Who owns SPTL (SPTL)
Which tracked institutional funds hold SPTL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPTL 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
112 tracked funds added or opened SPTL while 82 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
SPTL’s largest tracked holder by dollar value, STATE STREET CORP, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.3pp gap the other way — the median holder sizes SPTL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SPTL 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 477 tracked filers holding SPTL, 277 increased or opened the position and 216 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 SPTL 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 16
- Tidal Investments LLC$12M
- Cerity Partners LLC$11M
- CONSOLIDATED CAPITAL MANAGEMENT, LLC$10M
- Schwallier Wealth Management LLC$5M
- SEI INVESTMENTS CO$5M
- My Portfolio Guide, LLC$4M
Full exits 21
- Nan Shan Life Insurance Co., Ltd.$290M
- O'Brien Wealth Partners LLC$25M
- Austin Private Wealth, LLC$13M
- Quadrature Capital Ltd$10M
- IFG Advisory, LLC$8M
- Independence Wealth Advisors, LLC$7M
Largest adds
- UBS Group AG$309M
- Municipal Employees' Retirement System of Michigan$197M
- BANK OF AMERICA CORP /DE/$130M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$62M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$60M
- Farther Finance Advisors, LLC$27M
Largest trims
- STATE STREET CORP$134M
- LPL Financial LLC$91M
- Cetera Investment Advisers$77M
- AXXCESS WEALTH MANAGEMENT, LLC$29M
- Mirae Asset Global Investments Co., Ltd.$26M
- MERCER GLOBAL ADVISORS INC /ADV$22M
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 |
|---|---|---|---|---|
| STATE STREET CORP trimmed | 68,517,636 | $1.8B | 18.9% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 54,679,484 | $1.4B | 15.1% | 2026-Q1 |
| Municipal Employees' Retirement System of Michigan added | 22,999,752 | $605M | 6.3% | 2026-Q1 |
| FMR LLC trimmed | 21,311,468 | $560M | 5.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 14,599,817 | $384M | 4.0% | 2026-Q1 |
| UBS Group AG added | 12,839,418 | $338M | 3.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 10,941,504 | $288M | 3.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 8,739,583 | $230M | 2.4% | 2026-Q1 |
| MATHER GROUP, LLC. added | 8,226,025 | $216M | 2.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 5,991,614 | $158M | 1.6% | 2026-Q1 |
| ASSETMARK, INC added | 5,830,936 | $153M | 1.6% | 2026-Q1 |
| GLOBALT Investments LLC / GA added | 5,563,987 | $146M | 1.5% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 5,111,695 | $134M | 1.4% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 4,314,262 | $113M | 1.2% | 2026-Q1 |
| MASON STREET ADVISORS, LLC added | 3,998,720 | $105M | 1.1% | 2026-Q1 |
| Advocacy Wealth Management, LLC added | 3,978,825 | $105M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 3,889,021 | $102M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 3,597,062 | $95M | 1.0% | 2026-Q1 |
| One Day In July LLC added | 3,551,633 | $93M | 1.0% | 2026-Q1 |
| MORGAN STANLEY added | 3,524,389 | $93M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 3,507,145 | $92M | 1.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 3,393,218 | $89M | 0.9% | 2026-Q1 |
| CWM, LLC added | 2,966,485 | $78M | 0.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,876,402 | $76M | 0.8% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,782,298 | $73M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 2,580,024 | $68M | 0.7% | 2026-Q1 |
| Destination Wealth Management added | 2,215,071 | $58M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,906,148 | $50M | 0.5% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 1,735,793 | $46M | 0.5% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 1,721,135 | $45M | 0.5% | 2026-Q1 |
| Tennessee Valley Asset Management Partners added | 1,655,218 | $44M | 0.5% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 1,552,607 | $41M | 0.4% | 2026-Q1 |
| Voya Financial Advisors, Inc. trimmed | 1,567,968 | $41M | 0.4% | 2026-Q1 |
| MCMORGAN & CO LLC added | 1,516,371 | $40M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,414,430 | $37M | 0.4% | 2026-Q1 |
| MA Private Wealth added | 1,404,877 | $37M | 0.4% | 2026-Q1 |
| McAdam, LLC added | 1,201,456 | $32M | 0.3% | 2026-Q1 |
| SOFI WEALTH, LLC trimmed | 1,139,091 | $30M | 0.3% | 2026-Q1 |
