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.
| # | 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. | $217.3M | 6.5M | ▲+6.8% Added · +410K sh | Q1 2026 | |
| 7 | Wealth Management Nebraska | $196.0M | 5.8M | ▲+8.2% Added · +441K sh | Q1 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 | $174.4M | 5.2M | ▲+0.3% Added · +19K sh | Q1 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 | $90.2M | 2.7M | ▲+6.7% Added · +169K sh | Q1 2026 | |
| 17 | STATE STREET CORP | $87.9M | 2.6M | ▼−1.1% Reduced · −29K sh | Q1 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 | STRATEGIC PLANNING GROUP, LLC | $58.4M | 1.7M | ▲+22% Added · +312K sh | Q2 2026 | |
| 21 | CAPITAL ADVISORS INC/OK | $58.3M | 1.7M | ▼−0.4% Reduced · −7K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $52.7M | 1.6M | ▼−7.7% Reduced · −131K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $51.9M | 1.5M | ▲+0.5% Added · +8K sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $50.0M | 1.5M | ▲+395% Added · +1.2M sh | Q1 2026 | |
| 25 | Private Advisor Group, LLC | $49.0M | 1.5M | ▲+3.4% Added · +47K 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 | 170 funds | $38.7B |
| MICROSOFT CORPMSFT | 169 funds | $32.0B |
| ALPHABET INC-CL CGOOG | 169 funds | $15.8B |
| JPMORGAN CHASE & COJPM | 169 funds | $13.5B |
| META PLATFORMS INC-CLASS AMETA | 169 funds | $12.9B |
| MASTERCARD INC - AMA | 169 funds | $5.7B |
| PROCTER & GAMBLE CO/THEPG | 169 funds | $4.7B |
| AMAZON.COM INCAMZN | 168 funds | $24.2B |
| ALPHABET INC-CL AGOOGL | 168 funds | $20.2B |
| BROADCOM INCAVGO | 168 funds | $15.7B |
| WALMART INCWMT | 168 funds | $7.8B |
| EXXON MOBIL CORPXOM | 168 funds | $6.9B |
Ranked by how many of SPIB'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 SPIB. 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.