Among active 13F managers last quarter, 3 opened and 8 added, while 6 reduced; the largest holder to move was GoalVest Advisory LLC (+64%).
39 tracked 13F filers disclose a position in SPRX as of the latest SEC 13F filings, a combined $65.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GoalVest Advisory LLC | 249K | $14.4M | ▲+64% Added · +97K sh | Q2 2026 | |
| 2 | Apollon Wealth Management, LLC | 244K | $8.7M | ▲+2.9% Added · +7K sh | Q1 2026 | |
| 3 | Pinion Investment Advisors, LLC | 108K | $6.3M | ▲+62% Added · +41K sh | Q2 2026 | |
| 4 | Gentry Private Wealth, LLC | 94K | $5.4M | ▲+61% Added · +36K sh | Q2 2026 | |
| 5 | Wealth Watch Advisors, INC | 78K | $4.5M | ▲+3.0% Added · +2K sh | Q2 2026 | |
| 6 | HBW Advisory Services LLC | 74K | $4.3M | ▲+1.4% Added · +1K sh | Q2 2026 | |
| 7 | D.A. Davidson & Co. | 58K | $3.3M | ▼−11% Reduced · −7K sh | Q2 2026 | |
| 8 | National Wealth Management Group, LLC | 53K | $3.1M | ▲+109% Added · +28K sh | Q2 2026 | |
| 9 | Osaic Holdings, Inc. | 52K | $1.9M | ▲+79% Added · +23K sh | Q1 2026 | |
| 10 | TD Waterhouse Canada Inc. | 51K | $2.8M | ▲+19% Added · +8K sh | Q2 2026 | |
| 11 | Kingsview Wealth Management, LLC | 47K | $2.7M | ▲+578% Added · +40K sh | Q2 2026 | |
| 12 | Advyzon Investment Management, LLC | 16K | $930K | ▼−5.3% Reduced · −905 sh | Q2 2026 | |
| 13 | Susquehanna International Group, LLP | 16K | $555K | ▼−59% Reduced · −23K sh | Q1 2026 | |
| 14 | Envestnet Asset Management Inc | 15K | $549K | ▼−44% Reduced · −12K sh | Q1 2026 | |
| 15 | Griffin Asset Management, Inc. | 15K | $871K | —Held | Q2 2026 | |
| 16 | PFG Investments, LLC | 15K | $519K | ▲+33% Added · +4K sh | Q1 2026 | |
| 17 | Claris Financial LLC | 13K | $477K | ▼−0.1% Reduced · −10 sh | Q1 2026 | |
| 18 | FSA Advisors, Inc. | 12K | $709K | ▲+4.8% Added · +557 sh | Q2 2026 | |
| 19 | Merit Financial Group, LLC | 12K | $689K | ▲+1.4% Added · +159 sh | Q2 2026 | |
| 20 | Prospera Financial Services Inc | 8K | $481K | ▲New +8K sh | Q2 2026 | |
| 21 | UBS Group AG | 7K | $251K | ▲18× Added · +7K sh | Q1 2026 | |
| 22 | Moneta Group Investment Advisors LLC | 6K | $215K | ▼−1.4% Reduced · −89 sh | Q1 2026 | |
| 23 | Kestra Private Wealth Services, LLC | 6K | $339K | ▼−17% Reduced · −1K sh | Q2 2026 | |
| 24 | Royal Bank Of Canada | 6K | $205K | ▲New +6K sh | Q1 2026 | |
| 25 | Acorn Wealth Advisors, LLC | 5K | $314K | ▼−35% Reduced · −3K 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 SPRX and 8 added to an existing one, while 6 reduced. 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 | Their position there |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 19 funds | $3.0B |
| Apple IncAAPL | 19 funds | $2.4B |
| Nvidia CorpNVDA | 19 funds | $1.6B |
| Microsoft CorpMSFT | 19 funds | $1.2B |
| Amazon.com IncAMZN | 19 funds | $924.4M |
| Alphabet Inc-CL AGOOGL | 19 funds | $801.6M |
| Broadcom IncAVGO | 19 funds | $698.3M |
| Alphabet Inc-CL CGOOG | 19 funds | $664.5M |
| JPMorgan Chase & CoJPM | 19 funds | $557.1M |
| Berkshire Hathaway Inc-CL BBRK/B | 19 funds | $548.3M |
| Johnson & JohnsonJNJ | 19 funds | $474.4M |
| Caterpillar IncCAT | 19 funds | $387.3M |
Ranked by how many of SPRX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SPRX.
| Class | 13F holders | Value held |
|---|---|---|
| INFLmc | 159 funds | $785.0M |
| HEGDSWAN HEDGED EQTY | 77 funds | $600.5M |
| METVmc | 72 funds | $101.0M |
| HLALmc | 59 funds | $38.1M |
| UMMAmc | 44 funds | $31.0M |
| OVLSHARES LAG CAP | 41 funds | $182.1M |
| SPRXthis pageUIT EXCHANGE TRADED | 39 funds | $65.6M |
| BETZmc | 35 funds | $4.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SPRX
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/SPRX/capital-change-brief"
Use Arkolith's capital_change_brief for SPRX. 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 SPRX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.