Who owns SPMB
Which tracked institutional funds hold SPMB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPMB 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
53 tracked funds added or opened SPMB while 40 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
SPMB’s largest tracked holder by dollar value, Financial Engines Advisors L.L.C., sizes it at 7.8% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 7.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPMB 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 245 tracked filers holding SPMB, 134 increased or opened the position and 118 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 SPMB 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 9
- CITADEL ADVISORS LLC$32M
- Leslie Global Wealth, LLC$7M
- Simplicity Wealth,LLC$2M
- Diversify Advisory Services, LLC$2M
- UPTICK PARTNERS, LLC$1M
- Vestmark Advisory Solutions, Inc.$1M
Full exits 13
- STATE STREET CORP$141M
- CX Institutional$60M
- CWM, LLC$54M
- Gibbs Wealth Management$19M
- SIGNET FINANCIAL MANAGEMENT, LLC$15M
- Certified Advisory Corp$9M
Largest adds
- Financial Engines Advisors L.L.C.$176M
- GOLDMAN SACHS GROUP INC$41M
- Vise Technologies, Inc.$6M
- True Blue Financial, LLC$6M
- FINANCIAL LIFE ADVISORS$6M
- Integrated Wealth Concepts LLC$4M
Largest trims
- STIFEL FINANCIAL CORP$45M
- BENJAMIN EDWARDS INC$36M
- Independent Advisor Alliance$33M
- LPL Financial LLC$24M
- Compton Financial Group, LLC$20M
- CONFLUENCE INVESTMENT MANAGEMENT LLC$11M
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 |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. added | 196,882,687 | $4.4B | 71.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 22,418,421 | $500M | 8.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 5,892,272 | $131M | 2.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 4,813,580 | $107M | 1.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,577,787 | $80M | 1.3% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 3,370,501 | $75M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,245,455 | $50M | 0.8% | 2026-Q2 |
| Advisory Alpha, LLC added | 2,230,802 | $50M | 0.8% | 2026-Q2 |
| ASSETMARK, INC added | 1,962,264 | $44M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,942,502 | $43M | 0.7% | 2026-Q2 |
| MORGAN STANLEY added | 1,907,212 | $43M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,507,711 | $34M | 0.5% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI | 1,482,295 | $33M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,438,482 | $32M | 0.5% | 2026-Q2 |
| Financial Plan, Inc. added | 1,354,741 | $30M | 0.5% | 2026-Q2 |
| FINANCIAL LIFE ADVISORS added | 1,300,999 | $29M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 1,090,336 | $24M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 1,078,449 | $24M | 0.4% | 2026-Q2 |
| ALTFEST L J & CO INC added | 885,863 | $20M | 0.3% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 885,033 | $20M | 0.3% | 2026-Q2 |
| Compton Financial Group, LLC trimmed | 870,078 | $19M | 0.3% | 2026-Q2 |
| 93 Financial Group, LLC added | 801,374 | $18M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 782,706 | $17M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 713,679 | $16M | 0.3% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 705,795 | $16M | 0.3% | 2026-Q2 |
| Tidemark, LLC added | 703,013 | $16M | 0.3% | 2026-Q2 |
| Summit Financial, LLC added | 695,748 | $16M | 0.3% | 2026-Q2 |
| Private Advisory Group LLC added | 656,299 | $15M | 0.2% | 2026-Q2 |
| Leicht Financial Planning & Wealth Management, Inc. trimmed | 618,696 | $14M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 581,145 | $13M | 0.2% | 2026-Q2 |
| Collier Financial trimmed | 494,650 | $11M | 0.2% | 2026-Q2 |
| Stokes Family Office, LLC trimmed | 487,991 | $11M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 470,785 | $11M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 414,577 | $9M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 394,180 | $9M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 381,746 | $9M | 0.1% | 2026-Q2 |
| Detalus Advisors, LLC added | 328,868 | $7M | 0.1% | 2026-Q2 |
| Leslie Global Wealth, LLC added | 326,291 | $7M | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 325,064 | $7M | 0.1% | 2026-Q2 |
