Who owns SPTM (SPTM)
Which tracked institutional funds hold SPTM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPTM 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
96 tracked funds added or opened SPTM while 169 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
SPTM’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 1.9% of theirs — a 1.7pp gap the other way — the median holder sizes SPTM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SPTM 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 739 tracked filers holding SPTM, 330 increased or opened the position and 310 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 SPTM 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 21
- Independent Advisor Alliance$71M
- COLDSTREAM CAPITAL MANAGEMENT INC$70M
- CVFG LLC$46M
- Owl Creek Wealth Partners LLC$28M
- Navigation Group, LLC$25M
- OneAscent Financial Services LLC$2M
Full exits 18
- RMG Wealth Management LLC$74M
- Global Retirement Partners, LLC$12M
- IEQ CAPITAL, LLC$7M
- Principia Wealth Advisory, LLC$7M
- Black Diamond Financial, LLC$6M
- TrueWealth Financial Partners$6M
Largest adds
- ASSETMARK, INC$203M
- Creative Planning$62M
- GREAT VALLEY ADVISOR GROUP, INC.$14M
- Gateway Wealth Partners, LLC$13M
- Clearstead Advisors, LLC$12M
- Cetera Investment Advisers$12M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$51M
- ENVESTNET ASSET MANAGEMENT INC$48M
- Stratos Wealth Partners, LTD.$34M
- BANK OF AMERICA CORP /DE/$29M
- Blueprint Investment Partners LLC$26M
- Private Advisor Group, LLC$19M
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 | 8,501,799 | $672M | 9.9% | 2026-Q1 |
| ASSETMARK, INC added | 5,436,214 | $430M | 6.3% | 2026-Q1 |
| Creative Planning added | 4,126,427 | $326M | 4.8% | 2026-Q1 |
| CWM, LLC added | 3,349,506 | $265M | 3.9% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 3,093,207 | $245M | 3.6% | 2026-Q1 |
| Valmark Advisers, Inc. added | 2,939,835 | $232M | 3.4% | 2026-Q1 |
| Tidal Investments LLC added | 2,895,155 | $229M | 3.4% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 2,586,827 | $205M | 3.0% | 2026-Q1 |
| Hughes Financial Services, LLC added | 1,671,941 | $132M | 1.9% | 2026-Q1 |
| Professional Financial Advisors, LLC trimmed | 1,532,743 | $121M | 1.8% | 2026-Q1 |
| MORGAN STANLEY added | 1,530,737 | $121M | 1.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,437,450 | $114M | 1.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,405,129 | $112M | 1.6% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC trimmed | 1,412,447 | $112M | 1.6% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 1,385,835 | $110M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,275,581 | $101M | 1.5% | 2026-Q1 |
| Keener Financial Planning LLC added | 1,086,692 | $86M | 1.3% | 2026-Q1 |
| Allworth Financial LP added | 1,071,583 | $85M | 1.2% | 2026-Q1 |
| ARS Wealth Advisors Group, LLC added | 1,032,092 | $82M | 1.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,026,149 | $81M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,011,111 | $80M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 973,384 | $77M | 1.1% | 2026-Q1 |
| Rockbridge Investment Management, LCC trimmed | 933,841 | $74M | 1.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 903,126 | $71M | 1.1% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 494,999 | $70M | 1.0% | 2026-Q1 |
| Legacy Private Trust Co. trimmed | 885,980 | $70M | 1.0% | 2026-Q1 |
| Wealthquest Corp | 841,365 | $69M | 1.0% | 2026-Q1 |
| Financial Strategies Group, Inc. added | 776,616 | $67M | 1.0% | 2026-Q1 |
| VOISARD ASSET MANAGEMENT GROUP, INC. added | 840,283 | $66M | 1.0% | 2026-Q1 |
| Rosenberg Matthew Hamilton added | 825,503 | $65M | 1.0% | 2026-Q1 |
| Blueprint Investment Partners LLC trimmed | 757,846 | $60M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 752,005 | $59M | 0.9% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. added | 750,934 | $59M | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 749,923 | $59M | 0.9% | 2026-Q1 |
| Shepherd Financial Partners LLC added | 746,648 | $59M | 0.9% | 2026-Q1 |
| Cerity Partners LLC trimmed | 742,992 | $59M | 0.9% | 2026-Q1 |
| B.O.S.S. Retirement Advisors, LLC added | 707,527 | $56M | 0.8% | 2026-Q1 |
| Weitzel Financial Services, Inc. added | 678,821 | $54M | 0.8% | 2026-Q1 |
| Advisors Capital Management, LLC added | 649,255 | $51M | 0.8% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 638,870 | $51M | 0.7% | 2026-Q1 |
