| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | $427.3M | 7.22M | Added | Q1 2026 |
| 2 | AlTi Global, Inc. | $167.2M | 2.82M | Reduced | Q1 2026 |
| 3 | Facet Wealth, Inc. | $153.0M | 2.58M | Added | Q1 2026 |
| 4 | CWM, LLC | $134.0M | 2.26M | Reduced | Q1 2026 |
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $84.9M | 1.43M | Added | Q1 2026 |
| 6 | Hancock Prospecting Pty Ltd | $83.5M | 1.41M | Held | Q1 2026 |
| 7 | Wealthcare Advisory Partners LLC | $70.0M | 1.18M | Added | Q1 2026 |
| 8 | Cornerstone Wealth Management, LLC | $66.1M | 1.12M | Added | Q1 2026 |
| 9 | Private Advisor Group, LLC | $50.1M | 846.2K | Reduced | Q1 2026 |
| 10 | BLAIR WILLIAM & CO/IL | $49.7M | 838.8K | Added | Q1 2026 |
| 11 | BOKF, NA | $48.9M | 825.4K | Added | Q1 2026 |
| 12 | Composition Wealth, LLC | $44.0M | 743.7K | Added | Q1 2026 |
| 13 | GREAT VALLEY ADVISOR GROUP, INC. | $43.7M | 737.8K | Added | Q1 2026 |
| 14 | Equitable Holdings, Inc. | $35.5M | 613.1K | Added | Q1 2026 |
| 15 | TEXAS PERMANENT SCHOOL FUND CORP | $30.9M | 521.4K | Reduced | Q1 2026 |
| 16 | Gerber Kawasaki Wealth & Investment Management | $29.6M | 499.4K | Added | Q1 2026 |
| 17 | Envestnet Portfolio Solutions, Inc. | $28.3M | 477.9K | Added | Q1 2026 |
| 18 | Waverly Advisors, LLC | $27.7M | 467.1K | Added | Q1 2026 |
| 19 | MML INVESTORS SERVICES, LLC | $27.4M | 462.0K | Reduced | Q1 2026 |
| 20 | ASSETMARK, INC | $26.2M | 443.2K | Added | Q1 2026 |
| 21 | ST GERMAIN D J CO INC | $25.0M | 422.1K | Reduced | Q1 2026 |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $24.6M | 510.1K | Added | Q1 2026 |
| 23 | Dakota Wealth Management | $23.9M | 402.8K | Added | Q1 2026 |
| 24 | OneAscent Financial Services LLC | $22.9M | 386.1K | New | Q1 2026 |
| 25 | RFG Advisory, LLC | $20.6M | 347.9K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorpNVDA | 188 funds | $40.5B |
| TATE STR SPDR S&P 500 ETF TSPY | 188 funds | $32.3B |
| Meta Platforms Inc Class AMETA | 188 funds | $13.0B |
| Microsoft CorporationMSFT | 187 funds | $33.4B |
| Amazon.com IncAMZN | 187 funds | $24.5B |
| Vanguard S&P 500 ETFVOO | 187 funds | $23.3B |
| Apple IncAAPL | 186 funds | $45.7B |
| iShares S&P 500 ETFIVV | 186 funds | $35.0B |
| LPHABET INCGOOG | 186 funds | $16.2B |
| Broadcom LtdAVGO | 186 funds | $15.7B |
| Jpmorgan Chase & CoJPM | 186 funds | $14.8B |
| Exxon Mobil CorporationXOM | 186 funds | $8.6B |
Ranked by how many of SPMD'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 SPMD. 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.