SPTM Institutional Ownership
Who owns SPTM and what the big funds did with it last quarter, from every SEC 13F filing. 783 funds reported holding SPTM at Jun 30, 2026.
- ●309 buying vs 315 selling
- ▼Shares held by funds -3.4%
- ▲Funds holding +32
- ▲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 | 783 | 751 | +4.3% |
| In funds' top 10 | 74 | 80 | −7.5% |
| 13F shares | 98.6M | 102M | −3.4% |
| Held by funds | – | – | – |
| New positions | 64 | 53 | +20.8% |
| Increased | 245 | 258 | −5.0% |
| Reduced | 288 | 253 | +13.8% |
| Sold out | 27 | 40 | −32.5% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SPTM
All superinvestors →
Who owns SPTM
share of fund held shares- Index and passive funds0.1%
- Active managers and hedge funds82.6%
- Banks and brokers15.5%
- Pensions, insurers and other1.8%
The top 10 holders own 35.1% of all SPTM shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
519 funds changed their position- Assetmark, IncAdded+2.5M sh
- Cambridge Investment Research Advisors, Inc.Trimmed−759K sh
- Wilshire Advisors LLCNew+502K sh
- Professional Financial Advisors, LLCTrimmed−363K sh
- Private Advisor Group, LLCAdded+242K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | – | 8.3M | $754M | −201K |
| 2 | Assetmark, Inc | – | 5.5M | $500M | +72K |
| 3 | Creative Planning | – | 4.2M | $385M | +118K |
| 4 | Valmark Advisers, Inc. | – | 3M | $269M | +22K |
| 5 | Tidal Investments LLC | – | 2.9M | $267M | +43K |
| 6 | Private Advisor Group, LLC | – | 2.6M | $239M | −463K |
| 7 | Wealthcare Advisory Partners LLC | – | 2.5M | $228M | −79K |
| 8 | Professional Financial Advisors, LLC | – | 2.2M | $204M | +711K |
| 9 | Hughes Financial Services, LLC | – | 1.7M | $157M | +58K |
| 10 | Morgan Stanley | – | 1.6M | $142M | +38K |
- Cambridge Investment Research Advisors, Inc.+756K sh+$68.6M
- Professional Financial Advisors, LLC+711K sh+$64.6M
- State of Michigan Retirement System+565K sh+$51.3M
- Wealthspire Advisors, LLC+484K sh+$43.9M
- Ameriprise Financial Inc+223K sh+$20.2M
- Financial Management Professionals, Inc.+123K sh+$11.2M
- Blueprint Investment Partners LLC+121K sh+$11M
- Creative Planning+118K sh+$10.7M
- Wealthquest Corp−836K sh−$75.9M
- Independent Advisor Alliance−903K sh−$71.4M
- Coldstream Capital Management Inc−495K sh−$70.4M
- Private Advisor Group, LLC−463K sh−$42.1M
- Legacy Private Trust Co.−259K sh−$23.5M
- Modern Wealth Management, LLC−257K sh−$23.3M
- Mariner, LLC−202K sh−$18.4M
- LPL Financial LLC−201K sh−$18.2M
SPTM institutional ownership FAQ
Who owns the most SPTM stock?
In Q2 2026 13F filings the largest holder of SPTM was LPL Financial LLC, followed by Assetmark, Inc and Creative Planning. Index fund managers are usually the biggest holders of large companies.
What percentage of SPTM is owned by institutions?
783 funds reported holding 98.6M SPTM shares at Jun 30, 2026.
Are hedge funds buying SPTM?
In Q2 2026, 309 funds bought SPTM (64 of them new positions) and 315 sold (27 sold out completely). Among well known investors, 2 added and 0 cut. Our fund sentiment for SPTM is neutral.
What is SPTM's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SPTM 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.