| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $1.3B | 44.66M | Added | Q1 2026 |
| 2 | CWM, LLC | $368.2M | 12.85M | Added | Q1 2026 |
| 3 | Merit Financial Group, LLC | $177.9M | 6.21M | Added | Q1 2026 |
| 4 | GLOBALT Investments LLC / GA | $169.8M | 5.92M | Added | Q1 2026 |
| 5 | STATE STREET CORP | $107.8M | 3.76M | Added | Q1 2026 |
| 6 | Kingsview Wealth Management, LLC | $97.8M | 3.41M | Added | Q1 2026 |
| 7 | ASSETMARK, INC | $89.0M | 3.10M | Added | Q1 2026 |
| 8 | Kestra Investment Management, LLC | $82.2M | 2.87M | New | Q1 2026 |
| 9 | MANNING & NAPIER ADVISORS LLC | $65.6M | 2.29M | Reduced | Q1 2026 |
| 10 | Carnegie Investment Counsel | $52.9M | 1.85M | Added | Q1 2026 |
| 11 | Gladstone Institutional Advisory LLC | $46.6M | 1.63M | Added | Q1 2026 |
| 12 | Equitable Holdings, Inc. | $39.3M | 1.36M | Added | Q1 2026 |
| 13 | Gradient Investments LLC | $38.6M | 1.35M | Added | Q1 2026 |
| 14 | Private Advisor Group, LLC | $34.6M | 1.21M | Added | Q1 2026 |
| 15 | NorthRock Partners, LLC | $31.7M | 1.11M | Added | Q1 2026 |
| 16 | GREAT VALLEY ADVISOR GROUP, INC. | $31.3M | 1.09M | Added | Q1 2026 |
| 17 | Envestnet Portfolio Solutions, Inc. | $28.3M | 986.8K | Added | Q1 2026 |
| 18 | HighPoint Advisor Group LLC | $22.7M | 793.2K | Added | Q1 2026 |
| 19 | IHT Wealth Management, LLC | $22.7M | 790.6K | Added | Q1 2026 |
| 20 | 3EDGE Asset Management, LP | $20.8M | 728.2K | Reduced | Q1 2026 |
| 21 | FLAGSHIP HARBOR ADVISORS, LLC | $17.0M | 588.4K | New | Q4 2025 |
| 22 | Integrated Wealth Concepts LLC | $14.5M | 507.2K | Added | Q1 2026 |
| 23 | LEVEL FOUR ADVISORY SERVICES, LLC | $13.9M | 483.3K | Added | Q1 2026 |
| 24 | FLPUTNAM INVESTMENT MANAGEMENT CO | $13.5M | 470.0K | Added | Q1 2026 |
| 25 | DAVENPORT & Co LLC | $12.8M | 448.1K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorporationNVDA | 125 funds | $203.1B |
| Broadcom LtdAVGO | 124 funds | $71.7B |
| Jpmorgan Chase & CoJPM | 124 funds | $46.7B |
| ExxonMobilXOM | 124 funds | $41.7B |
| Mastercard Inc Cl AMA | 124 funds | $22.3B |
| Merck &co. Inc ComMRK | 124 funds | $17.8B |
| Apple IncAAPL | 123 funds | $184.4B |
| Microsoft CorpMSFT | 123 funds | $139.4B |
| Amazon.com IncAMZN | 123 funds | $100.8B |
| LPHABET INCGOOG | 123 funds | $64.1B |
| Meta Platforms Inc Cl AMETA | 123 funds | $62.1B |
| Tesla MotorsTSLA | 123 funds | $47.4B |
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 + Form 4 insider transactions + 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.