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/SPHY/capital-change-brief"
Use Arkolith's capital_change_brief for SPHY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $664.7M | 28.5M | ▼−39% Reduced · −18.4M sh | Q1 2026 | |
| 2 | SEI INVESTMENTS CO | $462.5M | 19.8M | ▲+5.7% Added · +1.1M sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $249.7M | 10.7M | ▼−4.3% Reduced · −487K sh | Q1 2026 | |
| 4 | Neuberger Berman Group LLC | $224.3M | 9.6M | ▲+3.0% Added · +279K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $216.9M | 9.3M | ▲+5.7% Added · +500K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $207.4M | 8.9M | ▲+4.8% Added · +409K sh | Q1 2026 | |
| 7 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $177.5M | 7.6M | ▲+2.6% Added · +196K sh | Q1 2026 | |
| 8 | US BANCORP \DE\ | $159.3M | 6.7M | ▲+2.8% Added · +184K sh | Q1 2026 | |
| 9 | Elo Mutual Pension Insurance Co | $138.8M | 6.0M | ▲+467% Added · +4.9M sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $138.1M | 5.9M | ▲+5.7% Added · +320K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $118.4M | 5.1M | ▲+18% Added · +777K sh | Q1 2026 | |
| 12 | Advisory Alpha, LLC | $110.9M | 4.8M | ▲+30% Added · +1.1M sh | Q1 2026 | |
| 13 | Creative Planning | $110.5M | 4.7M | ▲52× Added · +4.6M sh | Q1 2026 | |
| 14 | Asset Management One Co., Ltd. | $103.2M | 4.4M | ▲+22% Added · +811K sh | Q1 2026 | |
| 15 | Ocean Park Asset Management, LLC | $92.5M | 4.0M | ▲+1.3% Added · +53K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $82.9M | 3.6M | ▲+68% Added · +1.4M sh | Q1 2026 | |
| 17 | Advisors Capital Management, LLC | $77.7M | 3.3M | ▲+4.5% Added · +144K sh | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $75.2M | 3.2M | ▼−4.6% Reduced · −155K sh | Q1 2026 | |
| 19 | Kensington Asset Management, LLC | $73.0M | 3.1M | ▼−4.1% Reduced · −133K sh | Q1 2026 | |
| 20 | AMERICAN CENTURY COMPANIES INC | $62.6M | 2.7M | ▼−1.1% Reduced · −31K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $48.7M | 2.1M | ▲+41% Added · +608K sh | Q1 2026 | |
| 22 | Apella Capital, LLC | $42.1M | 1.8M | ▲+16% Added · +247K sh | Q2 2026 | |
| 23 | EXCHANGE TRADED CONCEPTS, LLC | $42.0M | 1.8M | ▲+5.6% Added · +95K sh | Q1 2026 | |
| 24 | BOKF, NA | $40.8M | 1.7M | ▲+14% Added · +216K sh | Q1 2026 | |
| 25 | MetLife Investment Management, LLC | $39.1M | 1.7M | ▲New +1.7M 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 |
|---|---|---|
| NVIDIA CORPNVDA | 137 funds | $33.7B |
| META PLATFORMS INC-CLASS AMETA | 137 funds | $11.7B |
| MICROSOFT CORPMSFT | 136 funds | $27.1B |
| JPMORGAN CHASE & COJPM | 136 funds | $11.6B |
| JOHNSON & JOHNSONJNJ | 136 funds | $6.5B |
| CHEVRON CORPCVX | 136 funds | $4.6B |
| APPLE INCAAPL | 135 funds | $35.2B |
| AMAZON.COM INCAMZN | 135 funds | $19.9B |
| ALPHABET INC-CL AGOOGL | 135 funds | $17.8B |
| BROADCOM INCAVGO | 135 funds | $13.6B |
| ALPHABET INC-CL CGOOG | 135 funds | $12.3B |
| WALMART INCWMT | 135 funds | $7.4B |
Ranked by how many of SPHY'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 SPHY. 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.