| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | GLOBALT Investments LLC / GA | $50.2M | 1.66M | Added | Q1 2026 |
| 2 | ST GERMAIN D J CO INC | $14.3M | 472.9K | Reduced | Q1 2026 |
| 3 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.2M | 105.9K | Reduced | Q1 2026 |
| 4 | CITADEL ADVISORS LLC | $2.9M | 95.4K | Added | Q1 2026 |
| 5 | MML INVESTORS SERVICES, LLC | $1.9M | 64.0K | Reduced | Q1 2026 |
| 6 | 3EDGE Asset Management, LP | $1.3M | 42.9K | Held | Q1 2026 |
| 7 | Pinnacle Financial Partners, Inc. | $778K | 25.7K | Reduced | Q1 2026 |
| 8 | StoneX Group Inc. | $385K | 12.7K | Added | Q1 2026 |
| 9 | CREATIVE FINANCIAL DESIGNS INC /ADV | $72K | 2.4K | New | Q4 2025 |
| 10 | CWM, LLC | $64K | 2.1K | New | Q1 2026 |
| 11 | Aptus Capital Advisors, LLC | $9K | 289 | New | Q1 2026 |
| 12 | NewEdge Advisors, LLC | $3K | 106 | New | Q1 2026 |
| 13 | Blue Trust, Inc. | $3K | 97 | Reduced | Q1 2026 |
| 14 | BLAIR WILLIAM & CO/IL | $2K | 60 | Held | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATION COMNVDA | 14 funds | $7.0B |
| ISHARES TRIVV | 14 funds | $6.1B |
| TATE STR SPDR S&P 500 ETF TSPY | 14 funds | $2.6B |
| SPDR GOLD TRGLD | 14 funds | $896.7M |
| STATE STREET ENERGY SELECT SECTOR SPDR ETFXLE | 14 funds | $308.4M |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETFXLU | 14 funds | $197.7M |
| APPLE INC COMAAPL | 13 funds | $6.2B |
| AMAZON.COMAMZN | 13 funds | $4.7B |
| MICROSOFT CORP COMMSFT | 13 funds | $4.5B |
| ALPHABET INC CL AGOOGL | 13 funds | $3.1B |
| JPMORGAN CHASE & CO. COMJPM | 13 funds | $2.7B |
| LPHABET INCGOOG | 13 funds | $2.4B |
Ranked by how many of SPTB'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 SPTB. 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.