| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $998.9M | 20.67M | Reduced | Q1 2026 |
| 2 | Valmark Advisers, Inc. | $261.5M | 5.41M | Added | Q1 2026 |
| 3 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $237.3M | 4.91M | Added | Q1 2026 |
| 4 | STATE STREET CORP | $93.4M | 1.93M | Added | Q1 2026 |
| 5 | Wealthcare Advisory Partners LLC | $84.9M | 1.76M | Added | Q1 2026 |
| 6 | Crestwood Advisors Group, LLC | $83.4M | 1.73M | Added | Q1 2026 |
| 7 | ASSETMARK, INC | $69.5M | 1.44M | Reduced | Q1 2026 |
| 8 | Dakota Wealth Management | $66.8M | 1.38M | Added | Q1 2026 |
| 9 | GREAT VALLEY ADVISOR GROUP, INC. | $58.0M | 1.20M | Added | Q1 2026 |
| 10 | Envestnet Portfolio Solutions, Inc. | $54.9M | 1.14M | Reduced | Q1 2026 |
| 11 | Private Advisor Group, LLC | $46.8M | 969.2K | Reduced | Q1 2026 |
| 12 | MIDLAND WEALTH ADVISORS, LLC | $46.6M | 963.9K | Reduced | Q1 2026 |
| 13 | Equitable Holdings, Inc. | $45.7M | 970.5K | Added | Q1 2026 |
| 14 | DAVENPORT & Co LLC | $42.0M | 868.4K | Added | Q1 2026 |
| 15 | Banco Santander, S.A. | $36.1M | 747.1K | New | Q1 2026 |
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $32.7M | 677.4K | Added | Q1 2026 |
| 17 | CWM, LLC | $32.7M | 676.3K | Added | Q1 2026 |
| 18 | BOKF, NA | $31.1M | 643.7K | Added | Q1 2026 |
| 19 | ST GERMAIN D J CO INC | $29.8M | 617.0K | Reduced | Q1 2026 |
| 20 | BERKSHIRE ASSET MANAGEMENT LLC/PA | $28.2M | 583.9K | Added | Q1 2026 |
| 21 | HighPoint Advisor Group LLC | $27.4M | 567.6K | Reduced | Q1 2026 |
| 22 | SPINNAKER TRUST | $23.8M | 492.2K | Reduced | Q1 2026 |
| 23 | Composition Wealth, LLC | $22.1M | 457.7K | Added | Q1 2026 |
| 24 | Fund Evaluation Group, LLC | $20.8M | 431.3K | Reduced | Q1 2026 |
| 25 | DIVERSIFY WEALTH MANAGEMENT, LLC | $20.5M | 391.2K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorporationNVDA | 226 funds | $216.1B |
| Microsoft CorporationMSFT | 225 funds | $149.2B |
| Amazon.com IncAMZN | 225 funds | $107.3B |
| Broadcom LtdAVGO | 225 funds | $76.2B |
| Tesla, IncTSLA | 225 funds | $49.7B |
| Apple IncAAPL | 224 funds | $201.5B |
| GOOGLE INCGOOGL | 224 funds | $89.1B |
| Meta Platforms, Inc.META | 224 funds | $64.8B |
| Jpmorgan Chase & CoJPM | 224 funds | $52.2B |
| ExxonMobilXOM | 224 funds | $45.3B |
| Johnson & JohnsonJNJ | 224 funds | $41.0B |
| Cisco Systems IncCSCO | 224 funds | $19.2B |
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.