Who owns SPEU (SPEU)
Which tracked institutional funds hold SPEU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPEU company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
7 tracked funds added or opened SPEU while 12 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
SPEU’s largest tracked holder by dollar value, CWM, LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPEU 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 101 tracked filers holding SPEU, 46 increased or opened the position and 40 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 SPEU 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 2
- FLOW TRADERS U.S. LLC$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
Full exits 1
- CITADEL ADVISORS LLC$1M
Largest adds
- OSAIC HOLDINGS, INC.$6M
- JANE STREET GROUP, LLC$6M
- Main Management ETF Advisors, LLC$4M
- Jacobs Equity LLC$844K
- Cetera Investment Advisers$389K
Largest trims
- CWM, LLC$65M
- Atlantic Edge Private Wealth Management, LLC$5M
- Equitable Holdings, Inc.$5M
- LPL Financial LLC$3M
- MORGAN STANLEY$1M
- WELLS FARGO & COMPANY/MN$1M
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 |
|---|---|---|---|---|
| CWM, LLC trimmed | 1,208,741 | $62M | 16.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 873,842 | $45M | 12.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 731,155 | $37M | 10.0% | 2026-Q1 |
| Main Management ETF Advisors, LLC added | 480,144 | $25M | 6.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 317,149 | $16M | 4.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 292,936 | $15M | 4.0% | 2026-Q1 |
| Jacobi Capital Management LLC added | 257,056 | $13M | 3.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 180,164 | $9M | 2.5% | 2026-Q1 |
| MATHER GROUP, LLC. trimmed | 157,014 | $8M | 2.1% | 2026-Q1 |
| Treasure Coast Financial Planning added | 128,867 | $7M | 1.8% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 112,469 | $6M | 1.5% | 2026-Q1 |
| Atlantic Edge Private Wealth Management, LLC trimmed | 102,497 | $5M | 1.4% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 94,045 | $5M | 1.3% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 81,520 | $4M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 76,967 | $4M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 73,168 | $4M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 66,118 | $3M | 0.9% | 2026-Q1 |
| Private Advisor Group, LLC added | 63,884 | $3M | 0.9% | 2026-Q1 |
| UBS Group AG trimmed | 44,018 | $2M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 38,226 | $2M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 32,346 | $2M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 30,127 | $2M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 27,382 | $1M | 0.4% | 2026-Q1 |
| Jacobs Equity LLC added | 25,928 | $1M | 0.4% | 2026-Q1 |
| Allen Capital Group, LLC trimmed | 21,629 | $1M | 0.3% | 2026-Q1 |
| K2 Financial Inc. added | 19,720 | $1M | 0.3% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC | 20,345 | $1M | 0.3% | 2026-Q1 |
| PACES FERRY WEALTH ADVISORS, LLC added | 18,369 | $941K | 0.3% | 2026-Q1 |
| Accel Wealth Management trimmed | 17,276 | $885K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 12,769 | $654K | 0.2% | 2026-Q1 |
| Perennial Investment Advisors, LLC trimmed | 12,037 | $617K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 11,999 | $596K | 0.2% | 2026-Q1 |
| Castleview Partners, LLC added | 9,925 | $509K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 9,433 | $483K | 0.1% | 2026-Q1 |
| Sargent Investment Group, LLC trimmed | 9,381 | $481K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 9,205 | $472K | 0.1% | 2026-Q1 |
| FMR LLC added | 9,152 | $469K | 0.1% | 2026-Q1 |
| Value Investment Professionals, LLC new | 11,433 | $459K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 8,615 | $441K | 0.1% | 2026-Q1 |
| BANK OF NOVA SCOTIA new | 8,450 | $433K | 0.1% | 2026-Q1 |
| Family Manage LLC | 8,094 | $415K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 7,854 | $388K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 6,880 | $353K | 0.1% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 6,598 | $338K | 0.1% | 2026-Q1 |
