Who owns SPSB
Which tracked institutional funds hold SPSB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPSB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
123 tracked funds added or opened SPSB while 79 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
SPSB’s largest tracked holder by dollar value, Creative Planning, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPSB 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 548 tracked filers holding SPSB, 310 increased or opened the position and 227 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 SPSB 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 16
- Timonier Family Office, LTD.$12M
- DLK Investment Management, LLC$9M
- RENAISSANCE TECHNOLOGIES LLC$9M
- Retirement Planning Group, LLC$5M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5M
- GUARDIAN WEALTH ADVISORS, LLC / NC$3M
Full exits 30
- CAPITAL ADVISORS INC/OK$29M
- SoundView Advisors Inc.$28M
- CWM, LLC$23M
- Cherry Tree Wealth Management, LLC$21M
- Winthrop Capital Management, LLC$20M
- COHEN & STEERS, INC.$17M
Largest adds
- FMR LLC$176M
- Creative Planning$94M
- JANE STREET GROUP, LLC$93M
- Valmark Advisers, Inc.$50M
- PNC Financial Services Group, Inc.$31M
- QUATTRO FINANCIAL ADVISORS LLC$30M
Largest trims
- CoreCap Advisors, LLC$21M
- AMERIPRISE FINANCIAL INC$19M
- JPMORGAN CHASE & CO$18M
- Eagle Strategies LLC$5M
- Impact Partnership Wealth, LLC$5M
- DAVENPORT & Co LLC$5M
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 |
|---|---|---|---|---|
| Creative Planning added | 56,313,973 | $1.7B | 23.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 30,366,384 | $912M | 12.4% | 2026-Q2 |
| FMR LLC added | 11,114,566 | $334M | 4.6% | 2026-Q2 |
| Valmark Advisers, Inc. added | 10,812,015 | $324M | 4.4% | 2026-Q2 |
| LPL Financial LLC added | 9,608,002 | $288M | 3.9% | 2026-Q2 |
| MORGAN STANLEY added | 7,942,328 | $238M | 3.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 7,380,657 | $221M | 3.0% | 2026-Q2 |
| Baird Financial Group, Inc. added | 6,659,159 | $200M | 2.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,899,175 | $177M | 2.4% | 2026-Q2 |
| Advisory Alpha, LLC added | 5,333,999 | $160M | 2.2% | 2026-Q2 |
| ALLSTATE CORP added | 4,175,145 | $125M | 1.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 4,130,776 | $124M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,586,297 | $108M | 1.5% | 2026-Q2 |
| STATE STREET CORP added | 3,530,180 | $106M | 1.4% | 2026-Q2 |
| MCF Advisors LLC added | 3,503,919 | $105M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 3,426,269 | $103M | 1.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 3,179,236 | $95M | 1.3% | 2026-Q2 |
| UBS Group AG added | 3,091,636 | $93M | 1.3% | 2026-Q2 |
| Rockwood Wealth Management, LLC added | 2,559,277 | $77M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,431,812 | $73M | 1.0% | 2026-Q2 |
| Mariner, LLC added | 2,059,358 | $62M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 1,978,779 | $59M | 0.8% | 2026-Q2 |
| Rodgers & Associates, LTD added | 1,764,606 | $53M | 0.7% | 2026-Q2 |
| BIP Wealth, LLC added | 1,742,998 | $52M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,592,744 | $48M | 0.7% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. added | 1,479,226 | $44M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,466,270 | $44M | 0.6% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. added | 1,359,676 | $41M | 0.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 1,321,897 | $40M | 0.5% | 2026-Q2 |
| First Command Advisory Services, Inc. added | 1,282,848 | $38M | 0.5% | 2026-Q2 |
| Strategic Point Investment Advisors, LLC added | 1,240,756 | $37M | 0.5% | 2026-Q2 |
| CAPITAL WEALTH MANAGEMENT, LLC added | 1,227,718 | $37M | 0.5% | 2026-Q2 |
| QUATTRO FINANCIAL ADVISORS LLC added | 1,214,781 | $36M | 0.5% | 2026-Q2 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. added | 1,214,246 | $36M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,193,025 | $36M | 0.5% | 2026-Q2 |
| Orange Investment Advisors, Inc. added | 1,180,398 | $35M | 0.5% | 2026-Q2 |
| Concord Wealth Partners added | 1,140,512 | $34M | 0.5% | 2026-Q2 |
| Concord Asset Management, LLC/VA added | 1,095,507 | $33M | 0.4% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 1,065,439 | $32M | 0.4% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 994,610 | $30M | 0.4% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 991,735 | $30M | 0.4% | 2026-Q2 |
