Who owns 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-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
114 tracked funds added or opened SPTI while 73 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
SPTI’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 0.7% of theirs — a 0.4pp 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 2026-Q1 and 2026-Q2, across 398 tracked filers holding SPTI, 242 increased or opened the position and 175 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 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 15
- Wealthspire Advisors, LLC$14M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$14M
- Leslie Global Wealth, LLC$14M
- IFG Advisory, LLC$10M
- Global Retirement Partners, LLC$3M
- GRIMES & Co WEALTH MANAGEMENT, LLC$2M
Full exits 20
- Municipal Employees' Retirement System of Michigan$1.1B
- CWM, LLC$368M
- STATE STREET CORP$108M
- CX Institutional$81M
- HighTower Advisors, LLC$46M
- PARK AVENUE SECURITIES LLC$18M
Largest adds
- Financial Engines Advisors L.L.C.$87M
- Integrated Wealth Concepts LLC$41M
- Steward Partners Investment Advisory, LLC$20M
- IHT Wealth Management, LLC$19M
- COMMONWEALTH EQUITY SERVICES, LLC$18M
- MATHER GROUP, LLC.$15M
Largest trims
- Independent Advisor Alliance$66M
- Kestra Investment Management, LLC$23M
- Compton Financial Group, LLC$20M
- Mariner, LLC$17M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11M
- LPL Financial LLC$8M
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 | 54,077,529 | $1.5B | 21.7% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 48,147,629 | $1.4B | 19.3% | 2026-Q2 |
| MATHER GROUP, LLC. added | 12,549,605 | $356M | 5.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 8,273,012 | $235M | 3.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 7,552,607 | $214M | 3.0% | 2026-Q2 |
| Merit Financial Group, LLC added | 6,449,298 | $183M | 2.6% | 2026-Q2 |
| GLOBALT Investments LLC / GA trimmed | 5,846,343 | $166M | 2.3% | 2026-Q2 |
| One Day In July LLC added | 5,740,635 | $163M | 2.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 5,678,176 | $161M | 2.3% | 2026-Q2 |
| EVERMAY WEALTH MANAGEMENT LLC added | 5,078,669 | $144M | 2.0% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 4,403,524 | $125M | 1.8% | 2026-Q2 |
| ASSETMARK, INC added | 3,616,394 | $103M | 1.5% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 3,373,475 | $96M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,182,755 | $90M | 1.3% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 2,746,843 | $78M | 1.1% | 2026-Q2 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC added | 2,649,871 | $75M | 1.1% | 2026-Q2 |
| Strategic Wealth Investment Group, LLC added | 2,256,234 | $64M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 2,253,751 | $64M | 0.9% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 2,096,996 | $60M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,018,202 | $57M | 0.8% | 2026-Q2 |
| VOISARD ASSET MANAGEMENT GROUP, INC. added | 1,959,613 | $56M | 0.8% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 1,944,995 | $55M | 0.8% | 2026-Q2 |
| Carnegie Investment Counsel trimmed | 1,843,779 | $52M | 0.7% | 2026-Q2 |
| UBS Group AG added | 1,808,600 | $51M | 0.7% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 1,802,308 | $51M | 0.7% | 2026-Q2 |
| Black Diamond Financial, LLC added | 1,568,643 | $45M | 0.6% | 2026-Q2 |
| Gradient Investments LLC added | 1,540,075 | $44M | 0.6% | 2026-Q2 |
| Equitable Holdings, Inc. added | 1,519,100 | $43M | 0.6% | 2026-Q2 |
| IHT Wealth Management, LLC added | 1,464,466 | $42M | 0.6% | 2026-Q2 |
| Portland Global Advisors LLC added | 1,454,168 | $41M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 1,338,880 | $38M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,256,446 | $36M | 0.5% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 1,244,488 | $35M | 0.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,212,102 | $34M | 0.5% | 2026-Q2 |
| Concord Wealth Partners added | 1,188,621 | $34M | 0.5% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 1,171,552 | $33M | 0.5% | 2026-Q2 |
| Compton Financial Group, LLC trimmed | 1,171,075 | $33M | 0.5% | 2026-Q2 |
| Concord Asset Management, LLC/VA added | 1,162,188 | $33M | 0.5% | 2026-Q2 |
