235 tracked 13F filers disclose a position in SPMB as of the latest SEC 13F filings, a combined $6.3B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $4.4B | 196.9M | ▲+4.5% Added · +8.6M sh | Q2 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 | $107.4M | 4.8M | ▼−25% Reduced · −1.6M sh | Q2 2026 | |
| 5 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $86.3M | 3.9M | ▼−9.5% Reduced · −407K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $77.8M | 3.5M | ▲+2.0% Added · +67K sh | Q1 2026 | |
| 7 | CWM, LLC | $54.0M | 2.4M | ▲+3.3% Added · +78K sh | Q1 2026 | |
| 8 | Advisory Alpha, LLC | $49.8M | 2.2M | ▲+2.9% Added · +64K sh | Q2 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $48.9M | 2.2M | ▲+6.6% Added · +135K sh | Q1 2026 | |
| 10 | ASSETMARK, INC | $43.8M | 2.0M | ▲+8.2% Added · +149K sh | Q2 2026 | |
| 11 | MORGAN STANLEY | $42.4M | 1.9M | ▲+5.7% Added · +101K sh | Q1 2026 | |
| 12 | Zurich Insurance Group Ltd/FI | $33.2M | 1.5M | —Held | Q1 2026 | |
| 13 | Hirtle & Co., LLC | $31.0M | 1.4M | ▼−0.2% Reduced · −3K sh | Q1 2026 | |
| 14 | Financial Plan, Inc. | $30.2M | 1.4M | ▲+6.5% Added · +83K sh | Q2 2026 | |
| 15 | JPMORGAN CHASE & CO | $30.1M | 1.3M | ▲+17% Added · +195K sh | Q1 2026 | |
| 16 | FINANCIAL LIFE ADVISORS | $29.0M | 1.3M | ▲+25% Added · +260K sh | Q2 2026 | |
| 17 | Sanctuary Advisors, LLC | $24.3M | 1.1M | ▲+8.8% Added · +88K sh | Q2 2026 | |
| 18 | Baird Financial Group, Inc. | $24.1M | 1.1M | ▲+4.2% Added · +44K sh | Q1 2026 | |
| 19 | ALTFEST L J & CO INC | $19.8M | 886K | ▲+2.7% Added · +23K sh | Q2 2026 | |
| 20 | Gladstone Institutional Advisory LLC | $19.7M | 885K | ▲+7.7% Added · +63K sh | Q2 2026 | |
| 21 | Compton Financial Group, LLC | $19.4M | 870K | ▼−51% Reduced · −892K sh | Q2 2026 | |
| 22 | 93 Financial Group, LLC | $17.9M | 801K | ▲+2.8% Added · +22K sh | Q2 2026 | |
| 23 | Cetera Investment Advisers | $17.2M | 768K | ▲+39% Added · +217K sh | Q1 2026 | |
| 24 | Private Advisor Group, LLC | $15.9M | 714K | ▲+29% Added · +161K sh | Q2 2026 | |
| 25 | ST GERMAIN D J CO INC | $15.7M | 706K | ▲+2.9% Added · +20K 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, 3 funds opened a new position in SPMB and 34 added to an existing one, while 14 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 130 funds | $30.4B |
| MICROSOFT CORPMSFT | 130 funds | $21.6B |
| NVIDIA CORPNVDA | 129 funds | $34.4B |
| ALPHABET INC-CL CGOOG | 129 funds | $9.8B |
| AMAZON.COM INCAMZN | 127 funds | $18.1B |
| JPMORGAN CHASE & COJPM | 126 funds | $4.8B |
| ALPHABET INC-CL AGOOGL | 124 funds | $13.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 124 funds | $4.9B |
| ELI LILLY & COLLY | 123 funds | $6.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 123 funds | $5.8B |
| JOHNSON & JOHNSONJNJ | 123 funds | $5.0B |
| BROADCOM INCAVGO | 122 funds | $11.4B |
Ranked by how many of SPMB's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SPMB
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.
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.