Who owns SPUS
Which tracked institutional funds hold SPUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPUS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on SPUS is one-sided between 2026-Q1 and 2026-Q2: 40 added or opened and 6 trimmed or exited — on balance accumulating.
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
SPUS’s largest tracked holder by dollar value, MANUFACTURERS LIFE INSURANCE COMPANY, THE, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPUS 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 95 tracked filers holding SPUS, 66 increased or opened the position and 21 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 SPUS 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 8
- D. E. Shaw & Co., Inc.$2M
- Sumitomo Mitsui Trust Group, Inc.$1M
- RENAISSANCE TECHNOLOGIES LLC$1M
- J. M. Brown & Associates Inc.$903K
- Arch Global Advisors, LLC$751K
- EARNED WEALTH ADVISORS, LLC$742K
Full exits 4
- TWO SIGMA INVESTMENTS, LP$4M
- rebel Financial LLC$3M
- Jaffetilchin Investment Partners, LLC$843K
- HRT FINANCIAL LP$698K
Largest adds
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$21M
- SCHRODER INVESTMENT MANAGEMENT GROUP$19M
- SHARIAPORTFOLIO, INC.$10M
- Strengthening Families & Communities, LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Advocacy Wealth Management, LLC$2M
Largest trims
- UBS Group AG$512K
- Mariner, LLC$347K
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 |
|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,492,502 | $86M | 28.6% | 2026-Q2 |
| SHARIAPORTFOLIO, INC. added | 766,881 | $44M | 14.7% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 530,000 | $30M | 10.0% | 2026-Q2 |
| Strengthening Families & Communities, LLC trimmed | 264,321 | $15M | 5.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 125,102 | $7M | 2.4% | 2026-Q2 |
| Tidal Investments LLC added | 107,504 | $6M | 2.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 103,023 | $6M | 2.0% | 2026-Q2 |
| Advocacy Wealth Management, LLC added | 94,221 | $5M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 85,719 | $5M | 1.6% | 2026-Q2 |
| CHILDRESS CAPITAL ADVISORS, LLC | 74,671 | $4M | 1.4% | 2026-Q2 |
| ArchPoint Investors added | 73,996 | $4M | 1.4% | 2026-Q2 |
| LPL Financial LLC added | 70,627 | $4M | 1.4% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 60,357 | $3M | 1.2% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 58,119 | $3M | 1.1% | 2026-Q2 |
| Focus Partners Wealth | 57,653 | $3M | 1.1% | 2026-Q2 |
| Abacus Wealth Partners, LLC | 57,313 | $3M | 1.1% | 2026-Q2 |
| RFG Advisory, LLC added | 46,304 | $3M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 41,486 | $2M | 0.8% | 2026-Q2 |
| Sequoia Financial Advisors, LLC | 40,357 | $2M | 0.8% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 38,629 | $2M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 38,471 | $2M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 38,242 | $2M | 0.7% | 2026-Q2 |
| Compagnie Lombard Odier SCmA added | 35,206 | $2M | 0.7% | 2026-Q2 |
| SageOak Financial, LLC trimmed | 34,529 | $2M | 0.7% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 32,516 | $2M | 0.6% | 2026-Q2 |
| Cerro Pacific Wealth Advisors LLC added | 31,418 | $2M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 25,676 | $1M | 0.5% | 2026-Q2 |
| Corient Private Wealth LP | 24,413 | $1M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 21,801 | $1M | 0.4% | 2026-Q2 |
| Allworth Financial LP added | 21,352 | $1M | 0.4% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 20,990 | $1M | 0.4% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. new | 20,653 | $1M | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 20,200 | $1M | 0.4% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 19,690 | $1M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 18,741 | $1M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 15,757 | $906K | 0.3% | 2026-Q2 |
| J. M. Brown & Associates Inc. new | 15,703 | $903K | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 15,400 | $886K | 0.3% | 2026-Q2 |
| 1832 Asset Management L.P. | 15,332 | $882K | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 15,252 | $877K | 0.3% | 2026-Q2 |
