546 tracked 13F filers disclose a position in SPIB as of the latest SEC 13F filings, a combined $8.3B 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 | $1.7B | 52.0M | ▲+5.9% Added · +2.9M sh | Q1 2026 | |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $641.6M | 19.1M | ▼−36% Reduced · −10.8M sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $386.8M | 11.5M | ▲+5.9% Added · +639K sh | Q1 2026 | |
| 4 | American Family Investments, Inc. | $341.4M | 10.2M | ▲+17% Added · +1.5M sh | Q1 2026 | |
| 5 | Creative Planning | $267.5M | 8.0M | ▼−1.0% Reduced · −83K sh | Q1 2026 | |
| 6 | D.A. DAVIDSON & CO. | $223.1M | 6.7M | ▲+2.9% Added · +189K sh | Q2 2026 | |
| 7 | Wealth Management Nebraska | $211.1M | 6.3M | ▲+8.0% Added · +466K sh | Q2 2026 | |
| 8 | Waverly Advisors, LLC | $181.0M | 5.4M | ▲+6.2% Added · +315K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $178.2M | 5.3M | ▼−10% Reduced · −607K sh | Q1 2026 | |
| 10 | ASSETMARK, INC | $177.3M | 5.3M | ▲+1.9% Added · +99K sh | Q2 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $172.3M | 5.1M | ▲+2.7% Added · +135K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $170.3M | 5.1M | ▼−7.5% Reduced · −412K sh | Q1 2026 | |
| 13 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $148.9M | 4.5M | ▲+4.1% Added · +174K sh | Q2 2026 | |
| 14 | HighTower Advisors, LLC | $113.3M | 3.4M | ▲+3.6% Added · +117K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $101.0M | 3.0M | ▼−47% Reduced · −2.7M sh | Q1 2026 | |
| 16 | CASTLEARK MANAGEMENT LLC | $90.0M | 2.7M | —Held | Q2 2026 | |
| 17 | State of New Jersey Common Pension Fund D | $75.5M | 2.3M | ▲+66% Added · +900K sh | Q2 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $70.2M | 2.1M | ▼−4.0% Reduced · −89K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $69.4M | 2.1M | ▲+12% Added · +224K sh | Q1 2026 | |
| 20 | CAPITAL ADVISORS INC/OK | $66.3M | 2.0M | ▲+14% Added · +242K sh | Q2 2026 | |
| 21 | STRATEGIC PLANNING GROUP, LLC | $58.4M | 1.7M | ▲+22% Added · +312K sh | Q2 2026 | |
| 22 | Dodds Wealth, LLC | $58.4M | 1.7M | ▲+4.1% Added · +69K sh | Q2 2026 | |
| 23 | TCV Trust & Wealth Management, Inc. | $54.4M | 1.6M | ▲+3.9% Added · +61K sh | Q2 2026 | |
| 24 | ROYAL BANK OF CANADA | $52.7M | 1.6M | ▼−7.7% Reduced · −131K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $51.9M | 1.5M | ▲+0.5% Added · +8K 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.
Last quarter, 2 funds opened a new position in SPIB and 43 added to an existing one, while 4 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 |
|---|---|---|
| APPLE INCAAPL | 307 funds | $77.6B |
| MICROSOFT CORPMSFT | 306 funds | $62.0B |
| NVIDIA CORPNVDA | 297 funds | $88.2B |
| ALPHABET INC-CL AGOOGL | 296 funds | $42.6B |
| AMAZON.COM INCAMZN | 295 funds | $42.6B |
| JPMORGAN CHASE & COJPM | 290 funds | $20.3B |
| ALPHABET INC-CL CGOOG | 285 funds | $23.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 283 funds | $10.8B |
| BROADCOM INCAVGO | 282 funds | $31.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 282 funds | $17.3B |
| META PLATFORMS INC-CLASS AMETA | 281 funds | $21.8B |
| ELI LILLY & COLLY | 280 funds | $18.4B |
Ranked by how many of SPIB's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SPIB
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/SPIB/capital-change-brief"
Use Arkolith's capital_change_brief for SPIB. 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 SPIB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.