SPEM Institutional Ownership
Who owns SPEM and what the big funds did with it last quarter, from every SEC 13F filing. 1,036 funds reported holding SPEM at Jun 30, 2026.
- ▲522 buying vs 386 selling
- ▼Shares held by funds -4.5%
- ▲Funds holding +30
- ▼Superinvestors: 0 added, 1 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 | 1,036 | 1,006 | +3.0% |
| In funds' top 10 | 69 | 75 | −8.0% |
| 13F shares | 240M | 252M | −4.5% |
| Held by funds | – | – | – |
| New positions | 79 | 72 | +9.7% |
| Increased | 443 | 436 | +1.6% |
| Reduced | 341 | 297 | +14.8% |
| Sold out | 45 | 56 | −19.6% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SPEM
All superinvestors →
Who owns SPEM
share of fund held shares- Index and passive funds10.2%
- Active managers and hedge funds66.5%
- Banks and brokers22.9%
- Pensions, insurers and other0.4%
The top 10 holders own 44.2% of all SPEM shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
742 funds changed their position- Allworth Financial LPAdded+1.9M sh
- LPL Financial LLCAdded+967K sh
- Axxcess Wealth Management, LLCTrimmed−703K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−650K sh
- Knightsbridge Asset Management, LLCTrimmed−436K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Creative Planning | – | 21.4M | $1.1B | −374K |
| 2 | Charles Schwab Investment Management Inc | – | 18.8M | $975M | +521K |
| 3 | LPL Financial LLC | – | 17.9M | $926M | +1.2M |
| 4 | Goldman Sachs Group Inc | – | 11.1M | $577M | +4.7M |
| 5 | Morgan Stanley | – | 9.4M | $488M | +448K |
| 6 | Allworth Financial LP | – | 7.2M | $374M | −2.1M |
| 7 | Envestnet Asset Management Inc | – | 7.1M | $367M | −400K |
| 8 | State Street Corp | – | 5.2M | $271M | +330K |
| 9 | Tiaa-Cref Individual & Institutional Services, LLC | – | 4.1M | $214M | −7,519 |
| 10 | Financial Engines Advisors L.L.C. | – | 3.9M | $202M | −12.9M |
- Goldman Sachs Group Inc+4.7M sh+$244M
- LPL Financial LLC+1.2M sh+$61.5M
- HighTower Advisors, LLC+677K sh+$35.1M
- Integrated Wealth Concepts LLC+616K sh+$31.9M
- Charles Schwab Investment Management Inc+521K sh+$27M
- Morgan Stanley+448K sh+$23.2M
- Knightsbridge Asset Management, LLC+438K sh+$21.6M
- Cambridge Investment Research Advisors, Inc.+402K sh+$20.8M
- Financial Engines Advisors L.L.C.−12.9M sh−$670M
- Allworth Financial LP−2.1M sh−$109M
- Advocacy Wealth Management, LLC−1M sh−$53.1M
- Susquehanna International Group, LLP−845K sh−$43.8M
- Horizon Investments, LLC−755K sh−$39.1M
- Koss-Olinger Consulting, LLC−742K sh−$38.4M
- Mariner, LLC−641K sh−$33.2M
- Cercano Management LLC−549K sh−$25.7M
SPEM institutional ownership FAQ
Who owns the most SPEM stock?
In Q2 2026 13F filings the largest holder of SPEM was Creative Planning, followed by Charles Schwab Investment Management Inc and LPL Financial LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of SPEM is owned by institutions?
1,036 funds reported holding 240M SPEM shares at Jun 30, 2026.
Are hedge funds buying SPEM?
In Q2 2026, 522 funds bought SPEM (79 of them new positions) and 386 sold (45 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for SPEM is neutral.
What is SPEM's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SPEM 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.