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/SPMB/capital-change-brief"
Use Arkolith's capital_change_brief for SPMB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $4.2B | 188.3M | ▼−0.2% Reduced · −450K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $524.5M | 23.4M | ▲+16% Added · +3.2M sh | Q1 2026 | |
| 3 | STIFEL FINANCIAL CORP | $176.0M | 7.9M | ▲+3.4% Added · +259K sh | Q1 2026 | |
| 4 | BENJAMIN EDWARDS INC | $143.9M | 6.4M | ▲+5.0% Added · +307K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $140.9M | 6.3M | ▲+25% Added · +1.3M sh | Q1 2026 | |
| 6 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $86.3M | 3.9M | ▼−9.5% Reduced · −407K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $77.8M | 3.5M | ▲+2.0% Added · +67K sh | Q1 2026 | |
| 8 | CWM, LLC | $54.0M | 2.4M | ▲+3.3% Added · +78K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $48.9M | 2.2M | ▲+6.6% Added · +135K sh | Q1 2026 | |
| 10 | Advisory Alpha, LLC | $48.5M | 2.2M | ▼−4.0% Reduced · −89K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $42.4M | 1.9M | ▲+5.7% Added · +101K sh | Q1 2026 | |
| 12 | ASSETMARK, INC | $40.6M | 1.8M | ▲+4.1% Added · +71K sh | Q1 2026 | |
| 13 | Zurich Insurance Group Ltd/FI | $33.2M | 1.5M | —Held | Q1 2026 | |
| 14 | Hirtle & Co., LLC | $31.0M | 1.4M | ▼−0.2% Reduced · −3K sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $30.1M | 1.3M | ▲+17% Added · +195K sh | Q1 2026 | |
| 16 | Baird Financial Group, Inc. | $24.1M | 1.1M | ▲+4.2% Added · +44K sh | Q1 2026 | |
| 17 | Sanctuary Advisors, LLC | $22.4M | 1.0M | ▲+2.7% Added · +27K sh | Q1 2026 | |
| 18 | Gladstone Institutional Advisory LLC | $18.4M | 822K | ▲+444% Added · +671K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $17.2M | 768K | ▲+39% Added · +217K sh | Q1 2026 | |
| 20 | ST GERMAIN D J CO INC | $15.4M | 686K | ▲+4.7% Added · +31K sh | Q1 2026 | |
| 21 | Summit Financial, LLC | $15.1M | 673K | ▲New +673K sh | Q1 2026 | |
| 22 | Private Advisor Group, LLC | $12.4M | 553K | ▼−5.8% Reduced · −34K sh | Q1 2026 | |
| 23 | Mariner, LLC | $10.4M | 463K | ▼−2.3% Reduced · −11K sh | Q1 2026 | |
| 24 | Equitable Holdings, Inc. | $9.8M | 437K | ▲+2.1% Added · +9K sh | Q1 2026 | |
| 25 | Stratos Wealth Partners, LTD. | $9.5M | 423K | ▼−45% Reduced · −343K 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 | 78 funds | $17.2B |
| ISHARES CORE S&P 500 ETFIVV | 78 funds | $17.1B |
| MICROSOFT CORPMSFT | 78 funds | $15.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 78 funds | $13.3B |
| VANGUARD S&P 500 ETFVOO | 78 funds | $10.9B |
| ALPHABET INC-CL CGOOG | 78 funds | $6.5B |
| VANGUARD GROWTH ETFVUG | 78 funds | $5.9B |
| VANGUARD FTSE DEVELOPED ETFVEA | 78 funds | $5.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 78 funds | $5.4B |
| VANGUARD VALUE ETFVTV | 78 funds | $4.7B |
| ISHARES CORE S&P SMALL-CAP EIJR | 78 funds | $4.1B |
| EXXON MOBIL CORPXOM | 78 funds | $4.1B |
Ranked by how many of SPMB'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 SPMB. 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.