| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | $274.5M | 9.13M | Added | Q1 2026 |
| 2 | Advisory Alpha, LLC | $155.9M | 5.18M | Added | Q1 2026 |
| 3 | HUNTINGTON NATIONAL BANK | $123.6M | 4.11M | Added | Q1 2026 |
| 4 | STATE STREET CORP | $98.0M | 3.26M | Reduced | Q1 2026 |
| 5 | MCF Advisors LLC | $91.1M | 3.03M | Added | Q1 2026 |
| 6 | BIP Wealth, LLC | $44.4M | 1.48M | Added | Q1 2026 |
| 7 | TIAA Wealth Investment Management LLC | $29.8M | 993.9K | New | Q1 2026 |
| 8 | Allspring Global Investments Holdings, LLC | $29.8M | 991.7K | Added | Q1 2026 |
| 9 | CAPITAL ADVISORS INC/OK | $28.6M | 952.1K | Added | Q1 2026 |
| 10 | Wealthspire Retirement, LLC | $26.8M | 892.2K | Added | Q1 2026 |
| 11 | CWM, LLC | $23.3M | 774.9K | Added | Q1 2026 |
| 12 | Waverly Advisors, LLC | $22.2M | 736.9K | Added | Q1 2026 |
| 13 | Atria Investments, Inc | $21.2M | 704.3K | Added | Q1 2026 |
| 14 | Geneos Wealth Management Inc. | $20.2M | 667.8K | New | Q4 2025 |
| 15 | Clark Capital Management Group, Inc. | $19.8M | 659.9K | Reduced | Q1 2026 |
| 16 | Pinnacle Financial Partners, Inc. | $19.3M | 640.3K | Added | Q1 2026 |
| 17 | MANNING & NAPIER ADVISORS LLC | $18.5M | 615.3K | Added | Q1 2026 |
| 18 | Rockefeller Capital Management L.P. | $18.3M | 605.6K | New | Q4 2025 |
| 19 | Advisory Services Network, LLC | $14.8M | 490.4K | New | Q4 2025 |
| 20 | Equitable Holdings, Inc. | $14.8M | 490.1K | Added | Q1 2026 |
| 21 | Sanctuary Advisors, LLC | $14.5M | 481.1K | Added | Q1 2026 |
| 22 | Beacon Pointe Advisors, LLC | $12.8M | 425.6K | New | Q1 2026 |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.5M | 416.7K | Reduced | Q1 2026 |
| 24 | RFG Advisory, LLC | $12.4M | 413.3K | Reduced | Q1 2026 |
| 25 | Summit Financial, LLC | $11.5M | 384.0K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia Corp ComNVDA | 154 funds | $204.4B |
| Apple IncAAPL | 153 funds | $186.9B |
| Microsoft CorpMSFT | 153 funds | $141.7B |
| Amazon.com IncAMZN | 153 funds | $101.7B |
| LPHABET INCGOOG | 153 funds | $66.4B |
| Jpmorgan Chase & CoJPM | 153 funds | $48.9B |
| VANGUARD BD INDEX FDSTSLA | 153 funds | $47.3B |
| Broadcom LtdAVGO | 152 funds | $71.6B |
| Meta Platforms, Inc.META | 152 funds | $61.1B |
| ISHARES TRXOM | 152 funds | $43.0B |
| Johnson & JohnsonJNJ | 152 funds | $39.3B |
| Walmart IncWMT | 152 funds | $30.0B |
Ranked by how many of SPSB'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 SPSB. 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.