Who owns SPLB (SPLB)
Which tracked institutional funds hold SPLB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPLB 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
48 tracked funds added or opened SPLB while 22 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
SPLB’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 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes SPLB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SPLB 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 178 tracked filers holding SPLB, 118 increased or opened the position and 64 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 SPLB 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
- SONA ASSET MANAGEMENT (US) LLC$52M
- Econ Financial Services Corp$5M
- Cerity Partners LLC$5M
- Roan Capital Partners$4M
- Sharkey, Howes & Javer$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$610K
Full exits 7
- Passumpsic Savings Bank$7M
- VAN STRUM & TOWNE INC.$6M
- JANE STREET GROUP, LLC$5M
- GOLDMAN SACHS GROUP INC$2M
- Austin Private Wealth, LLC$1M
- Hilltop Holdings Inc.$960K
Largest adds
- STATE STREET CORP$84M
- ENVESTNET ASSET MANAGEMENT INC$49M
- LPL Financial LLC$40M
- Bramshill Investments, LLC$28M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$17M
- Clark Capital Management Group, Inc.$11M
Largest trims
- BANK OF AMERICA CORP /DE/$22M
- Strategic Advocates LLC$18M
- Spectrum Wealth Advisory Group, LLC$4M
- IFP Advisors, Inc$3M
- Cambridge Investment Research Advisors, Inc.$2M
- Bank of New York Mellon Corp$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 |
|---|---|---|---|---|
| STATE STREET CORP added | 7,080,029 | $157M | 17.2% | 2026-Q1 |
| LPL Financial LLC added | 4,231,971 | $94M | 10.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,246,052 | $72M | 7.9% | 2026-Q1 |
| SONA ASSET MANAGEMENT (US) LLC new | 2,345,000 | $52M | 5.7% | 2026-Q1 |
| ROCKLAND TRUST CO added | 1,939,392 | $43M | 4.7% | 2026-Q1 |
| Bramshill Investments, LLC added | 1,781,208 | $40M | 4.3% | 2026-Q1 |
| NYL Investors LLC | 1,456,598 | $32M | 3.5% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 1,121,090 | $25M | 2.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 961,700 | $21M | 2.3% | 2026-Q1 |
| MORGAN STANLEY added | 949,369 | $21M | 2.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 751,225 | $17M | 1.8% | 2026-Q1 |
| Gotham Asset Management, LLC added | 665,442 | $15M | 1.6% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 599,372 | $13M | 1.5% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 594,232 | $13M | 1.4% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 552,122 | $12M | 1.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 550,889 | $12M | 1.3% | 2026-Q1 |
| ASSETMARK, INC added | 535,588 | $12M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers added | 518,888 | $12M | 1.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 496,638 | $11M | 1.2% | 2026-Q1 |
| PFG Advisors added | 428,104 | $10M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 415,920 | $9M | 1.0% | 2026-Q1 |
| ARRIEN INVESTMENTS, INC. added | 380,894 | $8M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 376,210 | $8M | 0.9% | 2026-Q1 |
| Graney & King, LLC added | 376,158 | $8M | 0.9% | 2026-Q1 |
| White & Co Financial Planning Inc added | 371,370 | $8M | 0.9% | 2026-Q1 |
| Hedeker Wealth, LLC added | 340,155 | $8M | 0.8% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 335,000 | $7M | 0.8% | 2026-Q1 |
| Caitlin John, LLC added | 262,429 | $6M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 259,210 | $6M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 247,795 | $6M | 0.6% | 2026-Q1 |
| Econ Financial Services Corp added | 240,446 | $5M | 0.6% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 236,225 | $5M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 223,686 | $5M | 0.5% | 2026-Q1 |
| Cerity Partners LLC new | 204,991 | $5M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 201,671 | $4M | 0.5% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 185,956 | $4M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 179,556 | $4M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 169,378 | $4M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 167,151 | $4M | 0.4% | 2026-Q1 |
| Roan Capital Partners new | 164,340 | $4M | 0.4% | 2026-Q1 |
