Who owns SPGP (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-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
The tracked-fund tape on SPGP is one-sided between 2025-Q4 and 2026-Q1: 17 added or opened and 79 trimmed or exited — on balance reducing.
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 0.2% of theirs — a 0.2pp 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 2025-Q4 and 2026-Q1, across 299 tracked filers holding SPGP, 104 increased or opened the position and 174 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 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 5
- Pathstone Holdings, LLC$3M
- Ascentis Independent Advisors$2M
- Whalen Wealth Management Inc.$965K
- Quantum Portfolio Management LLC$757K
- Independent Advisor Alliance$727K
Full exits 11
- Stadion Money Management, LLC$15M
- Global Retirement Partners, LLC$10M
- Advyzon Investment Management, LLC$3M
- Guardian Capital, LLC$3M
- Galvin, Gaustad & Stein, LLC$3M
- ORG Partners LLC$2M
Largest adds
- BNP PARIBAS FINANCIAL MARKETS$7M
- CITADEL ADVISORS LLC$4M
- Kovack Advisors, Inc.$2M
- Jump Financial, LLC$2M
- GOLDMAN SACHS GROUP INC$2M
- BEACON FINANCIAL PLANNING, INC$812K
Largest trims
- MORGAN STANLEY$37M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$27M
- LPL Financial LLC$18M
- Modern Wealth Management, LLC$16M
- RAYMOND JAMES FINANCIAL INC$13M
- BANK OF AMERICA CORP /DE/$10M
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,847,583 | $199M | 16.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,200,648 | $129M | 10.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 729,216 | $78M | 6.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 706,406 | $76M | 6.2% | 2026-Q1 |
| FIFTH THIRD BANCORP trimmed | 411,551 | $44M | 3.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 369,402 | $40M | 3.3% | 2026-Q1 |
| HOWARD FINANCIAL SERVICES, LTD. added | 340,836 | $37M | 3.0% | 2026-Q1 |
| Campbell Deegan Wealth Management, LLC trimmed | 193,546 | $21M | 1.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 190,404 | $20M | 1.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 179,510 | $19M | 1.6% | 2026-Q1 |
| Coastal Bridge Advisors, LLC trimmed | 167,939 | $18M | 1.5% | 2026-Q1 |
| UBS Group AG added | 164,528 | $18M | 1.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 160,200 | $17M | 1.4% | 2026-Q1 |
| Creative Planning trimmed | 151,888 | $16M | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 141,214 | $15M | 1.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 134,125 | $14M | 1.2% | 2026-Q1 |
| Cedar Wealth Management, LLC trimmed | 122,786 | $13M | 1.1% | 2026-Q1 |
| WESCAP Management Group, Inc. trimmed | 120,202 | $13M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 119,234 | $13M | 1.1% | 2026-Q1 |
| Darrow Company, Inc. added | 113,671 | $12M | 1.0% | 2026-Q1 |
| D'Orazio & Associates, Inc. trimmed | 113,320 | $12M | 1.0% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 110,492 | $12M | 1.0% | 2026-Q1 |
| Longview Financial Advisors, Inc. added | 109,700 | $12M | 1.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 108,480 | $12M | 1.0% | 2026-Q1 |
| Silicon Valley Capital Partners trimmed | 108,457 | $12M | 1.0% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 104,888 | $11M | 0.9% | 2026-Q1 |
| Grange Capital, LLC trimmed | 99,507 | $11M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 94,887 | $10M | 0.8% | 2026-Q1 |
| Retirement Planning Group, LLC trimmed | 90,616 | $10M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 83,063 | $9M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 71,770 | $8M | 0.6% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 69,936 | $8M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 69,266 | $7M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 64,388 | $7M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 60,030 | $6M | 0.5% | 2026-Q1 |
| Perennial Investment Advisors, LLC trimmed | 58,923 | $6M | 0.5% | 2026-Q1 |
| &PARTNERS added | 58,385 | $6M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 57,799 | $6M | 0.5% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 56,479 | $6M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 54,386 | $6M | 0.5% | 2026-Q1 |
