221 tracked 13F filers disclose a position in SPHD as of the latest SEC 13F filings, a combined $867.9M 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 | $108.6M | 2.2M | ▲+4.2% Added · +89K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $101.5M | 2.0M | ▼−6.4% Reduced · −141K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $65.4M | 1.3M | ▲+2.5% Added · +32K sh | Q1 2026 | |
| 4 | Financial Engines Advisors L.L.C. | $44.1M | 889K | ▼−2.8% Reduced · −25K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $35.0M | 705K | ▲+2.9% Added · +20K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $32.4M | 652K | ▼−2.6% Reduced · −17K sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $29.2M | 593K | ▲+197% Added · +393K sh | Q1 2026 | |
| 8 | FRANKLIN RESOURCES INC | $27.7M | 559K | ▼−15% Reduced · −100K sh | Q1 2026 | |
| 9 | UBS Group AG | $27.7M | 558K | ▲+8.4% Added · +43K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $25.7M | 519K | ▼−19% Reduced · −124K sh | Q1 2026 | |
| 11 | Avidian Wealth Enterprises, LLC | $23.3M | 469K | ▲+0.8% Added · +4K sh | Q1 2026 | |
| 12 | Private Advisor Group, LLC | $18.0M | 363K | ▲+12% Added · +39K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $17.2M | 346K | ▲+1.0% Added · +3K sh | Q1 2026 | |
| 14 | BANK OF MONTREAL /CAN/ | $14.0M | 282K | ▲+5.5% Added · +15K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $14.0M | 281K | ▲+2.2% Added · +6K sh | Q1 2026 | |
| 16 | FMR LLC | $13.5M | 272K | ▼−2.3% Reduced · −6K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $13.2M | 266K | ▲+2.7% Added · +7K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $11.8M | 238K | ▼−3.9% Reduced · −10K sh | Q1 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $10.4M | 211K | ▲~0% Added · +75 sh | Q1 2026 | |
| 20 | STIFEL FINANCIAL CORP | $10.2M | 206K | ▼−67% Reduced · −421K sh | Q1 2026 | |
| 21 | CWM, LLC | $10.0M | 201K | ▼−15% Reduced · −35K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $9.8M | 197K | ▼−5.8% Reduced · −12K sh | Q1 2026 | |
| 23 | Allworth Financial LP | $9.0M | 182K | ▼−3.1% Reduced · −6K sh | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | $7.6M | 154K | ▲+27% Added · +33K sh | Q1 2026 | |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.9M | 153K | ▲+48% Added · +50K 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, 3 funds opened a new position in SPHD and 18 added to an existing one, while 21 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 |
|---|---|---|
| NVIDIA CORPNVDA | 104 funds | $29.4B |
| MICROSOFT CORPMSFT | 104 funds | $24.9B |
| BROADCOM INCAVGO | 104 funds | $11.8B |
| JPMORGAN CHASE & COJPM | 104 funds | $11.0B |
| ALPHABET INC-CL CGOOG | 104 funds | $10.6B |
| META PLATFORMS INC-CLASS AMETA | 104 funds | $10.3B |
| ELI LILLY & COLLY | 104 funds | $6.1B |
| COSTCO WHOLESALE CORPCOST | 104 funds | $6.0B |
| VISA INC-CLASS A SHARESV | 104 funds | $5.7B |
| WALMART INCWMT | 104 funds | $5.7B |
| CHEVRON CORPCVX | 104 funds | $4.5B |
| HOME DEPOT INCHD | 104 funds | $4.5B |
Ranked by how many of SPHD's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/SPHD/capital-change-brief"
Use Arkolith's capital_change_brief for SPHD. 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 SPHD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.