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.
| # | 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 | MORGAN STANLEY | $25.9M | 224K | ▲+8.6% Added · +18K sh | Q1 2026 | |
| 4 | NewEdge Advisors, LLC | $16.4M | 141K | ▲3k× Added · +141K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $13.7M | 118K | ▼−69% Reduced · −263K sh | Q1 2026 | |
| 6 | CITADEL ADVISORS LLC | $12.8M | 110K | ▲+33% Added · +27K sh | Q1 2026 | |
| 7 | UBS Group AG | $10.8M | 93K | ▲+30% Added · +21K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $9.0M | 78K | ▼−25% Reduced · −26K sh | Q1 2026 | |
| 9 | Proficio Capital Partners LLC | $8.5M | 74K | ▲New +74K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $8.5M | 73K | ▼−12% Reduced · −10K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $8.2M | 71K | ▲+4.4% Added · +3K sh | Q1 2026 | |
| 12 | JONES FINANCIAL COMPANIES LLLP | $7.5M | 66K | ▲+118% Added · +36K sh | Q1 2026 | |
| 13 | BNP PARIBAS FINANCIAL MARKETS | $7.0M | 60K | ▼−45% Reduced · −50K sh | Q1 2026 | |
| 14 | Jump Financial, LLC | $6.2M | 53K | ▲New +53K sh | Q1 2026 | |
| 15 | Winter & Associates, Inc. | $7.7M | 49K | ▲+71% Added · +20K sh | Q2 2026 | |
| 16 | Csenge Advisory Group | $4.1M | 35K | ▲+113% Added · +19K sh | Q1 2026 | |
| 17 | AMERIPRISE FINANCIAL INC | $4.0M | 35K | ▼−82% Reduced · −156K sh | Q1 2026 | |
| 18 | Hutchens & Kramer Investment Management Group, LLC | $5.0M | 32K | ▲+3.9% Added · +1K sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | $3.4M | 30K | ▲+30% Added · +7K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 29K | ▲+36% Added · +8K sh | Q1 2026 | |
| 21 | PFG Advisors | $4.5M | 29K | ▼−11% Reduced · −4K sh | Q2 2026 | |
| 22 | Focus Partners Advisor Solutions, LLC | $3.3M | 29K | ▲+39% Added · +8K sh | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $3.0M | 27K | ▼−46% Reduced · −23K sh | Q1 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $2.6M | 23K | ▼−4.6% Reduced · −1K sh | Q1 2026 | |
| 25 | BANK OF MONTREAL /CAN/ | $2.6M | 22K | ▲+6.1% Added · +1K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 39 funds | $9.1B |
| ALPHABET INC-CL AGOOGL | 39 funds | $5.8B |
| JPMORGAN CHASE & COJPM | 39 funds | $5.0B |
| BROADCOM INCAVGO | 39 funds | $4.8B |
| META PLATFORMS INC-CLASS AMETA | 39 funds | $4.0B |
| JOHNSON & JOHNSONJNJ | 39 funds | $3.0B |
| COSTCO WHOLESALE CORPCOST | 39 funds | $2.7B |
| TESLA INCTSLA | 39 funds | $2.7B |
| ELI LILLY & COLLY | 39 funds | $2.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 39 funds | $2.5B |
| VISA INC-CLASS A SHARESV | 39 funds | $2.4B |
| CHEVRON CORPCVX | 39 funds | $2.1B |
Ranked by how many of SPHB'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 + 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. Every panel above is one call to the Arkolith API & MCP server.