| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Appaloosa LP | $2.5B | 4.50M | New | Q1 2025 |
| 2 | Choate Investment Advisors | $126.1M | 2.38M | Reduced | Q1 2026 |
| 3 | SPINNAKER TRUST | $22.9M | 432.1K | Added | Q1 2026 |
| 4 | Beacon Pointe Advisors, LLC | $21.1M | 398.3K | Added | Q1 2026 |
| 5 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $18.9M | 357.2K | Added | Q1 2026 |
| 6 | Pathstone Holdings, LLC | $14.1M | 266.1K | Held | Q1 2026 |
| 7 | XPONANCE LLC | $3.9M | 74.2K | Reduced | Q1 2026 |
| 8 | FLPUTNAM INVESTMENT MANAGEMENT CO | $3.7M | 70.6K | Reduced | Q1 2026 |
| 9 | BROWN BROTHERS HARRIMAN & CO | $3.5M | 65.9K | Held | Q1 2026 |
| 10 | ELEVATION POINT WEALTH PARTNERS, LLC | $2.6M | 49.6K | New | Q1 2026 |
| 11 | Modera Wealth Management, LLC | $2.5M | 46.4K | Reduced | Q1 2026 |
| 12 | PFG Advisors | $1.9M | 35.2K | Added | Q1 2026 |
| 13 | MASECO LLP | $1.8M | 34.1K | Held | Q1 2026 |
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.6M | 30.9K | Added | Q1 2026 |
| 15 | CITIZENS FINANCIAL GROUP INC/RI | $1.6M | 30.2K | Held | Q1 2026 |
| 16 | Wealthfront Advisers LLC | $1.4M | 26.6K | Added | Q1 2026 |
| 17 | CITADEL ADVISORS LLC | $1.4M | 26.3K | New | Q1 2026 |
| 18 | Kestra Advisory Services, LLC | $1.2M | 22.5K | Added | Q1 2026 |
| 19 | MML INVESTORS SERVICES, LLC | $1.2M | 22.4K | Reduced | Q1 2026 |
| 20 | Essex Financial Services, Inc. | $1.1M | 21.5K | Reduced | Q1 2026 |
| 21 | Western Wealth Management, LLC | $1.1M | 19.3K | New | Q4 2025 |
| 22 | Bridgewater Advisors Inc. | $1.1M | 17.6K | Reduced | Q1 2026 |
| 23 | HighPoint Advisor Group LLC | $982K | 18.5K | Held | Q1 2026 |
| 24 | Cresset Asset Management, LLC | $980K | 18.5K | Held | Q1 2026 |
| 25 | AlTi Global, Inc. | $954K | 18.0K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| iShares S&P 500 IndexIVV | 85 funds | $27.1B |
| Microsoft CorpMSFT | 85 funds | $23.3B |
| Alphabet Inc. CGOOG | 85 funds | $10.9B |
| Tesla, IncTSLA | 85 funds | $4.8B |
| Nvidia CorpNVDA | 84 funds | $26.7B |
| GOOGLE INCGOOGL | 84 funds | $15.6B |
| Broadcom Inc.AVGO | 84 funds | $10.6B |
| Jpmorgan Chase & CoJPM | 84 funds | $9.8B |
| Vanguard Value ETFVTV | 84 funds | $8.8B |
| Visa Inc.V | 84 funds | $6.1B |
| Johnson & JohnsonJNJ | 84 funds | $5.8B |
| Exxon Mobil CorpXOM | 84 funds | $5.4B |
Ranked by how many of SPYX'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SPYX. 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.