Who owns SPGP
Which tracked institutional funds hold SPGP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPGP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
67 tracked funds added or opened SPGP while 34 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
SPGP’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes SPGP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SPGP 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 290 tracked filers holding SPGP, 98 increased or opened the position and 161 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 SPGP 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
- Global Retirement Partners, LLC$9M
- TWO SIGMA INVESTMENTS, LP$3M
- Bluespring Wealth Management, LLC$3M
- Coppell Advisory Solutions LLC$832K
- Koshinski Asset Management, Inc.$716K
- XTX Topco Ltd$526K
Full exits 15
- Silicon Valley Capital Partners$12M
- HighTower Advisors, LLC$10M
- Cambridge Investment Research Advisors, Inc.$7M
- THOROUGHBRED FINANCIAL SERVICES, LLC$6M
- Janney Montgomery Scott LLC$3M
- Thrivent Financial for Lutherans$3M
Largest adds
- MORGAN STANLEY$11M
- GOLDMAN SACHS GROUP INC$11M
- Elevation Capital Advisory, LLC$5M
- HOWARD FINANCIAL SERVICES, LTD.$3M
- JONES FINANCIAL COMPANIES LLLP$3M
- Campbell Deegan Wealth Management, LLC$3M
Largest trims
- BNP PARIBAS FINANCIAL MARKETS$12M
- D'Orazio & Associates, Inc.$11M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
- Grange Capital, LLC$6M
- ROYAL BANK OF CANADA$5M
- Jump Financial, LLC$4M
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,717,281 | $210M | 17.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,063,264 | $130M | 11.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 667,457 | $82M | 6.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 648,368 | $79M | 6.7% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 370,698 | $45M | 3.9% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. trimmed | 327,925 | $40M | 3.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 258,031 | $32M | 2.7% | 2026-Q2 |
| Campbell Deegan Wealth Management, LLC added | 197,674 | $24M | 2.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 182,053 | $22M | 1.9% | 2026-Q2 |
| Coastal Bridge Advisors, LLC trimmed | 162,594 | $20M | 1.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 151,554 | $19M | 1.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 143,288 | $17M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 137,369 | $17M | 1.4% | 2026-Q2 |
| Creative Planning trimmed | 134,909 | $16M | 1.4% | 2026-Q2 |
| UBS Group AG trimmed | 125,287 | $15M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 120,801 | $15M | 1.3% | 2026-Q2 |
| Darrow Company, Inc. added | 113,925 | $14M | 1.2% | 2026-Q2 |
| WESCAP Management Group, Inc. trimmed | 113,777 | $14M | 1.2% | 2026-Q2 |
| Longview Financial Advisors, Inc. added | 113,518 | $14M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 110,737 | $14M | 1.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 110,158 | $13M | 1.1% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 109,204 | $13M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 100,981 | $12M | 1.1% | 2026-Q2 |
| Cedar Wealth Management, LLC trimmed | 100,836 | $12M | 1.0% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 81,484 | $10M | 0.8% | 2026-Q2 |
| Elevation Capital Advisory, LLC added | 80,162 | $10M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 78,871 | $10M | 0.8% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 70,945 | $9M | 0.7% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC added | 69,966 | $9M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 66,955 | $8M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC added | 60,700 | $7M | 0.6% | 2026-Q2 |
| &PARTNERS added | 59,415 | $7M | 0.6% | 2026-Q2 |
| Mariner, LLC added | 56,322 | $7M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 54,944 | $7M | 0.6% | 2026-Q2 |
| Johnson & White Wealth Management, LLC added | 50,271 | $6M | 0.5% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 49,525 | $6M | 0.5% | 2026-Q2 |
| Alhambra Investment Management LLC trimmed | 46,553 | $6M | 0.5% | 2026-Q2 |
| Sovran Advisors, LLC added | 40,711 | $5M | 0.4% | 2026-Q2 |
