Among active 13F managers last quarter, 15 opened and 24 added, while 5 reduced; the largest holder to move was American Century Companies Inc (+8.4%). Over the last 180 days, 2 insiders sold and none bought, a net -$12.8M in open-market trades.
The legs disagree, or only one of them leans.
139 tracked 13F filers disclose a position in SPFI as of the latest SEC 13F filings, a combined $324.3M 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 | BlackRock, Inc. | 1.4M | $61.6M | ▲+24% Added · +279K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 642K | $27.7M | ▲+15% Added · +84K sh | Q2 2026 | |
| 3 | State Street Corp | 530K | $22.8M | ▲+36% Added · +140K sh | Q2 2026 | |
| 4 | Dimensional Fund Advisors LP | 435K | $18.2M | ▼−3.6% Reduced · −16K sh | Q1 2026 | |
| 5 | American Century Companies Inc | 410K | $17.2M | ▲+8.4% Added · +32K sh | Q1 2026 | |
| 6 | Geode Capital Management, LLC | 398K | $17.1M | ▲+36% Added · +105K sh | Q2 2026 | |
| 7 | JPMorgan Chase & Co | 377K | $15.7M | ▼−14% Reduced · −61K sh | Q1 2026 | |
| 8 | Two Sigma Investments, LP | 173K | $7.3M | ▲+92% Added · +83K sh | Q1 2026 | |
| 9 | Bridgeway Capital Management, LLC | 172K | $7.4M | ▲+4.0% Added · +7K sh | Q2 2026 | |
| 10 | Vanguard Portfolio Management LLC | 126K | $5.4M | ▲+36% Added · +33K sh | Q2 2026 | |
| 11 | Polaris Capital Management, LLC | 126K | $5.4M | ▲+11% Added · +13K sh | Q2 2026 | |
| 12 | Panagora Asset Management Inc | 120K | $5.2M | ▲+56% Added · +43K sh | Q2 2026 | |
| 13 | Gabelli Funds LLC | 116K | $4.9M | ▼−11% Reduced · −15K sh | Q1 2026 | |
| 14 | Northern Trust Corp | 114K | $4.8M | ▲+1.7% Added · +2K sh | Q1 2026 | |
| 15 | Goldman Sachs Group Inc | 109K | $4.6M | ▲+52% Added · +37K sh | Q1 2026 | |
| 16 | Boston Partners | 106K | $4.4M | ▲New +106K sh | Q1 2026 | |
| 17 | Deprince Race & Zollo Inc | 101K | $4.4M | ▼−2.4% Reduced · −2K sh | Q2 2026 | |
| 18 | Charles Schwab Investment Management Inc | 99K | $4.2M | ▼−4.8% Reduced · −5K sh | Q1 2026 | |
| 19 | Russell Investments Group, Ltd. | 99K | $4.1M | ▲+3.9% Added · +4K sh | Q1 2026 | |
| 20 | Vanguard Fiduciary Trust Co | 95K | $4.1M | ▲+16% Added · +13K sh | Q2 2026 | |
| 21 | Callahan Advisors, LLC | 91K | $3.9M | ▲New +91K sh | Q2 2026 | |
| 22 | Empowered Funds, LLC | 86K | $3.6M | ▼−6.5% Reduced · −6K sh | Q1 2026 | |
| 23 | Renaissance Technologies LLC | 76K | $3.2M | ▲+0.9% Added · +700 sh | Q1 2026 | |
| 24 | Basswood Capital Management, L.L.C. | 76K | $3.2M | ▲New +76K sh | Q1 2026 | |
| 25 | Morgan Stanley | 65K | $2.7M | ▲+4.8% Added · +3K 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, 15 funds opened a new position in SPFI and 24 added to an existing one, while 5 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 |
|---|---|---|
| JPMorgan Chase & CoJPM | 65 funds | $45.7B |
| Microsoft CorpMSFT | 63 funds | $170.9B |
| Visa Inc-Class A SharesV | 62 funds | $40.8B |
| Apple IncAAPL | 61 funds | $201.4B |
| Amazon.com IncAMZN | 61 funds | $133.1B |
| Eli Lilly & CoLLY | 61 funds | $60.7B |
| Lam Research CorpLRCX | 61 funds | $29.9B |
| Chevron CorpCVX | 61 funds | $23.2B |
| Wells Fargo & CoWFC | 61 funds | $12.6B |
| Nvidia CorpNVDA | 60 funds | $278.3B |
| Meta Platforms Inc-Class AMETA | 60 funds | $75.6B |
| Salesforce IncCRM | 60 funds | $8.6B |
Ranked by how many of SPFI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SPFI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 4, 2026 | Campbell Richard D | Director | Sell (S) | 27K | $1.2M |
| Aug 3, 2026 | Campbell Richard D | Director | Sell (S) | 133K | $5.9M |
| Jul 28, 2026 | Stein James D. | Director | Sell (S) 2 lots, same day | 100K | $4.5M |
| May 19, 2026 | Stein James D. | Director | Sell (S) | 2K | $63K |
| May 18, 2026 | Stein James D. | Director | Sell (S) | 14K | $540K |
| May 11, 2026 | Stein James D. | Director | Sell (S) | 5K | $198K |
| May 8, 2026 | Stein James D. | Director | Sell (S) | 10K | $404K |
| Sep 12, 2025 | Campbell Richard D | Director, 10% Owner | Sell (S) | 16K | $617K |
| Sep 11, 2025 | Campbell Richard D | Director, 10% Owner | Sell (S) | 44K | $1.8M |
| Mar 10, 2025 | Griffith Curtis C | Chairman and CEO, Director | Sell (S) | 100K | $3.3M |
| Mar 10, 2025 | Valles Noe G | Director | Buy (P) | 100K | $3.3M |
| Feb 18, 2025 | Griffith Curtis C | Chairman and CEO, Director, 10% Owner | Sell (S) | 21K | $758K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
The cross-source read for SPFI was unavailable for this render. The API and MCP tool answer it live.
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SPFI
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/SPFI/capital-change-brief"
Use Arkolith's capital_change_brief for SPFI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for SPFI. Filings are public domain, sourced to SEC EDGAR.