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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GLOBALT Investments LLC / GA | $50.2M | 1.7M | ▲+6.3% Added · +99K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $44.3M | 1.5M | ▲+5.5% Added · +76K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $16.9M | 560K | ▲+451% Added · +458K sh | Q1 2026 | |
| 4 | ST GERMAIN D J CO INC | $14.3M | 473K | ▼−2.9% Reduced · −14K sh | Q1 2026 | |
| 5 | INTEGRATED CAPITAL MANAGEMENT, INC. | $5.7M | 189K | ▼−13% Reduced · −28K sh | Q2 2026 | |
| 6 | Tower Research Capital LLC (TRC) | $5.2M | 172K | ▲+100% Added · +86K sh | Q1 2026 | |
| 7 | TRUIST FINANCIAL CORP | $3.8M | 126K | ▲+16% Added · +17K sh | Q1 2026 | |
| 8 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.2M | 106K | ▼−6.7% Reduced · −8K sh | Q1 2026 | |
| 9 | CITADEL ADVISORS LLC | $2.9M | 95K | ▲+247% Added · +68K sh | Q1 2026 | |
| 10 | SEI INVESTMENTS CO | $2.1M | 68K | ▲New +68K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $1.9M | 64K | ▼−21% Reduced · −17K sh | Q1 2026 | |
| 12 | Pinnacle Financial Partners, Inc. | $1.8M | 59K | ▲+0.5% Added · +265 sh | Q1 2026 | |
| 13 | 3EDGE Asset Management, LP | $1.3M | 43K | —Held | Q1 2026 | |
| 14 | Cetera Investment Advisers | $1.2M | 41K | ▼−0.2% Reduced · −85 sh | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $1.1M | 35K | ▼−51% Reduced · −37K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $1.1M | 35K | ▲+84% Added · +16K sh | Q1 2026 | |
| 17 | American State Bank | $572K | 19K | ▲+23% Added · +4K sh | Q2 2026 | |
| 18 | StoneX Group Inc. | $385K | 13K | ▲+76% Added · +6K sh | Q1 2026 | |
| 19 | Breakwater Investment Management | $96K | 3K | —Held | Q1 2026 | |
| 20 | CWM, LLC | $64K | 2K | ▲New +2K sh | Q1 2026 | |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADV | $19K | 620 | ▼−74% Reduced · −2K sh | Q1 2026 | |
| 22 | CoreCap Advisors, LLC | $18K | 599 | ▼−2.6% Reduced · −16 sh | Q1 2026 | |
| 23 | Aptus Capital Advisors, LLC | $9K | 289 | ▲New +289 sh | Q1 2026 | |
| 24 | AE Wealth Management LLC | $7K | 235 | ▼−60% Reduced · −358 sh | Q1 2026 | |
| 25 | Nova Wealth Management, Inc. | $6K | 192 | —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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 14 funds | $7.0B |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $6.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $2.6B |
| SPDR GOLD SHARESGLD | 14 funds | $896.4M |
| SS ENERGY SELECT SECTORXLE | 14 funds | $310.1M |
| ST SR UTL SL SE SPDR ETF-USDXLU | 14 funds | $197.8M |
| APPLE INCAAPL | 13 funds | $6.2B |
| AMAZON.COM INCAMZN | 13 funds | $4.7B |
| MICROSOFT CORPMSFT | 13 funds | $4.5B |
| ALPHABET INC-CL AGOOGL | 13 funds | $3.1B |
| JPMORGAN CHASE & COJPM | 13 funds | $2.7B |
| ALPHABET INC-CL CGOOG | 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 + 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. Every panel above is one call to the Arkolith API & MCP server.