35 tracked 13F filers disclose a position in SPTB as of the latest SEC 13F filings, a combined $249.3M 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 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $75.2M | 2.5M | ▲New +2.5M sh | Q2 2026 | |
| 2 | GLOBALT Investments LLC / GA | $50.2M | 1.7M | ▲+6.3% Added · +99K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $44.3M | 1.5M | ▲+5.5% Added · +76K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $16.9M | 560K | ▲+451% Added · +458K sh | Q1 2026 | |
| 5 | ST GERMAIN D J CO INC | $13.9M | 461K | ▼−2.5% Reduced · −12K sh | Q2 2026 | |
| 6 | 3EDGE Asset Management, LP | $7.3M | 243K | ▲+467% Added · +200K sh | Q2 2026 | |
| 7 | Schwallier Wealth Management LLC | $5.8M | 195K | ▲New +195K sh | Q2 2026 | |
| 8 | INTEGRATED CAPITAL MANAGEMENT, INC. | $5.7M | 189K | ▼−13% Reduced · −28K sh | Q2 2026 | |
| 9 | Tower Research Capital LLC (TRC) | $5.2M | 172K | ▲+100% Added · +86K sh | Q1 2026 | |
| 10 | TRUIST FINANCIAL CORP | $3.8M | 126K | ▲+16% Added · +17K sh | Q1 2026 | |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.3M | 109K | ▲+2.8% Added · +3K sh | Q2 2026 | |
| 12 | CITADEL ADVISORS LLC | $2.9M | 95K | ▲+247% Added · +68K sh | Q1 2026 | |
| 13 | IHT Wealth Management, LLC | $2.8M | 93K | ▲New +93K sh | Q2 2026 | |
| 14 | MML INVESTORS SERVICES, LLC | $2.4M | 78K | ▲+23% Added · +14K sh | Q2 2026 | |
| 15 | SEI INVESTMENTS CO | $2.1M | 68K | ▲New +68K sh | Q1 2026 | |
| 16 | Pinnacle Financial Partners, Inc. | $1.8M | 59K | ▲+0.5% Added · +265 sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $1.2M | 41K | ▼−0.2% Reduced · −85 sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $1.1M | 35K | ▼−51% Reduced · −37K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $1.1M | 35K | ▲+84% Added · +16K sh | Q1 2026 | |
| 20 | American State Bank | $572K | 19K | ▲+23% Added · +4K sh | Q2 2026 | |
| 21 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $518K | 17K | ▲New +17K sh | Q2 2026 | |
| 22 | Global Retirement Partners, LLC | $401K | 13K | ▲New +13K sh | Q2 2026 | |
| 23 | StoneX Group Inc. | $382K | 13K | —Held | Q2 2026 | |
| 24 | ARWA LLC | $308K | 10K | ▲New +10K sh | Q2 2026 | |
| 25 | Breakwater Investment Management | $96K | 3K | —Held | Q2 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, 5 funds opened a new position in SPTB and 6 added to an existing one, while 3 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $940.0M |
| ISHARES CORE MSCI EMERGINGIEMG | 14 funds | $882.6M |
| NVIDIA CORPNVDA | 13 funds | $7.8B |
| APPLE INCAAPL | 13 funds | $5.2B |
| AMAZON.COM INCAMZN | 13 funds | $4.3B |
| MICROSOFT CORPMSFT | 13 funds | $4.2B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $4.1B |
| BROADCOM INCAVGO | 13 funds | $2.9B |
| ALPHABET INC-CL CGOOG | 13 funds | $2.6B |
| ALPHABET INC-CL AGOOGL | 13 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $2.4B |
| VANGUARD FTSE DEVELOPED ETFVEA | 13 funds | $1.9B |
Ranked by how many of SPTB's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SPTB
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/SPTB/capital-change-brief"
Use Arkolith's capital_change_brief for SPTB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + 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.