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Institutional Ownership · SEC Form 13F

Who owns SPVM


Which tracked institutional funds hold SPVM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPVM company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

32
Institutional holders
844K
Shares held (tracked funds)

How the tape is positioned

9 tracked funds added or opened SPVM while 4 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

SPVM’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in SPVM 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 32 tracked filers holding SPVM, 18 increased or opened the position and 13 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 SPVM 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 4

  • Tactive Advisors, LLC$6M
  • HARBOUR INVESTMENTS, INC.$1M
  • Perennial Investment Advisors, LLC$597K
  • THOROUGHBRED FINANCIAL SERVICES, LLC$591K

Full exits 1

  • IFG Advisory, LLC$850K

Largest adds

  • LPL Financial LLC$4M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
  • JONES FINANCIAL COMPANIES LLLP$598K
  • OSAIC HOLDINGS, INC.$336K
  • CAPSTONE WEALTH MANAGEMENT GROUP, LLC$305K

Largest trims

  • RAYMOND JAMES FINANCIAL INC$14M
  • MORGAN STANLEY$1M
  • BANK OF AMERICA CORP /DE/$316K

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC added196,116$14M22.6%2026-Q1
Beta Wealth Group, Inc. trimmed172,124$12M19.9%2026-Q1
CAPSTONE WEALTH MANAGEMENT GROUP, LLC added159,658$11M18.4%2026-Q1
Tactive Advisors, LLC new90,263$6M10.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed53,838$4M6.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed32,086$2M3.7%2026-Q1
HARBOUR INVESTMENTS, INC. new20,613$1M2.4%2026-Q1
AMERIPRISE FINANCIAL INC added20,488$1M2.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added19,899$1M2.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added17,660$1M2.0%2026-Q1
Perennial Investment Advisors, LLC new8,662$597K1.0%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC new8,585$591K1.0%2026-Q1
MORGAN STANLEY trimmed7,182$495K0.8%2026-Q1
Tower Research Capital LLC (TRC) added6,796$468K0.8%2026-Q1
Cooper Financial Group trimmed6,670$460K0.8%2026-Q1
OSAIC HOLDINGS, INC. added6,431$443K0.7%2026-Q1
Thrivent Financial for Lutherans trimmed5,942$409K0.7%2026-Q1
PRIVATE TRUST CO NA4,620$318K0.5%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added3,206$221K0.4%2026-Q1
Accent Capital Management, LLC1,000$69K0.1%2026-Q1
ROYAL BANK OF CANADA trimmed613$42K0.1%2026-Q1
ABOUND FINANCIAL, LLC added562$39K0.1%2026-Q1
Clearstead Advisors, LLC400$28K0.0%2026-Q1
Root Financial Partners, LLC new283$19K0.0%2026-Q1
Sound Income Strategies, LLC209$14K0.0%2026-Q1
CWM, LLC new114$8K0.0%2026-Q1
IFP Advisors, Inc added76$5K0.0%2026-Q1
Key Financial Inc59$4K0.0%2026-Q1
Sunbelt Securities, Inc.12$8270.0%2026-Q1
FMR LLC added7$4820.0%2026-Q1
Larson Financial Group LLC trimmed1$530.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed0$110.0%2026-Q1
IFG Advisory, LLC12,536$850K1.4%2025-Q4 stale
NewEdge Advisors, LLC trimmed4,567$310K0.5%2025-Q4 stale
COMMONWEALTH EQUITY SERVICES, LLC trimmed3,996$229K0.4%2025-Q1 stale
Kestra Advisory Services, LLC new1,103$75K0.1%2025-Q4 stale
SageView Advisory Group, LLC new634$43K0.1%2025-Q4 stale
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new150$10K0.0%2025-Q4 stale
CITIGROUP INC new100$7K0.0%2025-Q3 stale
UBS Group AG added28$2K0.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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.

HoldersTotal shares

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.

Learn how to read institutional ownership