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-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on SNPE is one-sided between 2026-Q1 and 2026-Q2: 42 added or opened and 13 trimmed or exited — on balance accumulating.
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, MORGAN STANLEY, 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 gap the other way — the median holder sizes SNPE more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 123 tracked filers holding SNPE, 62 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 2026-Q1 and 2026-Q2 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 7
- Bank of New York Mellon Corp$4M
- BASSO CAPITAL MANAGEMENT, L.P.$4M
- ZENITH SOLUTIONS, INC.$3M
- FSA WEALTH PARTNERS, INC.$2M
- CITADEL ADVISORS LLC$2M
- Sage Advisory Services, Ltd.Co.$1M
Full exits 8
- SUN LIFE FINANCIAL INC$280M
- FLOW TRADERS U.S. LLC$2M
- GTS SECURITIES LLC$1M
- Cerity Partners LLC$980K
- RENAISSANCE TECHNOLOGIES LLC$959K
- Thrivent Financial for Lutherans$881K
Largest adds
- MORGAN STANLEY$37M
- Mirae Asset Global Investments Co., Ltd.$33M
- ROYAL BANK OF CANADA$13M
- AMERIPRISE FINANCIAL INC$7M
- SCHRODER INVESTMENT MANAGEMENT GROUP$7M
- GOLDMAN SACHS GROUP INC$6M
Largest trims
- JPMORGAN CHASE & CO$111M
- WCG Wealth Advisors LLC$3M
- Gateway Wealth Partners, LLC$1M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$500K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$323K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,911,993 | $269M | 27.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,923,585 | $200M | 20.3% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 1,003,270 | $69M | 7.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 979,672 | $67M | 6.8% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 792,172 | $55M | 5.5% | 2026-Q2 |
| LPL Financial LLC added | 527,010 | $36M | 3.7% | 2026-Q2 |
| UBS Group AG trimmed | 504,618 | $35M | 3.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 487,671 | $34M | 3.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 300,137 | $21M | 2.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 247,359 | $17M | 1.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 229,512 | $16M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 194,826 | $13M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 184,232 | $13M | 1.3% | 2026-Q2 |
| Alaska Wealth Advisors, LLC trimmed | 153,671 | $11M | 1.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 134,315 | $9M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 129,966 | $9M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 114,534 | $8M | 0.8% | 2026-Q2 |
| CHOREO, LLC trimmed | 106,467 | $7M | 0.7% | 2026-Q2 |
| MAI Capital Management trimmed | 94,441 | $7M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 60,502 | $4M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 60,320 | $4M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 58,759 | $4M | 0.4% | 2026-Q2 |
| BASSO CAPITAL MANAGEMENT, L.P. new | 54,115 | $4M | 0.4% | 2026-Q2 |
| Insight Wealth Partners, LLC added | 54,015 | $4M | 0.4% | 2026-Q2 |
| GenWealth Group, Inc. trimmed | 51,937 | $4M | 0.4% | 2026-Q2 |
| RETIREMENT CAPITAL STRATEGIES added | 50,281 | $3M | 0.4% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT trimmed | 45,112 | $3M | 0.3% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 40,973 | $3M | 0.3% | 2026-Q2 |
| Warner Group LLC added | 40,650 | $3M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 40,499 | $3M | 0.3% | 2026-Q2 |
| ZENITH SOLUTIONS, INC. new | 37,311 | $3M | 0.3% | 2026-Q2 |
| Allworth Financial LP trimmed | 34,540 | $2M | 0.2% | 2026-Q2 |
| INVESTMENT COUNSEL CO OF NEVADA trimmed | 33,636 | $2M | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 31,766 | $2M | 0.2% | 2026-Q2 |
| FSA WEALTH PARTNERS, INC. new | 29,830 | $2M | 0.2% | 2026-Q2 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added | 28,236 | $2M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 25,649 | $2M | 0.2% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co trimmed | 25,633 | $2M | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 23,935 | $2M | 0.2% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 23,183 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 22,906 | $2M | 0.2% | 2026-Q2 |
