Who owns SNPE
Which tracked institutional funds hold SNPE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SNPE company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
14 tracked funds added or opened SNPE while 21 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SNPE’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SNPE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 121 tracked filers holding SNPE, 59 increased or opened the position and 53 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SNPE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- SCHRODER INVESTMENT MANAGEMENT GROUP$3M
- FLOW TRADERS U.S. LLC$2M
- MARSHALL WACE, LLP$592K
- HRT FINANCIAL LP$506K
Full exits 3
- Migdal Insurance & Financial Holdings Ltd.$8M
- Pine Valley Investments Ltd Liability Co$2M
- CITADEL ADVISORS LLC$1M
Largest adds
- SUN LIFE FINANCIAL INC$40M
- JPMORGAN CHASE & CO$23M
- MORGAN STANLEY$7M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$915K
- Gateway Wealth Partners, LLC$552K
Largest trims
- Mirae Asset Global Investments Co., Ltd.$22M
- BANK OF AMERICA CORP /DE/$7M
- WCG Wealth Advisors LLC$3M
- LPL Financial LLC$2M
- RAYMOND JAMES FINANCIAL INC$2M
- GOLDMAN SACHS GROUP INC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 5,383,973 | $312M | 24.4% | 2026-Q1 |
| SUN LIFE FINANCIAL INC added | 4,708,946 | $280M | 21.9% | 2026-Q1 |
| MORGAN STANLEY added | 3,904,681 | $233M | 18.2% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 958,234 | $57M | 4.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 914,742 | $54M | 4.3% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 606,800 | $36M | 2.8% | 2026-Q1 |
| UBS Group AG added | 512,308 | $31M | 2.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 510,185 | $30M | 2.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 442,350 | $26M | 2.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 287,936 | $17M | 1.3% | 2026-Q1 |
| FIFTH THIRD BANCORP trimmed | 243,323 | $14M | 1.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 191,581 | $11M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 184,301 | $11M | 0.9% | 2026-Q1 |
| Alaska Wealth Advisors, LLC trimmed | 159,889 | $10M | 0.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 132,225 | $8M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 122,661 | $7M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 111,174 | $7M | 0.5% | 2026-Q1 |
| CHOREO, LLC trimmed | 108,206 | $6M | 0.5% | 2026-Q1 |
| MAI Capital Management trimmed | 96,322 | $6M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 62,998 | $4M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 60,119 | $4M | 0.3% | 2026-Q1 |
| GenWealth Group, Inc. added | 52,993 | $3M | 0.2% | 2026-Q1 |
| Insight Wealth Partners, LLC added | 51,197 | $3M | 0.2% | 2026-Q1 |
| SHEETS SMITH WEALTH MANAGEMENT trimmed | 46,703 | $3M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP new | 44,542 | $3M | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 40,858 | $2M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 40,732 | $2M | 0.2% | 2026-Q1 |
| RETIREMENT CAPITAL STRATEGIES trimmed | 38,395 | $2M | 0.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 38,306 | $2M | 0.2% | 2026-Q1 |
| Allworth Financial LP added | 35,467 | $2M | 0.2% | 2026-Q1 |
| INVESTMENT COUNSEL CO OF NEVADA trimmed | 33,820 | $2M | 0.2% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 31,859 | $2M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 31,736 | $2M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 28,284 | $2M | 0.1% | 2026-Q1 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. trimmed | 28,192 | $2M | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 27,527 | $2M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 23,869 | $1M | 0.1% | 2026-Q1 |
| NorthRock Partners, LLC trimmed | 23,208 | $1M | 0.1% | 2026-Q1 |
| One Capital Management, LLC trimmed | 22,044 | $1M | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 20,677 | $1M | 0.1% | 2026-Q1 |
| Warner Group LLC | 20,475 | $1M | 0.1% | 2026-Q1 |