| Inspire Advisors, LLC new | 6,216 | $319K | 0.1% | 2026-Q1 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC trimmed | 5,982 | $307K | 0.1% | 2026-Q1 |
| Keystone Financial Group trimmed | 5,850 | $300K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 5,754 | $295K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 5,594 | $287K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 5,484 | $281K | 0.1% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 5,323 | $273K | 0.1% | 2026-Q1 |
| Diversified Enterprises, LLC trimmed | 4,811 | $247K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 4,564 | $234K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 4,520 | $232K | 0.1% | 2026-Q1 |
| ASSETMARK, INC added | 4,397 | $225K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 4,095 | $210K | 0.1% | 2026-Q1 |
| HARBOR INVESTMENT ADVISORY, LLC new | 4,065 | $208K | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. new | 560,152 | $25M | 6.6% | 2025-Q1 stale |
| STATE STREET CORP added | 284,523 | $13M | 3.3% | 2025-Q1 stale |
| PARK AVENUE SECURITIES LLC added | 122,423 | $5M | 1.4% | 2025-Q1 stale |
| Bison Wealth, LLC added | 70,717 | $3M | 0.9% | 2025-Q2 stale |
| Aspire Private Capital, LLC added | 73,364 | $3M | 0.9% | 2025-Q1 stale |
| Austin Private Wealth, LLC added | 57,363 | $3M | 0.7% | 2025-Q1 stale |
| LANDMARK WEALTH MANAGEMENT, INC. new | 57,356 | $3M | 0.7% | 2025-Q1 stale |
| Sharkey, Howes & Javer new | 38,127 | $2M | 0.5% | 2025-Q2 stale |
| NOMURA ASSET MANAGEMENT CO LTD new | 35,800 | $2M | 0.5% | 2025-Q3 stale |
| Eldridge Investment Advisors, Inc. added | 33,888 | $2M | 0.4% | 2025-Q2 stale |
| Virtu Financial LLC added | 32,732 | $2M | 0.4% | 2025-Q2 stale |
| HighTower Advisors, LLC trimmed | 30,364 | $1M | 0.4% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 25,544 | $1M | 0.4% | 2025-Q4 stale |
| Worth Asset Management, LLC new | 20,536 | $995K | 0.3% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 22,519 | $991K | 0.3% | 2025-Q1 stale |
| Kraft, Davis & Associates, LLC new | 17,856 | $795K | 0.2% | 2025-Q1 stale |
| PACIFIC FINANCIAL GROUP INC added | 15,060 | $750K | 0.2% | 2025-Q3 stale |
| Sanctuary Advisors, LLC added | 16,112 | $709K | 0.2% | 2025-Q3 stale |
| RICHARDSON FINANCIAL SERVICES INC. new | 14,838 | $653K | 0.2% | 2025-Q1 stale |
| NOVUS ADVISORS, LLC new | 14,641 | $644K | 0.2% | 2025-Q1 stale |
| MinichMacGregor Wealth Management, LLC new | 10,461 | $521K | 0.1% | 2025-Q3 stale |
| GeoWealth Management, LLC trimmed | 11,690 | $514K | 0.1% | 2025-Q1 stale |
| Ascent Group, LLC trimmed | 10,301 | $453K | 0.1% | 2025-Q1 stale |
| Betterment LLC trimmed | 9,583 | $422K | 0.1% | 2025-Q1 stale |
| LOCKERMAN FINANCIAL GROUP, INC. new | 9,316 | $410K | 0.1% | 2025-Q1 stale |
| International Private Wealth Advisors LLC new | 9,302 | $409K | 0.1% | 2025-Q1 stale |
| Csenge Advisory Group trimmed | 8,434 | $405K | 0.1% | 2025-Q2 stale |
| Balboa Wealth Partners trimmed | 8,702 | $383K | 0.1% | 2025-Q1 stale |
| COMERICA BANK | 7,177 | $374K | 0.1% | 2025-Q4 stale |
| Global Financial Private Client, LLC trimmed | 8,338 | $367K | 0.1% | 2025-Q1 stale |
| Outlook Wealth Advisors, LLC trimmed | 8,300 | $365K | 0.1% | 2025-Q1 stale |
| Barnes Wealth Management Group, Inc trimmed | 6,484 | $338K | 0.1% | 2025-Q4 stale |
| Merit Financial Group, LLC added | 6,597 | $329K | 0.1% | 2025-Q3 stale |
| Good Life Advisors, LLC added | 6,585 | $319K | 0.1% | 2025-Q2 stale |
| Arete Wealth Advisors, LLC | 5,874 | $306K | 0.1% | 2025-Q4 stale |
| IAMS WEALTH MANAGEMENT, LLC new | 6,772 | $298K | 0.1% | 2025-Q1 stale |
| NewEdge Advisors, LLC trimmed | 5,298 | $276K | 0.1% | 2025-Q4 stale |
| Fisher Asset Management, LLC trimmed | 5,054 | $263K | 0.1% | 2025-Q4 stale |
| MML INVESTORS SERVICES, LLC trimmed | 5,047 | $263K | 0.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. new | 4,954 | $240K | 0.1% | 2025-Q2 stale |
| Integrated Advisors Network LLC trimmed | 4,311 | $225K | 0.1% | 2025-Q4 stale |
| Mariner, LLC added | 4,276 | $223K | 0.1% | 2025-Q4 stale |
| Worth Financial Advisory Group, LLC trimmed | 4,180 | $218K | 0.1% | 2025-Q4 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.