| Strategic Wealth Investment Group, LLC added | 1,111,109 | $29M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 1,069,935 | $28M | 0.3% | 2026-Q1 |
| Advisory Alpha, LLC trimmed | 1,063,984 | $28M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 1,059,062 | $28M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,052,454 | $28M | 0.3% | 2026-Q1 |
| Shepherd Financial Partners LLC added | 1,016,514 | $27M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 944,560 | $25M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 849,396 | $22M | 0.2% | 2026-Q1 |
| GM Advisory Group, LLC added | 845,860 | $22M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 815,956 | $21M | 0.2% | 2026-Q1 |
| Gradient Investments LLC added | 800,461 | $21M | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 792,562 | $21M | 0.2% | 2026-Q1 |
| CFS Investment Advisory Services, LLC trimmed | 785,454 | $21M | 0.2% | 2026-Q1 |
| Security Financial Services, INC. added | 787,079 | $21M | 0.2% | 2026-Q1 |
| Ascent Group, LLC added | 762,045 | $20M | 0.2% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 722,790 | $19M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 693,474 | $18M | 0.2% | 2026-Q1 |
| RFG Advisory, LLC added | 691,730 | $18M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 678,239 | $18M | 0.2% | 2026-Q1 |
| SPINNAKER TRUST trimmed | 645,913 | $17M | 0.2% | 2026-Q1 |
| FLC Capital Advisors added | 636,658 | $17M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 635,767 | $17M | 0.2% | 2026-Q1 |
| Gibbs Wealth Management added | 599,839 | $16M | 0.2% | 2026-Q1 |
| Checchi Capital Advisers, LLC trimmed | 581,341 | $15M | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 570,789 | $15M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 549,058 | $14M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 528,565 | $14M | 0.1% | 2026-Q1 |
| Manhattan West Asset Management, LLC added | 528,153 | $14M | 0.1% | 2026-Q1 |
| AlphaStar Capital Management, LLC added | 525,624 | $14M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 516,159 | $14M | 0.1% | 2026-Q1 |
| Impact Investors, Inc added | 517,490 | $14M | 0.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 507,315 | $13M | 0.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 501,894 | $13M | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 494,725 | $13M | 0.1% | 2026-Q1 |
| J.E. Simmons & Co., P.C. added | 492,621 | $13M | 0.1% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 491,220 | $13M | 0.1% | 2026-Q1 |
| Roberts Financial Services LLC trimmed | 469,478 | $12M | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 464,406 | $12M | 0.1% | 2026-Q1 |
| Tidal Investments LLC trimmed | 461,741 | $12M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 440,547 | $12M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 431,867 | $11M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 430,090 | $11M | 0.1% | 2026-Q1 |
| High Probability Advisors, LLC added | 403,545 | $11M | 0.1% | 2026-Q1 |
| World Investment Advisors added | 390,915 | $10M | 0.1% | 2026-Q1 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC new | 390,148 | $10M | 0.1% | 2026-Q1 |
| Ancora Advisors LLC added | 379,323 | $10M | 0.1% | 2026-Q1 |
| Redwood Investment Management, LLC added | 371,447 | $10M | 0.1% | 2026-Q1 |
| Jump Financial, LLC added | 366,974 | $10M | 0.1% | 2026-Q1 |
| Appalachian Capital Management Ltd trimmed | 351,564 | $9M | 0.1% | 2026-Q1 |
| MPWM ADVISORY SOLUTIONS, LLC added | 347,157 | $9M | 0.1% | 2026-Q1 |
| MOTCO added | 342,551 | $9M | 0.1% | 2026-Q1 |
| Impact Partnership Wealth, LLC added | 334,602 | $9M | 0.1% | 2026-Q1 |
| Nan Shan Life Insurance Co., Ltd. | 10,956,900 | $290M | 3.0% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 4,113,903 | $109M | 1.1% | 2025-Q2 stale |
| CW Advisors, LLC added | 2,511,689 | $67M | 0.7% | 2025-Q2 stale |
| O'Brien Wealth Partners LLC trimmed | 928,154 | $25M | 0.3% | 2025-Q4 stale |
| Madison Asset Management, LLC added | 558,914 | $15M | 0.2% | 2025-Q2 stale |
| WNY Asset Management, LLC added | 522,536 | $14M | 0.1% | 2025-Q1 stale |
| Austin Private Wealth, LLC added | 480,303 | $13M | 0.1% | 2025-Q4 stale |
| UNIVEST FINANCIAL Corp trimmed | 455,735 | $12M | 0.1% | 2025-Q1 stale |
| SYKON CAPITAL LLC added | 409,161 | $11M | 0.1% | 2025-Q1 stale |
| Quadrature Capital Ltd added | 395,726 | $10M | 0.1% | 2025-Q4 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.