| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | STATE STREET CORP | $157.3M | 7.08M | Added | Q1 2026 |
| 2 | Gotham Asset Management, LLC | $14.8M | 665.4K | Added | Q1 2026 |
| 3 | Envestnet Portfolio Solutions, Inc. | $13.3M | 599.4K | Added | Q1 2026 |
| 4 | Clark Capital Management Group, Inc. | $13.2M | 594.2K | Added | Q1 2026 |
| 5 | ASSETMARK, INC | $11.9M | 535.6K | Added | Q1 2026 |
| 6 | PRINCIPAL SECURITIES, INC. | $11.0M | 496.6K | Added | Q1 2026 |
| 7 | PFG Advisors | $9.5M | 428.1K | Added | Q1 2026 |
| 8 | Private Advisor Group, LLC | $4.5M | 201.7K | Reduced | Q1 2026 |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.8M | 169.4K | Added | Q1 2026 |
| 10 | CITADEL ADVISORS LLC | $3.7M | 167.2K | Added | Q1 2026 |
| 11 | CONNING INC. | $2.8M | 124.1K | Held | Q1 2026 |
| 12 | NewEdge Advisors, LLC | $2.6M | 117.3K | New | Q1 2026 |
| 13 | Pinnacle Financial Partners, Inc. | $2.3M | 103.5K | Reduced | Q1 2026 |
| 14 | MML INVESTORS SERVICES, LLC | $2.1M | 95.6K | Added | Q1 2026 |
| 15 | Sanctuary Advisors, LLC | $1.8M | 80.8K | Added | Q1 2026 |
| 16 | IFP Advisors, Inc | $1.6M | 72.9K | New | Q1 2026 |
| 17 | Integrated Wealth Concepts LLC | $1.5M | 69.7K | Added | Q1 2026 |
| 18 | Prospera Financial Services Inc | $1.1M | 51.6K | Reduced | Q1 2026 |
| 19 | Sigma Planning Corp | $1.0M | 46.4K | Added | Q1 2026 |
| 20 | Ameritas Investment Partners, Inc. | $960K | 43.2K | Added | Q1 2026 |
| 21 | Geneos Wealth Management Inc. | $890K | 39.4K | New | Q4 2025 |
| 22 | CreativeOne Wealth, LLC | $888K | 40.0K | Added | Q1 2026 |
| 23 | Kestra Advisory Services, LLC | $622K | 28.0K | Added | Q1 2026 |
| 24 | RFG Advisory, LLC | $597K | 26.9K | Reduced | Q1 2026 |
| 25 | IHT Wealth Management, LLC | $420K | 18.9K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorpNVDA | 58 funds | $192.0B |
| Microsoft CorpMSFT | 58 funds | $127.8B |
| Broadcom LtdAVGO | 58 funds | $66.3B |
| Alphabet Inc Cl CGOOG | 58 funds | $59.3B |
| Meta Platforms Inc Cl AMETA | 58 funds | $57.1B |
| Tesla IncTSLA | 58 funds | $46.1B |
| Jpmorgan Chase & CoJPM | 58 funds | $43.7B |
| Exxon Mobil CorpXOM | 58 funds | $40.3B |
| Johnson & JohnsonJNJ | 58 funds | $36.5B |
| Walmart IncWMT | 58 funds | $27.0B |
| Lockheed Martin CorpLMT | 58 funds | $21.1B |
| Mastercard Inc Cl AMA | 58 funds | $20.6B |
Ranked by how many of SPLB'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 SPLB. 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.