Who owns SPIP
Which tracked institutional funds hold SPIP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPIP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
21 tracked funds added or opened SPIP while 19 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
SPIP’s largest tracked holder by dollar value, STATE STREET CORP, 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 SPIP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SPIP 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 196 tracked filers holding SPIP, 91 increased or opened the position and 84 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 SPIP 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 4
- IFG Advisory, LLC$9M
- RAFFA WEALTH MANAGEMENT, LLC$4M
- Focus Partners Wealth$4M
- CAPE COD FIVE CENTS SAVINGS BANK$1M
Full exits 9
- CWM, LLC$119M
- Tower Research Capital LLC (TRC)$6M
- FLOW TRADERS U.S. LLC$4M
- Cambridge Investment Research Advisors, Inc.$2M
- JANE STREET GROUP, LLC$1M
- Independent Advisor Alliance$1M
Largest adds
- 3EDGE Asset Management, LP$20M
- FULTON BREAKEFIELD BROENNIMAN LLC$7M
- STATE STREET CORP$4M
- LPL Financial LLC$2M
- Cannon Financial Strategists, Inc.$2M
- Hughes Financial Services, LLC$1M
Largest trims
- GOLDMAN SACHS GROUP INC$5M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$4M
- WELLS FARGO & COMPANY/MN$1M
- CITADEL ADVISORS LLC$1M
- PHILLIPS FINANCIAL MANAGEMENT, LLC$819K
- Aquire Wealth Advisors, LLC$623K
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 |
|---|---|---|---|---|
| STATE STREET CORP added | 3,869,418 | $99M | 17.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 2,803,213 | $72M | 12.7% | 2026-Q2 |
| 3EDGE Asset Management, LP added | 1,668,236 | $43M | 7.6% | 2026-Q2 |
| Cannon Financial Strategists, Inc. added | 1,228,789 | $32M | 5.6% | 2026-Q2 |
| Pure Financial Advisors, LLC trimmed | 1,041,207 | $27M | 4.7% | 2026-Q2 |
| LPL Financial LLC added | 848,847 | $22M | 3.9% | 2026-Q2 |
| Cerity Partners LLC added | 830,222 | $21M | 3.8% | 2026-Q2 |
| Hughes Financial Services, LLC added | 808,835 | $21M | 3.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 698,096 | $18M | 3.2% | 2026-Q2 |
| FULTON BREAKEFIELD BROENNIMAN LLC added | 426,017 | $11M | 1.9% | 2026-Q2 |
| MORGAN STANLEY added | 421,149 | $11M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 391,911 | $10M | 1.8% | 2026-Q2 |
| ERn Financial, LLC added | 371,944 | $10M | 1.7% | 2026-Q2 |
| IFG Advisory, LLC added | 346,590 | $9M | 1.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 322,186 | $8M | 1.5% | 2026-Q2 |
| SeaBridge Investment Advisors LLC added | 316,529 | $8M | 1.4% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 310,719 | $8M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 284,279 | $7M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 269,522 | $7M | 1.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 217,545 | $6M | 1.0% | 2026-Q2 |
| Aquire Wealth Advisors, LLC trimmed | 206,789 | $5M | 0.9% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 200,387 | $5M | 0.9% | 2026-Q2 |
| Procyon Advisors, LLC trimmed | 186,544 | $5M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 168,079 | $4M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 162,020 | $4M | 0.7% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC new | 158,108 | $4M | 0.7% | 2026-Q2 |
| Focus Partners Wealth new | 142,117 | $4M | 0.6% | 2026-Q2 |
| Verde Capital Management added | 129,584 | $3M | 0.6% | 2026-Q2 |
| Garde Capital, Inc. added | 127,494 | $3M | 0.6% | 2026-Q2 |
| Note Advisors, LLC added | 120,853 | $3M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 119,786 | $3M | 0.5% | 2026-Q2 |
| Integrity Wealth Solutions LLC added | 109,654 | $3M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 104,031 | $3M | 0.5% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION added | 101,072 | $3M | 0.5% | 2026-Q2 |
| BlackDiamond Wealth Management, LLC added | 100,268 | $3M | 0.4% | 2026-Q2 |
| CFS Investment Advisory Services, LLC added | 98,664 | $3M | 0.4% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 92,292 | $2M | 0.4% | 2026-Q2 |
| Allen Capital Group, LLC added | 85,227 | $2M | 0.4% | 2026-Q2 |
| Continuum Advisory, LLC added | 80,173 | $2M | 0.4% | 2026-Q2 |
