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/SPSB/capital-change-brief"
Use Arkolith's capital_change_brief for SPSB. 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 | $1.6B | 53.1M | ▲+4.3% Added · +2.2M sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $929.9M | 31.0M | ▲87× Added · +30.6M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $285.9M | 9.5M | ▲+0.9% Added · +84K sh | Q1 2026 | |
| 4 | Valmark Advisers, Inc. | $274.5M | 9.1M | ▲+4.5% Added · +390K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $223.6M | 7.4M | ▲+53% Added · +2.6M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $210.8M | 7.0M | ▼−20% Reduced · −1.7M sh | Q1 2026 | |
| 7 | Baird Financial Group, Inc. | $180.3M | 6.0M | ▲+16% Added · +819K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $159.6M | 5.3M | ▼−1.6% Reduced · −88K sh | Q1 2026 | |
| 9 | FMR LLC | $157.6M | 5.2M | ▲702× Added · +5.2M sh | Q1 2026 | |
| 10 | Advisory Alpha, LLC | $155.9M | 5.2M | ▲+19% Added · +819K sh | Q1 2026 | |
| 11 | HUNTINGTON NATIONAL BANK | $125.4M | 4.2M | ▲+18% Added · +630K sh | Q1 2026 | |
| 12 | ALLSTATE CORP | $118.3M | 3.9M | ▲+5.3% Added · +200K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $107.0M | 3.6M | ▼−8.3% Reduced · −320K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $105.2M | 3.5M | ▼−4.8% Reduced · −178K sh | Q1 2026 | |
| 15 | STATE STREET CORP | $98.0M | 3.3M | ▼−4.1% Reduced · −139K sh | Q1 2026 | |
| 16 | MCF Advisors LLC | $91.1M | 3.0M | ▲+1.0% Added · +31K sh | Q1 2026 | |
| 17 | UBS Group AG | $84.7M | 2.8M | ▲+13% Added · +315K sh | Q1 2026 | |
| 18 | Rockwood Wealth Management, LLC | $76.8M | 2.6M | ▲+6.3% Added · +151K sh | Q2 2026 | |
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | $64.8M | 2.2M | ▼−1.3% Reduced · −28K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $63.1M | 2.1M | ▲+1.4% Added · +29K sh | Q1 2026 | |
| 21 | Mariner, LLC | $59.9M | 2.0M | ▲+11% Added · +205K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $58.2M | 1.9M | ▲+7.7% Added · +138K sh | Q1 2026 | |
| 23 | AMERIPRISE FINANCIAL INC | $54.6M | 1.8M | ▼−17% Reduced · −381K sh | Q1 2026 | |
| 24 | BIP Wealth, LLC | $44.4M | 1.5M | ▲+1.9% Added · +28K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $44.4M | 1.5M | ▼−4.3% Reduced · −66K 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 | 151 funds | $31.0B |
| APPLE INCAAPL | 150 funds | $34.0B |
| MICROSOFT CORPMSFT | 150 funds | $28.0B |
| AMAZON.COM INCAMZN | 150 funds | $20.4B |
| ALPHABET INC-CL CGOOG | 150 funds | $13.1B |
| JPMORGAN CHASE & COJPM | 150 funds | $12.3B |
| TESLA INCTSLA | 150 funds | $4.6B |
| COCA-COLA CO/THEKO | 150 funds | $3.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 149 funds | $25.6B |
| ALPHABET INC-CL AGOOGL | 149 funds | $16.8B |
| BROADCOM INCAVGO | 149 funds | $12.3B |
| META PLATFORMS INC-CLASS AMETA | 149 funds | $10.5B |
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 + quarter-over-quarter ownership changes + 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.