963 tracked 13F filers disclose a position in SPSM as of the latest SEC 13F filings, a combined $9.5B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $1.2B | 24.6M | ▼−8.9% Reduced · −2.4M sh | Q1 2026 | |
| 2 | Financial Engines Advisors L.L.C. | $1.1B | 18.8M | ▼−9.0% Reduced · −1.9M sh | Q2 2026 | |
| 3 | MORGAN STANLEY | $347.5M | 7.2M | ▼−48% Reduced · −6.6M sh | Q1 2026 | |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $318.1M | 6.6M | ▲+1.8% Added · +119K sh | Q1 2026 | |
| 5 | Valmark Advisers, Inc. | $294.2M | 5.1M | ▼−5.7% Reduced · −311K sh | Q2 2026 | |
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $289.6M | 5.0M | ▲+2.3% Added · +111K sh | Q2 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $215.0M | 4.4M | ▲+17% Added · +651K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $206.9M | 4.3M | ▲+23% Added · +791K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $189.8M | 3.9M | ▲+2.3% Added · +87K sh | Q1 2026 | |
| 10 | Creative Planning | $135.4M | 2.8M | ▲+0.3% Added · +9K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $135.1M | 2.8M | ▲+8.4% Added · +218K sh | Q1 2026 | |
| 12 | UBS Group AG | $113.7M | 2.4M | ▲+83% Added · +1.1M sh | Q1 2026 | |
| 13 | Pinnacle Wealth Planning Services, Inc. | $110.8M | 1.9M | ▲+2.6% Added · +50K sh | Q2 2026 | |
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | $92.5M | 1.9M | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $91.8M | 1.9M | ▼−4.8% Reduced · −96K sh | Q1 2026 | |
| 16 | Wealthcare Advisory Partners LLC | $102.4M | 1.8M | ▲+1.1% Added · +19K sh | Q2 2026 | |
| 17 | Crestwood Advisors Group, LLC | $100.5M | 1.7M | ▲+0.9% Added · +16K sh | Q2 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $78.7M | 1.6M | ▲+7.3% Added · +111K sh | Q1 2026 | |
| 19 | STATE STREET CORP | $93.0M | 1.6M | ▼−17% Reduced · −319K sh | Q2 2026 | |
| 20 | Cetera Investment Advisers | $67.8M | 1.4M | ▲+4.8% Added · +64K sh | Q1 2026 | |
| 21 | MASON STREET ADVISORS, LLC | $79.5M | 1.4M | ▲+4.0% Added · +53K sh | Q2 2026 | |
| 22 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $62.2M | 1.3M | ▼−1.6% Reduced · −21K sh | Q1 2026 | |
| 23 | ASSETMARK, INC | $71.5M | 1.2M | ▼−14% Reduced · −198K sh | Q2 2026 | |
| 24 | Dakota Wealth Management | $56.8M | 1.2M | ▼−18% Reduced · −273K sh | Q3 2026 | |
| 25 | STIFEL FINANCIAL CORP | $58.3M | 1.2M | ▲+0.8% Added · +9K 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.
Last quarter, 2 funds opened a new position in SPSM and 22 added to an existing one, while 13 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 569 funds | $113.3B |
| NVIDIA CORPNVDA | 554 funds | $128.4B |
| MICROSOFT CORPMSFT | 552 funds | $94.0B |
| AMAZON.COM INCAMZN | 549 funds | $66.5B |
| ALPHABET INC-CL AGOOGL | 546 funds | $67.6B |
| JPMORGAN CHASE & COJPM | 527 funds | $31.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 525 funds | $23.6B |
| ALPHABET INC-CL CGOOG | 519 funds | $37.1B |
| META PLATFORMS INC-CLASS AMETA | 518 funds | $34.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 518 funds | $16.4B |
| JOHNSON & JOHNSONJNJ | 513 funds | $20.0B |
| ISHARES CORE S&P 500 ETFIVV | 512 funds | $38.9B |
Ranked by how many of SPSM's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| BILmc | 1178 funds | $24.8B |
| SPSMthis pagemc | 963 funds | $9.5B |
| JNKmc | 508 funds | $7.4B |
| SPHYmc | 503 funds | $6.1B |
| SPYDmc | 475 funds | $2.0B |
| SPTSmc | 380 funds | $4.1B |
| SJNKmc | 375 funds | $3.0B |
| SHMmc | 371 funds | $2.9B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SPSM
This stock 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/SPSM/capital-change-brief"
Use Arkolith's capital_change_brief for SPSM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SPSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.