| TIAA Wealth Investment Management LLC trimmed | 976,586 | $29M | 0.4% | 2026-Q2 |
| Walker Financial Services, Inc. added | 975,719 | $29M | 0.4% | 2026-Q2 |
| Flagstone Financial Management added | 940,715 | $28M | 0.4% | 2026-Q2 |
| Wealthspire Retirement, LLC trimmed | 867,445 | $26M | 0.4% | 2026-Q2 |
| Occidental Asset Management, LLC added | 860,897 | $26M | 0.4% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 848,721 | $25M | 0.3% | 2026-Q2 |
| Gemmer Asset Management LLC added | 847,978 | $25M | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 823,528 | $25M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 812,437 | $24M | 0.3% | 2026-Q2 |
| SWMG, LLC added | 802,312 | $24M | 0.3% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 784,477 | $24M | 0.3% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 779,131 | $23M | 0.3% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 735,939 | $22M | 0.3% | 2026-Q2 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC trimmed | 721,787 | $22M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 706,242 | $21M | 0.3% | 2026-Q2 |
| BROWN ADVISORY INC added | 674,637 | $20M | 0.3% | 2026-Q2 |
| HORIZON FINANCIAL SERVICES, LLC added | 661,777 | $20M | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC added | 642,570 | $19M | 0.3% | 2026-Q2 |
| Cedar Mountain Advisors, LLC added | 632,890 | $19M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 629,188 | $19M | 0.3% | 2026-Q2 |
| Hardy Reed LLC trimmed | 577,536 | $17M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 518,720 | $16M | 0.2% | 2026-Q2 |
| Woodside Wealth Management LLC added | 508,464 | $15M | 0.2% | 2026-Q2 |
| ROGCO, LP added | 501,723 | $15M | 0.2% | 2026-Q2 |
| TrueMark Investments, LLC trimmed | 500,353 | $15M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 483,874 | $15M | 0.2% | 2026-Q2 |
| GAMMA Investing LLC added | 476,603 | $14M | 0.2% | 2026-Q2 |
| Cornerstone Management, Inc. trimmed | 471,154 | $14M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 467,289 | $14M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 463,198 | $14M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 460,972 | $14M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC added | 441,147 | $13M | 0.2% | 2026-Q2 |
| Certified Advisory Corp added | 431,011 | $13M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 424,186 | $13M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 417,039 | $13M | 0.2% | 2026-Q2 |
| Timonier Family Office, LTD. added | 404,345 | $12M | 0.2% | 2026-Q2 |
| Summit Financial, LLC added | 395,634 | $12M | 0.2% | 2026-Q2 |
| Kraft, Davis & Associates, LLC trimmed | 392,202 | $12M | 0.2% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 366,639 | $11M | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 341,437 | $10M | 0.1% | 2026-Q2 |
| SOUTHERN MICHIGAN BANK & TRUST added | 338,691 | $10M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 321,552 | $10M | 0.1% | 2026-Q2 |
| Impact Partnership Wealth, LLC trimmed | 321,320 | $10M | 0.1% | 2026-Q2 |
| Saiph Capital, LLC added | 320,863 | $10M | 0.1% | 2026-Q2 |
| TRUEFG, LLC added | 317,381 | $10M | 0.1% | 2026-Q2 |
| COURIER CAPITAL LLC added | 308,484 | $9M | 0.1% | 2026-Q2 |
| Midwest Trust Co added | 307,502 | $9M | 0.1% | 2026-Q2 |
| ARRIEN INVESTMENTS, INC. trimmed | 302,989 | $9M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 301,498 | $9M | 0.1% | 2026-Q2 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC added | 301,316 | $9M | 0.1% | 2026-Q2 |
| Allen Investment Management, LLC | 300,971 | $9M | 0.1% | 2026-Q2 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV trimmed | 300,726 | $9M | 0.1% | 2026-Q2 |
| DLK Investment Management, LLC trimmed | 300,295 | $9M | 0.1% | 2026-Q2 |
| WRAPMANAGER INC added | 297,294 | $9M | 0.1% | 2026-Q2 |
| Wellington Grp LLC | 297,005 | $9M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 294,500 | $9M | 0.1% | 2026-Q2 |
| Climber Capital SA added | 291,929 | $9M | 0.1% | 2026-Q2 |
| BURLING WEALTH PARTNERS, LLC added | 290,045 | $9M | 0.1% | 2026-Q2 |
| Financial Management, Inc. added | 287,059 | $9M | 0.1% | 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.