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/SPYX/capital-change-brief"
Use Arkolith's capital_change_brief for SPYX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Choate Investment Advisors | $126.1M | 2.4M | ▼−0.1% Reduced · −4K sh | Q1 2026 | |
| 2 | Bank of New York Mellon Corp | $68.8M | 1.3M | ▼−0.4% Reduced · −5K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $53.6M | 1.0M | ▲+6.5% Added · +62K sh | Q1 2026 | |
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | $27.2M | 513K | ▼−1.8% Reduced · −10K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $25.8M | 486K | ▲+0.8% Added · +4K sh | Q1 2026 | |
| 6 | Gemmer Asset Management LLC | $27.6M | 451K | ▼−0.5% Reduced · −2K sh | Q2 2026 | |
| 7 | MORGAN STANLEY | $23.1M | 436K | ▲+0.7% Added · +3K sh | Q1 2026 | |
| 8 | SPINNAKER TRUST | $22.9M | 432K | ▲+1.0% Added · +4K sh | Q1 2026 | |
| 9 | Beacon Pointe Advisors, LLC | $21.1M | 398K | ▲+1.3% Added · +5K sh | Q1 2026 | |
| 10 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $18.9M | 357K | ▲+0.2% Added · +863 sh | Q1 2026 | |
| 11 | ALLIANZ SE | $15.8M | 298K | —Held | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $14.1M | 267K | ▲+22% Added · +48K sh | Q1 2026 | |
| 13 | Pathstone Holdings, LLC | $14.1M | 266K | —Held | Q1 2026 | |
| 14 | Mariner, LLC | $13.4M | 252K | ▲+9.2% Added · +21K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $12.6M | 238K | ▲+1.2% Added · +3K sh | Q1 2026 | |
| 16 | Rockefeller Capital Management L.P. | $8.5M | 160K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $8.3M | 156K | ▼−11% Reduced · −19K sh | Q1 2026 | |
| 18 | Cerity Partners LLC | $8.2M | 155K | ▲+0.7% Added · +1K sh | Q1 2026 | |
| 19 | SEI INVESTMENTS CO | $6.5M | 123K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 20 | UBS Group AG | $5.7M | 107K | ▼−5.3% Reduced · −6K sh | Q1 2026 | |
| 21 | HARBOUR INVESTMENTS, INC. | $4.6M | 86K | ▲+1.9% Added · +2K sh | Q1 2026 | |
| 22 | WELLS FARGO & COMPANY/MN | $4.1M | 77K | ▲+1.5% Added · +1K sh | Q1 2026 | |
| 23 | XPONANCE LLC | $3.9M | 74K | ▼−34% Reduced · −39K sh | Q1 2026 | |
| 24 | FLPUTNAM INVESTMENT MANAGEMENT CO | $3.7M | 71K | ▼−6.7% Reduced · −5K sh | Q1 2026 | |
| 25 | Stonehearth Capital Management, LLC | $4.2M | 69K | ▼−0.3% Reduced · −174 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 83 funds | $27.1B |
| MICROSOFT CORPMSFT | 83 funds | $22.9B |
| ALPHABET INC-CL AGOOGL | 83 funds | $15.3B |
| ALPHABET INC-CL CGOOG | 83 funds | $10.7B |
| VISA INC-CLASS A SHARESV | 83 funds | $6.0B |
| TESLA INCTSLA | 83 funds | $4.6B |
| NVIDIA CORPNVDA | 82 funds | $26.0B |
| BROADCOM INCAVGO | 82 funds | $10.4B |
| JPMORGAN CHASE & COJPM | 82 funds | $9.7B |
| VANGUARD VALUE ETFVTV | 82 funds | $8.8B |
| JOHNSON & JOHNSONJNJ | 82 funds | $5.7B |
| ELI LILLY & COLLY | 82 funds | $5.5B |
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 + quarter-over-quarter ownership changes + 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.