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Institutional Ownership · SEC Form 13F

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.

405
Institutional holders
313,036,805
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC added53,851,890$1.5B17.5%2026-Q1
Financial Engines Advisors L.L.C. added44,660,515$1.3B14.5%2026-Q1
Municipal Employees' Retirement System of Michigan added38,702,475$1.1B12.6%2026-Q1
CWM, LLC added12,847,946$368M4.2%2026-Q1
MATHER GROUP, LLC. added11,895,021$341M3.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added7,828,032$224M2.6%2026-Q1
AMERIPRISE FINANCIAL INC added7,636,114$219M2.5%2026-Q1
Merit Financial Group, LLC added6,208,354$178M2.0%2026-Q1
GLOBALT Investments LLC / GA added5,924,374$170M1.9%2026-Q1
OSAIC HOLDINGS, INC. added5,485,248$157M1.8%2026-Q1
One Day In July LLC added5,356,793$154M1.7%2026-Q1
EVERMAY WEALTH MANAGEMENT LLC added4,915,972$141M1.6%2026-Q1
OneDigital Investment Advisors LLC added3,997,338$115M1.3%2026-Q1
STATE STREET CORP added3,762,990$108M1.2%2026-Q1
Kingsview Wealth Management, LLC added3,411,524$98M1.1%2026-Q1
ASSETMARK, INC added3,103,772$89M1.0%2026-Q1
WELLS FARGO & COMPANY/MN added2,953,499$85M1.0%2026-Q1
Kestra Investment Management, LLC added2,868,259$82M0.9%2026-Q1
CX Institutional added2,815,704$81M0.9%2026-Q1
STEPHENS GROUP ASSET MANAGEMENT, LLC trimmed2,537,953$73M0.8%2026-Q1
Independent Advisor Alliance added2,337,458$67M0.8%2026-Q1
MANNING & NAPIER ADVISORS LLC trimmed2,288,911$66M0.7%2026-Q1
Strategic Wealth Investment Group, LLC added2,214,829$63M0.7%2026-Q1
Cetera Investment Advisers added2,063,334$59M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed1,885,287$54M0.6%2026-Q1
Compton Financial Group, LLC trimmed1,862,719$53M0.6%2026-Q1
Carnegie Investment Counsel added1,846,575$53M0.6%2026-Q1
UBS Group AG trimmed1,764,469$51M0.6%2026-Q1
VOISARD ASSET MANAGEMENT GROUP, INC. added1,751,198$50M0.6%2026-Q1
Gladstone Institutional Advisory LLC added1,625,843$47M0.5%2026-Q1
HighTower Advisors, LLC added1,604,093$46M0.5%2026-Q1
Black Diamond Financial, LLC added1,487,097$43M0.5%2026-Q1
Portland Global Advisors LLC added1,398,461$40M0.5%2026-Q1
Equitable Holdings, Inc. added1,362,930$39M0.4%2026-Q1
Gradient Investments LLC added1,345,325$39M0.4%2026-Q1
MORGAN STANLEY added1,345,014$39M0.4%2026-Q1
Private Advisor Group, LLC added1,206,128$35M0.4%2026-Q1
KWB Wealth trimmed1,165,759$34M0.4%2026-Q1
Concord Wealth Partners added1,136,477$33M0.4%2026-Q1
Concord Asset Management, LLC/VA added1,121,967$32M0.4%2026-Q1
NorthRock Partners, LLC added1,107,517$32M0.4%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added1,090,639$31M0.4%2026-Q1
Capital Investment Advisors, LLC added1,075,418$31M0.4%2026-Q1
BANK OF MONTREAL /CAN/ added1,037,541$30M0.3%2026-Q1
Envestnet Portfolio Solutions, Inc. added986,785$28M0.3%2026-Q1
SENTINEL PENSION ADVISORS, LLC added943,734$27M0.3%2026-Q1
Leicht Financial Planning & Wealth Management, Inc. added940,643$27M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added922,964$26M0.3%2026-Q1
