Who owns 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-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
29 tracked funds added or opened SPLB while 27 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
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 0.0% 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 2026-Q1 and 2026-Q2, across 171 tracked filers holding SPLB, 92 increased or opened the position and 90 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 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
- GOLDMAN SACHS GROUP INC$15M
- JANE STREET GROUP, LLC$6M
- Quadrature Capital Ltd$3M
- AXXCESS WEALTH MANAGEMENT, LLC$514K
Full exits 11
- SONA ASSET MANAGEMENT (US) LLC$52M
- Bramshill Investments, LLC$40M
- Thrivent Financial for Lutherans$25M
- PARK AVENUE SECURITIES LLC$5M
- Cambridge Investment Research Advisors, Inc.$5M
- CITADEL ADVISORS LLC$4M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$32M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$18M
- Clark Capital Management Group, Inc.$7M
- Econ Financial Services Corp$6M
- Cetera Investment Advisers$6M
- PRINCIPAL SECURITIES, INC.$6M
Largest trims
- STATE STREET CORP$50M
- Caitlin John, LLC$4M
- Fifth Third Securities, Inc.$4M
- Goldstone Financial Group, LLC$3M
- Private Advisor Group, LLC$2M
- Pinnacle Financial Partners, Inc.$2M
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 trimmed | 4,795,091 | $107M | 13.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,627,182 | $104M | 13.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 4,160,100 | $93M | 11.7% | 2026-Q2 |
| ROCKLAND TRUST CO added | 2,029,619 | $45M | 5.7% | 2026-Q2 |
| NYL Investors LLC added | 1,460,850 | $33M | 4.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 950,899 | $21M | 2.7% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 915,153 | $20M | 2.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 882,541 | $20M | 2.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 842,333 | $19M | 2.4% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 823,018 | $18M | 2.3% | 2026-Q2 |
| Cetera Investment Advisers added | 791,720 | $18M | 2.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 763,927 | $17M | 2.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 763,272 | $17M | 2.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 686,345 | $15M | 1.9% | 2026-Q2 |
| Gotham Asset Management, LLC added | 683,691 | $15M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 547,675 | $12M | 1.5% | 2026-Q2 |
| Econ Financial Services Corp added | 525,451 | $12M | 1.5% | 2026-Q2 |
| ASSETMARK, INC trimmed | 502,849 | $11M | 1.4% | 2026-Q2 |
| PFG Advisors added | 484,688 | $11M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 443,647 | $10M | 1.2% | 2026-Q2 |
| White & Co Financial Planning Inc added | 421,974 | $9M | 1.2% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 417,214 | $9M | 1.2% | 2026-Q2 |
| Graney & King, LLC added | 399,368 | $9M | 1.1% | 2026-Q2 |
| ARRIEN INVESTMENTS, INC. added | 394,040 | $9M | 1.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 379,000 | $8M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 375,423 | $8M | 1.1% | 2026-Q2 |
| Hedeker Wealth, LLC trimmed | 335,036 | $8M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 274,303 | $6M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 267,557 | $6M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 254,912 | $6M | 0.7% | 2026-Q2 |
| Cerity Partners LLC added | 206,323 | $5M | 0.6% | 2026-Q2 |
| Roan Capital Partners added | 175,836 | $4M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 171,153 | $4M | 0.5% | 2026-Q2 |
| Aspire Private Capital, LLC added | 166,659 | $4M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 164,755 | $4M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 131,008 | $3M | 0.4% | 2026-Q2 |
| Westside Investment Management, Inc. added | 130,611 | $3M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 128,751 | $3M | 0.4% | 2026-Q2 |
| CONNING INC. | 124,080 | $3M | 0.3% | 2026-Q2 |
| Quadrature Capital Ltd added | 121,740 | $3M | 0.3% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 121,199 | $3M | 0.3% | 2026-Q2 |