| Aspire Private Capital, LLC added | 161,244 | $4M | 0.4% | 2026-Q1 |
| Spectrum Wealth Advisory Group, LLC trimmed | 129,706 | $3M | 0.3% | 2026-Q1 |
| CONNING INC. | 124,080 | $3M | 0.3% | 2026-Q1 |
| Aspetuck Financial Management LLC trimmed | 121,429 | $3M | 0.3% | 2026-Q1 |
| LANDMARK WEALTH MANAGEMENT, INC. added | 118,771 | $3M | 0.3% | 2026-Q1 |
| Westside Investment Management, Inc. added | 112,937 | $3M | 0.3% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 107,306 | $2M | 0.3% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. trimmed | 103,453 | $2M | 0.3% | 2026-Q1 |
| Raleigh Capital Management Inc. added | 97,476 | $2M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 95,593 | $2M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 84,423 | $2M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 84,048 | $2M | 0.2% | 2026-Q1 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC added | 81,423 | $2M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 80,815 | $2M | 0.2% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 76,121 | $2M | 0.2% | 2026-Q1 |
| Arete Wealth Advisors, LLC added | 75,872 | $2M | 0.2% | 2026-Q1 |
| UBS Group AG added | 73,814 | $2M | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 73,767 | $2M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 72,915 | $2M | 0.2% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 69,958 | $2M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 69,735 | $2M | 0.2% | 2026-Q1 |
| Sharkey, Howes & Javer trimmed | 65,445 | $1M | 0.2% | 2026-Q1 |
| Fourth Dimension Wealth, LLC added | 63,149 | $1M | 0.2% | 2026-Q1 |
| NOVEM GROUP added | 62,457 | $1M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ added | 53,159 | $1M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 52,876 | $1M | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 51,610 | $1M | 0.1% | 2026-Q1 |
| TRUEFG, LLC added | 50,344 | $1M | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 46,395 | $1M | 0.1% | 2026-Q1 |
| Boltwood Capital Management trimmed | 45,000 | $1,000K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 44,719 | $994K | 0.1% | 2026-Q1 |
| Ameritas Investment Partners, Inc. added | 43,223 | $960K | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | 42,920 | $954K | 0.1% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 42,170 | $937K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 79,198 | $925K | 0.1% | 2026-Q1 |
| SHP Wealth Management trimmed | 41,392 | $920K | 0.1% | 2026-Q1 |
| Ally Invest Advisors Inc. added | 40,658 | $903K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 39,952 | $888K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 39,163 | $870K | 0.1% | 2026-Q1 |
| Strategic Advocates LLC trimmed | 38,453 | $854K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. added | 37,833 | $841K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 37,602 | $836K | 0.1% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC trimmed | 36,587 | $813K | 0.1% | 2026-Q1 |
| KKM Financial LLC | 34,150 | $771K | 0.1% | 2026-Q1 |
| Insight Advisors, LLC/ PA added | 33,597 | $747K | 0.1% | 2026-Q1 |
| NOVUS ADVISORS, LLC added | 32,863 | $730K | 0.1% | 2026-Q1 |
| Passumpsic Savings Bank trimmed | 325,655 | $7M | 0.8% | 2025-Q4 stale |
| VAN STRUM & TOWNE INC. added | 266,938 | $6M | 0.7% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 233,422 | $5M | 0.6% | 2025-Q4 stale |
| BlackRock, Inc. trimmed | 172,522 | $4M | 0.4% | 2025-Q3 stale |
| SYNOVUS FINANCIAL CORP trimmed | 108,457 | $3M | 0.3% | 2025-Q3 stale |
| Capitolis Liquid Global Markets LLC new | 105,200 | $2M | 0.3% | 2025-Q1 stale |
| Brookstone Capital Management trimmed | 98,465 | $2M | 0.2% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC trimmed | 94,424 | $2M | 0.2% | 2025-Q4 stale |
| Quadrature Capital Ltd new | 76,562 | $2M | 0.2% | 2025-Q1 stale |
| DOW CHEMICAL CO /DE/ new | 71,124 | $2M | 0.2% | 2025-Q3 stale |
| Austin Private Wealth, LLC trimmed | 64,187 | $1M | 0.2% | 2025-Q4 stale |
| Advisor Resource Council new | 56,734 | $1M | 0.1% | 2025-Q1 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 49,915 | $1M | 0.1% | 2025-Q2 stale |
| Hilltop Holdings Inc. added | 42,496 | $960K | 0.1% | 2025-Q4 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.