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-Q2 13F filings (latest filed 2026-08-19). 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 SPVM is one-sided between 2026-Q1 and 2026-Q2: 10 added or opened and 3 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
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 2026-Q1 and 2026-Q2, across 36 tracked filers holding SPVM, 25 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 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 1
- IFG Advisory, LLC$1M
Full exits 2
- Tactive Advisors, LLC$6M
- THOROUGHBRED FINANCIAL SERVICES, LLC$591K
Largest adds
- RAYMOND JAMES FINANCIAL INC$2M
- Perennial Investment Advisors, LLC$2M
- CAPSTONE WEALTH MANAGEMENT GROUP, LLC$1M
- JONES FINANCIAL COMPANIES LLLP$1M
- Beta Wealth Group, Inc.$1M
- BANK OF AMERICA CORP /DE/$926K
Largest trims
- Tower Research Capital LLC (TRC)$403K
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 trimmed | 193,280 | $14M | 20.2% | 2026-Q2 |
| Beta Wealth Group, Inc. added | 173,484 | $13M | 18.1% | 2026-Q2 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC added | 167,795 | $12M | 17.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 76,585 | $6M | 8.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 42,156 | $3M | 4.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 31,544 | $2M | 3.3% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 28,634 | $2M | 3.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 21,969 | $2M | 2.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 19,843 | $1M | 2.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 19,508 | $1M | 2.0% | 2026-Q2 |
| IFG Advisory, LLC added | 15,216 | $1M | 1.6% | 2026-Q2 |
| MORGAN STANLEY added | 12,710 | $946K | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 10,729 | $798K | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 5,070 | $377K | 0.5% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new | 5,032 | $374K | 0.5% | 2026-Q2 |
| PRIVATE TRUST CO NA | 4,620 | $344K | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC | 4,567 | $340K | 0.5% | 2026-Q2 |
| Nvest Financial, LLC new | 4,171 | $310K | 0.4% | 2026-Q2 |
| Cooper Financial Group trimmed | 4,167 | $310K | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 3,715 | $276K | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 3,270 | $247K | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 3,097 | $230K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,795 | $208K | 0.3% | 2026-Q2 |
| Accent Capital Management, LLC | 1,000 | $74K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 874 | $65K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 649 | $48K | 0.1% | 2026-Q2 |
| ABOUND FINANCIAL, LLC added | 564 | $42K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 419 | $31K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC | 400 | $30K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. new | 361 | $27K | 0.0% | 2026-Q2 |
| FMR LLC added | 257 | $19K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 205 | $15K | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 200 | $15K | 0.0% | 2026-Q2 |
| Key Financial Inc | 59 | $4K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 31 | $2K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 1 | $58 | 0.0% | 2026-Q2 |
| Tactive Advisors, LLC new | 90,263 | $6M | 8.7% | 2026-Q1 stale (1 quarter behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC new | 8,585 | $591K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans new | 5,942 | $409K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC new | 283 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 209 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC new | 114 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 12 | $827 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC new | 1,103 | $75K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| SageView Advisory Group, LLC new | 634 | $43K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 150 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITIGROUP INC new | 100 | $7K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG added | 28 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 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.