SPMB Institutional Ownership
Who owns SPMB and what the big funds did with it last quarter, from every SEC 13F filing. 260 funds reported holding SPMB at Jun 30, 2026.
- ▲137 buying vs 104 selling
- ●Shares held by funds -0.8%
- ▲Funds holding +16
- ▲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 | 260 | 244 | +6.6% |
| In funds' top 10 | 11 | 14 | −21.4% |
| 13F shares | 283M | 286M | −0.8% |
| Held by funds | – | – | – |
| New positions | 39 | 29 | +34.5% |
| Increased | 98 | 103 | −4.9% |
| Reduced | 80 | 74 | +8.1% |
| Sold out | 24 | 32 | −25.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SPMB
All superinvestors →
Who owns SPMB
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds85.4%
- Banks and brokers14.0%
- Pensions, insurers and other0.5%
The top 10 holders own 86.8% of all SPMB shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
221 funds changed their position- Wilshire Advisors LLCNew+4.5M sh
- Jpmorgan Chase & CoTrimmed−1.2M sh
- Sanctuary Advisors, LLCTrimmed−972K sh
- CX InstitutionalTrimmed−944K sh
- Tidemark, LLCTrimmed−590K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | – | 197M | $4.4B | +8.6M |
| 2 | LPL Financial LLC | – | 22.4M | $500M | −1M |
| 3 | Stifel Financial Corp | – | 5.9M | $131M | −2M |
| 4 | Benjamin Edwards Inc | – | 4.8M | $107M | −1.6M |
| 5 | Ameriprise Financial Inc | – | 3.6M | $79.8M | +101K |
| 6 | Confluence Investment Management LLC | – | 3.4M | $75.2M | −483K |
| 7 | CX Institutional | – | 2.7M | $61M | +63K |
| 8 | Bank of America Corp /de/ | – | 2.2M | $50.1M | +62K |
| 9 | Advisory Alpha, LLC | – | 2.2M | $49.8M | +64K |
| 10 | Assetmark, Inc | – | 2M | $43.8M | +149K |
- Financial Engines Advisors L.L.C.+8.6M sh+$191M
- Goldman Sachs Group Inc+1.8M sh+$40.6M
- Citadel Advisors LLC+1.4M sh+$32.1M
- Leslie Global Wealth, LLC+326K sh+$7.3M
- Vise Technologies, Inc.+282K sh+$6.3M
- True Blue Financial, LLC+271K sh+$6.1M
- Financial Life Advisors+260K sh+$5.8M
- Integrated Wealth Concepts LLC+176K sh+$3.9M
- State Street Corp−6.3M sh−$141M
- Stifel Financial Corp−2M sh−$43.9M
- Benjamin Edwards Inc−1.6M sh−$36M
- Independent Advisor Alliance−1.5M sh−$33.4M
- LPL Financial LLC−1M sh−$22.5M
- Red Oak Financial Group, LLC−892K sh−$19.9M
- Confluence Investment Management LLC−483K sh−$10.8M
- Certified Advisory Corp−416K sh−$9.3M
SPMB institutional ownership FAQ
Who owns the most SPMB stock?
In Q2 2026 13F filings the largest holder of SPMB was Financial Engines Advisors L.L.C., followed by LPL Financial LLC and Stifel Financial Corp. Index fund managers are usually the biggest holders of large companies.
What percentage of SPMB is owned by institutions?
260 funds reported holding 283M SPMB shares at Jun 30, 2026.
Are hedge funds buying SPMB?
In Q2 2026, 137 funds bought SPMB (39 of them new positions) and 104 sold (24 sold out completely). Among well known investors, 2 added and 0 cut. Our fund sentiment for SPMB is bullish.
What is SPMB's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SPMB 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.