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Institutional Ownership · SEC Form 13F

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.

178
Institutional holders
40,172,077
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
STATE STREET CORP added7,080,029$157M17.2%2026-Q1
LPL Financial LLC added4,231,971$94M10.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added3,246,052$72M7.9%2026-Q1
SONA ASSET MANAGEMENT (US) LLC new2,345,000$52M5.7%2026-Q1
ROCKLAND TRUST CO added1,939,392$43M4.7%2026-Q1
Bramshill Investments, LLC added1,781,208$40M4.3%2026-Q1
NYL Investors LLC1,456,598$32M3.5%2026-Q1
Thrivent Financial for Lutherans added1,121,090$25M2.7%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed961,700$21M2.3%2026-Q1
MORGAN STANLEY added949,369$21M2.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added751,225$17M1.8%2026-Q1
Gotham Asset Management, LLC added665,442$15M1.6%2026-Q1
Envestnet Portfolio Solutions, Inc. added599,372$13M1.5%2026-Q1
Clark Capital Management Group, Inc. added594,232$13M1.4%2026-Q1
Goldstone Financial Group, LLC trimmed552,122$12M1.3%2026-Q1
WELLS FARGO & COMPANY/MN added550,889$12M1.3%2026-Q1
ASSETMARK, INC added535,588$12M1.3%2026-Q1
Cetera Investment Advisers added518,888$12M1.3%2026-Q1
PRINCIPAL SECURITIES, INC. added496,638$11M1.2%2026-Q1
PFG Advisors added428,104$10M1.0%2026-Q1
ROYAL BANK OF CANADA trimmed415,920$9M1.0%2026-Q1
ARRIEN INVESTMENTS, INC. added380,894$8M0.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added376,210$8M0.9%2026-Q1
Graney & King, LLC added376,158$8M0.9%2026-Q1
White & Co Financial Planning Inc added371,370$8M0.9%2026-Q1
Hedeker Wealth, LLC added340,155$8M0.8%2026-Q1
Mirae Asset Global Investments Co., Ltd. added335,000$7M0.8%2026-Q1
Caitlin John, LLC added262,429$6M0.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed259,210$6M0.6%2026-Q1
Bank of New York Mellon Corp trimmed247,795$6M0.6%2026-Q1
Econ Financial Services Corp added240,446$5M0.6%2026-Q1
PARK AVENUE SECURITIES LLC added236,225$5M0.6%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed223,686$5M0.5%2026-Q1
Cerity Partners LLC new204,991$5M0.5%2026-Q1
Private Advisor Group, LLC trimmed201,671$4M0.5%2026-Q1
Fifth Third Securities, Inc. added185,956$4M0.5%2026-Q1
JPMORGAN CHASE & CO added179,556$4M0.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added169,378$4M0.4%2026-Q1
CITADEL ADVISORS LLC added167,151$4M0.4%2026-Q1
Roan Capital Partners new164,340$4M0.4%2026-Q1
Aspire Private Capital, LLC added161,244$4M0.4%2026-Q1
Spectrum Wealth Advisory Group, LLC trimmed129,706$3M0.3%2026-Q1
CONNING INC.124,080$3M0.3%2026-Q1
Aspetuck Financial Management LLC trimmed121,429$3M0.3%2026-Q1
LANDMARK WEALTH MANAGEMENT, INC. added118,771$3M0.3%2026-Q1
Westside Investment Management, Inc. added112,937$3M0.3%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC added107,306$2M0.3%2026-Q1
Pinnacle Financial Partners, Inc. trimmed103,453$2M0.3%2026-Q1
Raleigh Capital Management Inc. added97,476$2M0.2%2026-Q1
MML INVESTORS SERVICES, LLC added95,593$2M0.2%2026-Q1
HighTower Advisors, LLC added84,423$2M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added84,048$2M0.2%2026-Q1
CAPSTONE WEALTH MANAGEMENT GROUP, LLC added81,423$2M0.2%2026-Q1
Sanctuary Advisors, LLC added80,815$2M0.2%2026-Q1
Advyzon Investment Management, LLC added76,121$2M0.2%2026-Q1
Arete Wealth Advisors, LLC added75,872$2M0.2%2026-Q1
UBS Group AG added73,814$2M0.2%2026-Q1
J.W. COLE ADVISORS, INC. trimmed73,767$2M0.2%2026-Q1
IFP Advisors, Inc trimmed72,915$2M0.2%2026-Q1
Signal Advisors Wealth, LLC added69,958$2M0.2%2026-Q1
Integrated Wealth Concepts LLC added69,735$2M0.2%2026-Q1
Sharkey, Howes & Javer trimmed65,445$1M0.2%2026-Q1
Fourth Dimension Wealth, LLC added63,149$1M0.2%2026-Q1
NOVEM GROUP added62,457$1M0.2%2026-Q1
US BANCORP \DE\ added53,159$1M0.1%2026-Q1
Rockefeller Capital Management L.P. added52,876$1M0.1%2026-Q1
Prospera Financial Services Inc trimmed51,610$1M0.1%2026-Q1
TRUEFG, LLC added50,344$1M0.1%2026-Q1
Sigma Planning Corp added46,395$1M0.1%2026-Q1
Boltwood Capital Management trimmed45,000$1,000K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added44,719$994K0.1%2026-Q1
Ameritas Investment Partners, Inc. added43,223$960K0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD42,920$954K0.1%2026-Q1
Koshinski Asset Management, Inc. added42,170$937K0.1%2026-Q1
NewEdge Advisors, LLC added79,198$925K0.1%2026-Q1
SHP Wealth Management trimmed41,392$920K0.1%2026-Q1
Ally Invest Advisors Inc. added40,658$903K0.1%2026-Q1
CreativeOne Wealth, LLC added39,952$888K0.1%2026-Q1
Geneos Wealth Management Inc. trimmed39,163$870K0.1%2026-Q1
Strategic Advocates LLC trimmed38,453$854K0.1%2026-Q1
GWN SECURITIES INC. added37,833$841K0.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed37,602$836K0.1%2026-Q1
MILESTONE ASSET MANAGEMENT, LLC trimmed36,587$813K0.1%2026-Q1
KKM Financial LLC34,150$771K0.1%2026-Q1
Insight Advisors, LLC/ PA added33,597$747K0.1%2026-Q1
NOVUS ADVISORS, LLC added32,863$730K0.1%2026-Q1
Passumpsic Savings Bank trimmed325,655$7M0.8%2025-Q4 stale
VAN STRUM & TOWNE INC. added266,938$6M0.7%2025-Q4 stale
JANE STREET GROUP, LLC trimmed233,422$5M0.6%2025-Q4 stale
BlackRock, Inc. trimmed172,522$4M0.4%2025-Q3 stale
SYNOVUS FINANCIAL CORP trimmed108,457$3M0.3%2025-Q3 stale
Capitolis Liquid Global Markets LLC new105,200$2M0.3%2025-Q1 stale
Brookstone Capital Management trimmed98,465$2M0.2%2025-Q1 stale
GOLDMAN SACHS GROUP INC trimmed94,424$2M0.2%2025-Q4 stale
Quadrature Capital Ltd new76,562$2M0.2%2025-Q1 stale
DOW CHEMICAL CO /DE/ new71,124$2M0.2%2025-Q3 stale
Austin Private Wealth, LLC trimmed64,187$1M0.2%2025-Q4 stale
Advisor Resource Council new56,734$1M0.1%2025-Q1 stale
AXXCESS WEALTH MANAGEMENT, LLC added49,915$1M0.1%2025-Q2 stale
Hilltop Holdings Inc. added42,496$960K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership