SPDW Institutional Ownership
Who owns SPDW and what the big funds did with it last quarter, from every SEC 13F filing. 1,239 funds reported holding SPDW at Jun 30, 2026.
- ▲608 buying vs 465 selling
- ▼Shares held by funds -4.4%
- ▲Funds holding +30
- ▼Superinvestors: 0 added, 3 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 1,239 | 1,209 | +2.5% |
| In funds' top 10 | 174 | 172 | +1.2% |
| 13F shares | 629M | 658M | −4.4% |
| Held by funds | – | – | – |
| New positions | 92 | 94 | −2.1% |
| Increased | 516 | 466 | +10.7% |
| Reduced | 412 | 399 | +3.3% |
| Sold out | 53 | 49 | +8.2% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SPDW
All superinvestors →
Who owns SPDW
share of fund held shares- Index and passive funds1.1%
- Active managers and hedge funds79.7%
- Banks and brokers15.8%
- Pensions, insurers and other3.4%
The top 10 holders own 52.0% of all SPDW shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
880 funds changed their position- Jane Street Group, LLCSold out−10.8M sh
- Creative PlanningAdded+10.7M sh
- Allworth Financial LPAdded+6.1M sh
- LPL Financial LLCAdded+5M sh
- Auto-Owners Insurance CoTrimmed−3.8M sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Creative Planning | – | 144M | $7.3B | +10.6M |
| 2 | Financial Engines Advisors L.L.C. | – | 52M | $2.6B | −3.8M |
| 3 | LPL Financial LLC | – | 39M | $2B | +980K |
| 4 | Allworth Financial LP | – | 22.4M | $1.1B | −7M |
| 5 | Auto-Owners Insurance Co | – | 15.2M | $767M | −4.4M |
| 6 | Morgan Stanley | – | 13.7M | $692M | −2.8M |
| 7 | Tiaa-Cref Individual & Institutional Services, LLC | – | 12.2M | $613M | −120K |
| 8 | Jane Street Group, LLC | – | 10.8M | $542M | −2.6M |
| 9 | UBS Group AG | – | 8.9M | $448M | +109K |
| 10 | Envestnet Asset Management Inc | – | 8.4M | $422M | −554K |
- Creative Planning+10.6M sh+$535M
- Diversify Advisory Services, LLC+1.8M sh+$91.7M
- Savant Capital, LLC+1.9M sh+$90.2M
- Cambridge Investment Research Advisors, Inc.+1.6M sh+$83.1M
- Mml Investors Services, LLC+1.2M sh+$58.2M
- Kestra Advisory Services, LLC+1.1M sh+$56.1M
- LPL Financial LLC+980K sh+$49.4M
- Truist Financial Corp+897K sh+$45.2M
- Allworth Financial LP−7M sh−$355M
- Nearwater Capital Markets, Ltd−6M sh−$276M
- Auto-Owners Insurance Co−4.4M sh−$222M
- Financial Engines Advisors L.L.C.−3.8M sh−$193M
- State Street Corp−3.4M sh−$171M
- Morgan Stanley−2.8M sh−$139M
- Jane Street Group, LLC−2.6M sh−$130M
- Flow Traders U.s. LLC−2.5M sh−$114M
SPDW institutional ownership FAQ
Who owns the most SPDW stock?
In Q2 2026 13F filings the largest holder of SPDW was Creative Planning, followed by Financial Engines Advisors L.L.C. and LPL Financial LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of SPDW is owned by institutions?
1,239 funds reported holding 629M SPDW shares at Jun 30, 2026.
Are hedge funds buying SPDW?
In Q2 2026, 608 funds bought SPDW (92 of them new positions) and 465 sold (53 sold out completely). Among well known investors, 0 added and 3 cut. Our fund sentiment for SPDW is neutral.
What is SPDW's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SPDW ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.