Who owns SPYM
Which tracked institutional funds hold SPYM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPYM 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.
How the tape is positioned
393 tracked funds added or opened SPYM while 413 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
SPYM’s largest tracked holder by dollar value, JONES FINANCIAL COMPANIES LLLP, sizes it at 4.0% of its own reported 13F book, while the median holder sizes it at 3.5% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPYM 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 1586 tracked filers holding SPYM, 938 increased or opened the position and 602 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 SPYM 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 61
- MARSHALL WACE, LLP$3.8B
- MILLENNIUM MANAGEMENT LLC$1.7B
- MKP Capital Management, L.L.C.$1.0B
- OSSIAM$583M
- Tidal Investments LLC$299M
- OneAscent Financial Services LLC$77M
Full exits 50
- NICOLET ADVISORY SERVICES, LLC$295M
- Mizuho Bank, Ltd.$254M
- Global Retirement Partners, LLC$190M
- ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$169M
- Austin Private Wealth, LLC$91M
- O'Brien Wealth Partners LLC$65M
Largest adds
- JPMORGAN CHASE & CO$4.5B
- JONES FINANCIAL COMPANIES LLLP$3.6B
- Allianz Asset Management GmbH$1.1B
- Kedalion Capital Management LLP$1.1B
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$410M
- LPL Financial LLC$358M
Largest trims
- BANK OF AMERICA CORP /DE/$1.6B
- MORGAN STANLEY$1.2B
- NATIXIS$324M
- USS Investment Management Ltd$245M
- NewEdge Advisors, LLC$143M
- Advance Capital Management, Inc.$94M
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 |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP added | 110,682,000 | $8.3B | 11.3% | 2026-Q1 |
| Betterment LLC added | 91,626,856 | $7.0B | 9.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 69,185,442 | $5.1B | 7.0% | 2026-Q1 |
| USS Investment Management Ltd | 66,398,232 | $5.1B | 6.9% | 2026-Q1 |
| LPL Financial LLC added | 58,660,538 | $4.5B | 6.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 49,650,246 | $3.8B | 5.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 36,172,901 | $2.8B | 3.8% | 2026-Q1 |
| Creative Planning added | 33,659,028 | $2.6B | 3.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 21,566,182 | $1.7B | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 20,261,471 | $1.6B | 2.1% | 2026-Q1 |
| Allianz Asset Management GmbH added | 19,841,003 | $1.5B | 2.1% | 2026-Q1 |
| Kedalion Capital Management LLP added | 17,879,000 | $1.4B | 1.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 17,249,772 | $1.3B | 1.8% | 2026-Q1 |
| MKP Capital Management, L.L.C. new | 13,671,700 | $1.0B | 1.4% | 2026-Q1 |
| NATIXIS trimmed | 13,323,068 | $1.0B | 1.4% | 2026-Q1 |
| CWM, LLC added | 11,255,034 | $861M | 1.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 10,571,887 | $809M | 1.1% | 2026-Q1 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 9,989,832 | $765M | 1.0% | 2026-Q1 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 9,536,000 | $730M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 8,882,959 | $680M | 0.9% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 7,737,467 | $592M | 0.8% | 2026-Q1 |
| OSSIAM new | 7,619,932 | $583M | 0.8% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 7,148,887 | $547M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 7,138,779 | $546M | 0.7% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 6,827,654 | $523M | 0.7% | 2026-Q1 |
| GREENLEAF TRUST added | 6,396,243 | $490M | 0.7% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 6,234,948 | $477M | 0.7% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC added | 6,025,725 | $461M | 0.6% | 2026-Q1 |
| TIG Advisors, LLC added | 5,960,514 | $456M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 5,430,943 | $416M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,371,307 | $411M | 0.6% | 2026-Q1 |
| Advance Capital Management, Inc. trimmed | 5,268,562 | $403M | 0.5% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 5,218,730 | $399M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 5,122,117 | $391M | 0.5% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 5,050,535 | $387M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 4,986,884 | $382M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 4,862,925 | $372M | 0.5% | 2026-Q1 |
| GM Advisory Group, LLC added | 4,861,791 | $372M | 0.5% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 4,717,961 | $361M | 0.5% | 2026-Q1 |
