380 tracked 13F filers disclose a position in SPTS as of the latest SEC 13F filings, a combined $4.1B 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 | STATE STREET CORP | $403.2M | 13.9M | ▲+9.0% Added · +1.1M sh | Q2 2026 | |
| 2 | GLOBALT Investments LLC / GA | $295.8M | 10.1M | ▲+128% Added · +5.7M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $264.5M | 9.1M | ▲+7.3% Added · +616K sh | Q1 2026 | |
| 4 | Proficio Capital Partners LLC | $202.8M | 7.0M | ▲+376% Added · +5.5M sh | Q2 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $166.9M | 5.7M | ▼−0.3% Reduced · −19K sh | Q1 2026 | |
| 6 | Financial Solutions Advisory Group, Inc. | $104.2M | 3.6M | ▲+1.9% Added · +68K sh | Q2 2026 | |
| 7 | EVERMAY WEALTH MANAGEMENT LLC | $97.4M | 3.4M | ▲+8.3% Added · +257K sh | Q2 2026 | |
| 8 | Cerity Partners LLC | $91.3M | 3.1M | ▲+2.6% Added · +80K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $76.9M | 2.6M | ▲+2.5% Added · +64K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $73.0M | 2.5M | ▲+111% Added · +1.3M sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $72.9M | 2.5M | ▼−43% Reduced · −1.9M sh | Q1 2026 | |
| 12 | FLPUTNAM INVESTMENT MANAGEMENT CO | $66.2M | 2.3M | ▼−5.0% Reduced · −121K sh | Q2 2026 | |
| 13 | MORGAN STANLEY | $66.6M | 2.3M | ▲+51% Added · +773K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $63.0M | 2.2M | ▼−84% Reduced · −11.3M sh | Q1 2026 | |
| 15 | Members Trust Co | $61.3M | 2.1M | ▼−44% Reduced · −1.7M sh | Q2 2026 | |
| 16 | Modern Wealth Management, LLC | $60.1M | 2.1M | ▲+13% Added · +233K sh | Q1 2026 | |
| 17 | HighTower Advisors, LLC | $60.0M | 2.1M | ▲+1.4% Added · +27K sh | Q1 2026 | |
| 18 | BANK OF NOVA SCOTIA | $55.7M | 1.9M | ▼−22% Reduced · −537K sh | Q2 2026 | |
| 19 | DAGCO, INC. | $53.3M | 1.8M | ▲+6.0% Added · +104K sh | Q2 2026 | |
| 20 | TRUIST FINANCIAL CORP | $53.3M | 1.8M | ▲+26% Added · +381K sh | Q1 2026 | |
| 21 | CAPE COD FIVE CENTS SAVINGS BANK | $48.7M | 1.7M | ▲+22% Added · +299K sh | Q2 2026 | |
| 22 | Gerber Kawasaki Wealth & Investment Management | $46.4M | 1.6M | ▲+13% Added · +188K sh | Q2 2026 | |
| 23 | GM Advisory Group, LLC | $46.3M | 1.6M | ▼−2.9% Reduced · −48K sh | Q1 2026 | |
| 24 | Portland Global Advisors LLC | $44.1M | 1.5M | ▼−13% Reduced · −225K sh | Q2 2026 | |
| 25 | ROYAL BANK OF CANADA | $42.5M | 1.5M | ▼−36% Reduced · −833K 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.
Last quarter, 3 funds opened a new position in SPTS and 29 added to an existing one, while 15 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 | 223 funds | $58.1B |
| MICROSOFT CORPMSFT | 220 funds | $46.8B |
| NVIDIA CORPNVDA | 215 funds | $67.5B |
| AMAZON.COM INCAMZN | 213 funds | $36.5B |
| ALPHABET INC-CL AGOOGL | 211 funds | $37.1B |
| ALPHABET INC-CL CGOOG | 207 funds | $17.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 205 funds | $8.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 205 funds | $5.9B |
| BROADCOM INCAVGO | 204 funds | $26.8B |
| JPMORGAN CHASE & COJPM | 204 funds | $16.7B |
| ELI LILLY & COLLY | 201 funds | $15.2B |
| ISHARES CORE S&P 500 ETFIVV | 200 funds | $16.4B |
Ranked by how many of SPTS's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for SPTS
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/SPTS/capital-change-brief"
Use Arkolith's capital_change_brief for SPTS. 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 SPTS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.