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.
| # | 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. | $998.9M | 20.7M | ▼−2.1% Reduced · −454K sh | Q1 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. | $261.5M | 5.4M | ▲+2.1% Added · +110K sh | Q1 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 | STATE STREET CORP | $93.4M | 1.9M | ▲+16% Added · +273K sh | Q1 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 | $83.4M | 1.7M | ▲+0.3% Added · +4K sh | Q1 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $78.7M | 1.6M | ▲+7.3% Added · +111K sh | Q1 2026 | |
| 19 | ASSETMARK, INC | $69.5M | 1.4M | ▼−6.7% Reduced · −104K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $67.8M | 1.4M | ▲+4.8% Added · +64K sh | Q1 2026 | |
| 21 | Dakota Wealth Management | $66.8M | 1.4M | ▲+8.2% Added · +105K sh | Q1 2026 | |
| 22 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $62.2M | 1.3M | ▼−1.6% Reduced · −21K sh | Q1 2026 | |
| 23 | STIFEL FINANCIAL CORP | $58.3M | 1.2M | ▲+0.8% Added · +9K sh | Q1 2026 | |
| 24 | GREAT VALLEY ADVISOR GROUP, INC. | $58.0M | 1.2M | ▲+6.1% Added · +69K sh | Q1 2026 | |
| 25 | Envestnet Portfolio Solutions, Inc. | $54.9M | 1.1M | ▼−3.4% Reduced · −40K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 210 funds | $118.6B |
| APPLE INCAAPL | 209 funds | $101.8B |
| ALPHABET INC-CL AGOOGL | 207 funds | $61.7B |
| AMAZON.COM INCAMZN | 207 funds | $61.1B |
| ALPHABET INC-CL CGOOG | 206 funds | $33.3B |
| MICROSOFT CORPMSFT | 205 funds | $88.5B |
| META PLATFORMS INC-CLASS AMETA | 205 funds | $32.4B |
| JPMORGAN CHASE & COJPM | 205 funds | $28.8B |
| EXXON MOBIL CORPXOM | 204 funds | $23.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 204 funds | $20.7B |
| VISA INC-CLASS A SHARESV | 203 funds | $20.8B |
| VANGUARD S&P 500 ETFVOO | 203 funds | $20.2B |
Ranked by how many of SPSM'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 SPSM. 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.