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Institutional Ownership · SEC Form 13F

Who owns SPMO (SPMO)


Which tracked institutional funds hold SPMO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPMO 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.

647
Institutional holders
57,432,257
Shares held (tracked funds)

How the tape is positioned

136 tracked funds added or opened SPMO while 179 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

SPMO’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 0.4pp gap the other way — the median holder sizes SPMO more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in SPMO 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 647 tracked filers holding SPMO, 421 increased or opened the position and 258 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 SPMO 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 27

  • Penserra Capital Management LLC$34M
  • HUB Investment Partners, LLC$9M
  • Next Level Private LLC$6M
  • JANE STREET GROUP, LLC$5M
  • GOLDMAN SACHS GROUP INC$4M
  • MPWM ADVISORY SOLUTIONS, LLC$4M

Full exits 41

  • RMG Wealth Management LLC$67M
  • Austin Private Wealth, LLC$29M
  • FISCHER INVESTMENT STRATEGIES, LLC$24M
  • NRI Wealth Management LC$20M
  • Qube Research & Technologies Ltd$11M
  • BFI Infinity Ltd.$10M

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$154M
  • CWM, LLC$46M
  • Independent Advisor Alliance$35M
  • CITADEL ADVISORS LLC$35M
  • MORGAN STANLEY$31M
  • Cerity Partners LLC$27M

Largest trims

  • BNP PARIBAS FINANCIAL MARKETS$169M
  • MAINSTAY CAPITAL MANAGEMENT LLC /ADV$118M
  • MONEY CONCEPTS CAPITAL CORP$52M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$35M
  • BANK OF AMERICA CORP /DE/$35M
  • AXXCESS WEALTH MANAGEMENT, LLC$31M

