| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | STATE STREET CORP | $1.8B | 68.52M | Reduced | Q1 2026 |
| 2 | Financial Engines Advisors L.L.C. | $1.4B | 54.68M | Added | Q1 2026 |
| 3 | ASSETMARK, INC | $153.4M | 5.83M | Added | Q1 2026 |
| 4 | GLOBALT Investments LLC / GA | $146.3M | 5.56M | Added | Q1 2026 |
| 5 | Avantax Planning Partners, Inc. | $113.5M | 4.31M | Added | Q1 2026 |
| 6 | Advocacy Wealth Management, LLC | $101.3M | 3.83M | New | Q4 2025 |
| 7 | CWM, LLC | $78.0M | 2.97M | Added | Q1 2026 |
| 8 | Destination Wealth Management | $58.3M | 2.22M | Added | Q1 2026 |
| 9 | Envestnet Portfolio Solutions, Inc. | $45.3M | 1.72M | Added | Q1 2026 |
| 10 | Stratos Wealth Advisors, LLC | $40.8M | 1.55M | Added | Q1 2026 |
| 11 | McAdam, LLC | $31.6M | 1.20M | Added | Q1 2026 |
| 12 | SOFI WEALTH, LLC | $30.0M | 1.14M | Reduced | Q1 2026 |
| 13 | Sanctuary Advisors, LLC | $28.1M | 1.07M | Added | Q1 2026 |
| 14 | Advisory Alpha, LLC | $28.0M | 1.06M | Reduced | Q1 2026 |
| 15 | Integrated Wealth Concepts LLC | $24.8M | 944.6K | Added | Q1 2026 |
| 16 | Gradient Investments LLC | $21.1M | 800.5K | Added | Q1 2026 |
| 17 | RFG Advisory, LLC | $18.2M | 691.7K | Added | Q1 2026 |
| 18 | Private Advisor Group, LLC | $17.8M | 678.2K | Reduced | Q1 2026 |
| 19 | SPINNAKER TRUST | $17.0M | 644.7K | Reduced | Q1 2026 |
| 20 | Checchi Capital Advisers, LLC | $15.3M | 581.3K | Reduced | Q1 2026 |
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $15.0M | 570.8K | Added | Q1 2026 |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $13.9M | 528.6K | Reduced | Q1 2026 |
| 23 | Equitable Holdings, Inc. | $13.7M | 516.2K | Added | Q1 2026 |
| 24 | LEVEL FOUR ADVISORY SERVICES, LLC | $13.2M | 501.9K | Reduced | Q1 2026 |
| 25 | Perigon Wealth Management, LLC | $13.0M | 494.7K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft Corp - USMSFT | 131 funds | $135.7B |
| Cisco Systems Inc/Delaware - USCSCO | 131 funds | $17.7B |
| Nvidia Corp - USNVDA | 130 funds | $199.3B |
| Apple Inc - USAAPL | 130 funds | $181.8B |
| Amazon.com IncAMZN | 130 funds | $97.8B |
| Alphabet, Inc. - C SharesGOOG | 130 funds | $62.8B |
| Tesla, IncTSLA | 130 funds | $47.6B |
| Jpmorgan Chase & Co - USJPM | 130 funds | $46.4B |
| LILLY ELI & CO COMLLY | 130 funds | $38.8B |
| Visa Inc Cl AV | 130 funds | $30.5B |
| Walmart Inc - USWMT | 130 funds | $28.6B |
| Costco Wholesale Corp - USCOST | 130 funds | $23.2B |
Ranked by how many of SPTL'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 SPTL. 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.