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/SPGM/capital-change-brief"
Use Arkolith's capital_change_brief for SPGM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $166.2M | 2.2M | ▲+0.1% Added · +3K sh | Q1 2026 | |
| 2 | Sequoia Financial Advisors, LLC | $151.8M | 2.0M | ▲+15% Added · +267K sh | Q1 2026 | |
| 3 | Private Advisor Group, LLC | $19.6M | 258K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 4 | Mariner, LLC | $18.7M | 247K | ▼−8.4% Reduced · −23K sh | Q1 2026 | |
| 5 | COMMERCE BANK | $18.2M | 240K | ▲+70% Added · +98K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $16.4M | 216K | ▲+18% Added · +32K sh | Q1 2026 | |
| 7 | JANE STREET GROUP, LLC | $13.4M | 177K | ▲+133% Added · +101K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $12.9M | 171K | ▲+3.4% Added · +6K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $12.7M | 168K | ▼−19% Reduced · −40K sh | Q1 2026 | |
| 10 | Advance Capital Management, Inc. | $11.0M | 145K | ▼−61% Reduced · −227K sh | Q1 2026 | |
| 11 | MEITAV INVESTMENT HOUSE LTD | $10.9M | 144K | ▼−12% Reduced · −20K sh | Q1 2026 | |
| 12 | Belpointe Asset Management LLC | $7.8M | 103K | ▼−5.3% Reduced · −6K sh | Q1 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.5M | 99K | ▼−4.6% Reduced · −5K sh | Q1 2026 | |
| 14 | UBS Group AG | $7.1M | 94K | ▲+70% Added · +39K sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $6.6M | 90K | ▼−1.9% Reduced · −2K sh | Q1 2026 | |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 79K | ▼−56% Reduced · −102K sh | Q2 2026 | |
| 17 | Balentine LLC | $5.9M | 78K | ▲+3.4% Added · +3K sh | Q1 2026 | |
| 18 | Clearstead Advisors, LLC | $5.2M | 69K | ▲+77% Added · +30K sh | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $4.0M | 53K | ▲+7.7% Added · +4K sh | Q1 2026 | |
| 20 | ACT WEALTH MANAGEMENT, LLC | $3.5M | 41K | ▲+1.5% Added · +625 sh | Q2 2026 | |
| 21 | Cresset Asset Management, LLC | $3.0M | 40K | —Held | Q1 2026 | |
| 22 | CWM, LLC | $2.5M | 33K | ▼−3.9% Reduced · −1K sh | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $2.3M | 31K | ▲+121% Added · +17K sh | Q1 2026 | |
| 24 | Great Waters Wealth Management | $2.6M | 30K | ▼−3.2% Reduced · −1K sh | Q2 2026 | |
| 25 | Corient Private Wealth LLC | $2.3M | 30K | —Held | 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 55 funds | $15.1B |
| ISHARES CORE S&P 500 ETFIVV | 54 funds | $16.9B |
| APPLE INCAAPL | 54 funds | $14.1B |
| MICROSOFT CORPMSFT | 54 funds | $11.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 54 funds | $10.9B |
| BROADCOM INCAVGO | 54 funds | $6.1B |
| META PLATFORMS INC-CLASS AMETA | 54 funds | $5.8B |
| JPMORGAN CHASE & COJPM | 54 funds | $5.7B |
| ALPHABET INC-CL CGOOG | 54 funds | $4.7B |
| EXXON MOBIL CORPXOM | 54 funds | $3.4B |
| VANGUARD FTSE DEVELOPED ETFVEA | 54 funds | $3.1B |
| ELI LILLY & COLLY | 54 funds | $3.0B |
Ranked by how many of SPGM'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 SPGM. 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.