Who owns SPGM
Which tracked institutional funds hold SPGM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPGM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
47 tracked funds added or opened SPGM while 18 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
SPGM’s largest tracked holder by dollar value, LPL Financial LLC, 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 SPGM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SPGM 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 173 tracked filers holding SPGM, 90 increased or opened the position and 74 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 SPGM 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 NOVA SCOTIA$106M
- NewEdge Advisors, LLC$11M
- MENORA MIVTACHIM HOLDINGS LTD.$5M
- Global Assets Advisory, LLC$1M
- Noble Wealth Partners LLC$799K
- JAMES INVESTMENT RESEARCH, INC.$603K
Full exits 13
- FLOW TRADERS U.S. LLC$69M
- Independent Advisor Alliance$28M
- JANE STREET GROUP, LLC$13M
- MEITAV INVESTMENT HOUSE LTD$11M
- Betterment LLC$4M
- Cambridge Investment Research Advisors, Inc.$3M
Largest adds
- Sequoia Financial Advisors, LLC$38M
- LPL Financial LLC$28M
- Private Advisor Group, LLC$17M
- Goldstone Financial Group, LLC$12M
- Peak Financial Management, Inc.$4M
- OSAIC HOLDINGS, INC.$4M
Largest trims
- Mariner, LLC$18M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7M
- FINANCIAL CONSULATE, INC$3M
- GTS SECURITIES LLC$1M
- O'SHAUGHNESSY ASSET MANAGEMENT, LLC$615K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 2,266,094 | $194M | 21.9% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 2,214,046 | $190M | 21.4% | 2026-Q2 |
| BANK OF NOVA SCOTIA new | 1,232,400 | $106M | 11.9% | 2026-Q2 |
| Private Advisor Group, LLC added | 423,517 | $36M | 4.1% | 2026-Q2 |
| Peak Financial Management, Inc. added | 365,097 | $31M | 3.5% | 2026-Q2 |
| COMMERCE BANK added | 242,015 | $21M | 2.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 233,160 | $20M | 2.2% | 2026-Q2 |
| Goldstone Financial Group, LLC added | 230,291 | $20M | 2.2% | 2026-Q2 |
| Schaeffer Financial LLC trimmed | 226,929 | $19M | 2.2% | 2026-Q2 |
| MORGAN STANLEY added | 183,094 | $16M | 1.8% | 2026-Q2 |
| Advance Capital Management, Inc. added | 147,537 | $13M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 146,790 | $13M | 1.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 129,594 | $11M | 1.2% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 122,686 | $10M | 1.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 109,143 | $9M | 1.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 102,168 | $9M | 1.0% | 2026-Q2 |
| Clearstead Advisors, LLC added | 95,544 | $8M | 0.9% | 2026-Q2 |
| FORONJY FINANCIAL LLC added | 91,195 | $8M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 90,029 | $8M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 89,476 | $8M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 83,873 | $7M | 0.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 79,112 | $7M | 0.8% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 77,977 | $7M | 0.8% | 2026-Q2 |
| Barden Capital Management, Inc. added | 77,495 | $7M | 0.7% | 2026-Q2 |
| Investment Planning Advisors, Inc. added | 72,890 | $6M | 0.7% | 2026-Q2 |
| Balentine LLC trimmed | 72,889 | $6M | 0.7% | 2026-Q2 |
| UNIQUE WEALTH, LLC trimmed | 69,155 | $6M | 0.7% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. new | 63,000 | $5M | 0.6% | 2026-Q2 |
| Destiny Wealth Partners, LLC trimmed | 58,627 | $5M | 0.6% | 2026-Q2 |
| ACT WEALTH MANAGEMENT, LLC added | 41,435 | $4M | 0.4% | 2026-Q2 |
| Cresset Asset Management, LLC | 39,970 | $3M | 0.4% | 2026-Q2 |
| INTERACTIVE FINANCIAL ADVISORS, INC. trimmed | 34,328 | $3M | 0.3% | 2026-Q2 |
| Great Waters Wealth Management trimmed | 30,490 | $3M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP added | 30,105 | $3M | 0.3% | 2026-Q2 |
| SHP Wealth Management added | 29,050 | $2M | 0.3% | 2026-Q2 |
| Convergence Financial, LLC added | 28,216 | $2M | 0.3% | 2026-Q2 |
| Tennessee Valley Asset Management Partners added | 27,439 | $2M | 0.3% | 2026-Q2 |
| FINANCIAL CONSULATE, INC trimmed | 25,972 | $2M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 24,702 | $2M | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 24,287 | $2M | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 23,700 | $2M | 0.2% | 2026-Q2 |
