Among active 13F managers last quarter, 5 opened and 1 added, while 6 reduced; the largest holder to move was WJ Interests, LLC (new position).
19 tracked 13F filers disclose a position in SPLS as of the latest SEC 13F filings, a combined $19.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WJ Interests, LLC | 116K | $6.3M | ▲New +116K sh | Q2 2026 | |
| 2 | AE Wealth Management LLC | 94K | $4.4M | ▲New +94K sh | Q1 2026 | |
| 3 | Citadel Advisors LLC | 64K | $3.5M | ▼−85% Reduced · −379K sh | Q2 2026 | |
| 4 | Lloyd Advisory Services, LLC. | 29K | $1.6M | ▲17× Added · +27K sh | Q2 2026 | |
| 5 | Mid-American Wealth Advisory Group, Inc. | 11K | $623K | ▲New +11K sh | Q2 2026 | |
| 6 | B.O.S.S. Retirement Advisors, LLC | 9K | $500K | ▼−3.8% Reduced · −366 sh | Q2 2026 | |
| 7 | Howard Bailey Securities, LLC | 9K | $470K | ▼−3.1% Reduced · −275 sh | Q2 2026 | |
| 8 | MML Investors Services, LLC | 7K | $402K | ▲New +7K sh | Q2 2026 | |
| 9 | Wealth Enhancement Advisory Services, LLC | 5K | $254K | ▲New +5K sh | Q2 2026 | |
| 10 | Great Lakes Retirement, Inc. | 5K | $249K | ▼−7.6% Reduced · −380 sh | Q2 2026 | |
| 11 | Elevated Capital Advisors, LLC | 4K | $238K | ▲New +4K sh | Q2 2026 | |
| 12 | Tounjian Advisory Partners, LLC | 3K | $170K | ▲New +3K sh | Q2 2026 | |
| 13 | UBS Group AG | 2K | $116K | ▲New +2K sh | Q1 2026 | |
| 14 | Kingdom Financial Group LLC. | 2K | $85K | ▼−7.8% Reduced · −133 sh | Q2 2026 | |
| 15 | Montgomery Financial Services LLC | 1K | $59K | ▲New +1K sh | Q2 2026 | |
| 16 | Networth Advisors, LLC | 362 | $20K | ▼−0.3% Reduced · −1 sh | Q2 2026 | |
| 17 | Quest 10 Wealth Builders, Inc. | 119 | $6K | ▼−72% Reduced · −305 sh | Q2 2026 | |
| 18 | Decker Retirement Planning Inc. | 86 | $5K | ▲New +86 sh | Q2 2026 | |
| 19 | Parkside Financial Bank & Trust | 19 | $1K | ▲New +19 sh | Q2 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, 5 funds opened a new position in SPLS and 1 added to an existing one, while 6 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 12 funds | $1.4B |
| JPMorgan Chase & CoJPM | 12 funds | $740.8M |
| Ishares Core S&P 500 ETFIVV | 11 funds | $13.2B |
| Amazon.com IncAMZN | 11 funds | $2.6B |
| Nvidia CorpNVDA | 11 funds | $2.4B |
| Apple IncAAPL | 11 funds | $2.2B |
| Eli Lilly & CoLLY | 11 funds | $1.1B |
| Alphabet Inc-CL AGOOGL | 11 funds | $1.1B |
| Broadcom IncAVGO | 11 funds | $1.1B |
| Advanced Micro DevicesAMD | 11 funds | $971.3M |
| Micron Technology IncMU | 11 funds | $711.7M |
| Meta Platforms Inc-Class AMETA | 11 funds | $641.7M |
Ranked by how many of SPLS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SPLS.
| Class | 13F holders | Value held |
|---|---|---|
| MINTcs | 691 funds | $11.2B |
| PYLDmc | 638 funds | $11.1B |
| BONDmc | 497 funds | $6.2B |
| MUNIcs | 416 funds | $2.2B |
| HYSmc | 241 funds | $847.5M |
| SMMUcs | 187 funds | $827.1M |
| CORPmc | 179 funds | $1.3B |
| LDURmc | 170 funds | $1.2B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SPLS
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/SPLS/capital-change-brief"
Use Arkolith's capital_change_brief for SPLS. 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 SPLS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.