715 tracked 13F filers disclose a position in SPTM as of the latest SEC 13F filings, a combined $8.1B in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $672.2M | 8.5M | ▲+2.4% Added · +200K sh | Q1 2026 | |
| 2 | ASSETMARK, INC | $500.1M | 5.5M | ▲+1.3% Added · +72K sh | Q2 2026 | |
| 3 | Creative Planning | $326.2M | 4.1M | ▲+29% Added · +919K sh | Q1 2026 | |
| 4 | CWM, LLC | $264.8M | 3.3M | ▲+2.5% Added · +83K sh | Q1 2026 | |
| 5 | Valmark Advisers, Inc. | $268.9M | 3.0M | ▲+0.7% Added · +22K sh | Q2 2026 | |
| 6 | Tidal Investments LLC | $266.8M | 2.9M | ▲+1.5% Added · +43K sh | Q2 2026 | |
| 7 | Private Advisor Group, LLC | $238.8M | 2.6M | ▼−15% Reduced · −463K sh | Q2 2026 | |
| 8 | Wealthcare Advisory Partners LLC | $227.7M | 2.5M | ▼−3.0% Reduced · −79K sh | Q2 2026 | |
| 9 | Professional Financial Advisors, LLC | $203.7M | 2.2M | ▲+46% Added · +711K sh | Q2 2026 | |
| 10 | Hughes Financial Services, LLC | $157.1M | 1.7M | ▲+3.5% Added · +58K sh | Q2 2026 | |
| 11 | MORGAN STANLEY | $121.0M | 1.5M | ▲+6.9% Added · +99K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $113.6M | 1.4M | ▼−1.9% Reduced · −28K sh | Q1 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $131.1M | 1.4M | ▲+1.8% Added · +26K sh | Q2 2026 | |
| 14 | Modern Wealth Management, LLC | $110.4M | 1.4M | ▼−4.0% Reduced · −58K sh | Q1 2026 | |
| 15 | Syntegra Private Wealth Group, LLC | $123.5M | 1.4M | ▼−3.7% Reduced · −52K sh | Q2 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $100.8M | 1.3M | ▼−11% Reduced · −156K sh | Q1 2026 | |
| 17 | Allworth Financial LP | $84.7M | 1.1M | ▲+3.2% Added · +33K sh | Q1 2026 | |
| 18 | WELLS FARGO & COMPANY/MN | $81.1M | 1.0M | ▼−2.4% Reduced · −25K sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $79.9M | 1.0M | ▼−35% Reduced · −541K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $77.0M | 973K | ▼−25% Reduced · −317K sh | Q1 2026 | |
| 21 | Blueprint Investment Partners LLC | $79.8M | 879K | ▲+16% Added · +121K sh | Q2 2026 | |
| 22 | VOISARD ASSET MANAGEMENT GROUP, INC. | $78.9M | 869K | ▲+3.4% Added · +29K sh | Q2 2026 | |
| 23 | Wealthquest Corp | $78.7M | 866K | ▲+0.6% Added · +5K sh | Q2 2026 | |
| 24 | B.O.S.S. Retirement Advisors, LLC | $72.3M | 796K | ▲+13% Added · +89K sh | Q2 2026 | |
| 25 | Baltimore-Washington Financial Advisors, Inc. | $69.6M | 766K | ▲+2.0% Added · +15K 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.
Last quarter, 1 fund opened a new position in SPTM and 28 added to an existing one, while 20 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 408 funds | $132.5B |
| MICROSOFT CORPMSFT | 402 funds | $110.6B |
| NVIDIA CORPNVDA | 398 funds | $158.5B |
| AMAZON.COM INCAMZN | 394 funds | $76.0B |
| ALPHABET INC-CL AGOOGL | 385 funds | $66.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 385 funds | $13.9B |
| JPMORGAN CHASE & COJPM | 383 funds | $30.0B |
| ALPHABET INC-CL CGOOG | 378 funds | $48.5B |
| BROADCOM INCAVGO | 377 funds | $62.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 372 funds | $18.2B |
| META PLATFORMS INC-CLASS AMETA | 369 funds | $43.4B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 369 funds | $14.6B |
Ranked by how many of SPTM's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SPTM
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/SPTM/capital-change-brief"
Use Arkolith's capital_change_brief for SPTM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SPTM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.