| PRUDENTIAL PLC trimmed | 17,730 | $1M | 0.1% | 2026-Q1 |
| Balance Wealth, LLC added | 17,657 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,528 | $1M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 16,450 | $980K | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 16,100 | $959K | 0.1% | 2026-Q1 |
| Sonoma Allocations LLC added | 15,871 | $957K | 0.1% | 2026-Q1 |
| Heirloom Wealth Management added | 15,077 | $898K | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 15,114 | $881K | 0.1% | 2026-Q1 |
| Mason & Associates Inc | 14,927 | $864K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 12,922 | $770K | 0.1% | 2026-Q1 |
| Weinberger Asset Management, Inc added | 12,610 | $751K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 12,502 | $744K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 12,024 | $724K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 11,729 | $698K | 0.1% | 2026-Q1 |
| FMR LLC added | 11,534 | $687K | 0.1% | 2026-Q1 |
| Goldstein Advisors, LLC added | 11,145 | $664K | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC added | 10,100 | $601K | 0.0% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 9,937 | $592K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 9,863 | $587K | 0.0% | 2026-Q1 |
| PALLADIEM, LLC | 9,326 | $555K | 0.0% | 2026-Q1 |
| Fragasso Financial Advisors Inc trimmed | 9,163 | $554K | 0.0% | 2026-Q1 |
| NEPC LLC | 9,245 | $551K | 0.0% | 2026-Q1 |
| HRT FINANCIAL LP added | 8,505 | $506K | 0.0% | 2026-Q1 |
| HBK Sorce Advisory LLC new | 6,800 | $458K | 0.0% | 2026-Q1 |
| Veridan Wealth LLC trimmed | 7,442 | $443K | 0.0% | 2026-Q1 |
| Grey Ledge Advisors, LLC added | 7,308 | $435K | 0.0% | 2026-Q1 |
| POTOMAC FUND MANAGEMENT INC /ADV trimmed | 7,178 | $427K | 0.0% | 2026-Q1 |
| Baird Financial Group, Inc. added | 6,758 | $402K | 0.0% | 2026-Q1 |
| Corundum Group, Inc. | 5,799 | $345K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 5,487 | $327K | 0.0% | 2026-Q1 |
| LJI Wealth Management, LLC added | 4,810 | $286K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 4,794 | $286K | 0.0% | 2026-Q1 |
| RF&L WEALTH MANAGEMENT, LLC | 4,697 | $280K | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 4,694 | $279K | 0.0% | 2026-Q1 |
| ABOUND FINANCIAL, LLC added | 4,497 | $268K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 4,437 | $264K | 0.0% | 2026-Q1 |
| WEST BANCORPORATION INC | 4,035 | $240K | 0.0% | 2026-Q1 |
| Money Design Co.,Ltd. added | 425,847 | $24M | 1.8% | 2025-Q2 stale |
| Migdal Insurance & Financial Holdings Ltd. added | 120,788 | $8M | 0.6% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 91,900 | $6M | 0.4% | 2025-Q3 stale |
| IMPACTfolio, LLC trimmed | 33,020 | $2M | 0.2% | 2025-Q3 stale |
| Focus Financial Network, Inc. added | 32,845 | $2M | 0.1% | 2025-Q1 stale |
| Pine Valley Investments Ltd Liability Co added | 26,497 | $2M | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 23,462 | $1M | 0.1% | 2025-Q4 stale |
| Jump Financial, LLC | 19,615 | $1M | 0.1% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC trimmed | 21,097 | $1M | 0.1% | 2025-Q1 stale |
| West Coast Financial LLC | 16,165 | $815K | 0.1% | 2025-Q1 stale |
| Fermata Advisors, LLC added | 10,275 | $518K | 0.0% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. | 8,145 | $450K | 0.0% | 2025-Q2 stale |
| HUB Investment Partners, LLC new | 8,132 | $450K | 0.0% | 2025-Q2 stale |
| Fifth Third Wealth Advisors LLC added | 5,420 | $338K | 0.0% | 2025-Q4 stale |
| Bank of New York Mellon Corp trimmed | 5,823 | $294K | 0.0% | 2025-Q1 stale |
| RFG Advisory, LLC new | 4,584 | $286K | 0.0% | 2025-Q4 stale |
| Y-Intercept (Hong Kong) Ltd new | 4,570 | $285K | 0.0% | 2025-Q4 stale |
| HILL ISLAND FINANCIAL LLC trimmed | 5,601 | $282K | 0.0% | 2025-Q1 stale |
| PFG Investments, LLC trimmed | 4,495 | $281K | 0.0% | 2025-Q4 stale |
| Advisor Resource Council new | 5,484 | $277K | 0.0% | 2025-Q1 stale |
| TrueMark Investments, LLC new | 5,360 | $270K | 0.0% | 2025-Q1 stale |
| Tyler-Stone Wealth Management trimmed | 4,725 | $238K | 0.0% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.