| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $61.9M | 1.2M | ▼−50% Reduced · −1.2M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $44.8M | 874K | ▼−1.5% Reduced · −13K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $37.5M | 731K | ▲+21% Added · +127K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $16.3M | 317K | ▼−13% Reduced · −47K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $15.0M | 293K | ▲+0.6% Added · +2K sh | Q1 2026 | |
| 6 | Jacobi Capital Management LLC | $13.2M | 257K | ▲+3.2% Added · +8K sh | Q1 2026 | |
| 7 | JANE STREET GROUP, LLC | $9.2M | 180K | ▲+182% Added · +116K sh | Q1 2026 | |
| 8 | MATHER GROUP, LLC. | $8.0M | 157K | ▼−7.7% Reduced · −13K sh | Q1 2026 | |
| 9 | SCOTIA CAPITAL INC. | $4.8M | 94K | ▲+5.1% Added · +5K sh | Q1 2026 | |
| 10 | Equitable Holdings, Inc. | $4.2M | 82K | ▼−52% Reduced · −88K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $3.9M | 77K | ▼−26% Reduced · −26K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $3.7M | 73K | ▲+14% Added · +9K sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.4M | 66K | ▼−2.8% Reduced · −2K sh | Q1 2026 | |
| 14 | Private Advisor Group, LLC | $3.3M | 64K | ▲+7.8% Added · +5K sh | Q1 2026 | |
| 15 | UBS Group AG | $2.3M | 44K | ▼−8.7% Reduced · −4K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $2.0M | 38K | ▲+2.9% Added · +1K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $1.7M | 32K | —Held | Q1 2026 | |
| 18 | Midwest Financial Network, LLC | $1.7M | 31K | ▼−14% Reduced · −5K sh | Q2 2026 | |
| 19 | ROYAL BANK OF CANADA | $1.5M | 30K | ▼−2.2% Reduced · −677 sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 27K | ▲New +27K sh | Q1 2026 | |
| 21 | Allen Capital Group, LLC | $1.1M | 22K | ▼−2.8% Reduced · −628 sh | Q1 2026 | |
| 22 | JOHNSON INVESTMENT COUNSEL INC | $1.0M | 20K | —Held | Q1 2026 | |
| 23 | Accel Wealth Management | $976K | 18K | ▲+3.0% Added · +516 sh | Q2 2026 | |
| 24 | INDEPENDENT FINANCIAL GROUP, LLC | $716K | 13K | ▲+2.1% Added · +269 sh | Q2 2026 | |
| 25 | Perennial Investment Advisors, LLC | $617K | 12K | ▼−0.3% Reduced · −41 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 |
|---|---|---|
| APPLE INCAAPL | 27 funds | $14.2B |
| NVIDIA CORPNVDA | 27 funds | $13.5B |
| MICROSOFT CORPMSFT | 27 funds | $10.0B |
| AMAZON.COM INCAMZN | 27 funds | $8.4B |
| ISHARES CORE S&P 500 ETFIVV | 27 funds | $7.8B |
| ALPHABET INC-CL AGOOGL | 27 funds | $7.1B |
| ALPHABET INC-CL CGOOG | 27 funds | $5.3B |
| BROADCOM INCAVGO | 27 funds | $5.0B |
| VANGUARD S&P 500 ETFVOO | 27 funds | $4.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 27 funds | $4.8B |
| JPMORGAN CHASE & COJPM | 27 funds | $4.7B |
| META PLATFORMS INC-CLASS AMETA | 27 funds | $4.1B |
Ranked by how many of SPEU's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
This stock 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 + Form 4 insider transactions + 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.