Among active 13F managers last quarter, 4 opened and 46 added, while 9 reduced; the largest holder to move was Gradient Investments LLC (+4.3%).
409 tracked 13F filers disclose a position in SPYI as of the latest SEC 13F filings, a combined $1.5B 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 | 4.3M | $212.4M | ▲+37% Added · +1.2M sh | Q1 2026 | |
| 2 | Gradient Investments LLC | 1.1M | $57.4M | ▲+4.3% Added · +44K sh | Q2 2026 | |
| 3 | Royal Bank Of Canada | 1.1M | $52.4M | ▲+14% Added · +134K sh | Q1 2026 | |
| 4 | Foguth Wealth Management, LLC. | 1.0M | $53.6M | ▼−17% Reduced · −203K sh | Q2 2026 | |
| 5 | Howard Capital Management, LLC | 999K | $53.0M | ▲+90% Added · +473K sh | Q2 2026 | |
| 6 | UBS Group AG | 936K | $46.2M | ▼−11% Reduced · −118K sh | Q1 2026 | |
| 7 | MML Investors Services, LLC | 883K | $46.9M | ▲+78% Added · +386K sh | Q2 2026 | |
| 8 | Stifel Financial Corp | 689K | $34.0M | ▲+15% Added · +87K sh | Q1 2026 | |
| 9 | Private Advisor Group, LLC | 686K | $36.4M | ▲+14% Added · +85K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | 537K | $26.5M | ▲+37% Added · +144K sh | Q1 2026 | |
| 11 | Madden Securities Corp | 532K | $28.3M | ▼−0.8% Reduced · −4K sh | Q2 2026 | |
| 12 | Raymond James Financial Inc | 460K | $22.7M | ▲+3.5% Added · +15K sh | Q1 2026 | |
| 13 | Envestnet Asset Management Inc | 436K | $21.5M | ▲+28% Added · +94K sh | Q1 2026 | |
| 14 | Merit Financial Group, LLC | 388K | $20.6M | ▲+1.7% Added · +6K sh | Q2 2026 | |
| 15 | Two Sigma Investments, LP | 344K | $17.0M | ▲+833% Added · +307K sh | Q1 2026 | |
| 16 | Aventura Private Wealth, LLC | 301K | $16.0M | ▲+8.1% Added · +23K sh | Q2 2026 | |
| 17 | Stratos Wealth Partners, LTD. | 280K | $14.9M | ▲+29% Added · +62K sh | Q2 2026 | |
| 18 | Kestra Advisory Services, LLC | 280K | $14.9M | ▲+25% Added · +56K sh | Q2 2026 | |
| 19 | Summit Financial, LLC | 270K | $14.3M | ▲+15% Added · +36K sh | Q2 2026 | |
| 20 | URS Advisory LLC | 262K | $13.9M | ▼−2.3% Reduced · −6K sh | Q2 2026 | |
| 21 | Farther Finance Advisors, LLC | 262K | $13.0M | ▲15× Added · +244K sh | Q1 2026 | |
| 22 | Capital Investment Advisory Services, LLC | 246K | $13.1M | ▲+7.3% Added · +17K sh | Q2 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | 229K | $12.2M | ▲+13% Added · +25K sh | Q2 2026 | |
| 24 | Prevail Innovative Wealth Advisors, LLC | 220K | $11.7M | ▲+39% Added · +62K sh | Q2 2026 | |
| 25 | Ausdal Financial Partners, Inc. | 215K | $11.4M | ▲+5.7% Added · +12K sh | 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in SPYI and 46 added to an existing one, while 9 reduced. 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 |
|---|---|---|
| Microsoft CorpMSFT | 232 funds | $34.2B |
| Nvidia CorpNVDA | 227 funds | $50.5B |
| Apple IncAAPL | 227 funds | $46.7B |
| Amazon.com IncAMZN | 226 funds | $27.8B |
| Broadcom IncAVGO | 219 funds | $17.0B |
| Alphabet Inc-CL AGOOGL | 218 funds | $27.7B |
| JPMorgan Chase & CoJPM | 217 funds | $13.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 214 funds | $10.1B |
| Invesco QQQ Trust Series 1QQQ | 214 funds | $8.6B |
| Alphabet Inc-CL CGOOG | 213 funds | $12.4B |
| Meta Platforms Inc-Class AMETA | 210 funds | $13.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 210 funds | $6.8B |
Ranked by how many of SPYI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SPYI.
| Class | 13F holders | Value held |
|---|---|---|
| SPYIthis pagemc | 409 funds | $1.5B |
| QQQImc | 334 funds | $1.1B |
| CSHImc | 122 funds | $431.6M |
| IWMImc | 97 funds | $148.2M |
| QQQHmc | 82 funds | $67.1M |
| IAUImc | 54 funds | $43.5M |
| BTCImc | 51 funds | $30.1M |
| IYRImc | 41 funds | $41.3M |
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 SPYI
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/SPYI/capital-change-brief"
Use Arkolith's capital_change_brief for SPYI. 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 SPYI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.