| Frisch Financial Group, Inc. added | 1,097,338 | $31M | 0.4% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 1,059,176 | $30M | 0.4% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 1,032,022 | $29M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 1,028,420 | $29M | 0.4% | 2026-Q2 |
| Leicht Financial Planning & Wealth Management, Inc. added | 1,018,891 | $29M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,007,694 | $29M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,006,887 | $29M | 0.4% | 2026-Q2 |
| KWB Wealth trimmed | 999,955 | $28M | 0.4% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC added | 997,269 | $28M | 0.4% | 2026-Q2 |
| Flagstone Financial Management added | 905,461 | $26M | 0.4% | 2026-Q2 |
| S. R. Schill & Associates added | 823,719 | $23M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 733,668 | $21M | 0.3% | 2026-Q2 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC added | 708,223 | $20M | 0.3% | 2026-Q2 |
| Tidemark, LLC added | 688,159 | $20M | 0.3% | 2026-Q2 |
| Collier Financial added | 681,284 | $19M | 0.3% | 2026-Q2 |
| 3EDGE Asset Management, LP trimmed | 670,421 | $19M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 665,554 | $19M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 642,536 | $18M | 0.3% | 2026-Q2 |
| Impact Partnership Wealth, LLC trimmed | 612,393 | $17M | 0.2% | 2026-Q2 |
| WOODMONT INVESTMENT COUNSEL LLC added | 602,756 | $17M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 582,067 | $17M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 580,962 | $16M | 0.2% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 559,741 | $16M | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 552,517 | $16M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 548,324 | $16M | 0.2% | 2026-Q2 |
| Salomon & Ludwin, LLC added | 536,824 | $15M | 0.2% | 2026-Q2 |
| Melone Private Wealth, LLC added | 512,824 | $15M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 507,254 | $14M | 0.2% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 497,936 | $14M | 0.2% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 497,633 | $14M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 487,455 | $14M | 0.2% | 2026-Q2 |
| Leslie Global Wealth, LLC added | 481,454 | $14M | 0.2% | 2026-Q2 |
| True Blue Financial, LLC added | 479,886 | $14M | 0.2% | 2026-Q2 |
| Eldridge Investment Advisors, Inc. added | 469,900 | $13M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 465,318 | $13M | 0.2% | 2026-Q2 |
| Equita Financial Network, Inc. added | 457,795 | $13M | 0.2% | 2026-Q2 |
| Arjuna Capital trimmed | 457,273 | $13M | 0.2% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 424,419 | $12M | 0.2% | 2026-Q2 |
| Hobart Private Capital, LLC added | 424,172 | $12M | 0.2% | 2026-Q2 |
| Tilson Financial Group, Inc. added | 413,267 | $12M | 0.2% | 2026-Q2 |
| Capasso Planning Partners LLC trimmed | 408,514 | $12M | 0.2% | 2026-Q2 |
| Higgins & Schmidt Wealth Strategies LLC added | 405,964 | $12M | 0.2% | 2026-Q2 |
| Evergreen Wealth Partners LLC added | 401,307 | $11M | 0.2% | 2026-Q2 |
| TPG Financial Advisors, LLC trimmed | 400,617 | $11M | 0.2% | 2026-Q2 |
| Synergy Investment Management, LLC added | 381,143 | $11M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 366,227 | $10M | 0.1% | 2026-Q2 |
| MATAURO, LLC trimmed | 363,267 | $10M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 359,000 | $10M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 340,699 | $10M | 0.1% | 2026-Q2 |
| Appalachian Capital Management Ltd added | 340,149 | $10M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 332,958 | $9M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 324,190 | $9M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 320,886 | $9M | 0.1% | 2026-Q2 |
| Hobbs Group Advisors, LLC trimmed | 313,210 | $9M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 310,668 | $9M | 0.1% | 2026-Q2 |
| BlackRock, Inc. trimmed | 305,702 | $9M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 304,330 | $9M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 297,466 | $8M | 0.1% | 2026-Q2 |
| Waterloo Capital, L.P. trimmed | 296,877 | $8M | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 290,188 | $8M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 266,827 | $8M | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 266,213 | $8M | 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.