SPSM Institutional Ownership
Who owns SPSM and what the big funds did with it last quarter, from every SEC 13F filing. 1,055 funds reported holding SPSM at Jun 30, 2026.
- ▲513 buying vs 409 selling
- ▲Shares held by funds +5.4%
- ▲Funds holding +46
- ▲Superinvestors: 1 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 | 1,055 | 1,009 | +4.6% |
| In funds' top 10 | 60 | 55 | +9.1% |
| 13F shares | 219M | 208M | +5.4% |
| Held by funds | – | – | – |
| New positions | 102 | 79 | +29.1% |
| Increased | 411 | 400 | +2.8% |
| Reduced | 367 | 338 | +8.6% |
| Sold out | 42 | 58 | −27.6% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SPSM
All superinvestors →
Who owns SPSM
share of fund held shares- Index and passive funds3.8%
- Active managers and hedge funds67.8%
- Banks and brokers28.2%
- Pensions, insurers and other0.3%
The top 10 holders own 50.4% of all SPSM shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
768 funds changed their position- LPL Financial LLCAdded+1M sh
- Assetmark, IncAdded+810K sh
- State Street CorpTrimmed−681K sh
- Morningstar Investment Management LLCTrimmed−649K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−578K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | – | 25.2M | $1.5B | +585K |
| 2 | Betterment LLC | – | 19.2M | $1.1B | +162K |
| 3 | Financial Engines Advisors L.L.C. | – | 18.8M | $1.1B | −1.9M |
| 4 | Bank of America Corp /de/ | – | 12.1M | $701M | +8.2M |
| 5 | Morgan Stanley | – | 7.6M | $439M | +422K |
| 6 | Charles Schwab Investment Management Inc | – | 6.6M | $380M | +15K |
| 7 | Envestnet Asset Management Inc | – | 6.4M | $367M | +2.1M |
| 8 | Valmark Advisers, Inc. | – | 5.1M | $294M | −311K |
| 9 | Cliftonlarsonallen Wealth Advisors, LLC | – | 5M | $290M | +111K |
| 10 | Ameriprise Financial Inc | – | 4.3M | $252M | −101K |
- Bank of America Corp /de/+8.2M sh+$474M
- Envestnet Asset Management Inc+2.1M sh+$120M
- Stifel Financial Corp+874K sh+$50.4M
- Clark Capital Management Group, Inc.+607K sh+$35M
- LPL Financial LLC+585K sh+$33.7M
- Cambridge Investment Research Advisors, Inc.+491K sh+$28.3M
- Morgan Stanley+422K sh+$24.4M
- Diversify Advisory Services, LLC+384K sh+$21.7M
- Financial Engines Advisors L.L.C.−1.9M sh−$108M
- Independent Advisor Alliance−1.1M sh−$65.6M
- Schroder Investment Management Group−419K sh−$24M
- Banco Santander, S.A.−350K sh−$20.2M
- State Street Corp−319K sh−$18.4M
- Valmark Advisers, Inc.−311K sh−$17.9M
- Texas Permanent School Fund Corp−313K sh−$15.1M
- Mariner, LLC−243K sh−$14M
SPSM institutional ownership FAQ
Who owns the most SPSM stock?
In Q2 2026 13F filings the largest holder of SPSM was LPL Financial LLC, followed by Betterment LLC and Financial Engines Advisors L.L.C.. Index fund managers are usually the biggest holders of large companies.
What percentage of SPSM is owned by institutions?
1,055 funds reported holding 219M SPSM shares at Jun 30, 2026.
Are hedge funds buying SPSM?
In Q2 2026, 513 funds bought SPSM (102 of them new positions) and 409 sold (42 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for SPSM is strongly bullish.
What is SPSM's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SPSM 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.