Who owns SPGM (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-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
29 tracked funds added or opened SPGM while 19 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
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 2025-Q4 and 2026-Q1, across 169 tracked filers holding SPGM, 89 increased or opened the position and 59 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 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 8
- Independent Advisor Alliance$28M
- Goldstone Financial Group, LLC$8M
- Fund Evaluation Group, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- GTS SECURITIES LLC$2M
- Cooper Financial Group$2M
Full exits 2
- Trilogy Capital Inc.$5M
- Virtu Financial LLC$776K
Largest adds
- FLOW TRADERS U.S. LLC$68M
- Sequoia Financial Advisors, LLC$18M
- JANE STREET GROUP, LLC$8M
- COMMERCE BANK$7M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7M
- Betterment LLC$4M
Largest trims
- HighTower Advisors, LLC$51M
- GOLDMAN SACHS GROUP INC$19M
- Advance Capital Management, Inc.$18M
- BlackRock, Inc.$6M
- BANK OF AMERICA CORP /DE/$3M
- ROYAL BANK OF CANADA$2M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 2,195,535 | $166M | 20.0% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 2,004,687 | $152M | 18.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 913,332 | $69M | 8.3% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 370,713 | $28M | 3.4% | 2026-Q1 |
| Peak Financial Management, Inc. trimmed | 364,427 | $28M | 3.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 258,226 | $20M | 2.4% | 2026-Q1 |
| Schaeffer Financial LLC trimmed | 251,225 | $19M | 2.3% | 2026-Q1 |
| Mariner, LLC trimmed | 247,259 | $19M | 2.3% | 2026-Q1 |
| COMMERCE BANK added | 239,780 | $18M | 2.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 216,215 | $16M | 2.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 181,328 | $14M | 1.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 177,385 | $13M | 1.6% | 2026-Q1 |
| MORGAN STANLEY added | 170,645 | $13M | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 167,877 | $13M | 1.5% | 2026-Q1 |
| Advance Capital Management, Inc. trimmed | 144,676 | $11M | 1.3% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD trimmed | 143,590 | $11M | 1.3% | 2026-Q1 |
| Ethos Financial Group, LLC added | 127,108 | $10M | 1.2% | 2026-Q1 |
| Goldstone Financial Group, LLC new | 107,596 | $8M | 1.0% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 103,476 | $8M | 0.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 98,732 | $7M | 0.9% | 2026-Q1 |
| UBS Group AG added | 94,053 | $7M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 89,656 | $7M | 0.8% | 2026-Q1 |
| Balentine LLC added | 77,593 | $6M | 0.7% | 2026-Q1 |
| Coastal Bridge Advisors, LLC added | 77,194 | $6M | 0.7% | 2026-Q1 |
| Barden Capital Management, Inc. added | 76,847 | $6M | 0.7% | 2026-Q1 |
| UNIQUE WEALTH, LLC trimmed | 75,789 | $6M | 0.7% | 2026-Q1 |
| FORONJY FINANCIAL LLC added | 74,290 | $6M | 0.7% | 2026-Q1 |
| Clearstead Advisors, LLC added | 69,105 | $5M | 0.6% | 2026-Q1 |
| Investment Planning Advisors, Inc. added | 68,752 | $5M | 0.6% | 2026-Q1 |
| FINANCIAL CONSULATE, INC added | 67,103 | $5M | 0.6% | 2026-Q1 |
| Destiny Wealth Partners, LLC trimmed | 62,183 | $5M | 0.6% | 2026-Q1 |
| Betterment LLC added | 56,677 | $4M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 53,184 | $4M | 0.5% | 2026-Q1 |
| ACT WEALTH MANAGEMENT, LLC added | 40,810 | $3M | 0.4% | 2026-Q1 |
| Cresset Asset Management, LLC | 39,970 | $3M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 39,433 | $3M | 0.4% | 2026-Q1 |
| INTERACTIVE FINANCIAL ADVISORS, INC. added | 34,363 | $3M | 0.3% | 2026-Q1 |
| CWM, LLC trimmed | 32,849 | $2M | 0.3% | 2026-Q1 |
| Great Waters Wealth Management trimmed | 31,492 | $2M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 30,633 | $2M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC | 30,060 | $2M | 0.3% | 2026-Q1 |
| Fund Evaluation Group, LLC new | 26,923 | $2M | 0.2% | 2026-Q1 |
