144 tracked 13F filers disclose a position in SPHB as of the latest SEC 13F filings, a combined $492.6M 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 | GOLDMAN SACHS GROUP INC | $84.1M | 726K | ▲+2.2% Added · +16K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $27.7M | 239K | ▲+7.6% Added · +17K sh | Q1 2026 | |
| 3 | Proficio Capital Partners LLC | $36.5M | 234K | ▲+218% Added · +161K sh | Q2 2026 | |
| 4 | MORGAN STANLEY | $25.9M | 224K | ▲+8.6% Added · +18K sh | Q1 2026 | |
| 5 | Axiom Financial Strategies, LLC | $32.6M | 210K | ▼−1.3% Reduced · −3K sh | Q2 2026 | |
| 6 | NewEdge Advisors, LLC | $22.4M | 144K | ▲+1.8% Added · +3K sh | Q2 2026 | |
| 7 | TRUE Private Wealth Advisors | $19.1M | 123K | ▲16× Added · +115K sh | Q2 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $13.7M | 118K | ▼−69% Reduced · −263K sh | Q1 2026 | |
| 9 | CITADEL ADVISORS LLC | $12.8M | 110K | ▲+33% Added · +27K sh | Q1 2026 | |
| 10 | UBS Group AG | $10.8M | 93K | ▲+30% Added · +21K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $9.0M | 78K | ▼−25% Reduced · −26K sh | Q1 2026 | |
| 12 | Fortis Group Advisors, LLC | $12.0M | 77K | ▲+77% Added · +34K sh | Q2 2026 | |
| 13 | ROYAL BANK OF CANADA | $8.5M | 73K | ▼−12% Reduced · −10K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $8.2M | 71K | ▲+4.4% Added · +3K sh | Q1 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $7.5M | 66K | ▲+118% Added · +36K sh | Q1 2026 | |
| 16 | BNP PARIBAS FINANCIAL MARKETS | $7.0M | 60K | ▼−45% Reduced · −50K sh | Q1 2026 | |
| 17 | BNB Wealth Management, LLC | $8.4M | 54K | ▲+29% Added · +12K sh | Q2 2026 | |
| 18 | Jump Financial, LLC | $6.2M | 53K | ▲New +53K sh | Q1 2026 | |
| 19 | Focus Partners Advisor Solutions, LLC | $7.7M | 49K | ▲+71% Added · +21K sh | Q2 2026 | |
| 20 | Winter & Associates, Inc. | $7.7M | 49K | ▲+71% Added · +20K sh | Q2 2026 | |
| 21 | Chicago Wealth Management, Inc. | $7.3M | 47K | ▲Added Added · +47K sh | Q2 2026 | |
| 22 | Quadrature Capital Ltd | $6.2M | 40K | ▲New +40K sh | Q2 2026 | |
| 23 | Csenge Advisory Group | $5.9M | 38K | ▲+7.3% Added · +3K sh | Q2 2026 | |
| 24 | AMERIPRISE FINANCIAL INC | $4.0M | 35K | ▼−82% Reduced · −156K sh | Q1 2026 | |
| 25 | Hutchens & Kramer Investment Management Group, LLC | $5.0M | 32K | ▲+3.9% Added · +1K 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, 14 funds opened a new position in SPHB and 14 added to an existing one, while 14 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 76 funds | $10.8B |
| NVIDIA CORPNVDA | 75 funds | $17.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 74 funds | $4.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 74 funds | $2.9B |
| APPLE INCAAPL | 73 funds | $14.1B |
| AMAZON.COM INCAMZN | 73 funds | $8.4B |
| ALPHABET INC-CL AGOOGL | 73 funds | $7.4B |
| JPMORGAN CHASE & COJPM | 73 funds | $4.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 72 funds | $3.7B |
| ADVANCED MICRO DEVICESAMD | 72 funds | $2.7B |
| ABBVIE INCABBV | 72 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 71 funds | $5.1B |
Ranked by how many of SPHB's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SPHB
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/SPHB/capital-change-brief"
Use Arkolith's capital_change_brief for SPHB. 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 SPHB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.