Who owns 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-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
120 tracked funds added or opened SPTL while 87 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
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 0.3% of theirs — a 0.2pp 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 2026-Q1 and 2026-Q2, across 460 tracked filers holding SPTL, 275 increased or opened the position and 218 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 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 17
- Quadrature Capital Ltd$17M
- IFG Advisory, LLC$11M
- OPPENHEIMER & CO INC$9M
- Independence Wealth Advisors, LLC$7M
- Prime Capital Investment Advisors, LLC$4M
- TWO SIGMA SECURITIES, LLC$3M
Full exits 22
- Municipal Employees' Retirement System of Michigan$605M
- CWM, LLC$78M
- Thrivent Financial for Lutherans$46M
- Stratos Wealth Advisors, LLC$41M
- GM Advisory Group, LLC$22M
- PARK AVENUE SECURITIES LLC$17M
Largest adds
- UBS Group AG$280M
- STATE STREET CORP$229M
- Financial Engines Advisors L.L.C.$110M
- GOLDMAN SACHS GROUP INC$98M
- LPL Financial LLC$57M
- ENVESTNET ASSET MANAGEMENT INC$24M
Largest trims
- MATHER GROUP, LLC.$167M
- BANK OF AMERICA CORP /DE/$123M
- FMR LLC$101M
- Advocacy Wealth Management, LLC$62M
- MORGAN STANLEY$39M
- JPMORGAN CHASE & CO$34M
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 |
|---|---|---|---|---|
| STATE STREET CORP added | 77,418,976 | $2.0B | 23.6% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 59,020,099 | $1.5B | 18.0% | 2026-Q2 |
| UBS Group AG added | 23,566,242 | $618M | 7.2% | 2026-Q2 |
| FMR LLC trimmed | 17,508,412 | $459M | 5.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 11,877,341 | $312M | 3.6% | 2026-Q2 |
| LPL Financial LLC added | 10,918,643 | $286M | 3.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 9,962,748 | $261M | 3.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 7,325,888 | $192M | 2.2% | 2026-Q2 |
| ASSETMARK, INC added | 6,114,704 | $160M | 1.9% | 2026-Q2 |
| GLOBALT Investments LLC / GA added | 5,617,536 | $147M | 1.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 4,671,743 | $124M | 1.4% | 2026-Q2 |
| Avantax Planning Partners, Inc. added | 4,547,125 | $119M | 1.4% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 4,177,217 | $110M | 1.3% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 4,024,625 | $106M | 1.2% | 2026-Q2 |
| MASON STREET ADVISORS, LLC added | 4,005,960 | $105M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 3,880,404 | $102M | 1.2% | 2026-Q2 |
| One Day In July LLC added | 3,828,998 | $100M | 1.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 3,131,664 | $82M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,102,593 | $81M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,920,281 | $77M | 0.9% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 2,498,496 | $66M | 0.8% | 2026-Q2 |
| Destination Wealth Management added | 2,235,719 | $59M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,055,833 | $54M | 0.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,033,216 | $53M | 0.6% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 1,870,472 | $49M | 0.6% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 1,870,380 | $49M | 0.6% | 2026-Q2 |
| Tennessee Valley Asset Management Partners added | 1,714,449 | $45M | 0.5% | 2026-Q2 |
| Advocacy Wealth Management, LLC trimmed | 1,614,833 | $42M | 0.5% | 2026-Q2 |
| Voya Financial Advisors, Inc. added | 1,614,118 | $43M | 0.5% | 2026-Q2 |
| MCMORGAN & CO LLC trimmed | 1,504,389 | $39M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 1,499,898 | $39M | 0.5% | 2026-Q2 |
| MA Private Wealth added | 1,470,776 | $39M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,444,132 | $38M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 1,256,580 | $33M | 0.4% | 2026-Q2 |
| SOFI WEALTH, LLC added | 1,221,059 | $32M | 0.4% | 2026-Q2 |
| Advisory Alpha, LLC added | 1,079,040 | $28M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,035,066 | $27M | 0.3% | 2026-Q2 |
| Jump Financial, LLC added | 1,028,464 | $27M | 0.3% | 2026-Q2 |
| Gradient Investments LLC added | 953,502 | $25M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 927,836 | $24M | 0.3% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 870,699 | $23M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 861,975 | $23M | 0.3% | 2026-Q2 |