| Cerity Partners LLC trimmed | 40,051 | $5M | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 39,216 | $5M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 38,917 | $5M | 0.4% | 2026-Q2 |
| Allworth Financial LP added | 37,603 | $5M | 0.4% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 36,709 | $4M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 36,642 | $4M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 36,489 | $4M | 0.4% | 2026-Q2 |
| Hudock, Inc. added | 36,350 | $4M | 0.4% | 2026-Q2 |
| FIRST UNITED BANK & TRUST trimmed | 36,039 | $4M | 0.4% | 2026-Q2 |
| Pathstone Holdings, LLC added | 35,915 | $4M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 35,496 | $4M | 0.4% | 2026-Q2 |
| Grange Capital, LLC trimmed | 35,063 | $4M | 0.4% | 2026-Q2 |
| Eagle Strategies LLC trimmed | 34,683 | $4M | 0.4% | 2026-Q2 |
| Marble Wealth, LLC trimmed | 33,955 | $4M | 0.4% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 32,760 | $4M | 0.3% | 2026-Q2 |
| Principle Wealth Partners LLC trimmed | 32,150 | $4M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 31,892 | $4M | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 28,173 | $3M | 0.3% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC trimmed | 27,909 | $3M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 27,790 | $3M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 26,392 | $3M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 26,099 | $3M | 0.3% | 2026-Q2 |
| NWAM LLC trimmed | 26,069 | $3M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 26,046 | $3M | 0.3% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 25,612 | $3M | 0.3% | 2026-Q2 |
| PERRYMAN FINANCIAL ADVISORY INC /AD trimmed | 24,249 | $3M | 0.3% | 2026-Q2 |
| Breakwater Capital Group trimmed | 24,147 | $3M | 0.3% | 2026-Q2 |
| BEACON FINANCIAL PLANNING, INC trimmed | 24,028 | $3M | 0.3% | 2026-Q2 |
| Marks Group Wealth Management, Inc | 23,892 | $3M | 0.2% | 2026-Q2 |
| GC Wealth Management RIA, LLC trimmed | 23,799 | $3M | 0.2% | 2026-Q2 |
| Pine Harbor Wealth Management, LLC trimmed | 23,646 | $3M | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. added | 23,432 | $3M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 22,434 | $3M | 0.2% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 20,960 | $3M | 0.2% | 2026-Q2 |
| GENESIS PRIVATE WEALTH, LLC trimmed | 20,843 | $3M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 19,921 | $2M | 0.2% | 2026-Q2 |
| Milestone Investment Advisors LLC trimmed | 19,857 | $2M | 0.2% | 2026-Q2 |
| Finward Bancorp trimmed | 19,789 | $2M | 0.2% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC added | 17,896 | $2M | 0.2% | 2026-Q2 |
| Baron Financial Group, LLC trimmed | 17,775 | $2M | 0.2% | 2026-Q2 |
| TME FINANCIAL, INC. trimmed | 17,596 | $2M | 0.2% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 17,375 | $2M | 0.2% | 2026-Q2 |
| World Investment Advisors trimmed | 17,362 | $2M | 0.2% | 2026-Q2 |
| Hilltop Holdings Inc. trimmed | 17,253 | $2M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 16,303 | $2M | 0.2% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 15,984 | $2M | 0.2% | 2026-Q2 |
| Ring Mountain Capital, LLC added | 15,622 | $2M | 0.2% | 2026-Q2 |
| Visionary Wealth Advisors added | 15,546 | $2M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 14,926 | $2M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 14,167 | $2M | 0.1% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 13,880 | $2M | 0.1% | 2026-Q2 |
| Jump Financial, LLC trimmed | 13,275 | $2M | 0.1% | 2026-Q2 |
| Spectrum Wealth Advisory Group, LLC trimmed | 13,251 | $2M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 12,503 | $2M | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 12,459 | $2M | 0.1% | 2026-Q2 |
| Inspire Advisors, LLC trimmed | 12,422 | $2M | 0.1% | 2026-Q2 |
| Financial Alternatives, Inc | 12,301 | $2M | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 11,937 | $1M | 0.1% | 2026-Q2 |
| Planned Solutions, Inc. trimmed | 11,658 | $1M | 0.1% | 2026-Q2 |
| WealthTrak Capital Management LLC added | 11,612 | $1M | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC | 11,417 | $1M | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 11,175 | $1M | 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.