SPMD Institutional Ownership
Who owns SPMD and what the big funds did with it last quarter, from every SEC 13F filing. 848 funds reported holding SPMD at Jun 30, 2026.
- ▲424 buying vs 305 selling
- ▲Shares held by funds +4.7%
- ▲Funds holding +32
- ▼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 | 848 | 816 | +3.9% |
| In funds' top 10 | 65 | 67 | −3.0% |
| 13F shares | 248M | 237M | +4.7% |
| Held by funds | – | – | – |
| New positions | 77 | 74 | +4.1% |
| Increased | 347 | 361 | −3.9% |
| Reduced | 265 | 248 | +6.9% |
| Sold out | 40 | 54 | −25.9% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SPMD
All superinvestors →
Who owns SPMD
share of fund held shares- Index and passive funds0.4%
- Active managers and hedge funds83.3%
- Banks and brokers15.0%
- Pensions, insurers and other1.4%
The top 10 holders own 66.5% of all SPMD shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
619 funds changed their position- Creative PlanningAdded+4.1M sh
- LPL Financial LLCAdded+1.1M sh
- United Capital Financial Advisors, LLCAdded+888K sh
- Retirement Income Solutions, IncTrimmed−697K sh
- Focus Partners WealthAdded+589K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Creative Planning | – | 101M | $6.8B | +4.6M |
| 2 | Betterment LLC | – | 18.9M | $1.3B | −1.3M |
| 3 | LPL Financial LLC | – | 13.5M | $909M | +604K |
| 4 | Bank of America Corp /de/ | – | 8.7M | $585M | +6.7M |
| 5 | Valmark Advisers, Inc. | – | 7.1M | $480M | −116K |
| 6 | Envestnet Asset Management Inc | – | 4.5M | $303M | +340K |
| 7 | Morgan Stanley | – | 3.9M | $263M | +96K |
| 8 | AlTi Global, Inc. | – | 2.8M | $189M | −20K |
| 9 | Facet Wealth, Inc. | – | 2.6M | $178M | +52K |
| 10 | First Command Advisory Services, Inc. | – | 2M | $138M | +211K |
- Bank of America Corp /de/+6.7M sh+$455M
- Creative Planning+4.6M sh+$311M
- Retirement Income Solutions, Inc+805K sh+$51.2M
- LPL Financial LLC+604K sh+$40.8M
- Koss-Olinger Consulting, LLC+511K sh+$34.5M
- Blair William & Co/il+456K sh+$30.8M
- Jpmorgan Chase & Co+450K sh+$30.2M
- Stifel Financial Corp+395K sh+$26.7M
- UBS Group AG−2.1M sh−$143M
- Betterment LLC−1.3M sh−$90.1M
- Texas Permanent School Fund Corp−521K sh−$30.9M
- HighTower Advisors, LLC−349K sh−$23.6M
- Independent Advisor Alliance−308K sh−$20.8M
- Auto-Owners Insurance Co−290K sh−$19.6M
- Sun Life Financial Inc−160K sh−$10.8M
- Mason Street Advisors, LLC−143K sh−$9.7M
SPMD institutional ownership FAQ
Who owns the most SPMD stock?
In Q2 2026 13F filings the largest holder of SPMD was Creative Planning, followed by Betterment LLC and LPL Financial LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of SPMD is owned by institutions?
848 funds reported holding 248M SPMD shares at Jun 30, 2026.
Are hedge funds buying SPMD?
In Q2 2026, 424 funds bought SPMD (77 of them new positions) and 305 sold (40 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for SPMD is bullish.
What is SPMD's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SPMD 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.