Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on SPMO is one-sided between 2026-Q1 and 2026-Q2: 435 added or opened and 64 trimmed or exited — on balance accumulating.
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 0.3% of its own reported 13F book, while the median holder sizes it at 1.0% of theirs — a 0.7pp 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 2026-Q1 and 2026-Q2, across 743 tracked filers holding SPMO, 447 increased or opened the position and 311 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 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 74
- Baltimore-Washington Financial Advisors, Inc.$43M
- Marks Wealth, LLC$39M
- Quadrature Capital Ltd$19M
- Pioneer Family Office, LLC$18M
- BlueStem Wealth Partners, LLC$15M
- Wealth Advisors of Iowa, LLC$13M
Full exits 41
- CWM, LLC$403M
- Cambridge Investment Research Advisors, Inc.$119M
- Redwood Investment Management, LLC$74M
- Thrivent Financial for Lutherans$66M
- Penserra Capital Management LLC$34M
- HighTower Advisors, LLC$32M
Largest adds
- LPL Financial LLC$477M
- MORGAN STANLEY$221M
- BANK OF AMERICA CORP /DE/$160M
- Mirae Asset Global Investments Co., Ltd.$132M
- RAYMOND JAMES FINANCIAL INC$119M
- Performance Wealth Partners, LLC$108M
Largest trims
- Independent Advisor Alliance$35M
- CITADEL ADVISORS LLC$31M
- Mariner, LLC$12M
- RFG Advisory, LLC$10M
- Alpine Bank Wealth Management$9M
- HUB Investment Partners, LLC$9M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 7,669,460 | $1.2B | 16.4% | 2026-Q2 |
| MORGAN STANLEY added | 3,538,672 | $572M | 7.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,215,212 | $519M | 6.9% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 2,230,110 | $360M | 4.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,822,485 | $294M | 3.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,651,011 | $267M | 3.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,479,343 | $239M | 3.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,471,099 | $238M | 3.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,109,590 | $176M | 2.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,049,639 | $170M | 2.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 980,323 | $158M | 2.1% | 2026-Q2 |
| Performance Wealth Partners, LLC added | 912,173 | $147M | 2.0% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 869,180 | $140M | 1.9% | 2026-Q2 |
| PLANNING ALTERNATIVES LTD /ADV added | 751,352 | $121M | 1.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 721,878 | $111M | 1.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 711,587 | $115M | 1.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 659,465 | $107M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 631,935 | $102M | 1.4% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 600,487 | $97M | 1.3% | 2026-Q2 |
| UBS Group AG added | 588,006 | $95M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 574,305 | $93M | 1.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 550,659 | $89M | 1.2% | 2026-Q2 |
| Alpine Bank Wealth Management trimmed | 490,988 | $79M | 1.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 429,242 | $66M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 413,793 | $67M | 0.9% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 348,450 | $56M | 0.7% | 2026-Q2 |
| Family Investment Center, Inc. trimmed | 330,159 | $53M | 0.7% | 2026-Q2 |
| Triton Wealth Management, PLLC added | 328,079 | $49M | 0.7% | 2026-Q2 |
| Invst, LLC trimmed | 284,962 | $46M | 0.6% | 2026-Q2 |
| Baltimore-Washington Financial Advisors, Inc. new | 267,862 | $43M | 0.6% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 263,212 | $43M | 0.6% | 2026-Q2 |
| RVW Wealth, LLC added | 259,247 | $42M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 255,060 | $41M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 251,437 | $41M | 0.5% | 2026-Q2 |
| TOMPKINS FINANCIAL CORP trimmed | 245,323 | $40M | 0.5% | 2026-Q2 |
| Marks Wealth, LLC trimmed | 239,332 | $39M | 0.5% | 2026-Q2 |
| Davidson Capital Management Inc. trimmed | 228,169 | $37M | 0.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 224,100 | $36M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 222,301 | $36M | 0.5% | 2026-Q2 |
| Whitaker-Myers Wealth Managers, LTD. added | 220,770 | $36M | 0.5% | 2026-Q2 |
