| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $4.2B | 188.31M | Reduced | Q1 2026 |
| 2 | STATE STREET CORP | $140.9M | 6.29M | Added | Q1 2026 |
| 3 | BENJAMIN EDWARDS INC | $136.1M | 6.08M | Added | Q1 2026 |
| 4 | CWM, LLC | $54.0M | 2.41M | Added | Q1 2026 |
| 5 | Advisory Alpha, LLC | $48.5M | 2.17M | Reduced | Q1 2026 |
| 6 | ASSETMARK, INC | $40.6M | 1.81M | Added | Q1 2026 |
| 7 | Hirtle & Co., LLC | $31.0M | 1.39M | Reduced | Q1 2026 |
| 8 | Sanctuary Advisors, LLC | $22.4M | 1.00M | Added | Q1 2026 |
| 9 | Gladstone Institutional Advisory LLC | $18.4M | 822.0K | Added | Q1 2026 |
| 10 | ST GERMAIN D J CO INC | $15.4M | 686.2K | Added | Q1 2026 |
| 11 | Summit Financial, LLC | $15.1M | 672.9K | New | Q1 2026 |
| 12 | Private Advisor Group, LLC | $12.4M | 553.1K | Reduced | Q1 2026 |
| 13 | FLAGSHIP HARBOR ADVISORS, LLC | $10.5M | 466.2K | New | Q4 2025 |
| 14 | Equitable Holdings, Inc. | $9.8M | 436.6K | Added | Q1 2026 |
| 15 | Stratos Wealth Partners, LTD. | $9.5M | 422.6K | Reduced | Q1 2026 |
| 16 | CITADEL ADVISORS LLC | $8.1M | 361.7K | Added | Q3 2025 |
| 17 | Checchi Capital Advisers, LLC | $5.0M | 223.2K | Reduced | Q1 2026 |
| 18 | Mutual Advisors, LLC | $4.9M | 217.3K | Added | Q1 2026 |
| 19 | Waverly Advisors, LLC | $4.7M | 210.6K | Added | Q1 2026 |
| 20 | Integrated Wealth Concepts LLC | $4.6M | 206.1K | Added | Q1 2026 |
| 21 | Western Wealth Management, LLC | $4.3M | 192.9K | New | Q4 2025 |
| 22 | Valmark Advisers, Inc. | $3.9M | 174.3K | Added | Q1 2026 |
| 23 | Visionary Wealth Advisors | $3.7M | 163.6K | Added | Q1 2026 |
| 24 | Vise Technologies, Inc. | $3.0M | 132.6K | Held | Q1 2026 |
| 25 | Dynamic Advisor Solutions LLC | $2.7M | 122.5K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorpNVDA | 79 funds | $190.5B |
| Microsoft CorpMSFT | 79 funds | $128.5B |
| Alphabet Inc. Class CGOOG | 79 funds | $59.8B |
| Exxon Mobil CorpXOM | 79 funds | $40.4B |
| iShares S&P 500 ETFIVV | 79 funds | $17.5B |
| State Street SPDR S&P 500 ETF TrustSPY | 79 funds | $14.4B |
| The Coca-Cola CoKO | 79 funds | $14.2B |
| ConocophillipsCOP | 79 funds | $9.7B |
| Qualcomm IncQCOM | 79 funds | $7.8B |
| Vanguard FTSE Developed Markets ETFVEA | 79 funds | $5.8B |
| iShares S&P Small-Cap ETFIJR | 79 funds | $4.2B |
| SPDR Gold Shares ETFGLD | 79 funds | $3.4B |
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 + Form 4 insider transactions + 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.