This stock 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/SPTL/capital-change-brief"
Use Arkolith's capital_change_brief for SPTL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP | $1.8B | 68.5M | ▼−6.3% Reduced · −4.6M sh | Q1 2026 | |
| 2 | Financial Engines Advisors L.L.C. | $1.4B | 54.7M | ▲+0.8% Added · +440K sh | Q1 2026 | |
| 3 | FMR LLC | $560.5M | 21.3M | ▼~0% Reduced · −9K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $384.0M | 14.6M | ▲+52% Added · +5.0M sh | Q1 2026 | |
| 5 | UBS Group AG | $337.7M | 12.8M | ▲12× Added · +11.8M sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $287.8M | 10.9M | ▲+8.9% Added · +891K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $229.9M | 8.7M | ▼−28% Reduced · −3.4M sh | Q1 2026 | |
| 8 | MATHER GROUP, LLC. | $216.3M | 8.2M | ▲+5.7% Added · +446K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $157.5M | 6.0M | ▲+2.5% Added · +145K sh | Q1 2026 | |
| 10 | ASSETMARK, INC | $153.4M | 5.8M | ▲+0.6% Added · +34K sh | Q1 2026 | |
| 11 | GLOBALT Investments LLC / GA | $146.3M | 5.6M | ▲+9.6% Added · +488K sh | Q1 2026 | |
| 12 | Mirae Asset Global Investments Co., Ltd. | $134.4M | 5.1M | ▼−16% Reduced · −962K sh | Q1 2026 | |
| 13 | Avantax Planning Partners, Inc. | $113.5M | 4.3M | ▲+2.9% Added · +123K sh | Q1 2026 | |
| 14 | Advocacy Wealth Management, LLC | $104.6M | 4.0M | ▲+3.9% Added · +151K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $102.3M | 3.9M | ▼−43% Reduced · −2.9M sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $94.6M | 3.6M | ▼−10% Reduced · −406K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $92.7M | 3.5M | ▲+32% Added · +859K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $92.2M | 3.5M | ▲+5.6% Added · +186K sh | Q1 2026 | |
| 19 | Farther Finance Advisors, LLC | $88.8M | 3.4M | ▲+45% Added · +1.1M sh | Q1 2026 | |
| 20 | CWM, LLC | $78.0M | 3.0M | ▲+7.9% Added · +216K sh | Q1 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $75.6M | 2.9M | ▲+10% Added · +263K sh | Q1 2026 | |
| 22 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $73.2M | 2.8M | ▲+571% Added · +2.4M sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $67.9M | 2.6M | ▼−6.4% Reduced · −177K sh | Q1 2026 | |
| 24 | Destination Wealth Management | $58.3M | 2.2M | ▲+3.8% Added · +82K sh | Q1 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $50.1M | 1.9M | ▲+4.0% Added · +74K sh | Q1 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 131 funds | $22.2B |
| JPMORGAN CHASE & COJPM | 131 funds | $9.9B |
| ELI LILLY & COLLY | 131 funds | $6.0B |
| VISA INC-CLASS A SHARESV | 131 funds | $5.6B |
| COSTCO WHOLESALE CORPCOST | 131 funds | $5.1B |
| CISCO SYSTEMS INCCSCO | 131 funds | $2.7B |
| APPLE INCAAPL | 130 funds | $29.1B |
| NVIDIA CORPNVDA | 130 funds | $26.1B |
| AMAZON.COM INCAMZN | 130 funds | $16.6B |
| ALPHABET INC-CL CGOOG | 130 funds | $9.5B |
| WALMART INCWMT | 130 funds | $5.4B |
| TESLA INCTSLA | 130 funds | $4.9B |
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.