| Aspetuck Financial Management LLC trimmed | 121,014 | $3M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 117,759 | $3M | 0.3% | 2026-Q2 |
| LANDMARK WEALTH MANAGEMENT, INC. trimmed | 107,676 | $2M | 0.3% | 2026-Q2 |
| Raleigh Capital Management Inc. added | 102,169 | $2M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 97,119 | $2M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 90,908 | $2M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 83,752 | $2M | 0.2% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 80,207 | $2M | 0.2% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 79,721 | $2M | 0.2% | 2026-Q2 |
| UBS Group AG added | 78,962 | $2M | 0.2% | 2026-Q2 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC trimmed | 78,899 | $2M | 0.2% | 2026-Q2 |
| Caitlin John, LLC trimmed | 76,947 | $2M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 70,327 | $2M | 0.2% | 2026-Q2 |
| Fourth Dimension Wealth, LLC added | 66,918 | $1M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 66,419 | $1M | 0.2% | 2026-Q2 |
| NOVEM GROUP added | 64,763 | $1M | 0.2% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 62,422 | $1M | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 54,409 | $1M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 53,231 | $1M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 52,014 | $1M | 0.1% | 2026-Q2 |
| TRUEFG, LLC added | 51,950 | $1M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 47,812 | $1M | 0.1% | 2026-Q2 |
| Boltwood Capital Management trimmed | 44,850 | $1M | 0.1% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 44,683 | $1M | 0.1% | 2026-Q2 |
| Ally Invest Advisors Inc. added | 44,547 | $998K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 41,168 | $922K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 39,983 | $896K | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 39,979 | $896K | 0.1% | 2026-Q2 |
| Spectrum Wealth Advisory Group, LLC trimmed | 39,903 | $894K | 0.1% | 2026-Q2 |
| KKM Financial LLC added | 38,514 | $863K | 0.1% | 2026-Q2 |
| Midwest Financial Network, LLC added | 37,626 | $843K | 0.1% | 2026-Q2 |
| Strategic Advocates LLC trimmed | 37,136 | $832K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 33,924 | $762K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 33,049 | $740K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 32,328 | $724K | 0.1% | 2026-Q2 |
| NOVUS ADVISORS, LLC trimmed | 31,761 | $711K | 0.1% | 2026-Q2 |
| SHP Wealth Management trimmed | 31,238 | $700K | 0.1% | 2026-Q2 |
| Insight Advisors, LLC/ PA trimmed | 30,744 | $689K | 0.1% | 2026-Q2 |
| Legacy Wealth Partners, LLC added | 30,013 | $672K | 0.1% | 2026-Q2 |
| Sharkey, Howes & Javer trimmed | 29,474 | $660K | 0.1% | 2026-Q2 |
| LOCKERMAN FINANCIAL GROUP, INC. added | 26,781 | $600K | 0.1% | 2026-Q2 |
| Advisor OS, LLC trimmed | 25,704 | $576K | 0.1% | 2026-Q2 |
| RMR Capital Management, LLC | 23,971 | $537K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 22,949 | $514K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 22,307 | $500K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 21,830 | $489K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC added | 20,212 | $453K | 0.1% | 2026-Q2 |
| Global Financial Private Client, LLC trimmed | 19,394 | $434K | 0.1% | 2026-Q2 |
| International Private Wealth Advisors LLC trimmed | 19,224 | $431K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 18,347 | $411K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 17,619 | $395K | 0.0% | 2026-Q2 |
| &PARTNERS trimmed | 16,357 | $366K | 0.0% | 2026-Q2 |
| Entelevest, LLC trimmed | 16,353 | $366K | 0.0% | 2026-Q2 |
| HF Advisory Group, LLC added | 15,418 | $345K | 0.0% | 2026-Q2 |
| Twelve Points Wealth Management LLC trimmed | 15,271 | $342K | 0.0% | 2026-Q2 |
| RiverFront Investment Group, LLC | 15,139 | $339K | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 14,690 | $329K | 0.0% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 14,539 | $326K | 0.0% | 2026-Q2 |
| StoneX Group Inc. new | 13,971 | $313K | 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.