Who owns SPHB
Which tracked institutional funds hold SPHB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPHB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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 SPHB is one-sided between 2026-Q1 and 2026-Q2: 68 added or opened and 8 trimmed or exited — on balance accumulating.
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
SPHB’s largest tracked holder by dollar value, GOLDMAN SACHS GROUP INC, 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 SPHB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SPHB 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 160 tracked filers holding SPHB, 96 increased or opened the position and 58 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 SPHB 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 12
- Chicago Wealth Management, Inc.$7M
- Quadrature Capital Ltd$6M
- Coppell Advisory Solutions LLC$3M
- Summit Financial, LLC$3M
- Visionary Horizons, LLC$2M
- Ramiah Investment Group$2M
Full exits 5
- FLOW TRADERS U.S. LLC$4M
- Ayalon Insurance Comp Ltd.$3M
- Cambridge Investment Research Advisors, Inc.$1M
- JANE STREET GROUP, LLC$922K
- HRT FINANCIAL LP$702K
Largest adds
- GOLDMAN SACHS GROUP INC$61M
- Proficio Capital Partners LLC$28M
- NewEdge Advisors, LLC$22M
- BANK OF AMERICA CORP /DE/$22M
- WELLS FARGO & COMPANY/MN$21M
- TRUE Private Wealth Advisors$18M
Largest trims
- ROYAL BANK OF CANADA$1M
- Mariner, LLC$728K
- Nova Wealth Management, Inc.$569K
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 |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC added | 929,520 | $145M | 21.4% | 2026-Q2 |
| MORGAN STANLEY added | 271,143 | $42M | 6.2% | 2026-Q2 |
| LPL Financial LLC added | 261,857 | $41M | 6.0% | 2026-Q2 |
| Proficio Capital Partners LLC added | 234,468 | $36M | 5.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 223,072 | $35M | 5.1% | 2026-Q2 |
| Axiom Financial Strategies, LLC trimmed | 209,633 | $33M | 4.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 198,596 | $31M | 4.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 143,770 | $22M | 3.3% | 2026-Q2 |
| TRUE Private Wealth Advisors added | 122,944 | $19M | 2.8% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 102,271 | $16M | 2.4% | 2026-Q2 |
| Jump Financial, LLC added | 99,662 | $16M | 2.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 96,120 | $14M | 2.1% | 2026-Q2 |
| UBS Group AG trimmed | 86,804 | $14M | 2.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 81,949 | $13M | 1.9% | 2026-Q2 |
| Fortis Group Advisors, LLC added | 77,235 | $12M | 1.8% | 2026-Q2 |
| BNB Wealth Management, LLC added | 53,847 | $8M | 1.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 50,409 | $8M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 50,126 | $8M | 1.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 49,302 | $8M | 1.1% | 2026-Q2 |
| Winter & Associates, Inc. added | 49,302 | $8M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 48,042 | $7M | 1.1% | 2026-Q2 |
| Chicago Wealth Management, Inc. added | 46,706 | $7M | 1.1% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 39,661 | $6M | 0.9% | 2026-Q2 |
| Csenge Advisory Group added | 38,047 | $6M | 0.9% | 2026-Q2 |
| GTS SECURITIES LLC added | 37,662 | $6M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 36,427 | $6M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 34,954 | $5M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 33,491 | $5M | 0.8% | 2026-Q2 |
| Hutchens & Kramer Investment Management Group, LLC added | 32,356 | $5M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 29,435 | $5M | 0.7% | 2026-Q2 |
| PFG Advisors trimmed | 29,242 | $5M | 0.7% | 2026-Q2 |
| NTV Asset Management LLC trimmed | 26,301 | $4M | 0.6% | 2026-Q2 |
| Hilltop Holdings Inc. added | 23,222 | $4M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 21,525 | $3M | 0.5% | 2026-Q2 |
| SIG BROKERAGE, LP | 20,000 | $3M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 18,483 | $3M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 18,100 | $3M | 0.4% | 2026-Q2 |
| ABOUND FINANCIAL, LLC trimmed | 17,791 | $3M | 0.4% | 2026-Q2 |
| Summit Financial, LLC new | 17,152 | $3M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 16,978 | $3M | 0.4% | 2026-Q2 |
