| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Elo Mutual Pension Insurance Co | $138.8M | 5.95M | Added | Q1 2026 |
| 2 | Advisory Alpha, LLC | $110.9M | 4.75M | Added | Q1 2026 |
| 3 | Advisors Capital Management, LLC | $77.7M | 3.33M | Added | Q1 2026 |
| 4 | MML INVESTORS SERVICES, LLC | $75.2M | 3.22M | Reduced | Q1 2026 |
| 5 | Kensington Asset Management, LLC | $73.0M | 3.13M | New | Q1 2026 |
| 6 | BOKF, NA | $40.8M | 1.75M | Added | Q1 2026 |
| 7 | MetLife Investment Management, LLC | $39.1M | 1.67M | New | Q1 2026 |
| 8 | Apella Capital, LLC | $36.8M | 1.56M | Added | Q1 2026 |
| 9 | State of New Jersey Common Pension Fund D | $36.5M | 1.57M | Reduced | Q1 2026 |
| 10 | BENJAMIN EDWARDS INC | $34.9M | 1.50M | Added | Q1 2026 |
| 11 | ASSETMARK, INC | $31.9M | 1.37M | Added | Q1 2026 |
| 12 | DIVERSIFY WEALTH MANAGEMENT, LLC | $27.7M | 1.18M | Added | Q1 2026 |
| 13 | Allspring Global Investments Holdings, LLC | $27.2M | 1.16M | Held | Q1 2026 |
| 14 | Madison Asset Management, LLC | $25.0M | 1.07M | Reduced | Q1 2026 |
| 15 | STATE STREET CORP | $23.9M | 1.03M | Reduced | Q1 2026 |
| 16 | CONNING INC. | $23.9M | 1.02M | Added | Q1 2026 |
| 17 | Steward Partners Investment Advisory, LLC | $23.3M | 1.00M | Reduced | Q1 2026 |
| 18 | CWM, LLC | $18.2M | 778.8K | Reduced | Q1 2026 |
| 19 | Willis Johnson & Associates, Inc. | $15.9M | 682.0K | Added | Q1 2026 |
| 20 | Equitable Holdings, Inc. | $15.7M | 663.8K | Added | Q1 2026 |
| 21 | MGO ONE SEVEN LLC | $14.1M | 603.9K | Reduced | Q1 2026 |
| 22 | CHOREO, LLC | $10.1M | 432.2K | New | Q1 2026 |
| 23 | &PARTNERS | $8.6M | 366.1K | Added | Q1 2026 |
| 24 | Beacon Pointe Advisors, LLC | $8.5M | 365.3K | Added | Q1 2026 |
| 25 | Csenge Advisory Group | $8.4M | 359.5K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorpNVDA | 138 funds | $207.0B |
| Meta Platforms Inc.META | 138 funds | $62.3B |
| Microsoft CorpMSFT | 137 funds | $140.8B |
| Jpmorgan Chase & CoJPM | 137 funds | $48.2B |
| Johnson & JohnsonJNJ | 137 funds | $39.2B |
| Chevron CorpCVX | 137 funds | $36.3B |
| Apple IncAAPL | 136 funds | $188.1B |
| Amazon.com IncAMZN | 136 funds | $101.2B |
| GOOGLE INCGOOGL | 136 funds | $82.9B |
| Broadcom LtdAVGO | 136 funds | $72.9B |
| Alphabet Inc. CGOOG | 136 funds | $65.5B |
| Tesla IncTSLA | 136 funds | $48.8B |
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 + Form 4 insider transactions + 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.