| Tennessee Valley Asset Management Partners added | 26,088 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 25,022 | $2M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 23,762 | $2M | 0.2% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 23,704 | $2M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 23,658 | $2M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 23,346 | $2M | 0.2% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 23,192 | $2M | 0.2% | 2026-Q1 |
| Cooper Financial Group new | 22,800 | $2M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 22,789 | $2M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 22,484 | $2M | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 19,669 | $1M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 19,193 | $1M | 0.2% | 2026-Q1 |
| PFG Advisors added | 18,200 | $1M | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 17,817 | $1M | 0.2% | 2026-Q1 |
| IAG Wealth Partners, LLC added | 17,011 | $1M | 0.2% | 2026-Q1 |
| SHP Wealth Management added | 16,732 | $1M | 0.2% | 2026-Q1 |
| XY Planning Network, Inc. | 16,195 | $1M | 0.1% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 14,654 | $1M | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 15,668 | $1M | 0.1% | 2026-Q1 |
| Convergence Financial, LLC added | 15,568 | $1M | 0.1% | 2026-Q1 |
| CX Institutional trimmed | 14,076 | $1M | 0.1% | 2026-Q1 |
| Ausdal Financial Partners, Inc. new | 14,007 | $1M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 13,630 | $1M | 0.1% | 2026-Q1 |
| Americana Partners, LLC trimmed | 13,484 | $1M | 0.1% | 2026-Q1 |
| Flagship Private Wealth, LLC trimmed | 13,091 | $991K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 12,905 | $977K | 0.1% | 2026-Q1 |
| KPP Advisory Services LLC added | 12,136 | $919K | 0.1% | 2026-Q1 |
| New England Capital Financial Advisors LLC added | 11,583 | $877K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 11,294 | $855K | 0.1% | 2026-Q1 |
| FSM Wealth Advisors, LLC added | 10,841 | $821K | 0.1% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 10,823 | $819K | 0.1% | 2026-Q1 |
| Christensen, King & Associates Investment Services, Inc. trimmed | 9,947 | $753K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 9,318 | $705K | 0.1% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC added | 8,780 | $665K | 0.1% | 2026-Q1 |
| LVW Advisors, LLC trimmed | 8,622 | $653K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP new | 8,406 | $636K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 8,307 | $629K | 0.1% | 2026-Q1 |
| BIP Wealth, LLC added | 8,126 | $615K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC added | 8,077 | $611K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. | 7,571 | $573K | 0.1% | 2026-Q1 |
| Strategic Wealth Investment Group, LLC trimmed | 7,568 | $573K | 0.1% | 2026-Q1 |
| Professional Financial Advisors, LLC added | 7,413 | $561K | 0.1% | 2026-Q1 |
| Bridgewater Advisors Inc. added | 6,176 | $526K | 0.1% | 2026-Q1 |
| Stratos Investment Management, LLC trimmed | 6,842 | $518K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 6,660 | $504K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 6,632 | $502K | 0.1% | 2026-Q1 |
| Garrett Wealth Advisory Group, LLC trimmed | 6,611 | $501K | 0.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 6,528 | $494K | 0.1% | 2026-Q1 |
| Verdence Capital Advisors LLC | 6,525 | $494K | 0.1% | 2026-Q1 |
| Vernal Point Advisors, LLC | 6,435 | $487K | 0.1% | 2026-Q1 |
| Modern Wealth Management, LLC added | 6,100 | $466K | 0.1% | 2026-Q1 |
| Legal & General Group Plc | 354,755 | $22M | 2.7% | 2025-Q1 stale |
| StoneX Group Inc. new | 73,983 | $6M | 0.7% | 2025-Q3 stale |
| Trilogy Capital Inc. trimmed | 63,728 | $5M | 0.6% | 2025-Q4 stale |
| MML INVESTORS SERVICES, LLC trimmed | 50,855 | $4M | 0.5% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 32,040 | $2M | 0.3% | 2025-Q2 stale |
| Virtu Financial LLC added | 10,114 | $776K | 0.1% | 2025-Q4 stale |
| Financial Advocates Investment Management trimmed | 10,256 | $708K | 0.1% | 2025-Q2 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.