23 tracked 13F filers disclose a position in SPXV as of the latest SEC 13F filings, a combined $13.8M 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 | BARCLAYS PLC | $4.3M | 60K | —Held | Q1 2026 | |
| 2 | Creative Planning | $1.9M | 27K | —Held | Q1 2026 | |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 18K | ▲+130% Added · +10K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $1.0M | 15K | ▲+14% Added · +2K sh | Q1 2026 | |
| 5 | TRUEFG, LLC | $968K | 12K | ▼−1.0% Reduced · −121 sh | Q2 2026 | |
| 6 | Federation des caisses Desjardins du Quebec | $822K | 12K | ▲+0.6% Added · +69 sh | Q1 2026 | |
| 7 | MATHER GROUP, LLC. | $795K | 11K | ▲+21% Added · +2K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $565K | 8K | ▼−1.3% Reduced · −105 sh | Q1 2026 | |
| 9 | American Trust Investment Advisors, LLC | $505K | 6K | ▲+1.7% Added · +102 sh | Q2 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $416K | 6K | ▼−55% Reduced · −7K sh | Q1 2026 | |
| 11 | FORTERIS WEALTH MANAGEMENT INC. | $475K | 6K | —Held | Q2 2026 | |
| 12 | BlackRock, Inc. | $361K | 5K | —Held | Q1 2026 | |
| 13 | ADIRONDACK TRUST CO | $101K | 1K | ▲New +1K sh | Q2 2026 | |
| 14 | Blue Trust, Inc. | $60K | 727 | ▲New +727 sh | Q2 2026 | |
| 15 | CENTRAL TRUST Co | $44K | 620 | —Held | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $37K | 527 | ▲New +527 sh | Q1 2026 | |
| 17 | ROTHSCHILD INVESTMENT LLC | $33K | 400 | —Held | Q2 2026 | |
| 18 | HARBOUR INVESTMENTS, INC. | $15K | 207 | ▲New +207 sh | Q1 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | $16K | 200 | ▼−56% Reduced · −250 sh | Q2 2026 | |
| 20 | Abound Wealth Management | $14K | 166 | —Held | Q2 2026 | |
| 21 | Legacy Wealth Managment, LLC/ID | $7K | 110 | ▼−38% Reduced · −66 sh | Q1 2025 | |
| 22 | VANGUARD ADVISERS INC | $710 | 10 | →First observed position No prior filed position | Q1 2026 | |
| 23 | MORGAN STANLEY | $82 | 1 | —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, 2 funds opened a new position in SPXV and 2 added to an existing one, while 1 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 | 6 funds | $321.6M |
| NVIDIA CORPNVDA | 6 funds | $239.5M |
| MICROSOFT CORPMSFT | 6 funds | $166.0M |
| AMAZON.COM INCAMZN | 6 funds | $123.3M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 6 funds | $88.9M |
| TESLA INCTSLA | 6 funds | $39.4M |
| INTL BUSINESS MACHINES CORPIBM | 6 funds | $28.5M |
| LOCKHEED MARTIN CORPLMT | 6 funds | $19.1M |
| NXP SEMICONDUCTORS NVNXPI | 6 funds | $7.9M |
| ISHARES CORE S&P TOTAL U.S.ITOT | 5 funds | $680.2M |
| VANGUARD S&P 500 ETFVOO | 5 funds | $497.3M |
| ISHARES CORE U.S. AGGREGATEAGG | 5 funds | $325.3M |
Ranked by how many of SPXV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| REGLmc | 226 funds | $1.1B |
| SMDVcommon | 132 funds | $318.8M |
| IGHGmc | 59 funds | $142.8M |
| TOLZETF | 54 funds | $125.0M |
| TBTPSHS ULTSH 20YRS | 49 funds | $85.7M |
| SPXESP500 EX ENRGY | 33 funds | $37.6M |
| ONLNONLINE RTL ETF | 29 funds | $17.3M |
| SPXTSP500 EX TECH | 27 funds | $22.8M |
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 SPXV
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/SPXV/capital-change-brief"
Use Arkolith's capital_change_brief for SPXV. 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 SPXV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.