Who owns SPDW
Which tracked institutional funds hold SPDW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPDW company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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 SPDW is one-sided between 2026-Q1 and 2026-Q2: 467 added or opened and 122 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
SPDW’s largest tracked holder by dollar value, Creative Planning, sizes it at 4.3% of its own reported 13F book, while the median holder sizes it at 1.0% of theirs — a 3.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPDW 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 1193 tracked filers holding SPDW, 619 increased or opened the position and 514 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 SPDW 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 33
- Diversify Advisory Services, LLC$92M
- Global Retirement Partners, LLC$60M
- Tidal Investments LLC$42M
- Odyssey Group, LLC$23M
- Strategic Financial Planning, Inc.$18M
- Arizona PSPRS Trust$17M
Full exits 53
- CWM, LLC$807M
- Betterment LLC$377M
- Nearwater Capital Markets, Ltd$276M
- HighTower Advisors, LLC$193M
- FLOW TRADERS U.S. LLC$114M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$89M
Largest adds
- Creative Planning$1.2B
- LPL Financial LLC$230M
- Savant Capital, LLC$95M
- Financial Engines Advisors L.L.C.$72M
- MML INVESTORS SERVICES, LLC$68M
- TRUIST FINANCIAL CORP$59M
Largest trims
- Allworth Financial LP$215M
- STATE STREET CORP$134M
- Auto-Owners Insurance Co$129M
- Independent Advisor Alliance$92M
- JANE STREET GROUP, LLC$67M
- MORGAN STANLEY$61M
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 |
|---|---|---|---|---|
| Creative Planning added | 144,440,101 | $7.3B | 28.0% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 52,021,601 | $2.6B | 10.1% | 2026-Q2 |
| LPL Financial LLC added | 39,005,504 | $2.0B | 7.6% | 2026-Q2 |
| Allworth Financial LP trimmed | 22,428,705 | $1.1B | 4.4% | 2026-Q2 |
| Auto-Owners Insurance Co trimmed | 15,230,666 | $767M | 3.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 13,725,633 | $692M | 2.7% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 12,172,046 | $613M | 2.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 10,756,324 | $542M | 2.1% | 2026-Q2 |
| UBS Group AG added | 8,899,190 | $448M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 8,373,691 | $422M | 1.6% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 6,213,429 | $313M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 5,895,171 | $297M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 4,686,255 | $236M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 4,625,590 | $233M | 0.9% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 4,584,583 | $231M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 4,576,780 | $231M | 0.9% | 2026-Q2 |
| STATE STREET CORP trimmed | 4,485,803 | $226M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 4,181,675 | $211M | 0.8% | 2026-Q2 |
| Mariner, LLC trimmed | 4,164,706 | $210M | 0.8% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 4,000,503 | $202M | 0.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 3,826,033 | $193M | 0.7% | 2026-Q2 |
| Savant Capital, LLC added | 3,788,921 | $182M | 0.7% | 2026-Q2 |
| Stadion Money Management, LLC trimmed | 3,730,413 | $188M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,611,496 | $182M | 0.7% | 2026-Q2 |
| Strategies Wealth Advisors, LLC trimmed | 3,413,848 | $172M | 0.7% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 3,357,208 | $169M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 3,308,992 | $167M | 0.6% | 2026-Q2 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO added | 3,216,783 | $162M | 0.6% | 2026-Q2 |
| VICUS CAPITAL added | 3,023,569 | $152M | 0.6% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 3,006,007 | $151M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,899,417 | $146M | 0.6% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 2,839,996 | $143M | 0.6% | 2026-Q2 |
| Equitable Holdings, Inc. added | 2,757,945 | $139M | 0.5% | 2026-Q2 |
| JNBA Financial Advisors trimmed | 2,430,445 | $122M | 0.5% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 2,400,450 | $121M | 0.5% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 2,377,208 | $120M | 0.5% | 2026-Q2 |
| GeoWealth Management, LLC added | 2,291,106 | $115M | 0.4% | 2026-Q2 |
| Dakota Wealth Management added | 2,274,169 | $115M | 0.4% | 2026-Q2 |
| Advocacy Wealth Management, LLC added | 2,268,369 | $114M | 0.4% | 2026-Q2 |
