SPBO

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$28.44

-0.14 (-0.49%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding SPBO · 2026-Q1 methodology → sources →

173 holders

% of shares outstanding held

—

Shares held (13F)

46,137,395

Reporting holders

173

Top holders

largest 100 of 173 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	AMERIPRISE FINANCIAL INC	8,036,9508.0M	$233M	—	—
2	LPL Financial LLC	2,950,0413.0M	$86M	—	TRIM -3%
3	BANK OF AMERICA CORP /DE/	2,252,4922.3M	$65M	—	TRIM -19%
4	ASSETMARK, INC	2,170,2352.2M	$63M	—	ADD 47%
5	AE Wealth Management LLC	2,120,5792.1M	$62M	—	ADD 7%
6	CX Institutional	2,053,0332.1M	$60M	—	ADD 2%
7	ST GERMAIN D J CO INC	1,975,7482.0M	$57M	—	TRIM -7%
8	Procyon Advisors, LLC	1,740,7561.7M	$51M	—	ADD 17%
9	OSAIC HOLDINGS, INC.	1,566,7721.6M	$45M	—	—
10	Gerber Kawasaki Wealth & Investment Management	1,513,4111.5M	$44M	—	ADD 643%
11	EXCHANGE TRADED CONCEPTS, LLC	1,437,4821.4M	$42M	—	ADD 5%
12	Summit Financial Wealth Advisors, LLC	1,126,7881.1M	$33M	—	ADD 10%
13	North Dakota State Investment Board	1,089,0681.1M	$32M	—	—
14	Geneos Wealth Management Inc.	1,014,6371.0M	$29M	—	ADD 2%
15	RWA WEALTH PARTNERS, LLC	951,457951,457	$28M	—	TRIM -9%
16	ARKANSAS FINANCIAL GROUP, INC.	877,107877,107	$26M	—	ADD 7%
17	MORGAN STANLEY	856,986856,986	$25M	—	TRIM -35%
18	Flaharty Asset Management, LLC	746,259746,259	$22M	—	—
19	CoreCap Advisors, LLC	727,245727,245	$21M	—	ADD 7162%
20	NEPC LLC	724,227724,227	$21M	—	ADD 180%
21	Sterling Manor Financial, LLC	672,350672,350	$20M	—	ADD 6%
22	Financial Engines Advisors L.L.C.	582,061582,061	$17M	—	ADD 3%
23	Mariner, LLC	520,981520,981	$15M	—	TRIM -4%
24	Tradewinds Capital Management, LLC	502,038502,038	$15M	—	TRIM -34%
25	Financial Gravity Asset Management, Inc.	442,070442,070	$13M	—	ADD 4%
26	FLAGSHIP HARBOR ADVISORS, LLC	393,741393,741	$11M	—	NEW
27	WELLS FARGO & COMPANY/MN	393,249393,249	$11M	—	ADD 24%
28	IHT Wealth Management, LLC	387,713387,713	$11M	—	—
29	ROYAL BANK OF CANADA	340,386340,386	$10M	—	ADD 30%
30	Thrivent Financial for Lutherans	314,391314,391	$9M	—	ADD 7%
31	Valmark Advisers, Inc.	308,596308,596	$9M	—	TRIM -14%
32	HighPoint Advisor Group LLC	259,097259,097	$8M	—	ADD 67%
33	JPMORGAN CHASE & CO	239,054239,054	$7M	—	ADD 89%
34	Foundations Investment Advisors, LLC	235,629235,629	$7M	—	ADD 36%
35	CWM, LLC	215,712215,712	$6M	—	TRIM -7%
36	Breakwater Capital Group	212,279212,279	$6M	—	ADD 6%
37	JANE STREET GROUP, LLC	211,771211,771	$6M	—	NEW
38	Jacobi Capital Management LLC	201,456201,456	$6M	—	ADD 14%
39	NorthRock Partners, LLC	192,498192,498	$6M	—	ADD 17%
40	Asset Management One Co., Ltd.	177,430177,430	$5M	—	TRIM -50%
41	Melone Private Wealth, LLC	167,806167,806	$5M	—	—
42	Tidemark, LLC	157,503157,503	$5M	—	NEW
43	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	157,191157,191	$5M	—	ADD 39%
44	Cetera Investment Advisers	148,925148,925	$4M	—	ADD 20%
45	Private Advisor Group, LLC	148,144148,144	$4M	—	ADD 4%
46	5th Street Advisors, LLC	118,039118,039	$3M	—	TRIM -12%
47	MML INVESTORS SERVICES, LLC	116,530116,530	$3M	—	TRIM -20%
48	Banque Transatlantique SA	107,967107,967	$3M	—	NEW
