Who owns SPE
Which tracked institutional funds hold SPE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPE 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 SPE is one-sided between 2025-Q4 and 2026-Q2: 9 added or opened and 0 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
SPE’s largest tracked holder by dollar value, Focus Partners Wealth, 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 SPE 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-Q2, across 47 tracked filers holding SPE, 46 increased or opened the position and 1 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 SPE between the 2025-Q4 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 8
- Focus Partners Wealth$44M
- CSS LLC/IL$11M
- Shaker Financial Services, LLC$9M
- BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$5M
- GatePass Capital, LLC$5M
- SCOTIA CAPITAL INC.$1M
Largest adds
- MORGAN STANLEY$1M
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 |
|---|---|---|---|---|
| Focus Partners Wealth new | 1,095,220 | $27M | 41.2% | 2026-Q2 |
| Shaker Financial Services, LLC new | 664,992 | $9M | 13.5% | 2026-Q2 |
| CSS LLC/IL new | 362,349 | $9M | 13.6% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC new | 356,979 | $5M | 7.3% | 2026-Q2 |
| GatePass Capital, LLC new | 155,800 | $4M | 5.9% | 2026-Q2 |
| SCOTIA CAPITAL INC. new | 108,784 | $1M | 2.2% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 106,335 | $1M | 2.2% | 2026-Q2 |
| MORGAN STANLEY added | 96,684 | $1M | 2.0% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. new | 44,280 | $596K | 0.9% | 2026-Q2 |
| OPPENHEIMER & CO INC new | 36,489 | $492K | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 34,054 | $459K | 0.7% | 2026-Q2 |
| Beverly Hills Private Wealth, LLC new | 31,926 | $795K | 1.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. new | 26,664 | $359K | 0.5% | 2026-Q2 |
| Permanent Capital Management, LP new | 22,114 | $298K | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 21,854 | $294K | 0.4% | 2026-Q2 |
| Cetera Investment Advisers new | 20,443 | $275K | 0.4% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC new | 20,419 | $275K | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 19,187 | $258K | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 18,174 | $453K | 0.7% | 2026-Q2 |
| Sowell Financial Services LLC new | 17,933 | $242K | 0.4% | 2026-Q2 |
| TrueMark Investments, LLC new | 17,348 | $234K | 0.4% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC new | 17,348 | $234K | 0.4% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. new | 16,800 | $226K | 0.3% | 2026-Q2 |
| Ancora Advisors LLC new | 16,250 | $219K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 15,435 | $208K | 0.3% | 2026-Q2 |
| Live Oak Private Wealth LLC new | 15,333 | $207K | 0.3% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC new | 14,490 | $195K | 0.3% | 2026-Q2 |
| PATRON PARTNERS, LLC new | 14,274 | $192K | 0.3% | 2026-Q2 |
| NWF Advisory Services Inc. new | 13,606 | $183K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. new | 13,000 | $175K | 0.3% | 2026-Q2 |
| Avise Financial Cooperative, Inc. new | 12,214 | $304K | 0.5% | 2026-Q2 |
| XTX Topco Ltd new | 10,990 | $148K | 0.2% | 2026-Q2 |
| Detalus Advisors, LLC new | 10,823 | $146K | 0.2% | 2026-Q2 |
| PMG Family Office LLC new | 10,137 | $137K | 0.2% | 2026-Q2 |
| UBS Group AG new | 8,392 | $209K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 5,250 | $71K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC new | 3,705 | $50K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC new | 2,262 | $30K | 0.0% | 2026-Q2 |
| WINMILL & CO. INC new | 2,093 | $28K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. new | 1,730 | $23K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 918 | $12K | 0.0% | 2026-Q2 |
| EASTERN BANK new | 750 | $10K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC new | 206 | $3K | 0.0% | 2026-Q2 |
| FIRST HORIZON CORP new | 103 | $1K | 0.0% | 2026-Q2 |
| CVA Family Office, LLC new | 39 | $525 | 0.0% | 2026-Q2 |
| Indiana Trust & Investment Management Co new | 26 | $350 | 0.0% | 2026-Q2 |
| Aspect Partners, LLC new | 10 | $135 | 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.