| Gradient Investments LLC trimmed | 2,230,648 | $112M | 0.4% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 2,202,100 | $111M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 2,199,869 | $111M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 2,195,491 | $111M | 0.4% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 2,161,356 | $109M | 0.4% | 2026-Q2 |
| Capital Asset Advisory Services LLC added | 2,159,245 | $109M | 0.4% | 2026-Q2 |
| McNamara Financial Services, Inc. trimmed | 2,090,164 | $105M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,020,829 | $102M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,980,208 | $99M | 0.4% | 2026-Q2 |
| Peterson Wealth Advisors, LLC added | 1,973,367 | $99M | 0.4% | 2026-Q2 |
| Cerity Partners LLC trimmed | 1,967,939 | $99M | 0.4% | 2026-Q2 |
| AlphaStar Capital Management, LLC added | 1,925,284 | $97M | 0.4% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 1,848,949 | $92M | 0.4% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 1,848,949 | $92M | 0.4% | 2026-Q2 |
| Schneider Downs Wealth Management Advisors, LP added | 1,822,730 | $92M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 1,814,219 | $91M | 0.4% | 2026-Q2 |
| BlackRock, Inc. added | 1,755,077 | $88M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,738,040 | $88M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 1,722,880 | $87M | 0.3% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 1,688,491 | $85M | 0.3% | 2026-Q2 |
| Center for Financial Planning, Inc. added | 1,667,215 | $84M | 0.3% | 2026-Q2 |
| GREENLEAF TRUST added | 1,578,868 | $80M | 0.3% | 2026-Q2 |
| ASSETMARK, INC trimmed | 1,570,410 | $79M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 1,560,011 | $79M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,520,931 | $77M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,508,130 | $76M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,492,438 | $68M | 0.3% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 1,482,773 | $75M | 0.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 1,419,227 | $72M | 0.3% | 2026-Q2 |
| TRUEFG, LLC added | 1,384,914 | $70M | 0.3% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 1,356,118 | $68M | 0.3% | 2026-Q2 |
| Facet Wealth, Inc. trimmed | 1,344,428 | $68M | 0.3% | 2026-Q2 |
| Lifeworks Advisors, LLC added | 1,249,765 | $63M | 0.2% | 2026-Q2 |
| CGN Advisors LLC added | 1,226,088 | $62M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 1,195,634 | $60M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 1,192,371 | $60M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,153,768 | $58M | 0.2% | 2026-Q2 |
| ProVise Management Group, LLC added | 1,128,650 | $57M | 0.2% | 2026-Q2 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed | 1,114,235 | $56M | 0.2% | 2026-Q2 |
| Clearwater Capital Advisors, LLC trimmed | 1,112,093 | $56M | 0.2% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC added | 1,006,356 | $51M | 0.2% | 2026-Q2 |
| Brio Consultants, LLC added | 994,021 | $50M | 0.2% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 952,341 | $48M | 0.2% | 2026-Q2 |
| Boston Standard Wealth Management, LLC trimmed | 946,137 | $47M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 915,993 | $46M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 900,196 | $45M | 0.2% | 2026-Q2 |
| Blueprint Investment Partners LLC added | 895,096 | $45M | 0.2% | 2026-Q2 |
| Ballentine Partners, LLC trimmed | 888,635 | $45M | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 873,909 | $44M | 0.2% | 2026-Q2 |
| MAI Capital Management added | 854,242 | $43M | 0.2% | 2026-Q2 |
| Tidal Investments LLC new | 837,833 | $42M | 0.2% | 2026-Q2 |
| Garrett Wealth Advisory Group, LLC added | 806,030 | $41M | 0.2% | 2026-Q2 |
| KWB Wealth trimmed | 788,912 | $40M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 787,151 | $40M | 0.2% | 2026-Q2 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC added | 778,753 | $39M | 0.2% | 2026-Q2 |
| Concord Wealth Partners added | 774,332 | $39M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 771,383 | $39M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 764,984 | $39M | 0.1% | 2026-Q2 |
| SigFig Wealth Management, LLC added | 756,494 | $38M | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 743,181 | $37M | 0.1% | 2026-Q2 |
| Concord Asset Management, LLC/VA trimmed | 741,283 | $37M | 0.1% | 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.