| Cooper Financial Group added | 23,430 | $2M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 23,112 | $2M | 0.2% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 22,655 | $2M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 22,547 | $2M | 0.2% | 2026-Q2 |
| IAG Wealth Partners, LLC added | 21,200 | $2M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 19,106 | $2M | 0.2% | 2026-Q2 |
| PFG Advisors added | 18,497 | $2M | 0.2% | 2026-Q2 |
| Sigma Planning Corp trimmed | 18,119 | $2M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 17,686 | $2M | 0.2% | 2026-Q2 |
| New England Capital Financial Advisors LLC added | 16,340 | $1M | 0.2% | 2026-Q2 |
| XY Planning Network, Inc. | 16,195 | $1M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 15,127 | $1M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 14,958 | $1M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 14,351 | $1M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 13,981 | $1M | 0.1% | 2026-Q2 |
| Global Assets Advisory, LLC new | 13,926 | $1M | 0.1% | 2026-Q2 |
| Americana Partners, LLC added | 13,493 | $1M | 0.1% | 2026-Q2 |
| Flagship Private Wealth, LLC trimmed | 12,614 | $1M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 12,224 | $1M | 0.1% | 2026-Q2 |
| KPP Advisory Services LLC trimmed | 11,940 | $1M | 0.1% | 2026-Q2 |
| FSM Wealth Advisors, LLC added | 11,010 | $943K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 10,712 | $918K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 10,138 | $869K | 0.1% | 2026-Q2 |
| Christensen, King & Associates Investment Services, Inc. trimmed | 9,408 | $806K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 9,374 | $803K | 0.1% | 2026-Q2 |
| Noble Wealth Partners LLC new | 9,327 | $799K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 8,992 | $770K | 0.1% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 8,691 | $745K | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 8,566 | $734K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 7,895 | $676K | 0.1% | 2026-Q2 |
| BIP Wealth, LLC trimmed | 7,817 | $670K | 0.1% | 2026-Q2 |
| Strategic Wealth Investment Group, LLC added | 7,604 | $651K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. | 7,571 | $649K | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 7,522 | $644K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 7,472 | $640K | 0.1% | 2026-Q2 |
| LVW Advisors, LLC trimmed | 7,447 | $638K | 0.1% | 2026-Q2 |
| Professional Financial Advisors, LLC added | 7,434 | $637K | 0.1% | 2026-Q2 |
| Creative Planning added | 7,406 | $634K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 7,301 | $625K | 0.1% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. new | 7,044 | $603K | 0.1% | 2026-Q2 |
| Stratos Investment Management, LLC trimmed | 6,719 | $576K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 6,632 | $568K | 0.1% | 2026-Q2 |
| Garrett Wealth Advisory Group, LLC trimmed | 6,578 | $564K | 0.1% | 2026-Q2 |
| Monument Capital Management new | 6,524 | $559K | 0.1% | 2026-Q2 |
| BlackRock, Inc. trimmed | 6,513 | $558K | 0.1% | 2026-Q2 |
| Vernal Point Advisors, LLC | 6,435 | $551K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 6,025 | $516K | 0.1% | 2026-Q2 |
| Alaska Wealth Advisors, LLC trimmed | 5,883 | $504K | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 5,757 | $493K | 0.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC new | 5,577 | $478K | 0.1% | 2026-Q2 |
| Bridgewater Advisors Inc. trimmed | 5,384 | $463K | 0.1% | 2026-Q2 |
| Perennial Advisors, LLC | 5,355 | $459K | 0.1% | 2026-Q2 |
| William Mack & Associates, Inc. new | 5,140 | $440K | 0.0% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 5,056 | $433K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 5,037 | $432K | 0.0% | 2026-Q2 |
| Financial Engines Advisors L.L.C. | 4,995 | $428K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP | 4,972 | $426K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp new | 4,971 | $426K | 0.0% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 4,953 | $424K | 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.