Who owns SPTI (SPTI)
Which tracked institutional funds hold SPTI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPTI 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
121 tracked funds added or opened SPTI while 61 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
SPTI’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 1.3% of theirs — a 0.9pp gap the other way — the median holder sizes SPTI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SPTI 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 405 tracked filers holding SPTI, 254 increased or opened the position and 159 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 SPTI 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 14
- Kestra Investment Management, LLC$82M
- FIFTH THIRD BANCORP$9M
- Arkadios Wealth Advisors$8M
- Summit Financial, LLC$8M
- SEI INVESTMENTS CO$6M
- Tower Research Capital LLC (TRC)$3M
Full exits 14
- AlphaQuest LLC$48M
- O'Brien Wealth Partners LLC$42M
- BANK OF NOVA SCOTIA$29M
- COMERICA BANK$9M
- IFG Advisory, LLC$9M
- Migdal Insurance & Financial Holdings Ltd.$6M
Largest adds
- CWM, LLC$187M
- LPL Financial LLC$136M
- OneDigital Investment Advisors LLC$100M
- Independent Advisor Alliance$66M
- OSAIC HOLDINGS, INC.$59M
- ENVESTNET ASSET MANAGEMENT INC$47M
Largest trims
- BANK OF AMERICA CORP /DE/$361M
- Richard Bernstein Advisors LLC$229M
- MERCER GLOBAL ADVISORS INC /ADV$35M
- STEPHENS GROUP ASSET MANAGEMENT, LLC$22M
- Apriem Advisors$12M
- Compton Financial Group, LLC$12M
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 | 53,851,890 | $1.5B | 17.5% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 44,660,515 | $1.3B | 14.5% | 2026-Q1 |
| Municipal Employees' Retirement System of Michigan added | 38,702,475 | $1.1B | 12.6% | 2026-Q1 |
| CWM, LLC added | 12,847,946 | $368M | 4.2% | 2026-Q1 |
| MATHER GROUP, LLC. added | 11,895,021 | $341M | 3.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,828,032 | $224M | 2.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 7,636,114 | $219M | 2.5% | 2026-Q1 |
| Merit Financial Group, LLC added | 6,208,354 | $178M | 2.0% | 2026-Q1 |
| GLOBALT Investments LLC / GA added | 5,924,374 | $170M | 1.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 5,485,248 | $157M | 1.8% | 2026-Q1 |
| One Day In July LLC added | 5,356,793 | $154M | 1.7% | 2026-Q1 |
| EVERMAY WEALTH MANAGEMENT LLC added | 4,915,972 | $141M | 1.6% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 3,997,338 | $115M | 1.3% | 2026-Q1 |
| STATE STREET CORP added | 3,762,990 | $108M | 1.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 3,411,524 | $98M | 1.1% | 2026-Q1 |
| ASSETMARK, INC added | 3,103,772 | $89M | 1.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,953,499 | $85M | 1.0% | 2026-Q1 |
| Kestra Investment Management, LLC added | 2,868,259 | $82M | 0.9% | 2026-Q1 |
| CX Institutional added | 2,815,704 | $81M | 0.9% | 2026-Q1 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC trimmed | 2,537,953 | $73M | 0.8% | 2026-Q1 |
| Independent Advisor Alliance added | 2,337,458 | $67M | 0.8% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC trimmed | 2,288,911 | $66M | 0.7% | 2026-Q1 |
| Strategic Wealth Investment Group, LLC added | 2,214,829 | $63M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 2,063,334 | $59M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,885,287 | $54M | 0.6% | 2026-Q1 |
| Compton Financial Group, LLC trimmed | 1,862,719 | $53M | 0.6% | 2026-Q1 |
| Carnegie Investment Counsel added | 1,846,575 | $53M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 1,764,469 | $51M | 0.6% | 2026-Q1 |
| VOISARD ASSET MANAGEMENT GROUP, INC. added | 1,751,198 | $50M | 0.6% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 1,625,843 | $47M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,604,093 | $46M | 0.5% | 2026-Q1 |
| Black Diamond Financial, LLC added | 1,487,097 | $43M | 0.5% | 2026-Q1 |
| Portland Global Advisors LLC added | 1,398,461 | $40M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 1,362,930 | $39M | 0.4% | 2026-Q1 |
| Gradient Investments LLC added | 1,345,325 | $39M | 0.4% | 2026-Q1 |
| MORGAN STANLEY added | 1,345,014 | $39M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 1,206,128 | $35M | 0.4% | 2026-Q1 |
| KWB Wealth trimmed | 1,165,759 | $34M | 0.4% | 2026-Q1 |
| Concord Wealth Partners added | 1,136,477 | $33M | 0.4% | 2026-Q1 |
