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/SPMO/capital-change-brief"
Use Arkolith's capital_change_brief for SPMO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $761.5M | 6.8M | ▲+2.5% Added · +168K sh | Q1 2026 | |
| 2 | CWM, LLC | $402.7M | 3.6M | ▲+20% Added · +599K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $359.8M | 3.2M | ▼−3.0% Reduced · −99K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $350.7M | 3.1M | ▲+17% Added · +445K sh | Q1 2026 | |
| 5 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $270.5M | 2.4M | ▼−1.7% Reduced · −42K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $175.5M | 1.6M | ▼−9.3% Reduced · −160K sh | Q1 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $173.4M | 1.5M | ▲+12% Added · +170K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $147.2M | 1.4M | ▲+11% Added · +134K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $151.5M | 1.4M | ▲+2.2% Added · +30K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $137.3M | 1.2M | ▲+24% Added · +236K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $114.3M | 1.0M | ▼−4.4% Reduced · −47K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $91.4M | 815K | ▼−19% Reduced · −193K sh | Q1 2026 | |
| 13 | Equitable Holdings, Inc. | $84.5M | 711K | ▲+23% Added · +131K sh | Q1 2026 | |
| 14 | MONEY CONCEPTS CAPITAL CORP | $69.5M | 620K | ▼−39% Reduced · −396K sh | Q1 2026 | |
| 15 | Private Advisor Group, LLC | $63.1M | 562K | ▲+6.8% Added · +36K sh | Q1 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $54.1M | 483K | ▼−15% Reduced · −84K sh | Q1 2026 | |
| 17 | JONES FINANCIAL COMPANIES LLLP | $50.9M | 462K | ▲+39% Added · +129K sh | Q1 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $66.0M | 429K | ▲+35% Added · +111K sh | Q2 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $42.4M | 378K | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 20 | Performance Wealth Partners, LLC | $39.7M | 354K | ▲+4.7% Added · +16K sh | Q1 2026 | |
| 21 | UBS Group AG | $38.6M | 344K | ▲+16% Added · +47K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $36.0M | 321K | ▼−20% Reduced · −79K sh | Q1 2026 | |
| 23 | Sanctuary Advisors, LLC | $32.4M | 289K | ▲+3.3% Added · +9K sh | Q1 2026 | |
| 24 | HighTower Advisors, LLC | $32.1M | 286K | ▲+1.2% Added · +3K sh | Q1 2026 | |
| 25 | TD PRIVATE CLIENT WEALTH LLC | $31.8M | 284K | ▼−16% Reduced · −56K 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 147 funds | $26.5B |
| APPLE INCAAPL | 146 funds | $35.1B |
| NVIDIA CORPNVDA | 146 funds | $30.4B |
| MICROSOFT CORPMSFT | 146 funds | $23.7B |
| ALPHABET INC-CL AGOOGL | 146 funds | $15.8B |
| BROADCOM INCAVGO | 146 funds | $12.0B |
| JPMORGAN CHASE & COJPM | 146 funds | $11.3B |
| ALPHABET INC-CL CGOOG | 146 funds | $10.8B |
| META PLATFORMS INC-CLASS AMETA | 146 funds | $9.5B |
| WALMART INCWMT | 146 funds | $6.6B |
| ELI LILLY & COLLY | 146 funds | $6.2B |
| CHEVRON CORPCVX | 146 funds | $4.4B |
Ranked by how many of SPMO'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 SPMO. 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.