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/SPMD/capital-change-brief"
Use Arkolith's capital_change_brief for SPMD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | $5.7B | 96.6M | ▲+4.3% Added · +4.0M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $761.1M | 12.9M | ▲+0.1% Added · +8K sh | Q1 2026 | |
| 3 | Valmark Advisers, Inc. | $427.3M | 7.2M | ▲+2.5% Added · +174K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $245.6M | 4.1M | ▲+45% Added · +1.3M sh | Q1 2026 | |
| 5 | UBS Group AG | $227.3M | 3.8M | ▲+163% Added · +2.4M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $224.9M | 3.8M | ▼−61% Reduced · −6.0M sh | Q1 2026 | |
| 7 | AlTi Global, Inc. | $167.2M | 2.8M | ▼−5.4% Reduced · −162K sh | Q1 2026 | |
| 8 | Facet Wealth, Inc. | $153.0M | 2.6M | ▲+2.7% Added · +69K sh | Q1 2026 | |
| 9 | CWM, LLC | $134.0M | 2.3M | ▼−37% Reduced · −1.3M sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $118.3M | 2.0M | ▼−0.9% Reduced · −19K sh | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $115.4M | 1.9M | ▼−0.5% Reduced · −11K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $114.4M | 1.9M | ▼−1.2% Reduced · −23K sh | Q1 2026 | |
| 13 | First Command Advisory Services, Inc. | $108.2M | 1.8M | ▲+15% Added · +237K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $85.5M | 1.4M | ▲+20% Added · +236K sh | Q1 2026 | |
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $84.9M | 1.4M | ▲+12% Added · +158K sh | Q1 2026 | |
| 16 | Hancock Prospecting Pty Ltd | $83.5M | 1.4M | —Held | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $80.1M | 1.4M | ▼−12% Reduced · −179K sh | Q1 2026 | |
| 18 | Auto-Owners Insurance Co | $78.7M | 1.3M | —Held | Q1 2026 | |
| 19 | Hills Bank & Trust Co | $76.6M | 1.3M | ▲+1.2% Added · +15K sh | Q1 2026 | |
| 20 | Wealthcare Advisory Partners LLC | $83.1M | 1.2M | ▲+4.1% Added · +48K sh | Q2 2026 | |
| 21 | Cornerstone Wealth Management, LLC | $66.1M | 1.1M | ▲+0.1% Added · +1K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $62.1M | 1.0M | ▲+108% Added · +545K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $54.6M | 921K | ▲+1.6% Added · +15K sh | Q1 2026 | |
| 24 | GREENLEAF TRUST | $53.4M | 902K | ▲+13% Added · +100K sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $51.3M | 866K | ▲+8.9% Added · +71K 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 | 187 funds | $40.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 187 funds | $32.3B |
| META PLATFORMS INC-CLASS AMETA | 187 funds | $13.0B |
| MICROSOFT CORPMSFT | 186 funds | $33.3B |
| AMAZON.COM INCAMZN | 186 funds | $24.5B |
| VANGUARD S&P 500 ETFVOO | 186 funds | $22.8B |
| VISA INC-CLASS A SHARESV | 186 funds | $7.9B |
| APPLE INCAAPL | 185 funds | $45.7B |
| ALPHABET INC-CL AGOOGL | 185 funds | $22.4B |
| ALPHABET INC-CL CGOOG | 185 funds | $16.2B |
| BROADCOM INCAVGO | 185 funds | $15.7B |
| JPMORGAN CHASE & COJPM | 185 funds | $14.8B |
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 + quarter-over-quarter ownership changes + 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.