| Jump Financial, LLC added | 54,310 | $6M | 0.5% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 49,097 | $5M | 0.4% | 2026-Q1 |
| Alhambra Investment Management LLC added | 48,976 | $5M | 0.4% | 2026-Q1 |
| Johnson & White Wealth Management, LLC added | 48,937 | $5M | 0.4% | 2026-Q1 |
| Elevation Capital Advisory, LLC trimmed | 43,664 | $5M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 41,542 | $5M | 0.4% | 2026-Q1 |
| Sovran Advisors, LLC added | 37,415 | $4M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 40,617 | $4M | 0.4% | 2026-Q1 |
| Cerity Partners LLC added | 40,402 | $4M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 39,218 | $4M | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 36,576 | $4M | 0.3% | 2026-Q1 |
| FIRST UNITED BANK & TRUST trimmed | 36,292 | $4M | 0.3% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 35,872 | $4M | 0.3% | 2026-Q1 |
| Hudock, Inc. trimmed | 35,768 | $4M | 0.3% | 2026-Q1 |
| Eagle Strategies LLC trimmed | 35,566 | $4M | 0.3% | 2026-Q1 |
| Allworth Financial LP trimmed | 34,923 | $4M | 0.3% | 2026-Q1 |
| Marble Wealth, LLC added | 34,469 | $4M | 0.3% | 2026-Q1 |
| COZAD ASSET MANAGEMENT INC trimmed | 33,939 | $4M | 0.3% | 2026-Q1 |
| Principle Wealth Partners LLC trimmed | 33,116 | $4M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 30,397 | $3M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 29,542 | $3M | 0.3% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 29,305 | $3M | 0.3% | 2026-Q1 |
| Pathstone Holdings, LLC new | 29,082 | $3M | 0.3% | 2026-Q1 |
| PERRYMAN FINANCIAL ADVISORY INC /AD trimmed | 28,735 | $3M | 0.3% | 2026-Q1 |
| GC Wealth Management RIA, LLC added | 28,702 | $3M | 0.3% | 2026-Q1 |
| NWAM LLC added | 28,638 | $3M | 0.3% | 2026-Q1 |
| Finward Bancorp trimmed | 27,994 | $3M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 27,584 | $3M | 0.2% | 2026-Q1 |
| BEACON FINANCIAL PLANNING, INC added | 26,419 | $3M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 26,209 | $3M | 0.2% | 2026-Q1 |
| Pine Harbor Wealth Management, LLC trimmed | 26,158 | $3M | 0.2% | 2026-Q1 |
| Breakwater Capital Group trimmed | 25,755 | $3M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 24,949 | $3M | 0.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 24,364 | $3M | 0.2% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 24,356 | $3M | 0.2% | 2026-Q1 |
| Marks Group Wealth Management, Inc | 23,892 | $3M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 23,123 | $2M | 0.2% | 2026-Q1 |
| GENESIS PRIVATE WEALTH, LLC trimmed | 23,089 | $2M | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 22,356 | $2M | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 22,007 | $2M | 0.2% | 2026-Q1 |
| Milestone Investment Advisors LLC trimmed | 21,017 | $2M | 0.2% | 2026-Q1 |
| Ascentis Independent Advisors added | 20,341 | $2M | 0.2% | 2026-Q1 |
| TME FINANCIAL, INC. trimmed | 20,180 | $2M | 0.2% | 2026-Q1 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC trimmed | 19,241 | $2M | 0.2% | 2026-Q1 |
| Baron Financial Group, LLC added | 18,575 | $2M | 0.2% | 2026-Q1 |
| Hilltop Holdings Inc. trimmed | 18,370 | $2M | 0.2% | 2026-Q1 |
| Stadion Money Management, LLC trimmed | 132,618 | $15M | 1.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 112,584 | $12M | 1.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC trimmed | 89,428 | $10M | 0.8% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 90,906 | $10M | 0.8% | 2025-Q2 stale |
| ERn Financial, LLC added | 38,893 | $4M | 0.3% | 2025-Q1 stale |
| Advyzon Investment Management, LLC new | 30,660 | $3M | 0.3% | 2025-Q4 stale |
| AMERIFLEX GROUP, INC. trimmed | 28,742 | $3M | 0.3% | 2025-Q2 stale |
| Guardian Capital, LLC new | 26,674 | $3M | 0.2% | 2025-Q4 stale |
| Galvin, Gaustad & Stein, LLC new | 23,756 | $3M | 0.2% | 2025-Q4 stale |
| CHB Investment Group, LLC trimmed | 25,038 | $3M | 0.2% | 2025-Q2 stale |
| FOUNDERS FINANCIAL SECURITIES LLC added | 25,007 | $2M | 0.2% | 2025-Q1 stale |
| U.S. Capital Wealth Advisors, LLC trimmed | 20,299 | $2M | 0.2% | 2025-Q3 stale |
| HICKORY ASSET MANAGEMENT, INC. trimmed | 20,150 | $2M | 0.2% | 2025-Q2 stale |
| Lionsbridge Wealth Management LLC trimmed | 21,004 | $2M | 0.2% | 2025-Q1 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.