Who owns SPTS (SPTS)
Which tracked institutional funds hold SPTS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPTS 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
104 tracked funds added or opened SPTS while 77 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
SPTS’s largest tracked holder by dollar value, Municipal Employees' Retirement System of Michigan, sizes it at 9.3% of its own reported 13F book, while the median holder sizes it at 0.9% of theirs — a 8.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPTS 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 418 tracked filers holding SPTS, 222 increased or opened the position and 188 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 SPTS 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 15
- 1888 Investments, LLC$51M
- Donoghue Forlines LLC$43M
- SEI INVESTMENTS CO$12M
- Apella Capital, LLC$11M
- First Affirmative Financial Network$9M
- Members Advisory Group LLC$7M
Full exits 20
- CAPE COD FIVE CENTS SAVINGS BANK$41M
- Quent Long Short Global Small Cap Fund, LP$30M
- O'Brien Wealth Partners LLC$12M
- Cullen/Frost Bankers, Inc.$10M
- IFC & Insurance Marketing, Inc.$4M
- ELEVATION POINT WEALTH PARTNERS, LLC$4M
Largest adds
- GLOBALT Investments LLC / GA$166M
- Municipal Employees' Retirement System of Michigan$62M
- OSAIC HOLDINGS, INC.$38M
- BANK OF NOVA SCOTIA$37M
- Proficio Capital Partners LLC$33M
- Independence Wealth Advisors, LLC$31M
Largest trims
- BANK OF AMERICA CORP /DE/$332M
- Richard Bernstein Advisors LLC$208M
- AMERIPRISE FINANCIAL INC$56M
- ROYAL BANK OF CANADA$25M
- STATE STREET CORP$18M
- CWM, LLC$10M
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 |
|---|---|---|---|---|
| Municipal Employees' Retirement System of Michigan added | 28,085,205 | $820M | 17.5% | 2026-Q1 |
| STATE STREET CORP trimmed | 12,749,549 | $372M | 8.0% | 2026-Q1 |
| GLOBALT Investments LLC / GA added | 10,136,473 | $296M | 6.3% | 2026-Q1 |
| LPL Financial LLC added | 9,063,381 | $264M | 5.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 5,719,913 | $167M | 3.6% | 2026-Q1 |
| Members Trust Co added | 3,770,589 | $110M | 2.4% | 2026-Q1 |
| Cerity Partners LLC added | 3,128,412 | $91M | 2.0% | 2026-Q1 |
| EVERMAY WEALTH MANAGEMENT LLC added | 3,101,110 | $90M | 1.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,633,913 | $77M | 1.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 2,500,149 | $73M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 2,497,153 | $73M | 1.6% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 2,441,533 | $71M | 1.5% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 2,404,382 | $70M | 1.5% | 2026-Q1 |
| MORGAN STANLEY added | 2,281,888 | $67M | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,157,303 | $63M | 1.3% | 2026-Q1 |
| Modern Wealth Management, LLC added | 2,065,619 | $60M | 1.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 2,055,683 | $60M | 1.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,826,287 | $53M | 1.1% | 2026-Q1 |
| Portland Global Advisors LLC added | 1,746,779 | $51M | 1.1% | 2026-Q1 |
| 1888 Investments, LLC new | 1,740,100 | $51M | 1.1% | 2026-Q1 |
| DAGCO, INC. added | 1,734,575 | $51M | 1.1% | 2026-Q1 |
| GM Advisory Group, LLC trimmed | 1,586,304 | $46M | 1.0% | 2026-Q1 |
| Proficio Capital Partners LLC added | 1,467,595 | $43M | 0.9% | 2026-Q1 |
| Donoghue Forlines LLC added | 1,474,666 | $43M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,456,093 | $42M | 0.9% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management added | 1,411,255 | $41M | 0.9% | 2026-Q1 |
| CASTLEARK MANAGEMENT LLC | 1,334,080 | $39M | 0.8% | 2026-Q1 |
| HHM Wealth Advisors, LLC added | 1,308,197 | $38M | 0.8% | 2026-Q1 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV added | 1,302,468 | $38M | 0.8% | 2026-Q1 |
| Quent Capital, LLC added | 1,296,623 | $38M | 0.8% | 2026-Q1 |
| Independence Wealth Advisors, LLC added | 1,151,974 | $34M | 0.7% | 2026-Q1 |
| CWM, LLC trimmed | 1,110,595 | $32M | 0.7% | 2026-Q1 |
| ASSETMARK, INC added | 1,094,902 | $32M | 0.7% | 2026-Q1 |
| WOODMONT INVESTMENT COUNSEL LLC added | 1,073,443 | $31M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. added | 1,038,830 | $30M | 0.7% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 1,030,100 | $30M | 0.6% | 2026-Q1 |
| Heartwood Wealth Advisors LLC added | 1,009,143 | $29M | 0.6% | 2026-Q1 |
| Impact Partnership Wealth, LLC added | 999,047 | $29M | 0.6% | 2026-Q1 |
