Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was Advance Capital Management, Inc. (+5.7%).
19 tracked 13F filers disclose a position in SPXN as of the latest SEC 13F filings, a combined $17.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 66K | $4.7M | ▼−0.4% Reduced · −283 sh | Q1 2026 | |
| 2 | Barclays PLC | 50K | $3.5M | —Held | Q1 2026 | |
| 3 | Goldman Sachs Group Inc | 47K | $3.3M | ▼−26% Reduced · −17K sh | Q1 2026 | |
| 4 | MML Investors Services, LLC | 16K | $1.3M | ▲+131% Added · +9K sh | Q2 2026 | |
| 5 | Susquehanna International Group, LLP | 15K | $1.1M | ▲New +15K sh | Q1 2026 | |
| 6 | Osaic Holdings, Inc. | 10K | $696K | ▼−2.5% Reduced · −247 sh | Q1 2026 | |
| 7 | Envestnet Asset Management Inc | 9K | $620K | ▼−2.0% Reduced · −182 sh | Q1 2026 | |
| 8 | Modera Wealth Management, LLC | 9K | $704K | —Held | Q2 2026 | |
| 9 | Raymond James Financial Inc | 6K | $416K | ▲+23% Added · +1K sh | Q1 2026 | |
| 10 | Fortitude Family Office, LLC | 6K | $477K | —Held | Q2 2026 | |
| 11 | Advance Capital Management, Inc. | 5K | $376K | ▲+5.7% Added · +246 sh | Q2 2026 | |
| 12 | Focus Partners Wealth | 4K | $286K | —Held | Q1 2026 | |
| 13 | EP Wealth Advisors, LLC | 2K | $193K | ▲New +2K sh | Q2 2026 | |
| 14 | Silver Grove Financial Group, Inc. | 2K | $167K | —Held | Q2 2026 | |
| 15 | FMR LLC | 211 | $17K | ▲19× Added · +200 sh | Q2 2026 | |
| 16 | Beacon Investment Advisory Services, Inc. | 150 | $12K | —Held | Q2 2026 | |
| 17 | Institute for Wealth Management, LLC. | 21 | $2K | ▲New +21 sh | Q2 2026 | |
| 18 | DHJJ Financial Advisors, Ltd. | 8 | $659 | —Held | Q2 2026 | |
| 19 | Morgan Stanley | 1 | $80 | —Held | 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, 1 fund added to an existing position in SPXN, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Vanguard Total Stock MKT ETFVTI | 4 funds | $200.3M |
| Apple IncAAPL | 4 funds | $102.4M |
| Vanguard Ftse Developed ETFVEA | 4 funds | $96.5M |
| Ishares Core S&P 500 ETFIVV | 4 funds | $80.6M |
| Microsoft CorpMSFT | 4 funds | $77.3M |
| Nvidia CorpNVDA | 4 funds | $76.5M |
| Advanced Micro DevicesAMD | 4 funds | $76.0M |
| Applied Materials IncAMAT | 4 funds | $64.1M |
| Alphabet Inc-CL AGOOGL | 4 funds | $59.2M |
| JPMorgan Chase & CoJPM | 4 funds | $57.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $53.8M |
| Vanguard Dividend Apprec ETFVIG | 4 funds | $49.9M |
Ranked by how many of SPXN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SPXN.
| Class | 13F holders | Value held |
|---|---|---|
| REGLmc | 224 funds | $1.1B |
| SMDVcommon | 130 funds | $318.4M |
| IGHGmc | 59 funds | $143.0M |
| TBTUIT EXCHANGE TRADED | 54 funds | $86.4M |
| TOLZETF | 53 funds | $124.9M |
| SPXESP500 EX ENRGY | 33 funds | $38.6M |
| ONLNONLINE RTL ETF | 29 funds | $17.3M |
| SPXTSP500 EX TECH | 26 funds | $22.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SPXN
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/SPXN/capital-change-brief"
Use Arkolith's capital_change_brief for SPXN. 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 SPXN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.