SPLB

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$21.67

+0.10 (+0.46%)

USD · as of 2026-07-28 · marketstack

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

177 holders

% of shares outstanding held

—

Shares held (13F)

40,172,077

Reporting holders

177

Top holders

largest 100 of 177 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	STATE STREET CORP	7,080,0297.1M	$157M	—	ADD 119%
2	LPL Financial LLC	4,231,9714.2M	$94M	—	ADD 76%
3	ENVESTNET ASSET MANAGEMENT INC	3,246,0523.2M	$72M	—	ADD 222%
4	SONA ASSET MANAGEMENT (US) LLC	2,345,0002.3M	$52M	—	NEW
5	ROCKLAND TRUST CO	1,939,3921.9M	$43M	—	ADD 6%
6	Bramshill Investments, LLC	1,781,2081.8M	$40M	—	ADD 256%
7	NYL Investors LLC	1,456,5981.5M	$32M	—	—
8	Thrivent Financial for Lutherans	1,121,0901.1M	$25M	—	ADD 8%
9	BANK OF AMERICA CORP /DE/	961,700961,700	$21M	—	TRIM -49%
10	MORGAN STANLEY	949,369949,369	$21M	—	—
11	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	751,225751,225	$17M	—	ADD 8%
12	Gotham Asset Management, LLC	665,442665,442	$15M	—	ADD 41%
13	Envestnet Portfolio Solutions, Inc.	599,372599,372	$13M	—	ADD 56%
14	Clark Capital Management Group, Inc.	594,232594,232	$13M	—	ADD 467%
15	Goldstone Financial Group, LLC	552,122552,122	$12M	—	TRIM -13%
16	WELLS FARGO & COMPANY/MN	550,889550,889	$12M	—	ADD 12%
17	ASSETMARK, INC	535,588535,588	$12M	—	ADD 142%
18	Cetera Investment Advisers	518,888518,888	$12M	—	ADD 303%
19	PRINCIPAL SECURITIES, INC.	496,638496,638	$11M	—	ADD 211%
20	PFG Advisors	428,104428,104	$10M	—	ADD 6%
21	ROYAL BANK OF CANADA	415,920415,920	$9M	—	TRIM -12%
22	ARRIEN INVESTMENTS, INC.	380,894380,894	$8M	—	ADD 3%
23	RAYMOND JAMES FINANCIAL INC	376,210376,210	$8M	—	ADD 12%
24	Graney & King, LLC	376,158376,158	$8M	—	ADD 4%
25	White & Co Financial Planning Inc	371,370371,370	$8M	—	ADD 11%
26	Hedeker Wealth, LLC	340,155340,155	$8M	—	ADD 26%
27	Mirae Asset Global Investments Co., Ltd.	335,000335,000	$7M	—	ADD 26%
28	Caitlin John, LLC	262,429262,429	$6M	—	ADD 38%
29	OSAIC HOLDINGS, INC.	259,210259,210	$6M	—	TRIM -4%
30	Bank of New York Mellon Corp	247,795247,795	$6M	—	TRIM -27%
31	Econ Financial Services Corp	240,446240,446	$5M	—	NEW
32	PARK AVENUE SECURITIES LLC	236,225236,225	$5M	—	ADD 265%
33	Cambridge Investment Research Advisors, Inc.	223,686223,686	$5M	—	TRIM -30%
34	Cerity Partners LLC	204,991204,991	$5M	—	NEW
35	Private Advisor Group, LLC	201,671201,671	$4M	—	TRIM -12%
36	Fifth Third Securities, Inc.	185,956185,956	$4M	—	ADD 6%
37	JPMORGAN CHASE & CO	179,556179,556	$4M	—	ADD 5%
38	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	169,378169,378	$4M	—	ADD 427%
39	CITADEL ADVISORS LLC	167,151167,151	$4M	—	ADD 59%
40	Roan Capital Partners	164,340164,340	$4M	—	NEW
41	Aspire Private Capital, LLC	161,244161,244	$4M	—	ADD 213%
42	Spectrum Wealth Advisory Group, LLC	129,706129,706	$3M	—	TRIM -56%
43	CONNING INC.	124,080124,080	$3M	—	—
44	Aspetuck Financial Management LLC	121,429121,429	$3M	—	—
45	LANDMARK WEALTH MANAGEMENT, INC.	118,771118,771	$3M	—	ADD 208%
46	Westside Investment Management, Inc.	112,937112,937	$3M	—	ADD 33%
47	CARY STREET PARTNERS FINANCIAL LLC	107,306107,306	$2M	—	ADD 5%
