173 tracked 13F filers disclose a position in SPGM as of the latest SEC 13F filings, a combined $853.5M 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 | 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 | BANK OF NOVA SCOTIA | $105.6M | 1.2M | ▲New +1.2M sh | Q2 2026 | |
| 4 | Private Advisor Group, LLC | $36.3M | 424K | ▲+64% Added · +165K sh | Q2 2026 | |
| 5 | Peak Financial Management, Inc. | $31.3M | 365K | ▲+0.2% Added · +670 sh | Q2 2026 | |
| 6 | Mariner, LLC | $18.7M | 247K | ▼−8.4% Reduced · −23K sh | Q1 2026 | |
| 7 | COMMERCE BANK | $20.7M | 242K | ▲+0.9% Added · +2K sh | Q2 2026 | |
| 8 | Goldstone Financial Group, LLC | $19.7M | 230K | ▲+114% Added · +123K sh | Q2 2026 | |
| 9 | Schaeffer Financial LLC | $19.4M | 227K | ▼−9.7% Reduced · −24K sh | Q2 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $16.4M | 216K | ▲+18% Added · +32K sh | Q1 2026 | |
| 11 | JANE STREET GROUP, LLC | $13.4M | 177K | ▲+133% Added · +101K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $12.9M | 171K | ▲+3.4% Added · +6K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $12.7M | 168K | ▼−19% Reduced · −40K sh | Q1 2026 | |
| 14 | Advance Capital Management, Inc. | $11.0M | 145K | ▼−61% Reduced · −227K sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | $11.1M | 130K | ▲122× Added · +129K sh | Q2 2026 | |
| 16 | Ethos Financial Group, LLC | $10.2M | 123K | ▼−3.5% Reduced · −4K sh | Q2 2026 | |
| 17 | Belpointe Asset Management LLC | $7.8M | 103K | ▼−5.3% Reduced · −6K sh | Q1 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.5M | 99K | ▼−4.6% Reduced · −5K sh | Q1 2026 | |
| 19 | Clearstead Advisors, LLC | $8.2M | 96K | ▲+38% Added · +26K sh | Q2 2026 | |
| 20 | UBS Group AG | $7.1M | 94K | ▲+70% Added · +39K sh | Q1 2026 | |
| 21 | FORONJY FINANCIAL LLC | $7.8M | 91K | ▲+23% Added · +17K sh | Q2 2026 | |
| 22 | JPMORGAN CHASE & CO | $6.6M | 90K | ▼−1.9% Reduced · −2K sh | Q1 2026 | |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 79K | ▼−56% Reduced · −102K sh | Q2 2026 | |
| 24 | Coastal Bridge Advisors, LLC | $6.7M | 78K | ▲+1.0% Added · +783 sh | Q2 2026 | |
| 25 | Barden Capital Management, Inc. | $6.6M | 77K | ▲+0.8% Added · +648 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, 6 funds opened a new position in SPGM and 20 added to an existing one, while 15 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 82 funds | $50.2B |
| MICROSOFT CORPMSFT | 82 funds | $43.7B |
| AMAZON.COM INCAMZN | 81 funds | $32.2B |
| NVIDIA CORPNVDA | 80 funds | $63.4B |
| ALPHABET INC-CL AGOOGL | 80 funds | $27.6B |
| COSTCO WHOLESALE CORPCOST | 80 funds | $5.9B |
| META PLATFORMS INC-CLASS AMETA | 78 funds | $16.0B |
| JPMORGAN CHASE & COJPM | 78 funds | $12.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 78 funds | $7.4B |
| MICRON TECHNOLOGY INCMU | 78 funds | $7.0B |
| TESLA INCTSLA | 77 funds | $12.5B |
| ELI LILLY & COLLY | 77 funds | $12.4B |
Ranked by how many of SPGM'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.
| Class | 13F holders | Value held |
|---|---|---|
| SPDWcs | 1128 funds | $29.2B |
| SPEMcs | 950 funds | $11.0B |
| FEZcommon | 318 funds | $2.1B |
| GNRmc | 272 funds | $3.5B |
| CWIcommon | 252 funds | $2.0B |
| GWXcs | 243 funds | $553.7M |
| RWOcs | 197 funds | $921.0M |
| EDIVmc | 197 funds | $801.4M |
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 SPGM
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.
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.