| Winch Advisory Services, LLC trimmed | 595,816 | $47M | 0.7% | 2026-Q1 |
| CVFG LLC new | 584,153 | $46M | 0.7% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 562,548 | $44M | 0.7% | 2026-Q1 |
| Aquire Wealth Advisors, LLC trimmed | 485,989 | $38M | 0.6% | 2026-Q1 |
| GM Advisory Group, LLC added | 482,264 | $38M | 0.6% | 2026-Q1 |
| Symphony Financial, Ltd. Co. trimmed | 481,279 | $38M | 0.6% | 2026-Q1 |
| Equitable Holdings, Inc. added | 449,400 | $37M | 0.5% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 465,482 | $37M | 0.5% | 2026-Q1 |
| Winthrop Advisory Group LLC added | 464,256 | $37M | 0.5% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 462,465 | $37M | 0.5% | 2026-Q1 |
| N.E.W. Advisory Services LLC added | 456,136 | $36M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 443,363 | $35M | 0.5% | 2026-Q1 |
| Rialto Wealth Management, LLC added | 426,768 | $34M | 0.5% | 2026-Q1 |
| Treasure Coast Financial Planning trimmed | 416,689 | $33M | 0.5% | 2026-Q1 |
| Blueprint Financial Advisors LLC trimmed | 414,554 | $33M | 0.5% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 414,084 | $33M | 0.5% | 2026-Q1 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV trimmed | 411,814 | $33M | 0.5% | 2026-Q1 |
| Focus Partners Wealth added | 399,669 | $32M | 0.5% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC trimmed | 398,442 | $32M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 393,149 | $30M | 0.4% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 370,999 | $29M | 0.4% | 2026-Q1 |
| Rinkey Investments trimmed | 365,339 | $29M | 0.4% | 2026-Q1 |
| Jacobi Capital Management LLC added | 363,505 | $29M | 0.4% | 2026-Q1 |
| Owl Creek Wealth Partners LLC new | 356,002 | $28M | 0.4% | 2026-Q1 |
| Financial Planning Fort Collins, LLC added | 317,457 | $28M | 0.4% | 2026-Q1 |
| Boston Standard Wealth Management, LLC added | 336,170 | $27M | 0.4% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 326,097 | $26M | 0.4% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 318,155 | $25M | 0.4% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 314,766 | $25M | 0.4% | 2026-Q1 |
| Navigation Group, LLC new | 311,102 | $25M | 0.4% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 305,762 | $24M | 0.4% | 2026-Q1 |
| Fox Financial, Inc trimmed | 303,648 | $24M | 0.4% | 2026-Q1 |
| RVW Wealth, LLC trimmed | 302,469 | $24M | 0.4% | 2026-Q1 |
| DORVAL Corp trimmed | 292,442 | $23M | 0.3% | 2026-Q1 |
| Bridgewealth Advisory Group, LLC added | 288,385 | $23M | 0.3% | 2026-Q1 |
| SigFig Wealth Management, LLC trimmed | 288,268 | $23M | 0.3% | 2026-Q1 |
| ABOUND FINANCIAL, LLC trimmed | 287,728 | $23M | 0.3% | 2026-Q1 |
| Zhang Financial LLC added | 283,279 | $22M | 0.3% | 2026-Q1 |
| Wall Capital Group, Inc. added | 275,965 | $22M | 0.3% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 274,523 | $22M | 0.3% | 2026-Q1 |
| Beacon Capital Management, Inc. added | 273,758 | $22M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 261,458 | $21M | 0.3% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC added | 247,434 | $20M | 0.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 248,618 | $20M | 0.3% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 247,384 | $20M | 0.3% | 2026-Q1 |
| Annex Advisory Services, LLC trimmed | 240,396 | $19M | 0.3% | 2026-Q1 |
| Compass Financial Group, INC/SD trimmed | 240,018 | $19M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 231,614 | $18M | 0.3% | 2026-Q1 |
| Parallel Advisors, LLC trimmed | 224,797 | $18M | 0.3% | 2026-Q1 |
| Capasso Planning Partners LLC added | 212,710 | $17M | 0.2% | 2026-Q1 |
| Roble, Belko & Company, Inc trimmed | 210,628 | $17M | 0.2% | 2026-Q1 |
| MPWM ADVISORY SOLUTIONS, LLC added | 208,592 | $16M | 0.2% | 2026-Q1 |
| Pure Financial Advisors, LLC trimmed | 205,297 | $16M | 0.2% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 202,760 | $16M | 0.2% | 2026-Q1 |
| RMG Wealth Management LLC new | 2,921,428 | $74M | 1.1% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC added | 389,529 | $26M | 0.4% | 2025-Q1 stale |
| Astor Investment Management LLC trimmed | 284,750 | $21M | 0.3% | 2025-Q2 stale |
| AllGen Financial Advisors, Inc. new | 285,342 | $19M | 0.3% | 2025-Q1 stale |
| Callan Capital, LLC trimmed | 281,017 | $19M | 0.3% | 2025-Q1 stale |
| Moloney Securities Asset Management, LLC trimmed | 195,940 | $16M | 0.2% | 2025-Q3 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.