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
LPL Financial LLC added6,792,814$762M13.2%2026-Q1
CWM, LLC added3,591,581$403M7.0%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed3,209,358$360M6.2%2026-Q1
MORGAN STANLEY added3,127,907$351M6.1%2026-Q1
VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed2,413,072$271M4.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed1,565,729$176M3.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,546,683$173M3.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,351,256$151M2.6%2026-Q1
JPMORGAN CHASE & CO added1,365,188$147M2.5%2026-Q1
WELLS FARGO & COMPANY/MN added1,224,459$137M2.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added1,063,931$119M2.1%2026-Q1
Cetera Investment Advisers trimmed1,019,537$114M2.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed815,004$91M1.6%2026-Q1
Alpine Bank Wealth Management trimmed791,714$89M1.5%2026-Q1
Equitable Holdings, Inc. added711,104$85M1.5%2026-Q1
PLANNING ALTERNATIVES LTD /ADV added744,409$83M1.4%2026-Q1
Redwood Investment Management, LLC added656,268$74M1.3%2026-Q1
MONEY CONCEPTS CAPITAL CORP trimmed619,748$69M1.2%2026-Q1
Thrivent Financial for Lutherans added586,058$66M1.1%2026-Q1
Private Advisor Group, LLC added562,480$63M1.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed482,823$54M0.9%2026-Q1
JONES FINANCIAL COMPANIES LLLP added461,741$51M0.9%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed377,857$42M0.7%2026-Q1
Family Investment Center, Inc. trimmed359,290$40M0.7%2026-Q1
Performance Wealth Partners, LLC added354,176$40M0.7%2026-Q1
UBS Group AG added344,380$39M0.7%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed317,849$36M0.6%2026-Q1
CITADEL ADVISORS LLC added324,100$36M0.6%2026-Q1
ROYAL BANK OF CANADA trimmed320,865$36M0.6%2026-Q1
Independent Advisor Alliance added317,656$36M0.6%2026-Q1
Invst, LLC added310,790$35M0.6%2026-Q1
Penserra Capital Management LLC added300,003$34M0.6%2026-Q1
Sanctuary Advisors, LLC added288,988$32M0.6%2026-Q1
HighTower Advisors, LLC added286,061$32M0.6%2026-Q1
TD PRIVATE CLIENT WEALTH LLC trimmed283,971$32M0.5%2026-Q1
Triton Wealth Management, PLLC added274,253$32M0.5%2026-Q1
Ascent Group, LLC added266,464$30M0.5%2026-Q1
TOMPKINS FINANCIAL CORP added252,266$28M0.5%2026-Q1
Cerity Partners LLC added252,190$28M0.5%2026-Q1
RVW Wealth, LLC added247,209$28M0.5%2026-Q1
Meridian Wealth Management, LLC added246,978$28M0.5%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added243,892$27M0.5%2026-Q1
HBW ADVISORY SERVICES LLC added243,249$27M0.5%2026-Q1
STIFEL FINANCIAL CORP trimmed236,253$26M0.5%2026-Q1
Davidson Capital Management Inc. added233,423$26M0.5%2026-Q1
Advance Capital Management, Inc. added232,079$26M0.4%2026-Q1
Whitaker-Myers Wealth Managers, LTD. added212,872$24M0.4%2026-Q1
Mariner, LLC trimmed211,168$24M0.4%2026-Q1
Goldstein Advisors, LLC added202,658$23M0.4%2026-Q1
Stratos Wealth Partners, LTD. trimmed197,069$22M0.4%2026-Q1
Insight Wealth Strategies, LLC trimmed188,038$21M0.4%2026-Q1
Perigon Wealth Management, LLC added187,566$21M0.4%2026-Q1
Seros Financial, LLC trimmed186,556$21M0.4%2026-Q1
CreativeOne Wealth, LLC added185,380$21M0.4%2026-Q1
Bull Oak Capital, LLC added175,441$20M0.3%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC added170,157$19M0.3%2026-Q1
Triad Wealth Partners, LLC added166,082$19M0.3%2026-Q1
RFG Advisory, LLC added165,964$19M0.3%2026-Q1
Financial Enhancement Group LLC added138,814$18M0.3%2026-Q1
ADAPT WEALTH ADVISORS, LLC added150,151$17M0.3%2026-Q1
CFS Investment Advisory Services, LLC added130,158$17M0.3%2026-Q1
Modern Wealth Management, LLC added145,804$17M0.3%2026-Q1
MANCHESTER FINANCIAL INC added145,509$16M0.3%2026-Q1
PARK AVENUE SECURITIES LLC added142,754$16M0.3%2026-Q1
Altus Wealth Group LLC trimmed142,258$16M0.3%2026-Q1
Venture Visionary Partners LLC added141,074$16M0.3%2026-Q1
LEGACY CAPITAL WEALTH MANAGEMENT, LLC added139,331$16M0.3%2026-Q1
INTEGRITY ALLIANCE, LLC. added137,342$15M0.3%2026-Q1
Trilogy Capital Inc. trimmed136,644$15M0.3%2026-Q1
JTC Employer Solutions Trustee Ltd126,800$15M0.3%2026-Q1
KWB Wealth trimmed123,490$15M0.3%2026-Q1
SIERRA OCEAN, LLC added130,761$15M0.3%2026-Q1
Steward Partners Investment Advisory, LLC added128,422$14M0.2%2026-Q1
Horst & Graben Wealth Management LLC added108,755$14M0.2%2026-Q1
AMERIPRISE FINANCIAL INC added125,737$14M0.2%2026-Q1
Summit Financial, LLC added119,291$13M0.2%2026-Q1
Mason & Associates Inc added122,126$13M0.2%2026-Q1
Fortis Group Advisors, LLC trimmed96,279$13M0.2%2026-Q1
Dynamic Advisor Solutions LLC added114,165$13M0.2%2026-Q1
Chicago Partners Investment Group LLC added98,727$13M0.2%2026-Q1
Focus Partners Advisor Solutions, LLC added111,534$13M0.2%2026-Q1
TRUIST FINANCIAL CORP added110,677$12M0.2%2026-Q1
Green Ridge Wealth Planning LLC trimmed104,869$12M0.2%2026-Q1
Physician Wealth Advisors, Inc. added104,690$12M0.2%2026-Q1
AE Wealth Management LLC added102,886$12M0.2%2026-Q1
Lifestyle Asset Management, Inc. added101,659$11M0.2%2026-Q1
NewEdge Advisors, LLC trimmed43,508$11M0.2%2026-Q1
Concurrent Investment Advisors, LLC trimmed97,865$11M0.2%2026-Q1
Avidian Wealth Enterprises, LLC added97,009$11M0.2%2026-Q1
Alpha Zero LLC added95,683$11M0.2%2026-Q1
Clark Capital Management Group, Inc. trimmed861,413$104M1.8%2025-Q3 stale
Marks Wealth, LLC added559,697$68M1.2%2025-Q3 stale
RMG Wealth Management LLC new1,406,205$67M1.2%2025-Q4 stale
Orion Portfolio Solutions, LLC added712,550$66M1.1%2025-Q1 stale
Austin Private Wealth, LLC added239,034$29M0.5%2025-Q4 stale
MARSHALL WACE, LLP added212,881$26M0.4%2025-Q3 stale
FISCHER INVESTMENT STRATEGIES, LLC trimmed201,388$24M0.4%2025-Q4 stale
NRI Wealth Management LC added166,619$20M0.3%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added108,008$12M0.2%2025-Q2 stale
Qube Research & Technologies Ltd trimmed89,269$11M0.2%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