| Crane Advisory, LLC added | 988,122 | $29M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 887,602 | $26M | 0.6% | 2026-Q1 |
| Focus Partners Wealth added | 877,151 | $26M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 881,708 | $26M | 0.6% | 2026-Q1 |
| Nelson Capital Management, LLC added | 880,170 | $26M | 0.5% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 861,222 | $25M | 0.5% | 2026-Q1 |
| Boston Standard Wealth Management, LLC added | 852,998 | $25M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 816,596 | $24M | 0.5% | 2026-Q1 |
| UBS Group AG added | 777,062 | $23M | 0.5% | 2026-Q1 |
| Alliance Wealth Advisors, LLC /UT added | 763,553 | $22M | 0.5% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 731,553 | $21M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 713,797 | $21M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 712,479 | $21M | 0.4% | 2026-Q1 |
| WorthPointe, LLC added | 698,778 | $20M | 0.4% | 2026-Q1 |
| ST GERMAIN D J CO INC added | 643,329 | $19M | 0.4% | 2026-Q1 |
| Glen Eagle Advisors, LLC added | 636,148 | $19M | 0.4% | 2026-Q1 |
| Great Point Wealth Advisors, LLC trimmed | 628,116 | $18M | 0.4% | 2026-Q1 |
| Gradient Investments LLC added | 617,404 | $18M | 0.4% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 615,436 | $18M | 0.4% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC trimmed | 564,748 | $16M | 0.4% | 2026-Q1 |
| Fiduciary Group, LLC added | 556,094 | $16M | 0.3% | 2026-Q1 |
| Composition Wealth, LLC added | 536,598 | $16M | 0.3% | 2026-Q1 |
| Capital Group Private Client Services, Inc. trimmed | 534,195 | $16M | 0.3% | 2026-Q1 |
| MAI Capital Management added | 526,487 | $15M | 0.3% | 2026-Q1 |
| OakTrust Wealth Advisors, LLC added | 498,450 | $15M | 0.3% | 2026-Q1 |
| SeaBridge Investment Advisors LLC trimmed | 495,119 | $14M | 0.3% | 2026-Q1 |
| Summit Financial, LLC added | 475,507 | $14M | 0.3% | 2026-Q1 |
| Fonville Wealth Management LLC added | 470,619 | $14M | 0.3% | 2026-Q1 |
| SIGNET FINANCIAL MANAGEMENT, LLC added | 464,249 | $14M | 0.3% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 442,123 | $13M | 0.3% | 2026-Q1 |
| Manhattan West Asset Management, LLC added | 438,612 | $13M | 0.3% | 2026-Q1 |
| Private Wealth Group, LLC added | 431,056 | $13M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 425,164 | $12M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 412,785 | $12M | 0.3% | 2026-Q1 |
| Rinkey Investments added | 407,126 | $12M | 0.3% | 2026-Q1 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV added | 402,586 | $12M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 398,443 | $12M | 0.2% | 2026-Q1 |
| Apella Capital, LLC new | 387,348 | $11M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 386,403 | $11M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 380,561 | $11M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 373,679 | $11M | 0.2% | 2026-Q1 |
| Treasure Coast Financial Planning trimmed | 363,917 | $11M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 348,977 | $10M | 0.2% | 2026-Q1 |
| PFG Advisors added | 346,863 | $10M | 0.2% | 2026-Q1 |
| Tilson Financial Group, Inc. added | 338,407 | $10M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 319,564 | $9M | 0.2% | 2026-Q1 |
| S. R. Schill & Associates added | 312,600 | $9M | 0.2% | 2026-Q1 |
| First Affirmative Financial Network | 307,054 | $9M | 0.2% | 2026-Q1 |
| MTC Wealth Management LLC added | 308,027 | $9M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 300,504 | $9M | 0.2% | 2026-Q1 |
| CAPE COD FIVE CENTS SAVINGS BANK | 1,380,036 | $41M | 0.9% | 2025-Q4 stale |
| Quent Long Short Global Small Cap Fund, LP new | 1,019,790 | $30M | 0.6% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 961,800 | $28M | 0.6% | 2025-Q3 stale |
| Willow Creek Wealth Management Inc. added | 745,398 | $22M | 0.5% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 513,226 | $15M | 0.3% | 2025-Q2 stale |
| Better Money Decisions, LLC added | 504,368 | $15M | 0.3% | 2025-Q2 stale |
| Kovitz Investment Group Partners, LLC added | 486,182 | $14M | 0.3% | 2025-Q3 stale |
| Lowe Wealth Advisors, LLC added | 443,942 | $13M | 0.3% | 2025-Q3 stale |
| O'Brien Wealth Partners LLC added | 406,398 | $12M | 0.3% | 2025-Q4 stale |
| Good Life Advisors, LLC added | 388,516 | $11M | 0.2% | 2025-Q2 stale |
| Cullen/Frost Bankers, Inc. added | 353,284 | $10M | 0.2% | 2025-Q4 stale |
| Principia Wealth Advisory, LLC added | 324,297 | $9M | 0.2% | 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.
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.