| Concord Asset Management, LLC/VA added | 1,121,967 | $32M | 0.4% | 2026-Q1 |
| NorthRock Partners, LLC added | 1,107,517 | $32M | 0.4% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 1,090,639 | $31M | 0.4% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 1,075,418 | $31M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,037,541 | $30M | 0.3% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 986,785 | $28M | 0.3% | 2026-Q1 |
| SENTINEL PENSION ADVISORS, LLC added | 943,734 | $27M | 0.3% | 2026-Q1 |
| Leicht Financial Planning & Wealth Management, Inc. added | 940,643 | $27M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 922,964 | $26M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 907,334 | $26M | 0.3% | 2026-Q1 |
| Frisch Financial Group, Inc. added | 879,342 | $25M | 0.3% | 2026-Q1 |
| Impact Partnership Wealth, LLC added | 868,583 | $25M | 0.3% | 2026-Q1 |
| Flagstone Financial Management added | 866,477 | $25M | 0.3% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 793,244 | $23M | 0.3% | 2026-Q1 |
| IHT Wealth Management, LLC added | 790,591 | $23M | 0.3% | 2026-Q1 |
| 3EDGE Asset Management, LP trimmed | 728,240 | $21M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 719,455 | $21M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 717,831 | $21M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 704,182 | $20M | 0.2% | 2026-Q1 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC added | 660,917 | $19M | 0.2% | 2026-Q1 |
| Collier Financial added | 647,200 | $19M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 626,692 | $18M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 616,859 | $18M | 0.2% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 584,107 | $17M | 0.2% | 2026-Q1 |
| WOODMONT INVESTMENT COUNSEL LLC added | 569,599 | $16M | 0.2% | 2026-Q1 |
| S. R. Schill & Associates added | 538,400 | $15M | 0.2% | 2026-Q1 |
| Salomon & Ludwin, LLC added | 515,830 | $15M | 0.2% | 2026-Q1 |
| Melone Private Wealth, LLC added | 510,141 | $15M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 507,179 | $15M | 0.2% | 2026-Q1 |
| Certified Advisory Corp added | 491,720 | $14M | 0.2% | 2026-Q1 |
| TSFG, LLC added | 483,957 | $14M | 0.2% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 483,268 | $14M | 0.2% | 2026-Q1 |
| GM Advisory Group, LLC added | 481,957 | $14M | 0.2% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 470,046 | $13M | 0.2% | 2026-Q1 |
| Arjuna Capital trimmed | 464,474 | $13M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 448,081 | $13M | 0.1% | 2026-Q1 |
| Eldridge Investment Advisors, Inc. added | 444,230 | $13M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 442,986 | $13M | 0.1% | 2026-Q1 |
| Hobbs Group Advisors, LLC trimmed | 441,260 | $13M | 0.1% | 2026-Q1 |
| Equita Financial Network, Inc. trimmed | 435,818 | $12M | 0.1% | 2026-Q1 |
| Madison Asset Management, LLC trimmed | 432,305 | $12M | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 430,834 | $12M | 0.1% | 2026-Q1 |
| Hobart Private Capital, LLC added | 418,366 | $12M | 0.1% | 2026-Q1 |
| Capasso Planning Partners LLC added | 410,309 | $12M | 0.1% | 2026-Q1 |
| TPG Financial Advisors, LLC added | 403,555 | $12M | 0.1% | 2026-Q1 |
| Tilson Financial Group, Inc. added | 396,000 | $11M | 0.1% | 2026-Q1 |
| Evergreen Wealth Partners LLC added | 387,106 | $11M | 0.1% | 2026-Q1 |
| Tidemark, LLC added | 385,737 | $11M | 0.1% | 2026-Q1 |
| Waterloo Capital, L.P. added | 385,062 | $11M | 0.1% | 2026-Q1 |
| Higgins & Schmidt Wealth Strategies LLC added | 374,815 | $11M | 0.1% | 2026-Q1 |
| MATAURO, LLC added | 372,330 | $11M | 0.1% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 2,048,526 | $59M | 0.7% | 2025-Q3 stale |
| Stadion Money Management, LLC added | 1,740,550 | $50M | 0.6% | 2025-Q2 stale |
| AlphaQuest LLC added | 1,670,793 | $48M | 0.5% | 2025-Q4 stale |
| O'Brien Wealth Partners LLC added | 1,450,509 | $42M | 0.5% | 2025-Q4 stale |
| Wela Strategies, Inc. added | 1,023,954 | $30M | 0.3% | 2025-Q3 stale |
| BANK OF NOVA SCOTIA added | 1,019,170 | $29M | 0.3% | 2025-Q4 stale |
| Donoghue Forlines LLC added | 988,393 | $28M | 0.3% | 2025-Q1 stale |
| Stratos Wealth Advisors, LLC added | 935,426 | $27M | 0.3% | 2025-Q3 stale |
| Willow Creek Wealth Management Inc. added | 593,737 | $17M | 0.2% | 2025-Q3 stale |
| US FINANCIAL ADVISORS, LLC added | 494,894 | $14M | 0.2% | 2025-Q1 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.