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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP | $372.0M | 12.7M | ▼−4.3% Reduced · −572K sh | Q1 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 | ENVESTNET ASSET MANAGEMENT INC | $166.9M | 5.7M | ▼−0.3% Reduced · −19K sh | Q1 2026 | |
| 5 | Members Trust Co | $110.0M | 3.8M | ▲+7.2% Added · +252K sh | Q1 2026 | |
| 6 | Financial Solutions Advisory Group, Inc. | $104.2M | 3.6M | ▲+1.9% Added · +68K sh | Q2 2026 | |
| 7 | Cerity Partners LLC | $91.3M | 3.1M | ▲+2.6% Added · +80K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $76.9M | 2.6M | ▲+2.5% Added · +64K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $73.0M | 2.5M | ▲+111% Added · +1.3M sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $72.9M | 2.5M | ▼−43% Reduced · −1.9M sh | Q1 2026 | |
| 11 | BANK OF NOVA SCOTIA | $71.3M | 2.4M | ▲+111% Added · +1.3M sh | Q1 2026 | |
| 12 | FLPUTNAM INVESTMENT MANAGEMENT CO | $70.2M | 2.4M | ▲+7.5% Added · +168K sh | Q1 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 | Modern Wealth Management, LLC | $60.1M | 2.1M | ▲+13% Added · +233K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $60.0M | 2.1M | ▲+1.4% Added · +27K sh | Q1 2026 | |
| 17 | DAGCO, INC. | $53.3M | 1.8M | ▲+6.0% Added · +104K sh | Q2 2026 | |
| 18 | TRUIST FINANCIAL CORP | $53.3M | 1.8M | ▲+26% Added · +381K sh | Q1 2026 | |
| 19 | GM Advisory Group, LLC | $46.3M | 1.6M | ▼−2.9% Reduced · −48K sh | Q1 2026 | |
| 20 | Proficio Capital Partners LLC | $43.3M | 1.5M | ▲+318% Added · +1.1M sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $42.5M | 1.5M | ▼−36% Reduced · −833K sh | Q1 2026 | |
| 22 | Gerber Kawasaki Wealth & Investment Management | $41.3M | 1.4M | ▲+17% Added · +203K sh | Q1 2026 | |
| 23 | CASTLEARK MANAGEMENT LLC | $38.9M | 1.3M | —Held | Q1 2026 | |
| 24 | HHM Wealth Advisors, LLC | $37.7M | 1.3M | ▼−0.7% Reduced · −9K sh | Q2 2026 | |
| 25 | CWM, LLC | $32.4M | 1.1M | ▼−23% Reduced · −333K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 120 funds | $33.6B |
| MICROSOFT CORPMSFT | 120 funds | $25.6B |
| JPMORGAN CHASE & COJPM | 120 funds | $11.3B |
| ELI LILLY & COLLY | 120 funds | $6.6B |
| EXXON MOBIL CORPXOM | 120 funds | $6.5B |
| VISA INC-CLASS A SHARESV | 120 funds | $6.2B |
| WALMART INCWMT | 120 funds | $6.2B |
| CHEVRON CORPCVX | 120 funds | $4.5B |
| HOME DEPOT INCHD | 120 funds | $4.3B |
| MASTERCARD INC - AMA | 120 funds | $3.9B |
| CATERPILLAR INCCAT | 120 funds | $3.6B |
| PROCTER & GAMBLE CO/THEPG | 120 funds | $3.4B |
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 + 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. Every panel above is one call to the Arkolith API & MCP server.