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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 6,792,814 | $762M | 13.2% | 2026-Q1 |
| CWM, LLC added | 3,591,581 | $403M | 7.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,209,358 | $360M | 6.2% | 2026-Q1 |
| MORGAN STANLEY added | 3,127,907 | $351M | 6.1% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 2,413,072 | $271M | 4.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,565,729 | $176M | 3.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,546,683 | $173M | 3.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,351,256 | $151M | 2.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,365,188 | $147M | 2.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,224,459 | $137M | 2.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,063,931 | $119M | 2.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 1,019,537 | $114M | 2.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 815,004 | $91M | 1.6% | 2026-Q1 |
| Alpine Bank Wealth Management trimmed | 791,714 | $89M | 1.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 711,104 | $85M | 1.5% | 2026-Q1 |
| PLANNING ALTERNATIVES LTD /ADV added | 744,409 | $83M | 1.4% | 2026-Q1 |
| Redwood Investment Management, LLC added | 656,268 | $74M | 1.3% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 619,748 | $69M | 1.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 586,058 | $66M | 1.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 562,480 | $63M | 1.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 482,823 | $54M | 0.9% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 461,741 | $51M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 377,857 | $42M | 0.7% | 2026-Q1 |
| Family Investment Center, Inc. trimmed | 359,290 | $40M | 0.7% | 2026-Q1 |
| Performance Wealth Partners, LLC added | 354,176 | $40M | 0.7% | 2026-Q1 |
| UBS Group AG added | 344,380 | $39M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 317,849 | $36M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 324,100 | $36M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 320,865 | $36M | 0.6% | 2026-Q1 |
| Independent Advisor Alliance added | 317,656 | $36M | 0.6% | 2026-Q1 |
| Invst, LLC added | 310,790 | $35M | 0.6% | 2026-Q1 |
| Penserra Capital Management LLC added | 300,003 | $34M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 288,988 | $32M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 286,061 | $32M | 0.6% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC trimmed | 283,971 | $32M | 0.5% | 2026-Q1 |
| Triton Wealth Management, PLLC added | 274,253 | $32M | 0.5% | 2026-Q1 |
| Ascent Group, LLC added | 266,464 | $30M | 0.5% | 2026-Q1 |
| TOMPKINS FINANCIAL CORP added | 252,266 | $28M | 0.5% | 2026-Q1 |
| Cerity Partners LLC added | 252,190 | $28M | 0.5% | 2026-Q1 |
| RVW Wealth, LLC added | 247,209 | $28M | 0.5% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 246,978 | $28M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 243,892 | $27M | 0.5% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 243,249 | $27M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 236,253 | $26M | 0.5% | 2026-Q1 |
| Davidson Capital Management Inc. added | 233,423 | $26M | 0.5% | 2026-Q1 |
| Advance Capital Management, Inc. added | 232,079 | $26M | 0.4% | 2026-Q1 |
| Whitaker-Myers Wealth Managers, LTD. added | 212,872 | $24M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 211,168 | $24M | 0.4% | 2026-Q1 |
| Goldstein Advisors, LLC added | 202,658 | $23M | 0.4% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 197,069 | $22M | 0.4% | 2026-Q1 |
| Insight Wealth Strategies, LLC trimmed | 188,038 | $21M | 0.4% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 187,566 | $21M | 0.4% | 2026-Q1 |
| Seros Financial, LLC trimmed | 186,556 | $21M | 0.4% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 185,380 | $21M | 0.4% | 2026-Q1 |
| Bull Oak Capital, LLC added | 175,441 | $20M | 0.3% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 170,157 | $19M | 0.3% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 166,082 | $19M | 0.3% | 2026-Q1 |
| RFG Advisory, LLC added | 165,964 | $19M | 0.3% | 2026-Q1 |
| Financial Enhancement Group LLC added | 138,814 | $18M | 0.3% | 2026-Q1 |
| ADAPT WEALTH ADVISORS, LLC added | 150,151 | $17M | 0.3% | 2026-Q1 |
| CFS Investment Advisory Services, LLC added | 130,158 | $17M | 0.3% | 2026-Q1 |
| Modern Wealth Management, LLC added | 145,804 | $17M | 0.3% | 2026-Q1 |
| MANCHESTER FINANCIAL INC added | 145,509 | $16M | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 142,754 | $16M | 0.3% | 2026-Q1 |
| Altus Wealth Group LLC trimmed | 142,258 | $16M | 0.3% | 2026-Q1 |
| Venture Visionary Partners LLC added | 141,074 | $16M | 0.3% | 2026-Q1 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC added | 139,331 | $16M | 0.3% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 137,342 | $15M | 0.3% | 2026-Q1 |
| Trilogy Capital Inc. trimmed | 136,644 | $15M | 0.3% | 2026-Q1 |
| JTC Employer Solutions Trustee Ltd | 126,800 | $15M | 0.3% | 2026-Q1 |
| KWB Wealth trimmed | 123,490 | $15M | 0.3% | 2026-Q1 |
| SIERRA OCEAN, LLC added | 130,761 | $15M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 128,422 | $14M | 0.2% | 2026-Q1 |
| Horst & Graben Wealth Management LLC added | 108,755 | $14M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 125,737 | $14M | 0.2% | 2026-Q1 |
| Summit Financial, LLC added | 119,291 | $13M | 0.2% | 2026-Q1 |
| Mason & Associates Inc added | 122,126 | $13M | 0.2% | 2026-Q1 |
| Fortis Group Advisors, LLC trimmed | 96,279 | $13M | 0.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 114,165 | $13M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 98,727 | $13M | 0.2% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 111,534 | $13M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 110,677 | $12M | 0.2% | 2026-Q1 |
| Green Ridge Wealth Planning LLC trimmed | 104,869 | $12M | 0.2% | 2026-Q1 |
| Physician Wealth Advisors, Inc. added | 104,690 | $12M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 102,886 | $12M | 0.2% | 2026-Q1 |
| Lifestyle Asset Management, Inc. added | 101,659 | $11M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 43,508 | $11M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 97,865 | $11M | 0.2% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 97,009 | $11M | 0.2% | 2026-Q1 |
| Alpha Zero LLC added | 95,683 | $11M | 0.2% | 2026-Q1 |
| Clark Capital Management Group, Inc. trimmed | 861,413 | $104M | 1.8% | 2025-Q3 stale |
| Marks Wealth, LLC added | 559,697 | $68M | 1.2% | 2025-Q3 stale |
| RMG Wealth Management LLC new | 1,406,205 | $67M | 1.2% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 712,550 | $66M | 1.1% | 2025-Q1 stale |
| Austin Private Wealth, LLC added | 239,034 | $29M | 0.5% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 212,881 | $26M | 0.4% | 2025-Q3 stale |
| FISCHER INVESTMENT STRATEGIES, LLC trimmed | 201,388 | $24M | 0.4% | 2025-Q4 stale |
| NRI Wealth Management LC added | 166,619 | $20M | 0.3% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 108,008 | $12M | 0.2% | 2025-Q2 stale |
| Qube Research & Technologies Ltd trimmed | 89,269 | $11M | 0.2% | 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.
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.