| STATE STREET CORP added | 4,685,783 | $359M | 0.5% | 2026-Q1 |
| NICOLET BANKSHARES INC added | 4,638,019 | $357M | 0.5% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 4,543,574 | $348M | 0.5% | 2026-Q1 |
| Independent Advisor Alliance added | 4,479,098 | $343M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 4,367,372 | $334M | 0.5% | 2026-Q1 |
| First Command Advisory Services, Inc. added | 4,252,491 | $325M | 0.4% | 2026-Q1 |
| Gradient Investments LLC added | 4,198,437 | $321M | 0.4% | 2026-Q1 |
| NorthRock Partners, LLC added | 4,164,509 | $319M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,044,072 | $310M | 0.4% | 2026-Q1 |
| Composition Wealth, LLC added | 3,985,848 | $305M | 0.4% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 3,982,858 | $305M | 0.4% | 2026-Q1 |
| Advocacy Wealth Management, LLC added | 3,982,740 | $305M | 0.4% | 2026-Q1 |
| Capital Analysts, LLC added | 3,975,707 | $304M | 0.4% | 2026-Q1 |
| Tidal Investments LLC added | 3,900,617 | $299M | 0.4% | 2026-Q1 |
| Hills Bank & Trust Co added | 3,547,258 | $272M | 0.4% | 2026-Q1 |
| Norinchukin Bank, The | 3,511,270 | $269M | 0.4% | 2026-Q1 |
| Stadion Money Management, LLC trimmed | 3,296,538 | $252M | 0.3% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 3,109,441 | $238M | 0.3% | 2026-Q1 |
| SCS Capital Management LLC added | 3,104,457 | $238M | 0.3% | 2026-Q1 |
| ASSETMARK, INC trimmed | 3,053,303 | $234M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,015,193 | $231M | 0.3% | 2026-Q1 |
| Larson Financial Group LLC added | 2,640,303 | $202M | 0.3% | 2026-Q1 |
| Klaas Financial Asset Advisors, LLC added | 2,474,582 | $189M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 2,462,918 | $188M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 2,499,654 | $188M | 0.3% | 2026-Q1 |
| Peterson Wealth Advisors, LLC added | 2,403,354 | $184M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 2,346,533 | $180M | 0.2% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 2,343,557 | $179M | 0.2% | 2026-Q1 |
| UBS Group AG added | 2,309,952 | $177M | 0.2% | 2026-Q1 |
| SPINNAKER TRUST added | 2,267,826 | $174M | 0.2% | 2026-Q1 |
| VICUS CAPITAL added | 2,262,820 | $173M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 2,228,576 | $171M | 0.2% | 2026-Q1 |
| Ocean Park Asset Management, LLC trimmed | 2,070,402 | $158M | 0.2% | 2026-Q1 |
| Empower Advisory Group, LLC added | 2,059,639 | $158M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 2,028,092 | $155M | 0.2% | 2026-Q1 |
| RETIREMENT INCOME SOLUTIONS, INC added | 1,859,482 | $142M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 1,847,371 | $141M | 0.2% | 2026-Q1 |
| Sand Hill Global Advisors, LLC added | 1,843,291 | $141M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,832,000 | $140M | 0.2% | 2026-Q1 |
| UNIVEST FINANCIAL Corp added | 1,807,986 | $138M | 0.2% | 2026-Q1 |
| AlphaStar Capital Management, LLC added | 1,807,460 | $138M | 0.2% | 2026-Q1 |
| Tennessee Valley Asset Management Partners trimmed | 1,802,322 | $138M | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 1,682,469 | $129M | 0.2% | 2026-Q1 |
| Ascent Group, LLC added | 1,624,460 | $124M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 1,451,918 | $111M | 0.2% | 2026-Q1 |
| 49 WEALTH MANAGEMENT, LLC trimmed | 1,409,193 | $108M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,360,992 | $104M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 1,278,593 | $98M | 0.1% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 1,246,265 | $95M | 0.1% | 2026-Q1 |
| Modern Wealth Management, LLC added | 1,222,286 | $94M | 0.1% | 2026-Q1 |
| CFS Investment Advisory Services, LLC added | 1,110,238 | $93M | 0.1% | 2026-Q1 |
| Revere Asset Management, Inc trimmed | 1,209,143 | $93M | 0.1% | 2026-Q1 |
| World Investment Advisors trimmed | 1,173,658 | $90M | 0.1% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 1,159,101 | $89M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 4,145,679 | $325M | 0.4% | 2025-Q3 stale |
| NICOLET ADVISORY SERVICES, LLC added | 3,610,494 | $295M | 0.4% | 2025-Q4 stale |
| Mizuho Bank, Ltd. added | 3,170,000 | $254M | 0.3% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 2,368,026 | $190M | 0.3% | 2025-Q4 stale |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP added | 2,102,500 | $169M | 0.2% | 2025-Q4 stale |
| Good Life Advisors, LLC added | 1,649,753 | $120M | 0.2% | 2025-Q2 stale |
| Austin Private Wealth, LLC added | 1,133,896 | $91M | 0.1% | 2025-Q4 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.