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/SPYV/capital-change-brief"
Use Arkolith's capital_change_brief for SPYV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $4.6B | 81.4M | ▼−0.5% Reduced · −395K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $2.9B | 51.5M | ▲+2.8% Added · +1.4M sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $1.3B | 22.8M | ▲+1.4% Added · +316K sh | Q1 2026 | |
| 4 | Allworth Financial LP | $1.1B | 19.8M | ▲+0.4% Added · +72K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $530.4M | 9.4M | ▼−53% Reduced · −10.4M sh | Q1 2026 | |
| 6 | Valmark Advisers, Inc. | $509.0M | 9.0M | ▲+2.9% Added · +256K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $414.3M | 7.3M | ▼−12% Reduced · −999K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $409.4M | 7.2M | ▼−5.6% Reduced · −431K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $384.2M | 6.9M | ▲+1.6% Added · +108K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $362.6M | 6.4M | ▲+6.7% Added · +403K sh | Q1 2026 | |
| 11 | UBS Group AG | $348.3M | 6.2M | ▼−5.2% Reduced · −339K sh | Q1 2026 | |
| 12 | Willis Johnson & Associates, Inc. | $343.3M | 6.1M | ▲+4.6% Added · +268K sh | Q1 2026 | |
| 13 | Advisory Alpha, LLC | $279.8M | 4.9M | ▼−12% Reduced · −697K sh | Q1 2026 | |
| 14 | Equitable Holdings, Inc. | $278.3M | 4.9M | ▼−5.2% Reduced · −267K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $271.7M | 4.8M | ▲+16% Added · +664K sh | Q1 2026 | |
| 16 | NorthRock Partners, LLC | $259.5M | 4.6M | ▲+3.8% Added · +169K sh | Q1 2026 | |
| 17 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $244.8M | 4.3M | ▼−3.0% Reduced · −136K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $243.2M | 4.3M | ▼−28% Reduced · −1.7M sh | Q1 2026 | |
| 19 | Connecticut Wealth Management, LLC | $243.0M | 4.3M | ▲+18% Added · +640K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $238.0M | 4.2M | ▲+5.8% Added · +230K sh | Q1 2026 | |
| 21 | CWM, LLC | $235.5M | 4.2M | ▲+1.9% Added · +77K sh | Q1 2026 | |
| 22 | Dynasty Wealth Management, LLC | $224.7M | 4.0M | ▲+9.7% Added · +352K sh | Q1 2026 | |
| 23 | Quotient Wealth Partners, LLC | $217.3M | 3.8M | ▲+7.6% Added · +273K sh | Q1 2026 | |
| 24 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $210.2M | 3.7M | ▲New +3.7M sh | Q1 2026 | |
| 25 | Cerity Partners LLC | $203.8M | 3.6M | ▲+0.9% Added · +32K 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 |
|---|---|---|
| APPLE INCAAPL | 227 funds | $110.5B |
| MICROSOFT CORPMSFT | 227 funds | $105.2B |
| ALPHABET INC-CL CGOOG | 227 funds | $53.9B |
| NVIDIA CORPNVDA | 226 funds | $144.5B |
| EXXON MOBIL CORPXOM | 225 funds | $20.7B |
| JPMORGAN CHASE & COJPM | 224 funds | $27.7B |
| AMAZON.COM INCAMZN | 223 funds | $76.3B |
| ALPHABET INC-CL AGOOGL | 223 funds | $53.7B |
| VANGUARD S&P 500 ETFVOO | 223 funds | $21.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 223 funds | $17.3B |
| META PLATFORMS INC-CLASS AMETA | 222 funds | $42.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 222 funds | $21.7B |
Ranked by how many of SPYV'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 SPYV. 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.