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/SPIP/capital-change-brief"
Use Arkolith's capital_change_brief for SPIP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $119.2M | 4.6M | ▲+12% Added · +497K sh | Q1 2026 | |
| 2 | STATE STREET CORP | $95.5M | 3.7M | ▼−1.8% Reduced · −69K sh | Q1 2026 | |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $75.8M | 2.9M | ▼−3.4% Reduced · −102K sh | Q1 2026 | |
| 4 | Pure Financial Advisors, LLC | $27.3M | 1.0M | ▼−1.1% Reduced · −12K sh | Q1 2026 | |
| 5 | 3EDGE Asset Management, LP | $23.1M | 888K | ▼−25% Reduced · −297K sh | Q1 2026 | |
| 6 | Cerity Partners LLC | $21.5M | 826K | ▼−1.2% Reduced · −10K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $19.5M | 750K | ▲+4.3% Added · +31K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $18.0M | 694K | ▼−15% Reduced · −121K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $11.6M | 445K | ▲+27% Added · +95K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $10.6M | 409K | ▼−1.2% Reduced · −5K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $10.1M | 388K | ▼−29% Reduced · −156K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $8.8M | 337K | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 13 | FLAGSHIP HARBOR ADVISORS, LLC | $7.8M | 299K | ▲+105% Added · +153K sh | Q1 2026 | |
| 14 | Private Advisor Group, LLC | $7.8M | 298K | ▲+105% Added · +153K sh | Q1 2026 | |
| 15 | Tower Research Capital LLC (TRC) | $5.6M | 216K | ▲+638% Added · +187K sh | Q1 2026 | |
| 16 | GREAT VALLEY ADVISOR GROUP, INC. | $5.4M | 207K | ▼−2.5% Reduced · −5K sh | Q1 2026 | |
| 17 | Procyon Advisors, LLC | $4.8M | 187K | ▼−1.5% Reduced · −3K sh | Q2 2026 | |
| 18 | Financial Engines Advisors L.L.C. | $4.8M | 184K | ▲+11% Added · +19K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $4.3M | 165K | ▼−4.4% Reduced · −8K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $3.3M | 129K | ▲+1.3% Added · +2K sh | Q1 2026 | |
| 21 | Garde Capital, Inc. | $3.1M | 121K | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $3.1M | 119K | ▲+67% Added · +48K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $3.0M | 115K | ▲+3.5% Added · +4K sh | Q1 2026 | |
| 24 | Note Advisors, LLC | $3.0M | 115K | ▲+6.0% Added · +6K sh | Q1 2026 | |
| 25 | TIAA TRUST, NATIONAL ASSOCIATION | $2.6M | 101K | ▲+17% Added · +14K 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 | 61 funds | $17.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 61 funds | $12.4B |
| ALPHABET INC-CL AGOOGL | 61 funds | $9.5B |
| BROADCOM INCAVGO | 61 funds | $6.9B |
| APPLE INCAAPL | 60 funds | $17.8B |
| MICROSOFT CORPMSFT | 60 funds | $14.8B |
| ALPHABET INC-CL CGOOG | 60 funds | $6.9B |
| JPMORGAN CHASE & COJPM | 60 funds | $6.8B |
| ISHARES CORE MSCI EMERGINGIEMG | 60 funds | $4.0B |
| EXXON MOBIL CORPXOM | 60 funds | $3.7B |
| WALMART INCWMT | 60 funds | $3.6B |
| JOHNSON & JOHNSONJNJ | 60 funds | $3.5B |
Ranked by how many of SPIP'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 SPIP. 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.