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/SPTI/capital-change-brief"
Use Arkolith's capital_change_brief for SPTI. 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 | $1.5B | 53.9M | ▲+10% Added · +5.0M sh | Q1 2026 | |
| 2 | Financial Engines Advisors L.L.C. | $1.3B | 44.7M | ▲+1.3% Added · +566K sh | Q1 2026 | |
| 3 | CWM, LLC | $368.2M | 12.8M | ▲+104% Added · +6.6M sh | Q1 2026 | |
| 4 | MATHER GROUP, LLC. | $340.9M | 11.9M | ▲+5.1% Added · +578K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $224.4M | 7.8M | ▲+27% Added · +1.7M sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $218.8M | 7.6M | ▲+12% Added · +800K sh | Q1 2026 | |
| 7 | Merit Financial Group, LLC | $177.9M | 6.2M | ▲+7.8% Added · +450K sh | Q1 2026 | |
| 8 | GLOBALT Investments LLC / GA | $169.8M | 5.9M | ▲+5.4% Added · +303K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $157.2M | 5.5M | ▲+62% Added · +2.1M sh | Q1 2026 | |
| 10 | OneDigital Investment Advisors LLC | $114.6M | 4.0M | ▲+668% Added · +3.5M sh | Q1 2026 | |
| 11 | STATE STREET CORP | $107.8M | 3.8M | ▲+41% Added · +1.1M sh | Q1 2026 | |
| 12 | Kingsview Wealth Management, LLC | $97.8M | 3.4M | ▲+1.6% Added · +53K sh | Q1 2026 | |
| 13 | ASSETMARK, INC | $89.0M | 3.1M | ▲+9.2% Added · +260K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $84.6M | 3.0M | ▲+2.6% Added · +76K sh | Q1 2026 | |
| 15 | Kestra Investment Management, LLC | $82.2M | 2.9M | ▲318× Added · +2.9M sh | Q1 2026 | |
| 16 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $75.2M | 2.6M | ▲+4.4% Added · +112K sh | Q2 2026 | |
| 17 | MANNING & NAPIER ADVISORS LLC | $65.6M | 2.3M | ▼−3.3% Reduced · −78K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $59.1M | 2.1M | ▲+7.2% Added · +139K sh | Q1 2026 | |
| 19 | VOISARD ASSET MANAGEMENT GROUP, INC. | $55.6M | 2.0M | ▲+12% Added · +208K sh | Q2 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $54.0M | 1.9M | ▼−87% Reduced · −12.5M sh | Q1 2026 | |
| 21 | Carnegie Investment Counsel | $52.9M | 1.8M | ▲+2.1% Added · +37K sh | Q1 2026 | |
| 22 | UBS Group AG | $50.6M | 1.8M | ▼−2.1% Reduced · −38K sh | Q1 2026 | |
| 23 | Gladstone Institutional Advisory LLC | $46.6M | 1.6M | ▲10× Added · +1.5M sh | Q1 2026 | |
| 24 | HighTower Advisors, LLC | $46.0M | 1.6M | ▲+5.1% Added · +78K sh | Q1 2026 | |
| 25 | Gradient Investments LLC | $43.7M | 1.5M | ▲+14% Added · +195K sh | 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 | 123 funds | $29.7B |
| BROADCOM INCAVGO | 122 funds | $12.5B |
| JPMORGAN CHASE & COJPM | 122 funds | $10.2B |
| VISA INC-CLASS A SHARESV | 122 funds | $7.1B |
| EXXON MOBIL CORPXOM | 122 funds | $5.5B |
| MASTERCARD INC - AMA | 122 funds | $4.1B |
| MERCK & CO. INC.MRK | 122 funds | $3.3B |
| APPLE INCAAPL | 121 funds | $31.5B |
| MICROSOFT CORPMSFT | 121 funds | $25.8B |
| AMAZON.COM INCAMZN | 121 funds | $19.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 121 funds | $16.8B |
| META PLATFORMS INC-CLASS AMETA | 121 funds | $11.4B |
Ranked by how many of SPTI'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 SPTI. 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.