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.
| # | 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 | $429.8M | 5.4M | ▲+98% Added · +2.7M sh | Q1 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 | Private Advisor Group, LLC | $244.5M | 3.1M | ▼−3.4% Reduced · −107K sh | Q1 2026 | |
| 6 | Valmark Advisers, Inc. | $232.4M | 2.9M | ▲+2.5% Added · +73K sh | Q1 2026 | |
| 7 | Tidal Investments LLC | $228.9M | 2.9M | ▲+3.0% Added · +85K sh | Q1 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 | MORGAN STANLEY | $121.0M | 1.5M | ▲+6.9% Added · +99K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $113.6M | 1.4M | ▼−1.9% Reduced · −28K sh | Q1 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $131.1M | 1.4M | ▲+1.8% Added · +26K sh | Q2 2026 | |
| 13 | Modern Wealth Management, LLC | $110.4M | 1.4M | ▼−4.0% Reduced · −58K sh | Q1 2026 | |
| 14 | Syntegra Private Wealth Group, LLC | $123.5M | 1.4M | ▼−3.7% Reduced · −52K sh | Q2 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $100.8M | 1.3M | ▼−11% Reduced · −156K sh | Q1 2026 | |
| 16 | Allworth Financial LP | $84.7M | 1.1M | ▲+3.2% Added · +33K sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $81.1M | 1.0M | ▼−2.4% Reduced · −25K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $79.9M | 1.0M | ▼−35% Reduced · −541K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $77.0M | 973K | ▼−25% Reduced · −317K sh | Q1 2026 | |
| 20 | VOISARD ASSET MANAGEMENT GROUP, INC. | $78.9M | 869K | ▲+3.4% Added · +29K sh | Q2 2026 | |
| 21 | Wealthquest Corp | $68.1M | 861K | ▲+2.3% Added · +20K sh | Q1 2026 | |
| 22 | Blueprint Investment Partners LLC | $59.9M | 758K | ▼−28% Reduced · −289K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $59.5M | 752K | ▲+17% Added · +109K sh | Q1 2026 | |
| 24 | Baltimore-Washington Financial Advisors, Inc. | $59.4M | 751K | ▲+2.4% Added · +18K sh | Q1 2026 | |
| 25 | Cerity Partners LLC | $58.7M | 743K | ▼−0.5% Reduced · −3K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 175 funds | $22.9B |
| APPLE INCAAPL | 174 funds | $40.7B |
| NVIDIA CORPNVDA | 174 funds | $35.2B |
| MICROSOFT CORPMSFT | 174 funds | $31.1B |
| VANGUARD S&P 500 ETFVOO | 174 funds | $23.1B |
| ALPHABET INC-CL AGOOGL | 174 funds | $20.4B |
| BROADCOM INCAVGO | 174 funds | $14.3B |
| ALPHABET INC-CL CGOOG | 174 funds | $13.7B |
| JPMORGAN CHASE & COJPM | 174 funds | $13.5B |
| META PLATFORMS INC-CLASS AMETA | 174 funds | $11.9B |
| ELI LILLY & COLLY | 174 funds | $8.0B |
| WALMART INCWMT | 174 funds | $7.5B |
Ranked by how many of SPTM'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 SPTM. 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.