| ALTFEST L J & CO INC added | 79,400 | $2M | 0.4% | 2026-Q2 |
| Jacobi Capital Management LLC added | 78,926 | $2M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 78,462 | $2M | 0.4% | 2026-Q2 |
| ST GERMAIN D J CO INC trimmed | 74,656 | $2M | 0.3% | 2026-Q2 |
| Rinkey Investments trimmed | 71,130 | $2M | 0.3% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 68,315 | $2M | 0.3% | 2026-Q2 |
| SigFig Wealth Management, LLC trimmed | 57,557 | $1M | 0.3% | 2026-Q2 |
| CULBERTSON A N & CO INC | 56,780 | $1M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 56,381 | $1M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 50,333 | $1M | 0.2% | 2026-Q2 |
| Charles Schwab Trust Co added | 47,684 | $1M | 0.2% | 2026-Q2 |
| CAPE COD FIVE CENTS SAVINGS BANK trimmed | 44,608 | $1M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 43,891 | $1M | 0.2% | 2026-Q2 |
| City State Bank added | 41,965 | $1M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 41,273 | $1M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 39,795 | $1M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 38,516 | $989K | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 38,384 | $984K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 38,228 | $982K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 38,225 | $982K | 0.2% | 2026-Q2 |
| Leading Edge Financial Planning LLC trimmed | 37,849 | $972K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 37,058 | $952K | 0.2% | 2026-Q2 |
| Wealth Advisory Solutions, LLC trimmed | 35,976 | $924K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 34,999 | $899K | 0.2% | 2026-Q2 |
| Busey Bank trimmed | 34,641 | $890K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 34,608 | $889K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,479 | $885K | 0.2% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 33,223 | $853K | 0.2% | 2026-Q2 |
| Lido Advisors, LLC | 30,998 | $796K | 0.1% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 30,245 | $777K | 0.1% | 2026-Q2 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC added | 29,036 | $746K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 28,335 | $728K | 0.1% | 2026-Q2 |
| Treasure Coast Financial Planning trimmed | 27,817 | $714K | 0.1% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 27,470 | $705K | 0.1% | 2026-Q2 |
| Auour Investments LLC added | 27,417 | $704K | 0.1% | 2026-Q2 |
| WEALTHCARE CAPITAL MANAGEMENT LLC trimmed | 24,881 | $639K | 0.1% | 2026-Q2 |
| BIP Wealth, LLC added | 24,812 | $637K | 0.1% | 2026-Q2 |
| KWB Wealth added | 24,674 | $634K | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 24,008 | $621K | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 23,602 | $606K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 23,322 | $599K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 23,298 | $598K | 0.1% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT | 22,466 | $577K | 0.1% | 2026-Q2 |
| True Blue Financial, LLC added | 21,424 | $550K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 20,213 | $519K | 0.1% | 2026-Q2 |
| Amicus Financial Advisors, LLC trimmed | 19,291 | $495K | 0.1% | 2026-Q2 |
| Post Resch Tallon Group Inc. trimmed | 18,968 | $487K | 0.1% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 18,720 | $481K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 17,768 | $456K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 15,754 | $405K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 14,660 | $372K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. trimmed | 14,536 | $373K | 0.1% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC added | 12,837 | $330K | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 12,693 | $326K | 0.1% | 2026-Q2 |
| Financial Strategies Group, Inc. trimmed | 12,456 | $315K | 0.1% | 2026-Q2 |
| Barnes Wealth Management Group, Inc trimmed | 12,262 | $315K | 0.1% | 2026-Q2 |
| Ridgewood Investments LLC trimmed | 12,191 | $313K | 0.1% | 2026-Q2 |
| Kohmann Bosshard Financial Services, LLC | 12,018 | $309K | 0.1% | 2026-Q2 |
| Detalus Advisors, LLC added | 11,904 | $306K | 0.1% | 2026-Q2 |
| LYNX CAPITAL GROUP LTD /ADV | 11,700 | $300K | 0.1% | 2026-Q2 |
| Independent Wealth Network Inc. trimmed | 10,330 | $265K | 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.