48	Pinnacle Financial Partners, Inc.	103,453103,453	$2M	—	TRIM -10%
49	Raleigh Capital Management Inc.	97,47697,476	$2M	—	ADD 236%
50	MML INVESTORS SERVICES, LLC	95,59395,593	$2M	—	ADD 142%
51	HighTower Advisors, LLC	84,42384,423	$2M	—	ADD 194%
52	JONES FINANCIAL COMPANIES LLLP	84,04884,048	$2M	—	ADD 3%
53	CAPSTONE WEALTH MANAGEMENT GROUP, LLC	81,42381,423	$2M	—	ADD 16%
54	Sanctuary Advisors, LLC	80,81580,815	$2M	—	ADD 64%
55	Advyzon Investment Management, LLC	76,12176,121	$2M	—	ADD 5%
56	Arete Wealth Advisors, LLC	75,87275,872	$2M	—	ADD 10%
57	UBS Group AG	73,81473,814	$2M	—	ADD 2%
58	J.W. COLE ADVISORS, INC.	73,76773,767	$2M	—	TRIM -8%
59	IFP Advisors, Inc	72,91572,915	$2M	—	TRIM -64%
60	Signal Advisors Wealth, LLC	69,95869,958	$2M	—	ADD 203%
61	Integrated Wealth Concepts LLC	69,73569,735	$2M	—	ADD 27%
62	Sharkey, Howes & Javer	65,44565,445	$1M	—	NEW
63	Fourth Dimension Wealth, LLC	63,14963,149	$1M	—	ADD 4%
64	NOVEM GROUP	62,45762,457	$1M	—	ADD 9%
65	US BANCORP \DE\	53,15953,159	$1M	—	ADD 312600%
66	Rockefeller Capital Management L.P.	52,87652,876	$1M	—	ADD 9%
67	Prospera Financial Services Inc	51,61051,610	$1M	—	TRIM -10%
68	TRUEFG, LLC	50,34450,344	$1M	—	—
69	Sigma Planning Corp	46,39546,395	$1M	—	ADD 184%
70	Boltwood Capital Management	45,00045,000	$999,900	—	—
71	HARBOUR INVESTMENTS, INC.	44,71944,719	$993,656	—	ADD 171%
72	Ameritas Investment Partners, Inc.	43,22343,223	$960,421	—	ADD 11%
73	STATE OF WISCONSIN INVESTMENT BOARD	42,92042,920	$953,682	—	—
74	Koshinski Asset Management, Inc.	42,17042,170	$937,022	—	ADD 16%
75	NewEdge Advisors, LLC	79,19879,198	$925,359	—	ADD 90%
76	SHP Wealth Management	41,39241,392	$919,836	—	TRIM -11%
77	Ally Invest Advisors Inc.	40,65840,658	$903,409	—	ADD 3%
78	CreativeOne Wealth, LLC	39,95239,952	$887,733	—	ADD 251%
79	Geneos Wealth Management Inc.	39,16339,163	$870,202	—	—
80	Strategic Advocates LLC	38,45338,453	$854,426	—	TRIM -95%
81	GWN SECURITIES INC.	37,83337,833	$840,659	—	ADD 6%
82	AMERIPRISE FINANCIAL INC	37,60237,602	$835,523	—	TRIM -14%
83	MILESTONE ASSET MANAGEMENT, LLC	36,58736,587	$812,963	—	TRIM -2%
84	KKM Financial LLC	34,15034,150	$771,107	—	—
85	Insight Advisors, LLC/ PA	33,59733,597	$746,526	—	ADD 7%
86	NOVUS ADVISORS, LLC	32,86332,863	$730,216	—	ADD 209%
87	AE Wealth Management LLC	31,89931,899	$708,780	—	ADD 219%
88	Kestra Advisory Services, LLC	27,98627,986	$621,850	—	ADD 182%
89	SUSQUEHANNA INTERNATIONAL GROUP, LLP	27,47027,470	$610,383	—	NEW
90	Advisor OS, LLC	27,37027,370	$608,161	—	TRIM -22%
91	RFG Advisory, LLC	26,85726,857	$596,769	—	TRIM -22%
92	XTX Topco Ltd	26,72926,729	$593,918	—	NEW
93	Legacy Wealth Partners, LLC	25,96425,964	$576,920	—	NEW
94	RMR Capital Management, LLC	23,97123,971	$532,636	—	—
95	LOCKERMAN FINANCIAL GROUP, INC.	21,81721,817	$484,770	—	NEW
96	International Private Wealth Advisors LLC	20,64120,641	$458,637	—	NEW
97	Global Financial Private Client, LLC	20,14420,144	$447,600	—	ADD 54%
98	Balboa Wealth Partners	19,24019,240	$427,513	—	NEW
99	Collaborative Wealth Managment Inc.	19,08619,086	$424,087	—	TRIM -82%
100	IHT Wealth Management, LLC	18,91418,914	$420,274	—	—