| Strategic Wealth Investment Group, LLC trimmed | 860,439 | $23M | 0.3% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 834,847 | $22M | 0.3% | 2026-Q2 |
| McAdam, LLC trimmed | 834,106 | $22M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 809,354 | $21M | 0.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 783,962 | $21M | 0.2% | 2026-Q2 |
| Ascent Group, LLC trimmed | 739,720 | $19M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 724,255 | $19M | 0.2% | 2026-Q2 |
| FLC Capital Advisors added | 720,387 | $19M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 689,172 | $18M | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 684,031 | $18M | 0.2% | 2026-Q2 |
| Quadrature Capital Ltd added | 657,621 | $17M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 577,016 | $15M | 0.2% | 2026-Q2 |
| Checchi Capital Advisers, LLC trimmed | 573,620 | $15M | 0.2% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 571,139 | $15M | 0.2% | 2026-Q2 |
| Shepherd Financial Partners LLC trimmed | 567,072 | $15M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 563,852 | $15M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 551,209 | $14M | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 537,440 | $14M | 0.2% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 537,264 | $14M | 0.2% | 2026-Q2 |
| Keystone Financial Group added | 533,951 | $14M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 533,704 | $14M | 0.2% | 2026-Q2 |
| CFS Investment Advisory Services, LLC trimmed | 521,233 | $14M | 0.2% | 2026-Q2 |
| Manhattan West Asset Management, LLC trimmed | 491,059 | $13M | 0.1% | 2026-Q2 |
| J.E. Simmons & Co., P.C. trimmed | 489,712 | $13M | 0.1% | 2026-Q2 |
| Roberts Financial Services LLC added | 482,932 | $13M | 0.1% | 2026-Q2 |
| Ancora Advisors LLC added | 477,295 | $13M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 474,914 | $12M | 0.1% | 2026-Q2 |
| High Probability Advisors, LLC added | 454,386 | $12M | 0.1% | 2026-Q2 |
| Security Financial Services, INC. trimmed | 442,106 | $12M | 0.1% | 2026-Q2 |
| Impact Investors, Inc trimmed | 437,179 | $11M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 430,257 | $11M | 0.1% | 2026-Q2 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC added | 405,556 | $11M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 405,104 | $11M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 396,705 | $10M | 0.1% | 2026-Q2 |
| World Investment Advisors added | 393,632 | $10M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 386,385 | $10M | 0.1% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC added | 358,826 | $9M | 0.1% | 2026-Q2 |
| Appalachian Capital Management Ltd added | 352,002 | $9M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 347,626 | $9M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 345,312 | $9M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 339,937 | $9M | 0.1% | 2026-Q2 |
| KWB Wealth added | 331,642 | $9M | 0.1% | 2026-Q2 |
| MOTCO trimmed | 330,948 | $9M | 0.1% | 2026-Q2 |
| AllGen Financial Advisors, Inc. trimmed | 329,169 | $9M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 304,364 | $8M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 302,346 | $8M | 0.1% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 302,082 | $8M | 0.1% | 2026-Q2 |
| Independence Wealth Advisors, LLC added | 279,912 | $7M | 0.1% | 2026-Q2 |
| Permanent Capital Management, LP trimmed | 278,085 | $7M | 0.1% | 2026-Q2 |
| Hobart Private Capital, LLC trimmed | 275,378 | $7M | 0.1% | 2026-Q2 |
| FIRST HORIZON CORP added | 265,227 | $7M | 0.1% | 2026-Q2 |
| Goldstone Financial Group, LLC added | 265,149 | $7M | 0.1% | 2026-Q2 |
| Foster Victor Wealth Advisors, LLC added | 257,493 | $7M | 0.1% | 2026-Q2 |
| Detalus Advisors, LLC added | 251,553 | $7M | 0.1% | 2026-Q2 |
| New Harbor Financial Group, LLC added | 248,658 | $7M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 243,047 | $6M | 0.1% | 2026-Q2 |
| Avos Capital Management, LLC added | 240,565 | $6M | 0.1% | 2026-Q2 |
| Schwallier Wealth Management LLC added | 233,446 | $6M | 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.