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/SPHQ/capital-change-brief"
Use Arkolith's capital_change_brief for SPHQ. 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 | $914.8M | 12.2M | ▲+2.1% Added · +249K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $663.4M | 8.8M | ▲+2.6% Added · +223K sh | Q1 2026 | |
| 3 | FMR LLC | $591.9M | 7.9M | ▲+36% Added · +2.1M sh | Q1 2026 | |
| 4 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $663.6M | 7.4M | ▲+0.2% Added · +14K sh | Q2 2026 | |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $522.5M | 5.9M | ▲+8.0% Added · +441K sh | Q2 2026 | |
| 6 | MORGAN STANLEY | $426.7M | 5.7M | ▲+1.1% Added · +64K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $373.6M | 5.0M | ▲+3.5% Added · +170K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $367.9M | 4.9M | ▼−0.7% Reduced · −35K sh | Q1 2026 | |
| 9 | Heritage Wealth Advisors | $352.5M | 4.7M | ▲90× Added · +4.6M sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $315.4M | 4.2M | ▼−4.0% Reduced · −174K sh | Q1 2026 | |
| 11 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $249.8M | 3.3M | ▼−0.8% Reduced · −25K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $187.7M | 2.5M | ▼−0.3% Reduced · −8K sh | Q1 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $182.9M | 2.5M | ▲+16% Added · +339K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $164.3M | 2.2M | ▼−17% Reduced · −433K sh | Q1 2026 | |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $157.3M | 2.1M | ▼−9.4% Reduced · −217K sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $150.3M | 2.0M | ▲+3.3% Added · +63K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $147.1M | 2.0M | ▼−30% Reduced · −845K sh | Q1 2026 | |
| 18 | UBS Group AG | $120.2M | 1.6M | ▼−5.4% Reduced · −91K sh | Q1 2026 | |
| 19 | First Command Advisory Services, Inc. | $107.7M | 1.4M | ▼−2.0% Reduced · −29K sh | Q1 2026 | |
| 20 | Equitable Holdings, Inc. | $107.4M | 1.4M | ▲+9.3% Added · +122K sh | Q1 2026 | |
| 21 | NorthCoast Asset Management LLC | $101.5M | 1.4M | ▲+35% Added · +348K sh | Q1 2026 | |
| 22 | Madison Asset Management, LLC | $96.4M | 1.3M | ▼−5.9% Reduced · −80K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $92.6M | 1.2M | ▼−0.5% Reduced · −6K sh | Q1 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $80.4M | 1.1M | ▼−0.2% Reduced · −2K sh | Q1 2026 | |
| 25 | Independence Asset Advisors, LLC | $88.5M | 983K | ▲~0% Added · +304 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 199 funds | $39.4B |
| MICROSOFT CORPMSFT | 199 funds | $34.8B |
| ALPHABET INC-CL CGOOG | 199 funds | $16.3B |
| JPMORGAN CHASE & COJPM | 199 funds | $14.8B |
| META PLATFORMS INC-CLASS AMETA | 199 funds | $14.0B |
| JOHNSON & JOHNSONJNJ | 199 funds | $11.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 198 funds | $33.2B |
| AMAZON.COM INCAMZN | 198 funds | $24.9B |
| ALPHABET INC-CL AGOOGL | 198 funds | $22.4B |
| BROADCOM INCAVGO | 198 funds | $16.0B |
| EXXON MOBIL CORPXOM | 198 funds | $9.1B |
| WALMART INCWMT | 198 funds | $8.6B |
Ranked by how many of SPHQ'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 SPHQ. 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.