32 tracked 13F filers disclose a position in SPVM as of the latest SEC 13F filings, a combined $54.7M 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 | $13.5M | 196K | ▲+41% Added · +57K sh | Q1 2026 | |
| 2 | Beta Wealth Group, Inc. | $12.9M | 173K | ▲+0.8% Added · +1K sh | Q2 2026 | |
| 3 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $12.5M | 168K | ▲+5.1% Added · +8K sh | Q2 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $3.7M | 54K | ▼−79% Reduced · −200K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $2.2M | 32K | ▼−14% Reduced · −5K sh | Q1 2026 | |
| 6 | HARBOUR INVESTMENTS, INC. | $1.4M | 21K | ▲New +21K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $1.4M | 20K | ▲+6.5% Added · +1K sh | Q1 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 20K | ▲+456% Added · +16K sh | Q1 2026 | |
| 9 | JONES FINANCIAL COMPANIES LLLP | $1.2M | 18K | ▲+99% Added · +9K sh | Q1 2026 | |
| 10 | Perennial Investment Advisors, LLC | $597K | 9K | ▲New +9K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $495K | 7K | ▼−68% Reduced · −15K sh | Q1 2026 | |
| 12 | Tower Research Capital LLC (TRC) | $468K | 7K | ▲New +7K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $443K | 6K | ▲+308% Added · +5K sh | Q1 2026 | |
| 14 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $374K | 5K | ▲New +5K sh | Q2 2026 | |
| 15 | PRIVATE TRUST CO NA | $344K | 5K | —Held | Q2 2026 | |
| 16 | NewEdge Advisors, LLC | $340K | 5K | ▼−65% Reduced · −8K sh | Q2 2026 | |
| 17 | Nvest Financial, LLC | $310K | 4K | ▲New +4K sh | Q2 2026 | |
| 18 | Cooper Financial Group | $310K | 4K | ▼−38% Reduced · −3K sh | Q2 2026 | |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $247K | 3K | ▲New +3K sh | Q2 2026 | |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | $221K | 3K | ▲+3.4% Added · +106 sh | Q1 2026 | |
| 21 | Accent Capital Management, LLC | $74K | 1K | —Held | Q2 2026 | |
| 22 | ROYAL BANK OF CANADA | $42K | 613 | ▼−22% Reduced · −177 sh | Q1 2026 | |
| 23 | ABOUND FINANCIAL, LLC | $42K | 564 | ▲+0.3% Added · +2 sh | Q2 2026 | |
| 24 | IFP Advisors, Inc | $31K | 419 | ▲+451% Added · +343 sh | Q2 2026 | |
| 25 | Clearstead Advisors, LLC | $30K | 400 | —Held | 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, 6 funds opened a new position in SPVM and 2 added to an existing one, while 2 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 |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 13 funds | $1.4B |
| APPLE INCAAPL | 13 funds | $970.2M |
| NVIDIA CORPNVDA | 13 funds | $678.4M |
| MICROSOFT CORPMSFT | 13 funds | $536.3M |
| AMAZON.COM INCAMZN | 13 funds | $444.9M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $406.0M |
| ALPHABET INC-CL AGOOGL | 13 funds | $351.3M |
| ISHARES RUSSELL 1000 GROWTHIWF | 13 funds | $286.7M |
| ALPHABET INC-CL CGOOG | 13 funds | $255.0M |
| BROADCOM INCAVGO | 13 funds | $246.7M |
| TESLA INCTSLA | 13 funds | $206.9M |
| JPMORGAN CHASE & COJPM | 13 funds | $201.4M |
Ranked by how many of SPVM'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 SPVM
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/SPVM/capital-change-brief"
Use Arkolith's capital_change_brief for SPVM. 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 SPVM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.