| Commonwealth Financial Services, LLC trimmed | 15,774 | $2M | 0.4% | 2026-Q2 |
| Creative Planning added | 15,430 | $2M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 14,897 | $2M | 0.3% | 2026-Q2 |
| E&G Advisors, LLC | 14,465 | $2M | 0.3% | 2026-Q2 |
| Visionary Horizons, LLC new | 13,828 | $2M | 0.3% | 2026-Q2 |
| Ramiah Investment Group new | 13,747 | $2M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 10,939 | $2M | 0.3% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 10,378 | $2M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 10,088 | $2M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 9,259 | $1M | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC added | 9,005 | $1M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 8,942 | $1M | 0.2% | 2026-Q2 |
| Sequent Asset Management, LLC | 8,613 | $1M | 0.2% | 2026-Q2 |
| &PARTNERS added | 8,281 | $1M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC new | 7,696 | $1M | 0.2% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC added | 6,868 | $1M | 0.2% | 2026-Q2 |
| Seros Financial, LLC trimmed | 6,007 | $935K | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 5,969 | $929K | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 5,810 | $904K | 0.1% | 2026-Q2 |
| Legacy Financial Strategies, LLC | 5,500 | $856K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 5,456 | $849K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 5,449 | $848K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 5,408 | $841K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 5,344 | $832K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 5,189 | $807K | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. | 5,172 | $805K | 0.1% | 2026-Q2 |
| Midwest Financial Network, LLC added | 5,049 | $785K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 4,897 | $762K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 4,869 | $758K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 4,829 | $751K | 0.1% | 2026-Q2 |
| Optivise Advisory Services LLC new | 4,763 | $741K | 0.1% | 2026-Q2 |
| Belvedere Trading LLC added | 4,763 | $741K | 0.1% | 2026-Q2 |
| Plotkin Financial Advisors, LLC | 4,436 | $690K | 0.1% | 2026-Q2 |
| Hyundai Investments Co., Ltd. trimmed | 4,341 | $665K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC new | 4,171 | $649K | 0.1% | 2026-Q2 |
| Weaver Consulting Group trimmed | 4,129 | $642K | 0.1% | 2026-Q2 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4,034 | $628K | 0.1% | 2026-Q2 |
| ADAPT WEALTH ADVISORS, LLC trimmed | 3,994 | $621K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 3,966 | $617K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 3,944 | $614K | 0.1% | 2026-Q2 |
| RCS Financial Planning, LLC added | 3,914 | $609K | 0.1% | 2026-Q2 |
| Financial Partners Group, Inc added | 3,868 | $602K | 0.1% | 2026-Q2 |
| One Wealth Management Investment & Advisory Services, LLC trimmed | 3,791 | $590K | 0.1% | 2026-Q2 |
| New England Professional Planning Group Inc. added | 3,615 | $562K | 0.1% | 2026-Q2 |
| Avant Capital LLC added | 3,589 | $558K | 0.1% | 2026-Q2 |
| Quadcap Wealth Management, LLC trimmed | 3,438 | $535K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 3,344 | $520K | 0.1% | 2026-Q2 |
| REICON WEALTH ADVISORS, LLC added | 3,315 | $516K | 0.1% | 2026-Q2 |
| FMR LLC added | 3,181 | $495K | 0.1% | 2026-Q2 |
| Fingerlakes Wealth Management, Inc. trimmed | 3,091 | $481K | 0.1% | 2026-Q2 |
| Goldstone Financial Group, LLC new | 3,044 | $474K | 0.1% | 2026-Q2 |
| Nova Wealth Management, Inc. trimmed | 2,850 | $443K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC | 2,848 | $443K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 2,766 | $430K | 0.1% | 2026-Q2 |
| Focus Partners Wealth | 2,705 | $421K | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC new | 2,677 | $417K | 0.1% | 2026-Q2 |
| BURKE & HERBERT BANK & TRUST CO trimmed | 2,595 | $404K | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 2,541 | $395K | 0.1% | 2026-Q2 |
| XML Financial, LLC | 2,454 | $382K | 0.1% | 2026-Q2 |
| Coppell Advisory Solutions LLC trimmed | 87 | $3M | 0.4% | 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.