLC | 68K | $3.7M | ▲+6.0% Added · +4K sh | Q2 2026 | |
| 14 | Charles Schwab Investment Management Inc | 66K | $3.4M | ▼−2.8% Reduced · −2K sh | Q1 2026 | |
| 15 | Equitable Holdings, Inc. | 61K | $3.3M | ▼−25% Reduced · −21K sh | Q2 2026 | |
| 16 | UBS Group AG | 44K | $2.3M | ▼−8.7% Reduced · −4K sh | Q1 2026 | |
| 17 | Raymond James Financial Inc | 38K | $2.0M | ▲+2.9% Added · +1K sh | Q1 2026 | |
| 18 | Goldman Sachs Group Inc | 32K | $1.7M | —Held | Q1 2026 | |
| 19 | Midwest Financial Network, LLC | 31K | $1.7M | ▼−14% Reduced · −5K sh | Q2 2026 | |
| 20 | Royal Bank Of Canada | 30K | $1.5M | ▼−2.2% Reduced · −677 sh | Q1 2026 | |
| 21 | Susquehanna International Group, LLP | 27K | $1.4M | ▲New +27K sh | Q1 2026 | |
| 22 | Allen Capital Group, LLC | 21K | $1.2M | ▼−0.7% Reduced · −157 sh | Q2 2026 | |
| 23 | Paces Ferry Wealth Advisors, LLC | 21K | $1.1M | ▲+12% Added · +2K sh | Q2 2026 | |
| 24 | K2 Financial Inc. | 20K | $1.1M | ▲+0.3% Added · +50 sh | Q2 2026 | |
| 25 | Accel Wealth Management | 18K | $976K | ▲+3.0% Added · +516 sh | Q2 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, 1 fund opened a new position in SPEU and 13 added to an existing one, while 13 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 42 funds | $7.9B |
| Nvidia CorpNVDA | 42 funds | $6.3B |
| Microsoft CorpMSFT | 42 funds | $4.1B |
| Alphabet Inc-CL AGOOGL | 42 funds | $3.1B |
| JPMorgan Chase & CoJPM | 41 funds | $1.9B |
| Meta Platforms Inc-Class AMETA | 41 funds | $1.8B |
| Chevron CorpCVX | 41 funds | $950.8M |
| Amazon.com IncAMZN | 40 funds | $3.2B |
| Alphabet Inc-CL CGOOG | 40 funds | $2.4B |
| Broadcom IncAVGO | 40 funds | $2.2B |
| Eli Lilly & CoLLY | 40 funds | $1.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 40 funds | $1.4B |
Ranked by how many of SPEU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SPEU.
| Class | 13F holders | Value held |
|---|---|---|
| SPDWcs | 1131 funds | $29.4B |
| SPEMcs | 950 funds | $11.0B |
| FEZcommon | 321 funds | $2.1B |
| GNRmc | 272 funds | $3.5B |
| CWIcommon | 255 funds | $2.1B |
| GWXcs | 245 funds | $558.0M |
| RWOcs | 197 funds | $922.5M |
| EDIVmc | 197 funds | $808.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SPEU
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/SPEU/capital-change-brief"
Use Arkolith's capital_change_brief for SPEU. 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 SPEU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.