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/SPLV/capital-change-brief"
Use Arkolith's capital_change_brief for SPLV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $449.3M | 6.1M | ▼−7.2% Reduced · −477K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $356.3M | 4.9M | ▲+7.0% Added · +321K sh | Q1 2026 | |
| 3 | TWO SIGMA INVESTMENTS, LP | $304.0M | 4.2M | ▲+58% Added · +1.5M sh | Q1 2026 | |
| 4 | LPL Financial LLC | $221.7M | 3.0M | ▼−6.7% Reduced · −219K sh | Q1 2026 | |
| 5 | FMR LLC | $172.6M | 2.4M | ▲+7.7% Added · +169K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $131.4M | 1.8M | ▲+46% Added · +563K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $122.6M | 1.7M | ▲+4.1% Added · +66K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $108.5M | 1.5M | ▼−6.4% Reduced · −101K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $82.3M | 1.1M | ▼−4.8% Reduced · −57K sh | Q1 2026 | |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | $75.0M | 1.0M | ▼−4.3% Reduced · −46K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $71.9M | 983K | ▼−23% Reduced · −295K sh | Q1 2026 | |
| 12 | PICTON MAHONEY ASSET MANAGEMENT | $69.6M | 952K | ▲+489% Added · +790K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $68.6M | 938K | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 14 | UBS Group AG | $62.6M | 855K | ▲+3.5% Added · +29K sh | Q1 2026 | |
| 15 | SECURIAN ASSET MANAGEMENT, INC | $50.5M | 690K | —Held | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $44.3M | 605K | ▲+2.6% Added · +16K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $42.9M | 587K | ▲+11% Added · +60K sh | Q1 2026 | |
| 18 | Junto Capital Management LP | $40.1M | 548K | ▲New +548K sh | Q1 2026 | |
| 19 | Armbruster Capital Management, Inc. | $40.4M | 540K | ▲+1.9% Added · +10K sh | Q2 2026 | |
| 20 | Cetera Investment Advisers | $32.3M | 441K | ▼−5.8% Reduced · −27K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $30.0M | 410K | ▲~0% Added · +83 sh | Q1 2026 | |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $29.5M | 403K | ▲+115% Added · +216K sh | Q1 2026 | |
| 23 | Berman McAleer LLC | $30.1M | 402K | ▲+6.6% Added · +25K sh | Q2 2026 | |
| 24 | Private Advisor Group, LLC | $27.0M | 369K | ▲+1.7% Added · +6K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $26.2M | 359K | ▲+15% Added · +46K 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 | 207 funds | $44.7B |
| MICROSOFT CORPMSFT | 207 funds | $36.5B |
| AMAZON.COM INCAMZN | 205 funds | $27.8B |
| ALPHABET INC-CL AGOOGL | 205 funds | $24.3B |
| BROADCOM INCAVGO | 205 funds | $18.1B |
| ALPHABET INC-CL CGOOG | 205 funds | $17.0B |
| META PLATFORMS INC-CLASS AMETA | 205 funds | $15.2B |
| VISA INC-CLASS A SHARESV | 205 funds | $9.1B |
| HOME DEPOT INCHD | 205 funds | $6.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 204 funds | $33.9B |
| COSTCO WHOLESALE CORPCOST | 204 funds | $9.0B |
| WALMART INCWMT | 204 funds | $9.0B |
Ranked by how many of SPLV'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 SPLV. 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.