Who owns SPXE
Which tracked institutional funds hold SPXE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPXE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 SPXE is one-sided between 2026-Q1 and 2026-Q2: 7 added or opened and 1 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
SPXE’s largest tracked holder by dollar value, BWM Planning, LLC, sizes it at 2.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPXE 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 33 tracked filers holding SPXE, 14 increased or opened the position and 10 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 SPXE 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
- Capstone Wealth Management Group, Inc.$616K
Full exits 1
- Capstone Wealth Management Group LLC$583K
Largest adds
- BWM Planning, LLC$2M
- GOLDMAN SACHS GROUP INC$1M
- JPMORGAN CHASE & CO$652K
- CITADEL ADVISORS LLC$540K
- Pathstone Holdings, LLC$460K
- LPL Financial LLC$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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BWM Planning, LLC | 139,194 | $11M | 26.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 118,000 | $10M | 22.5% | 2026-Q2 |
| JPMORGAN CHASE & CO | 52,090 | $4M | 9.9% | 2026-Q2 |
| Pathstone Holdings, LLC | 41,073 | $3M | 7.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 30,717 | $2M | 5.9% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 14,854 | $1M | 2.8% | 2026-Q2 |
| MATHER GROUP, LLC. | 10,200 | $823K | 1.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 9,996 | $807K | 1.9% | 2026-Q2 |
| Private Advisor Group, LLC | 9,793 | $790K | 1.9% | 2026-Q2 |
| Capstone Wealth Management Group, Inc. new | 7,628 | $616K | 1.5% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7,217 | $582K | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA | 6,890 | $556K | 1.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 6,281 | $507K | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 6,151 | $496K | 1.2% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 5,800 | $468K | 1.1% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 5,382 | $434K | 1.0% | 2026-Q2 |
| Sterling Investment Counsel, LLC added | 4,429 | $357K | 0.8% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 4,312 | $348K | 0.8% | 2026-Q2 |
| Midwest Trust Co new | 3,905 | $315K | 0.7% | 2026-Q2 |
| Centurion Wealth Management LLC added | 3,237 | $261K | 0.6% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC | 3,000 | $242K | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 2,821 | $228K | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,752 | $222K | 0.5% | 2026-Q2 |
| Creative Planning new | 2,706 | $218K | 0.5% | 2026-Q2 |
| Nova Wealth Management, Inc. | 350 | $28K | 0.1% | 2026-Q2 |
| UBS Group AG added | 306 | $25K | 0.1% | 2026-Q2 |
| Washington Trust Advisors, Inc. new | 200 | $16K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 49 | $4K | 0.0% | 2026-Q2 |
| POM Investment Strategies, LLC added | 41 | $3K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 8 | $646 | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 4 | $323 | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 2 | $201 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $92 | 0.0% | 2026-Q2 |
| Capstone Wealth Management Group LLC | 8,391 | $583K | 1.4% | 2026-Q1 stale (1 quarter behind) |
| SENTINEL TRUST CO LBA | 4,722 | $328K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans added | 3,522 | $245K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| APPLETON PARTNERS INC/MA trimmed | 3,116 | $217K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| SIMPLEX TRADING, LLC new | 4 | $277 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SageView Advisory Group, LLC new | 1,697 | $125K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| GPS Wealth Strategies Group, LLC added | 107 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| KLINGENSTEIN FIELDS & CO LP | 7,070 | $473K | 1.1% | 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.