STIFEL FINANCIAL CORP trimmed907,334$26M0.3%2026-Q1
Frisch Financial Group, Inc. added879,342$25M0.3%2026-Q1
Impact Partnership Wealth, LLC added868,583$25M0.3%2026-Q1
Flagstone Financial Management added866,477$25M0.3%2026-Q1
HighPoint Advisor Group LLC added793,244$23M0.3%2026-Q1
IHT Wealth Management, LLC added790,591$23M0.3%2026-Q1
3EDGE Asset Management, LP trimmed728,240$21M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added719,455$21M0.2%2026-Q1
TRUIST FINANCIAL CORP added717,831$21M0.2%2026-Q1
Mariner, LLC added704,182$20M0.2%2026-Q1
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC added660,917$19M0.2%2026-Q1
Collier Financial added647,200$19M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added626,692$18M0.2%2026-Q1
PARK AVENUE SECURITIES LLC added616,859$18M0.2%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC trimmed584,107$17M0.2%2026-Q1
WOODMONT INVESTMENT COUNSEL LLC added569,599$16M0.2%2026-Q1
S. R. Schill & Associates added538,400$15M0.2%2026-Q1
Salomon & Ludwin, LLC added515,830$15M0.2%2026-Q1
Melone Private Wealth, LLC added510,141$15M0.2%2026-Q1
Integrated Wealth Concepts LLC added507,179$15M0.2%2026-Q1
Certified Advisory Corp added491,720$14M0.2%2026-Q1
TSFG, LLC added483,957$14M0.2%2026-Q1
LEVEL FOUR ADVISORY SERVICES, LLC added483,268$14M0.2%2026-Q1
GM Advisory Group, LLC added481,957$14M0.2%2026-Q1
FLPUTNAM INVESTMENT MANAGEMENT CO added470,046$13M0.2%2026-Q1
Arjuna Capital trimmed464,474$13M0.2%2026-Q1
DAVENPORT & Co LLC added448,081$13M0.1%2026-Q1
Eldridge Investment Advisors, Inc. added444,230$13M0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed442,986$13M0.1%2026-Q1
Hobbs Group Advisors, LLC trimmed441,260$13M0.1%2026-Q1
Equita Financial Network, Inc. trimmed435,818$12M0.1%2026-Q1
Madison Asset Management, LLC trimmed432,305$12M0.1%2026-Q1
AE Wealth Management LLC added430,834$12M0.1%2026-Q1
Hobart Private Capital, LLC added418,366$12M0.1%2026-Q1
Capasso Planning Partners LLC added410,309$12M0.1%2026-Q1
TPG Financial Advisors, LLC added403,555$12M0.1%2026-Q1
Tilson Financial Group, Inc. added396,000$11M0.1%2026-Q1
Evergreen Wealth Partners LLC added387,106$11M0.1%2026-Q1
Tidemark, LLC added385,737$11M0.1%2026-Q1
Waterloo Capital, L.P. added385,062$11M0.1%2026-Q1
Higgins & Schmidt Wealth Strategies LLC added374,815$11M0.1%2026-Q1
MATAURO, LLC added372,330$11M0.1%2026-Q1
Strategic Financial Concepts, LLC added2,048,526$59M0.7%2025-Q3 stale
Stadion Money Management, LLC added1,740,550$50M0.6%2025-Q2 stale
AlphaQuest LLC added1,670,793$48M0.5%2025-Q4 stale
O'Brien Wealth Partners LLC added1,450,509$42M0.5%2025-Q4 stale
Wela Strategies, Inc. added1,023,954$30M0.3%2025-Q3 stale
BANK OF NOVA SCOTIA added1,019,170$29M0.3%2025-Q4 stale
Donoghue Forlines LLC added988,393$28M0.3%2025-Q1 stale
Stratos Wealth Advisors, LLC added935,426$27M0.3%2025-Q3 stale
Willow Creek Wealth Management Inc. added593,737$17M0.2%2025-Q3 stale
US FINANCIAL ADVISORS, LLC added494,894$14M0.2%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.

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