SPIB Institutional Ownership
Who owns SPIB and what the big funds did with it last quarter, from every SEC 13F filing. 592 funds reported holding SPIB at Jun 30, 2026.
- ▲343 buying vs 192 selling
- ▲Shares held by funds +4.8%
- ▲Funds holding +12
- ▲Superinvestors: 2 added, 0 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 | 592 | 580 | +2.1% |
| In funds' top 10 | 57 | 59 | −3.4% |
| 13F shares | 278M | 265M | +4.8% |
| Held by funds | – | – | – |
| New positions | 53 | 55 | −3.6% |
| Increased | 290 | 263 | +10.3% |
| Reduced | 151 | 175 | −13.7% |
| Sold out | 41 | 52 | −21.2% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SPIB
All superinvestors →
Who owns SPIB
share of fund held shares- Index and passive funds2.8%
- Active managers and hedge funds57.8%
- Banks and brokers33.3%
- Pensions, insurers and other6.0%
The top 10 holders own 51.2% of all SPIB shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
463 funds changed their position- Municipal Employees' Retirement System of MichiganAdded+5.6M sh
- Jpmorgan Chase & CoAdded+4.2M sh
- McMill Wealth ManagementNew+2.4M sh
- LPL Financial LLCAdded+1.6M sh
- State of New Jersey Common Pension Fund DTrimmed−1.6M sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | – | 58.1M | $1.9B | +6.2M |
| 2 | American Family Investments, Inc. | – | 14.6M | $490M | +4.5M |
| 3 | Envestnet Asset Management Inc | – | 12.1M | $405M | +567K |
| 4 | Municipal Employees' Retirement System of Michigan | – | 11.9M | $398M | +175K |
| 5 | Morgan Stanley | – | 11.5M | $386M | +6.2M |
| 6 | Creative Planning | – | 7.7M | $257M | −301K |
| 7 | Charles Schwab Investment Management Inc | – | 7.5M | $250M | −11.6M |
| 8 | D.a. Davidson & Co. | – | 6.7M | $223M | +189K |
| 9 | Wealth Management Nebraska | – | 6.3M | $211M | +466K |
| 10 | Waverly Advisors, LLC | – | 5.7M | $192M | +353K |
- Morgan Stanley+6.2M sh+$208M
- LPL Financial LLC+6.2M sh+$207M
- American Family Investments, Inc.+4.5M sh+$149M
- Gradient Investments LLC+1.4M sh+$45.5M
- Tower Research Capital LLC (TRC)+1.3M sh+$44.4M
- Susquehanna International Group, LLP+1.1M sh+$37.4M
- State of New Jersey Common Pension Fund D+900K sh+$30.1M
- Manning & Napier Advisors LLC+596K sh+$20M
- Charles Schwab Investment Management Inc−11.6M sh−$390M
- State Street Corp−2.2M sh−$74.7M
- National Bank of Canada /fi/−1.3M sh−$44.8M
- Jane Street Group, LLC−1.3M sh−$42.1M
- Bnp Paribas Financial Markets−1.2M sh−$40.2M
- Independent Advisor Alliance−1.2M sh−$40.1M
- Nottingham Advisors, Inc.−238K sh−$11.1M
- Moment Partners, LLC−319K sh−$10.7M
SPIB institutional ownership FAQ
Who owns the most SPIB stock?
In Q2 2026 13F filings the largest holder of SPIB was LPL Financial LLC, followed by American Family Investments, Inc. and Envestnet Asset Management Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of SPIB is owned by institutions?
592 funds reported holding 278M SPIB shares at Jun 30, 2026.
Are hedge funds buying SPIB?
In Q2 2026, 343 funds bought SPIB (53 of them new positions) and 192 sold (41 sold out completely). Among well known investors, 2 added and 0 cut. Our fund sentiment for SPIB is strongly bullish.
What is SPIB's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SPIB 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.