49	RITHOLTZ WEALTH MANAGEMENT	100,235100,235	$3M	—	ADD 24%
50	ENVESTNET ASSET MANAGEMENT INC	99,91799,917	$3M	—	ADD 87%
51	COMMONWEALTH EQUITY SERVICES, LLC	83,80083,800	$2M	—	ADD 10%
52	HighTower Advisors, LLC	79,80979,809	$2M	—	ADD 255%
53	CAPTRUST FINANCIAL ADVISORS	77,28377,283	$2M	—	ADD 10%
54	STATE STREET CORP	73,95373,953	$2M	—	ADD 37%
55	RAYMOND JAMES FINANCIAL INC	73,65373,653	$2M	—	ADD 6%
56	TOUNJIAN ADVISORY PARTNERS, LLC	73,43073,430	$2M	—	TRIM -3%
57	Independent Advisor Alliance	71,67371,673	$2M	—	NEW
58	Center For Asset Management LLC	57,39257,392	$2M	—	ADD 50%
59	David Kennon Inc	55,94655,946	$2M	—	—
60	Strategic Investment Advisors / MI	53,19053,190	$2M	—	ADD 61%
61	World Investment Advisors	52,77752,777	$2M	—	ADD 9%
62	Compound Planning, Inc.	52,62352,623	$2M	—	ADD 105%
63	Transamerica Financial Advisors, LLC	50,12750,127	$1M	—	TRIM -5%
64	National Wealth Management Group, LLC	49,94249,942	$1M	—	ADD 148%
65	LEVEL FOUR ADVISORY SERVICES, LLC	49,16949,169	$1M	—	ADD 4%
66	AQR CAPITAL MANAGEMENT LLC	46,89346,893	$1M	—	—
67	Quadrant Private Wealth Management, LLC	40,85640,856	$1M	—	—
68	Advisor Resource Council	38,03038,030	$1M	—	ADD 18%
69	Elevated Capital Advisors, LLC	36,88036,880	$1M	—	TRIM -16%
70	ZACKS INVESTMENT MANAGEMENT	36,04336,043	$1M	—	TRIM -24%
71	Savant Capital, LLC	35,61035,610	$1M	—	TRIM -5%
72	US BANCORP \DE\	34,80434,804	$1M	—	—
73	Keystone Wealth Services, LLC	33,82833,828	$982,022	—	NEW
74	Corient Private Wealth LLC	32,77232,772	$951,372	—	TRIM -50%
75	Florida Trust Wealth Management Co	30,00030,000	$870,900	—	—
76	CreativeOne Wealth, LLC	29,30529,305	$850,724	—	ADD 6%
77	ShoreHaven Wealth Partners, LLC	27,52827,528	$799,146	—	—
78	Kestra Advisory Services, LLC	26,14226,142	$758,890	—	ADD 7%
79	SUSQUEHANNA INTERNATIONAL GROUP, LLP	25,83125,831	$749,874	—	NEW
80	Alesco Advisors, LLC, An ESL Co	24,41024,410	$708,622	—	TRIM -3%
81	INVENIO WEALTH PARTNERS LLC	21,37721,377	$620,574	—	—
82	Betterment LLC	20,18420,184	$586,000	—	ADD 125%
83	Laraway Financial Advisors Inc	20,10420,104	$583,627	—	—
84	Ashton Thomas Private Wealth, LLC	19,88619,886	$577,285	—	TRIM -9%
85	Sanctuary Advisors, LLC	19,52419,524	$566,777	—	TRIM -20%
86	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	19,52019,520	$566,666	—	NEW
87	Creative Planning	18,45218,452	$535,648	—	ADD 29%
88	Detalus Advisors, LLC	16,03516,035	$465,497	—	TRIM -9%
89	Gateway Wealth Partners, LLC	15,82015,820	$459,273	—	NEW
90	Sanchez Levi Garrett	15,69215,692	$455,539	—	NEW
91	STIFEL FINANCIAL CORP	15,50515,505	$450,111	—	—
92	Ascent Group, LLC	14,56114,561	$422,705	—	ADD 19%
93	Cambridge Investment Research Advisors, Inc.	14,55214,552	$422,000	—	TRIM -25%
94	Breakwater Investment Management	13,96613,966	$405,433	—	ADD 13%
95	ARRIEN INVESTMENTS, INC.	13,78513,785	$400,179	—	ADD 5%
96	CITIGROUP INC	13,35813,358	$387,783	—	ADD 4%
97	Rice Partnership, LLC	13,35613,356	$387,725	—	—
98	Keystone Financial Group	13,30813,308	$386,331	—	ADD 16%
99	Rockefeller Capital Management L.P.	12,99512,995	$377,258	—	—
100	First Heartland Consultants, Inc.	12,83712,837	$372,666	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AMERIPRISE FINANCIAL INC