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

STATE STREET CORP

644K

6.9M

7.3M

884K

3.2M

7.1M

$157M

LPL Financial LLC

2.4M

3.2M

3.4M

2.1M

2.4M

4.2M

$94M

ENVESTNET ASSET MANAGEMENT INC

656K

1.3M

1.4M

709K

1.0M

3.2M

$72M

SONA ASSET MANAGEMENT (US) LLC

—

2.3M

$52M

ROCKLAND TRUST CO

1.6M

1.7M

1.8M

1.9M

$43M

Bramshill Investments, LLC

—

500K

1.8M

$40M

NYL Investors LLC

1.4M

1.5M

$32M

Thrivent Financial for Lutherans

853K

—

997K

1.0M

1.1M

$25M

BANK OF AMERICA CORP /DE/

549K

456K

369K

344K

1.9M

962K

$21M

MORGAN STANLEY

990K

1.1M

1.0M

934K

949K

$21M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

854K

888K

691K

710K

698K

751K

$17M

Gotham Asset Management, LLC

338K

348K

347K

371K

470K

665K

$15M

Envestnet Portfolio Solutions, Inc.

—

835K

929K

—

384K

599K

$13M

Clark Capital Management Group, Inc.

—

103K

105K

594K

$13M

Goldstone Financial Group, LLC

628K

532K

508K

589K

632K

552K

$12M

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	177	40,172,077	—	$892M
2025-Q4	167	27,555,852	—	$621M
2025-Q3	150	23,454,162	—	$543M
2025-Q2	166	33,960,623	—	$765M
2025-Q1	167	32,755,742	—	$740M
2024-Q4	145	22,498,726

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 SPLB · 2026-Q1 methodology → sources →

177 holders

% of shares outstanding held

—

Shares held (13F)