| One Capital Management, LLC added | 22,078 | $1M | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 20,503 | $1M | 0.1% | 2026-Q2 |
| Sonoma Allocations LLC added | 17,761 | $1M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 17,193 | $1M | 0.1% | 2026-Q2 |
| Heirloom Wealth Management added | 17,172 | $1M | 0.1% | 2026-Q2 |
| PRUDENTIAL PLC trimmed | 16,389 | $1M | 0.1% | 2026-Q2 |
| Balance Wealth Partners LLC trimmed | 15,910 | $1M | 0.1% | 2026-Q2 |
| Sage Advisory Services, Ltd.Co. new | 15,251 | $1M | 0.1% | 2026-Q2 |
| Mason & Associates Inc | 14,927 | $1M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 14,295 | $984K | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 13,272 | $914K | 0.1% | 2026-Q2 |
| Weinberger Asset Management, Inc added | 12,875 | $883K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 11,967 | $823K | 0.1% | 2026-Q2 |
| Ethic Inc. added | 11,649 | $802K | 0.1% | 2026-Q2 |
| Goldstein Advisors, LLC added | 11,420 | $786K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,473 | $721K | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC | 10,100 | $695K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 9,876 | $680K | 0.1% | 2026-Q2 |
| Fragasso Financial Advisors Inc added | 9,866 | $679K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA | 9,863 | $679K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 9,473 | $652K | 0.1% | 2026-Q2 |
| PALLADIEM, LLC | 9,326 | $642K | 0.1% | 2026-Q2 |
| NEPC LLC | 9,245 | $637K | 0.1% | 2026-Q2 |
| Per Stirling Capital Management, LLC. new | 8,681 | $598K | 0.1% | 2026-Q2 |
| HBK Sorce Advisory LLC added | 8,000 | $567K | 0.1% | 2026-Q2 |
| Grey Ledge Advisors, LLC added | 7,326 | $504K | 0.1% | 2026-Q2 |
| POTOMAC FUND MANAGEMENT INC /ADV added | 7,187 | $495K | 0.1% | 2026-Q2 |
| Veridan Wealth LLC trimmed | 7,029 | $484K | 0.0% | 2026-Q2 |
| Creative Planning new | 6,503 | $448K | 0.0% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 6,173 | $425K | 0.0% | 2026-Q2 |
| Corundum Group, Inc. added | 5,852 | $403K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 5,487 | $378K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 4,813 | $332K | 0.0% | 2026-Q2 |
| LJI Wealth Management, LLC | 4,810 | $331K | 0.0% | 2026-Q2 |
| ABOUND FINANCIAL, LLC added | 4,498 | $310K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 4,437 | $306K | 0.0% | 2026-Q2 |
| POTENTIA WEALTH new | 4,321 | $298K | 0.0% | 2026-Q2 |
| WEST BANCORPORATION INC | 4,035 | $278K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 3,868 | $266K | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 3,823 | $263K | 0.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 3,661 | $252K | 0.0% | 2026-Q2 |
| Ellevest, Inc. | 3,649 | $251K | 0.0% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI | 3,635 | $250K | 0.0% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 3,466 | $239K | 0.0% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 3,466 | $239K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP | 3,401 | $234K | 0.0% | 2026-Q2 |
| Jupiter Wealth Management LLC | 3,324 | $229K | 0.0% | 2026-Q2 |
| Argent Trust Co | 3,269 | $225K | 0.0% | 2026-Q2 |
| PFG Investments, LLC trimmed | 3,222 | $222K | 0.0% | 2026-Q2 |
| Old Peak Finance LLC new | 3,192 | $220K | 0.0% | 2026-Q2 |
| Financial Partners Group, Inc new | 3,055 | $210K | 0.0% | 2026-Q2 |
| Financial Gravity Companies, Inc. trimmed | 2,976 | $205K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 2,967 | $204K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 2,717 | $187K | 0.0% | 2026-Q2 |
| MJT & Associates Financial Advisory Group, Inc. added | 2,207 | $152K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 1,955 | $134K | 0.0% | 2026-Q2 |
| Urban Financial Advisory Corp added | 1,713 | $118K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 1,556 | $107K | 0.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 1,500 | $103K | 0.0% | 2026-Q2 |
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.