1.2M

6.6M

6.4M

7.3M

8.0M

$233M

LPL Financial LLC

3.6M

3.0M

2.8M

2.9M

3.0M

$86M

BANK OF AMERICA CORP /DE/

2.4M

2.6M

2.7M

2.8M

2.3M

$65M

ASSETMARK, INC

1.3M

1.4M

1.5M

2.2M

$63M

AE Wealth Management LLC

1.4M

1.5M

1.6M

1.7M

2.0M

2.1M

$62M

CX Institutional

1.8M

1.7M

2.0M

2.1M

$60M

ST GERMAIN D J CO INC

2.4M

2.3M

2.1M

2.0M

$57M

Procyon Advisors, LLC

1.2M

1.4M

1.3M

1.4M

1.5M

1.7M

$51M

OSAIC HOLDINGS, INC.

75K

70K

183K

1.4M

1.5M

1.6M

$45M

Gerber Kawasaki Wealth & Investment Management

1.2M

1.3M

204K

1.5M

$44M

EXCHANGE TRADED CONCEPTS, LLC

—

1.5M

2.4M

1.4M

$42M

Summit Financial Wealth Advisors, LLC

460K

734K

795K

917K

1.0M

1.1M

$33M

North Dakota State Investment Board

—

1.1M

$32M

Geneos Wealth Management Inc.

378K

1.2M

904K

964K

992K

1.0M

$29M

RWA WEALTH PARTNERS, LLC

13.8M

7.6M

1.4M

1.2M

1.0M

951K

$28M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	173	46,137,395	—	$1.3B
2025-Q4	170	42,805,441	—	$1.3B
2025-Q3	171	45,478,911	—	$1.3B
2025-Q2	155	40,817,376	—	$1.2B
2025-Q1	162	47,880,187	—	$1.4B
2024-Q4	152	50,390,961	—

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding SPBO · 2026-Q1 methodology → sources →

173 holders

% of shares outstanding held

—

Shares held (13F)