| Arch Global Advisors, LLC new | 13,065 | $751K | 0.3% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC new | 12,898 | $742K | 0.2% | 2026-Q2 |
| Creative Planning added | 11,926 | $686K | 0.2% | 2026-Q2 |
| XTX Topco Ltd new | 11,551 | $664K | 0.2% | 2026-Q2 |
| Lido Advisors, LLC new | 10,621 | $611K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP | 8,140 | $468K | 0.2% | 2026-Q2 |
| WESBANCO BANK INC added | 8,059 | $463K | 0.2% | 2026-Q2 |
| Y.D. More Investments Ltd | 7,900 | $454K | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 7,834 | $450K | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 7,815 | $449K | 0.1% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 7,620 | $438K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 7,592 | $437K | 0.1% | 2026-Q2 |
| Valtrion Capital Management, LLC | 7,553 | $434K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 7,411 | $426K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 7,281 | $419K | 0.1% | 2026-Q2 |
| Emergent Wealth Advisors, LLC | 7,191 | $413K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 6,621 | $381K | 0.1% | 2026-Q2 |
| Valeo Financial Advisors, LLC added | 6,493 | $373K | 0.1% | 2026-Q2 |
| Evansbrook LLC added | 6,490 | $373K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 6,470 | $372K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 6,404 | $368K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 5,256 | $302K | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 5,133 | $289K | 0.1% | 2026-Q2 |
| Timbuktu Capital Management, LLC new | 5,020 | $289K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 4,623 | $266K | 0.1% | 2026-Q2 |
| Larson Financial Group LLC added | 4,572 | $263K | 0.1% | 2026-Q2 |
| Paulson Wealth Management Inc. new | 4,134 | $238K | 0.1% | 2026-Q2 |
| Merkkuri Wealth Advisors LLC added | 3,896 | $224K | 0.1% | 2026-Q2 |
| Stanich Group LLC new | 3,855 | $222K | 0.1% | 2026-Q2 |
| Financial Engines Advisors L.L.C. new | 3,823 | $220K | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC new | 3,739 | $215K | 0.1% | 2026-Q2 |
| Unique Wealth Strategies, LLC new | 3,716 | $214K | 0.1% | 2026-Q2 |
| Weaver Consulting Group trimmed | 3,608 | $207K | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 3,386 | $193K | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 2,628 | $149K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 2,479 | $143K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 2,331 | $134K | 0.0% | 2026-Q2 |
| Pacific Center for Financial Services new | 2,161 | $124K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 1,792 | $103K | 0.0% | 2026-Q2 |
| Murphy & Mullick Capital Management Corp | 1,500 | $86K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,420 | $81K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,046 | $60K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 943 | $54K | 0.0% | 2026-Q2 |
| FMR LLC added | 807 | $46K | 0.0% | 2026-Q2 |
| First Pacific Financial new | 649 | $37K | 0.0% | 2026-Q2 |
| Burk Holdings LLC added | 614 | $35K | 0.0% | 2026-Q2 |
| EFG International AG | 583 | $34K | 0.0% | 2026-Q2 |
| Operose Advisors LLC new | 582 | $33K | 0.0% | 2026-Q2 |
| NVWM, LLC | 440 | $25K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 205 | $12K | 0.0% | 2026-Q2 |
| Go Invest LLC added | 112 | $6K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC | 100 | $6K | 0.0% | 2026-Q2 |
| Prestige Wealth Management Group LLC | 45 | $3K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 13 | $748 | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 5 | $288 | 0.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 74,700 | $4M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| rebel Financial LLC added | 67,249 | $3M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| SYNOVUS FINANCIAL CORP added | 92,865 | $5M | 1.5% | 2025-Q3 stale (3 quarters behind) |
| Kovitz Investment Group Partners, LLC added | 57,022 | $3M | 0.9% | 2025-Q3 stale (3 quarters behind) |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 56,423 | $3M | 0.9% | 2025-Q3 stale (3 quarters behind) |
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.