| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | STATE STREET CORP | $372.0M | 12.75M | Reduced | Q1 2026 |
| 2 | GLOBALT Investments LLC / GA | $295.8M | 10.14M | Added | Q1 2026 |
| 3 | FLPUTNAM INVESTMENT MANAGEMENT CO | $70.2M | 2.40M | Added | Q1 2026 |
| 4 | Proficio Capital Partners LLC | $43.3M | 1.47M | Added | Q1 2026 |
| 5 | Gerber Kawasaki Wealth & Investment Management | $41.3M | 1.41M | Added | Q1 2026 |
| 6 | CASTLEARK MANAGEMENT LLC | $38.9M | 1.33M | Held | Q1 2026 |
| 7 | CWM, LLC | $32.4M | 1.11M | Reduced | Q1 2026 |
| 8 | ASSETMARK, INC | $31.9M | 1.09M | Added | Q1 2026 |
| 9 | Equitable Holdings, Inc. | $30.4M | 1.04M | Added | Q1 2026 |
| 10 | CREATIVE FINANCIAL DESIGNS INC /ADV | $29.2M | 998.9K | New | Q4 2025 |
| 11 | EVERGREEN CAPITAL MANAGEMENT LLC | $21.3M | 731.6K | Reduced | Q1 2026 |
| 12 | Steward Partners Investment Advisory, LLC | $20.8M | 713.8K | Added | Q1 2026 |
| 13 | Private Advisor Group, LLC | $20.8M | 712.5K | Added | Q1 2026 |
| 14 | ST GERMAIN D J CO INC | $18.8M | 643.3K | Added | Q1 2026 |
| 15 | Gradient Investments LLC | $18.0M | 617.4K | Added | Q1 2026 |
| 16 | Concurrent Investment Advisors, LLC | $17.9M | 615.0K | Added | Q1 2026 |
| 17 | MANNING & NAPIER ADVISORS LLC | $16.5M | 564.7K | Reduced | Q1 2026 |
| 18 | Composition Wealth, LLC | $15.7M | 536.6K | Added | Q1 2026 |
| 19 | MAI Capital Management | $15.4M | 526.5K | Added | Q1 2026 |
| 20 | Summit Financial, LLC | $13.9M | 475.5K | Added | Q1 2026 |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.0M | 412.8K | Reduced | Q1 2026 |
| 22 | Apella Capital, LLC | $11.3M | 387.3K | New | Q1 2026 |
| 23 | Envestnet Portfolio Solutions, Inc. | $11.3M | 386.4K | Added | Q1 2026 |
| 24 | PFG Advisors | $10.1M | 346.9K | Added | Q1 2026 |
| 25 | Kingsview Wealth Management, LLC | $9.3M | 319.6K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorporationNVDA | 124 funds | $207.3B |
| Microsoft CorpMSFT | 124 funds | $139.6B |
| Jpmorgan Chase & CoJPM | 124 funds | $48.0B |
| ExxonMobilXOM | 124 funds | $42.9B |
| Walmart IncWMT | 124 funds | $29.5B |
| Mastercard Inc Class AMA | 124 funds | $22.2B |
| Home Depot IncHD | 124 funds | $19.7B |
| Procter & Gamble CoPG | 124 funds | $18.1B |
| Apple IncAAPL | 123 funds | $186.2B |
| Amazon.com IncAMZN | 123 funds | $101.6B |
| Broadcom LtdAVGO | 123 funds | $72.6B |
| LPHABET INCGOOG | 123 funds | $65.5B |
Ranked by how many of SPTS'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 SPTS. 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.