46,137,395

Reporting holders

173

Top holders

largest 100 of 173 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	AMERIPRISE FINANCIAL INC	8,036,9508.0M	$233M	—	—
2	LPL Financial LLC	2,950,0413.0M	$86M	—	TRIM -3%
3	BANK OF AMERICA CORP /DE/	2,252,4922.3M	$65M	—	TRIM -19%
4	ASSETMARK, INC	2,170,2352.2M	$63M	—	ADD 47%
5	AE Wealth Management LLC	2,120,5792.1M	$62M	—	ADD 7%
6	CX Institutional	2,053,0332.1M	$60M	—	ADD 2%
7	ST GERMAIN D J CO INC	1,975,7482.0M	$57M	—	TRIM -7%
8	Procyon Advisors, LLC	1,740,7561.7M	$51M	—	ADD 17%
9	OSAIC HOLDINGS, INC.	1,566,7721.6M	$45M	—	—
10	Gerber Kawasaki Wealth & Investment Management	1,513,4111.5M	$44M	—	ADD 643%
11	EXCHANGE TRADED CONCEPTS, LLC	1,437,4821.4M	$42M	—	ADD 5%
12	Summit Financial Wealth Advisors, LLC	1,126,7881.1M	$33M	—	ADD 10%
13	North Dakota State Investment Board	1,089,0681.1M	$32M	—	—
14	Geneos Wealth Management Inc.	1,014,6371.0M	$29M	—	ADD 2%
15	RWA WEALTH PARTNERS, LLC	951,457951,457	$28M	—	TRIM -9%
16	ARKANSAS FINANCIAL GROUP, INC.	877,107877,107	$26M	—	ADD 7%
17	MORGAN STANLEY	856,986856,986	$25M	—	TRIM -35%
18	Flaharty Asset Management, LLC	746,259746,259	$22M	—	—
19	CoreCap Advisors, LLC	727,245727,245	$21M	—	ADD 7162%
20	NEPC LLC	724,227724,227	$21M	—	ADD 180%
21	Sterling Manor Financial, LLC	672,350672,350	$20M	—	ADD 6%
22	Financial Engines Advisors L.L.C.	582,061582,061	$17M	—	ADD 3%
23	Mariner, LLC	520,981520,981	$15M	—	TRIM -4%
24	Tradewinds Capital Management, LLC	502,038502,038	$15M	—	TRIM -34%
25	Financial Gravity Asset Management, Inc.	442,070442,070	$13M	—	ADD 4%
26	FLAGSHIP HARBOR ADVISORS, LLC	393,741393,741	$11M	—	NEW
27	WELLS FARGO & COMPANY/MN	393,249393,249	$11M	—	ADD 24%
28	IHT Wealth Management, LLC	387,713387,713	$11M	—	—
29	ROYAL BANK OF CANADA	340,386340,386	$10M	—	ADD 30%
30	Thrivent Financial for Lutherans	314,391314,391	$9M	—	ADD 7%
31	Valmark Advisers, Inc.	308,596308,596	$9M	—	TRIM -14%
32	HighPoint Advisor Group LLC	259,097259,097	$8M	—	ADD 67%
33	JPMORGAN CHASE & CO	239,054239,054	$7M	—	ADD 89%
34	Foundations Investment Advisors, LLC	235,629235,629	$7M	—	ADD 36%
35	CWM, LLC	215,712215,712	$6M	—	TRIM -7%
36	Breakwater Capital Group	212,279212,279	$6M	—	ADD 6%
37	JANE STREET GROUP, LLC	211,771211,771	$6M	—	NEW
38	Jacobi Capital Management LLC	201,456201,456	$6M	—	ADD 14%
39	NorthRock Partners, LLC	192,498192,498	$6M	—	ADD 17%
40	Asset Management One Co., Ltd.	177,430177,430	$5M	—	TRIM -50%
41	Melone Private Wealth, LLC	167,806167,806	$5M	—	—
42	Tidemark, LLC	157,503157,503	$5M	—	NEW
43	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	157,191157,191	$5M	—	ADD 39%
44	Cetera Investment Advisers	148,925148,925	$4M	—	ADD 20%
45	Private Advisor Group, LLC	148,144148,144	$4M	—	ADD 4%
46	5th Street Advisors, LLC	118,039118,039	$3M	—	TRIM -12%
47	MML INVESTORS SERVICES, LLC	116,530116,530	$3M	—	TRIM -20%
48	Banque Transatlantique SA	107,967107,967	$3M	—	NEW
49	RITHOLTZ WEALTH MANAGEMENT	100,235100,235	$3M	—	ADD 24%
50	ENVESTNET ASSET MANAGEMENT INC	99,91799,917	$3M	—	ADD 87%
51	COMMONWEALTH EQUITY SERVICES, LLC	83,80083,800	$2M	—	ADD 10%
52	HighTower Advisors, LLC	79,80979,809	$2M	—	ADD 255%
53	CAPTRUST FINANCIAL ADVISORS	77,28377,283	$2M	—	ADD 10%
54	STATE STREET CORP	73,95373,953	$2M	—	ADD 37%
55	RAYMOND JAMES FINANCIAL INC	73,65373,653	$2M	—	ADD 6%
56	TOUNJIAN ADVISORY PARTNERS, LLC	73,43073,430	$2M	—	TRIM -3%
57	Independent Advisor Alliance	71,67371,673	$2M	—	NEW
58	Center For Asset Management LLC	57,39257,392	$2M	—	ADD 50%
59	David Kennon Inc	55,94655,946	$2M	—	—
60	Strategic Investment Advisors / MI	53,19053,190	$2M	—	ADD 61%
61	World Investment Advisors	52,77752,777	$2M	—	ADD 9%
62	Compound Planning, Inc.	52,62352,623	$2M	—	ADD 105%
63	Transamerica Financial Advisors, LLC	50,12750,127	$1M	—	TRIM -5%
64	National Wealth Management Group, LLC	49,94249,942	$1M	—	ADD 148%
65	LEVEL FOUR ADVISORY SERVICES, LLC	49,16949,169	$1M	—	ADD 4%
66	AQR CAPITAL MANAGEMENT LLC	46,89346,893	$1M	—	—
67	Quadrant Private Wealth Management, LLC	40,85640,856	$1M	—	—
68	Advisor Resource Council	38,03038,030	$1M	—	ADD 18%
69	Elevated Capital Advisors, LLC	36,88036,880	$1M	—	TRIM -16%
70	ZACKS INVESTMENT MANAGEMENT	36,04336,043	$1M	—	TRIM -24%
71	Savant Capital, LLC	35,61035,610	$1M	—	TRIM -5%
72	US BANCORP \DE\	34,80434,804	$1M	—	—
73	Keystone Wealth Services, LLC	33,82833,828	$982,022	—	NEW
74	Corient Private Wealth LLC	32,77232,772	$951,372	—	TRIM -50%
75	Florida Trust Wealth Management Co	30,00030,000	$870,900	—	—
76	CreativeOne Wealth, LLC	29,30529,305	$850,724	—	ADD 6%
77	ShoreHaven Wealth Partners, LLC	27,52827,528	$799,146	—	—
78	Kestra Advisory Services, LLC	26,14226,142	$758,890	—	ADD 7%
79	SUSQUEHANNA INTERNATIONAL GROUP, LLP	25,83125,831	$749,874	—	NEW
80	Alesco Advisors, LLC, An ESL Co	24,41024,410	$708,622	—	TRIM -3%
81	INVENIO WEALTH PARTNERS LLC	21,37721,377	$620,574	—	—
82	Betterment LLC	20,18420,184	$586,000	—	ADD 125%
83	Laraway Financial Advisors Inc	20,10420,104	$583,627	—	—
84	Ashton Thomas Private Wealth, LLC	19,88619,886	$577,285	—	TRIM -9%
85	Sanctuary Advisors, LLC	19,52419,524	$566,777	—	TRIM -20%
86	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	19,52019,520	$566,666	—	NEW
87	Creative Planning	18,45218,452	$535,648	—	ADD 29%
88	Detalus Advisors, LLC	16,03516,035	$465,497	—	TRIM -9%
89	Gateway Wealth Partners, LLC	15,82015,820	$459,273	—	NEW
90	Sanchez Levi Garrett	15,69215,692	$455,539	—	NEW
91	STIFEL FINANCIAL CORP	15,50515,505	$450,111	—	—
92	Ascent Group, LLC	14,56114,561	$422,705	—	ADD 19%
93	Cambridge Investment Research Advisors, Inc.	14,55214,552	$422,000	—	TRIM -25%
94	Breakwater Investment Management	13,96613,966	$405,433	—	ADD 13%
95	ARRIEN INVESTMENTS, INC.	13,78513,785	$400,179	—	ADD 5%
96	CITIGROUP INC	13,35813,358	$387,783	—	ADD 4%
97	Rice Partnership, LLC	13,35613,356	$387,725	—	—
98	Keystone Financial Group	13,30813,308	$386,331	—	ADD 16%
99	Rockefeller Capital Management L.P.	12,99512,995	$377,258	—	—
100	First Heartland Consultants, Inc.	12,83712,837	$372,666	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AMERIPRISE FINANCIAL INC