| Insight Wealth Strategies, LLC added | 215,430 | $33M | 0.4% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 213,710 | $35M | 0.5% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 213,011 | $34M | 0.5% | 2026-Q2 |
| Advance Capital Management, Inc. trimmed | 205,771 | $33M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 201,647 | $33M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 200,379 | $32M | 0.4% | 2026-Q2 |
| Ascent Group, LLC trimmed | 197,756 | $32M | 0.4% | 2026-Q2 |
| Cerity Partners LLC trimmed | 193,442 | $31M | 0.4% | 2026-Q2 |
| Bull Oak Capital, LLC added | 189,004 | $31M | 0.4% | 2026-Q2 |
| Seros Financial, LLC trimmed | 177,943 | $29M | 0.4% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 164,120 | $27M | 0.4% | 2026-Q2 |
| MANCHESTER FINANCIAL INC added | 163,474 | $26M | 0.4% | 2026-Q2 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC added | 161,592 | $26M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 151,879 | $25M | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 150,022 | $24M | 0.3% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 149,188 | $22M | 0.3% | 2026-Q2 |
| ADAPT WEALTH ADVISORS, LLC trimmed | 146,285 | $24M | 0.3% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 144,435 | $23M | 0.3% | 2026-Q2 |
| Altus Wealth Group LLC added | 143,826 | $23M | 0.3% | 2026-Q2 |
| Goldstein Advisors, LLC trimmed | 141,576 | $23M | 0.3% | 2026-Q2 |
| FISCHER INVESTMENT STRATEGIES, LLC trimmed | 139,640 | $23M | 0.3% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 135,772 | $22M | 0.3% | 2026-Q2 |
| Trilogy Capital Inc. trimmed | 133,625 | $22M | 0.3% | 2026-Q2 |
| SIERRA OCEAN, LLC added | 133,258 | $22M | 0.3% | 2026-Q2 |
| Venture Visionary Partners LLC trimmed | 130,488 | $21M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 129,338 | $21M | 0.3% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 128,073 | $21M | 0.3% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 125,946 | $20M | 0.3% | 2026-Q2 |
| Kovack Advisors, Inc. added | 125,282 | $20M | 0.3% | 2026-Q2 |
| Financial Enhancement Group LLC trimmed | 124,217 | $20M | 0.3% | 2026-Q2 |
| Quadrature Capital Ltd added | 117,803 | $19M | 0.3% | 2026-Q2 |
| Summit Financial, LLC trimmed | 117,528 | $19M | 0.3% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 114,970 | $19M | 0.2% | 2026-Q2 |
| Pioneer Family Office, LLC new | 110,355 | $18M | 0.2% | 2026-Q2 |
| Green Ridge Wealth Planning LLC added | 110,026 | $18M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 108,842 | $18M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 107,973 | $17M | 0.2% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 106,491 | $17M | 0.2% | 2026-Q2 |
| StoneCrest Wealth Management, Inc. added | 101,696 | $16M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 101,550 | $15M | 0.2% | 2026-Q2 |
| Colonial River Investments, LLC added | 99,908 | $16M | 0.2% | 2026-Q2 |
| Fortis Group Advisors, LLC added | 97,895 | $16M | 0.2% | 2026-Q2 |
| Alpha Zero LLC added | 97,504 | $14M | 0.2% | 2026-Q2 |
| KWB Wealth trimmed | 96,390 | $16M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 95,787 | $15M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 93,707 | $15M | 0.2% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 93,671 | $15M | 0.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 93,613 | $15M | 0.2% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC trimmed | 92,795 | $15M | 0.2% | 2026-Q2 |
| BlueStem Wealth Partners, LLC new | 92,559 | $15M | 0.2% | 2026-Q2 |
| Lifestyle Asset Management, Inc. trimmed | 91,872 | $15M | 0.2% | 2026-Q2 |
| Compass Financial Services Inc added | 91,396 | $15M | 0.2% | 2026-Q2 |
| CFS Investment Advisory Services, LLC trimmed | 89,281 | $13M | 0.2% | 2026-Q2 |
| Rollins Financial Advisors, LLC added | 88,256 | $14M | 0.2% | 2026-Q2 |
| Oxford Wealth Group, LLC trimmed | 87,176 | $14M | 0.2% | 2026-Q2 |
| Financial Partners Group, Inc added | 84,937 | $14M | 0.2% | 2026-Q2 |
| Horst & Graben Wealth Management LLC trimmed | 83,232 | $13M | 0.2% | 2026-Q2 |
| Wealth Advisors of Iowa, LLC added | 82,862 | $13M | 0.2% | 2026-Q2 |
| Physician Wealth Advisors, Inc. trimmed | 80,324 | $13M | 0.2% | 2026-Q2 |
| Centerpoint Advisory Group added | 80,099 | $13M | 0.2% | 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.