| Chesapeake Wealth Management added | 318,400 | $7M | 0.1% | 2026-Q2 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added | 305,897 | $7M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 293,896 | $7M | 0.1% | 2026-Q2 |
| True Blue Financial, LLC added | 289,271 | $6M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 286,215 | $6M | 0.1% | 2026-Q2 |
| Portside Wealth Group, LLC added | 284,956 | $6M | 0.1% | 2026-Q2 |
| Midwest Capital Advisors, LLC added | 268,183 | $6M | 0.1% | 2026-Q2 |
| ABOUND FINANCIAL, LLC trimmed | 265,292 | $6M | 0.1% | 2026-Q2 |
| Drucker Wealth 3.0, LLC added | 225,295 | $5M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 224,804 | $5M | 0.1% | 2026-Q2 |
| Boltwood Capital Management added | 223,723 | $5M | 0.1% | 2026-Q2 |
| Checchi Capital Advisers, LLC trimmed | 222,811 | $5M | 0.1% | 2026-Q2 |
| Clearwater Capital Advisors, LLC trimmed | 221,864 | $5M | 0.1% | 2026-Q2 |
| HORIZON FINANCIAL SERVICES, LLC added | 210,457 | $5M | 0.1% | 2026-Q2 |
| Vertex Planning Partners, LLC added | 197,532 | $4M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 183,412 | $4M | 0.1% | 2026-Q2 |
| West Wealth Group, LLC added | 175,486 | $4M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 168,817 | $4M | 0.1% | 2026-Q2 |
| JPL Wealth Management, LLC added | 166,364 | $4M | 0.1% | 2026-Q2 |
| Forefront Wealth Partners, LLC added | 162,919 | $4M | 0.1% | 2026-Q2 |
| Archer Investment Management, LLC added | 159,834 | $4M | 0.1% | 2026-Q2 |
| Keystone Financial Group trimmed | 144,536 | $3M | 0.1% | 2026-Q2 |
| Spectrum Planning & Advisory Services Inc. added | 142,862 | $3M | 0.1% | 2026-Q2 |
| EHRLICH FINANCIAL GROUP added | 139,202 | $3M | 0.1% | 2026-Q2 |
| Seed Wealth Management, Inc. added | 138,610 | $3M | 0.0% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 132,997 | $3M | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 127,145 | $3M | 0.0% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 120,865 | $3M | 0.0% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 119,069 | $3M | 0.0% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 118,481 | $3M | 0.0% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 116,235 | $3M | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 110,044 | $2M | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 100,864 | $2M | 0.0% | 2026-Q2 |
| Simplicity Wealth,LLC new | 100,365 | $2M | 0.0% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co added | 97,915 | $2M | 0.0% | 2026-Q2 |
| Apollon Financial, LLC trimmed | 97,548 | $2M | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 95,358 | $2M | 0.0% | 2026-Q2 |
| Fort Point Capital Partners LLC added | 93,143 | $2M | 0.0% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 91,781 | $2M | 0.0% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 91,781 | $2M | 0.0% | 2026-Q2 |
| EWA, LLC added | 88,003 | $2M | 0.0% | 2026-Q2 |
| CacheTech Inc. trimmed | 87,954 | $2M | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 83,439 | $2M | 0.0% | 2026-Q2 |
| Integrated Advisors Network LLC added | 78,751 | $2M | 0.0% | 2026-Q2 |
| Adams Wealth Management trimmed | 78,165 | $2M | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 75,244 | $2M | 0.0% | 2026-Q2 |
| Marks Group Wealth Management, Inc trimmed | 74,258 | $2M | 0.0% | 2026-Q2 |
| Kestra Investment Management, LLC added | 66,427 | $1M | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 65,030 | $1M | 0.0% | 2026-Q2 |
| UPTICK PARTNERS, LLC new | 64,561 | $1M | 0.0% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 64,421 | $1M | 0.0% | 2026-Q2 |
| Collaborative Wealth Managment Inc. trimmed | 56,640 | $1M | 0.0% | 2026-Q2 |
| RFG Advisory, LLC added | 56,623 | $1M | 0.0% | 2026-Q2 |
| Strategic Blueprint, LLC added | 55,993 | $1M | 0.0% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 55,587 | $1M | 0.0% | 2026-Q2 |
| Center For Asset Management LLC added | 53,668 | $1M | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 51,985 | $1M | 0.0% | 2026-Q2 |
| TMB Capital Partners, LLC added | 51,923 | $1M | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 49,704 | $1M | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 48,345 | $1M | 0.0% | 2026-Q2 |
| Brookstone Capital Management trimmed | 47,411 | $1M | 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.