1.2M

6.6M

6.4M

7.3M

8.0M

$233M

LPL Financial LLC

3.6M

3.0M

2.8M

2.9M

3.0M

$86M

BANK OF AMERICA CORP /DE/

2.4M

2.6M

2.7M

2.8M

2.3M

$65M

ASSETMARK, INC

1.3M

1.4M

1.5M

2.2M

$63M

AE Wealth Management LLC

1.4M

1.5M

1.6M

1.7M

2.0M

2.1M

$62M

CX Institutional

1.8M

1.7M

2.0M

2.1M

$60M

ST GERMAIN D J CO INC

2.4M

2.3M

2.1M

2.0M

$57M

Procyon Advisors, LLC

1.2M

1.4M

1.3M

1.4M

1.5M

1.7M

$51M

OSAIC HOLDINGS, INC.

75K

70K

183K

1.4M

1.5M

1.6M

$45M

Gerber Kawasaki Wealth & Investment Management

1.2M

1.3M

204K

1.5M

$44M

EXCHANGE TRADED CONCEPTS, LLC

—

1.5M

2.4M

1.4M

$42M

Summit Financial Wealth Advisors, LLC

460K

734K

795K

917K

1.0M

1.1M

$33M

North Dakota State Investment Board

—

1.1M

$32M

Geneos Wealth Management Inc.

378K

1.2M

904K

964K

992K

1.0M

$29M

RWA WEALTH PARTNERS, LLC

13.8M

7.6M

1.4M

1.2M

1.0M

951K

$28M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	173	46,137,395	—	$1.3B
2025-Q4	170	42,805,441	—	$1.3B
2025-Q3	171	45,478,911	—	$1.3B
2025-Q2	155	40,817,376	—	$1.2B
2025-Q1	162	47,880,187	—	$1.4B
2024-Q4	152	50,390,961	—

Short interest has its own tab now — open SI →

SPBO☆

Institutional ownership· 13F filers holding SPBO · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding SPBO · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

SPBO