40,172,077

Reporting holders

177

Top holders

largest 100 of 177 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	STATE STREET CORP	7,080,0297.1M	$157M	—	ADD 119%
2	LPL Financial LLC	4,231,9714.2M	$94M	—	ADD 76%
3	ENVESTNET ASSET MANAGEMENT INC	3,246,0523.2M	$72M	—	ADD 222%
4	SONA ASSET MANAGEMENT (US) LLC	2,345,0002.3M	$52M	—	NEW
5	ROCKLAND TRUST CO	1,939,3921.9M	$43M	—	ADD 6%
6	Bramshill Investments, LLC	1,781,2081.8M	$40M	—	ADD 256%
7	NYL Investors LLC	1,456,5981.5M	$32M	—	—
8	Thrivent Financial for Lutherans	1,121,0901.1M	$25M	—	ADD 8%
9	BANK OF AMERICA CORP /DE/	961,700961,700	$21M	—	TRIM -49%
10	MORGAN STANLEY	949,369949,369	$21M	—	—
11	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	751,225751,225	$17M	—	ADD 8%
12	Gotham Asset Management, LLC	665,442665,442	$15M	—	ADD 41%
13	Envestnet Portfolio Solutions, Inc.	599,372599,372	$13M	—	ADD 56%
14	Clark Capital Management Group, Inc.	594,232594,232	$13M	—	ADD 467%
15	Goldstone Financial Group, LLC	552,122552,122	$12M	—	TRIM -13%
16	WELLS FARGO & COMPANY/MN	550,889550,889	$12M	—	ADD 12%
17	ASSETMARK, INC	535,588535,588	$12M	—	ADD 142%
18	Cetera Investment Advisers	518,888518,888	$12M	—	ADD 303%
19	PRINCIPAL SECURITIES, INC.	496,638496,638	$11M	—	ADD 211%
20	PFG Advisors	428,104428,104	$10M	—	ADD 6%
21	ROYAL BANK OF CANADA	415,920415,920	$9M	—	TRIM -12%
22	ARRIEN INVESTMENTS, INC.	380,894380,894	$8M	—	ADD 3%
23	RAYMOND JAMES FINANCIAL INC	376,210376,210	$8M	—	ADD 12%
24	Graney & King, LLC	376,158376,158	$8M	—	ADD 4%
25	White & Co Financial Planning Inc	371,370371,370	$8M	—	ADD 11%
26	Hedeker Wealth, LLC	340,155340,155	$8M	—	ADD 26%
27	Mirae Asset Global Investments Co., Ltd.	335,000335,000	$7M	—	ADD 26%
28	Caitlin John, LLC	262,429262,429	$6M	—	ADD 38%
29	OSAIC HOLDINGS, INC.	259,210259,210	$6M	—	TRIM -4%
30	Bank of New York Mellon Corp	247,795247,795	$6M	—	TRIM -27%
31	Econ Financial Services Corp	240,446240,446	$5M	—	NEW
32	PARK AVENUE SECURITIES LLC	236,225236,225	$5M	—	ADD 265%
33	Cambridge Investment Research Advisors, Inc.	223,686223,686	$5M	—	TRIM -30%
34	Cerity Partners LLC	204,991204,991	$5M	—	NEW
35	Private Advisor Group, LLC	201,671201,671	$4M	—	TRIM -12%
36	Fifth Third Securities, Inc.	185,956185,956	$4M	—	ADD 6%
37	JPMORGAN CHASE & CO	179,556179,556	$4M	—	ADD 5%
38	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	169,378169,378	$4M	—	ADD 427%
39	CITADEL ADVISORS LLC	167,151167,151	$4M	—	ADD 59%
40	Roan Capital Partners	164,340164,340	$4M	—	NEW
41	Aspire Private Capital, LLC	161,244161,244	$4M	—	ADD 213%
42	Spectrum Wealth Advisory Group, LLC	129,706129,706	$3M	—	TRIM -56%
43	CONNING INC.	124,080124,080	$3M	—	—
44	Aspetuck Financial Management LLC	121,429121,429	$3M	—	—
45	LANDMARK WEALTH MANAGEMENT, INC.	118,771118,771	$3M	—	ADD 208%
46	Westside Investment Management, Inc.	112,937112,937	$3M	—	ADD 33%
47	CARY STREET PARTNERS FINANCIAL LLC	107,306107,306	$2M	—	ADD 5%
48	Pinnacle Financial Partners, Inc.	103,453103,453	$2M	—	TRIM -10%
49	Raleigh Capital Management Inc.	97,47697,476	$2M	—	ADD 236%
50	MML INVESTORS SERVICES, LLC	95,59395,593	$2M	—	ADD 142%
51	HighTower Advisors, LLC	84,42384,423	$2M	—	ADD 194%
52	JONES FINANCIAL COMPANIES LLLP	84,04884,048	$2M	—	ADD 3%
53	CAPSTONE WEALTH MANAGEMENT GROUP, LLC	81,42381,423	$2M	—	ADD 16%
54	Sanctuary Advisors, LLC	80,81580,815	$2M	—	ADD 64%
55	Advyzon Investment Management, LLC	76,12176,121	$2M	—	ADD 5%
56	Arete Wealth Advisors, LLC	75,87275,872	$2M	—	ADD 10%
57	UBS Group AG	73,81473,814	$2M	—	ADD 2%
58	J.W. COLE ADVISORS, INC.	73,76773,767	$2M	—	TRIM -8%
59	IFP Advisors, Inc	72,91572,915	$2M	—	TRIM -64%
60	Signal Advisors Wealth, LLC	69,95869,958	$2M	—	ADD 203%
61	Integrated Wealth Concepts LLC	69,73569,735	$2M	—	ADD 27%
62	Sharkey, Howes & Javer	65,44565,445	$1M	—	NEW
63	Fourth Dimension Wealth, LLC	63,14963,149	$1M	—	ADD 4%
64	NOVEM GROUP	62,45762,457	$1M	—	ADD 9%
65	US BANCORP \DE\	53,15953,159	$1M	—	ADD 312600%
66	Rockefeller Capital Management L.P.	52,87652,876	$1M	—	ADD 9%
67	Prospera Financial Services Inc	51,61051,610	$1M	—	TRIM -10%
68	TRUEFG, LLC	50,34450,344	$1M	—	—
69	Sigma Planning Corp	46,39546,395	$1M	—	ADD 184%
70	Boltwood Capital Management	45,00045,000	$999,900	—	—
71	HARBOUR INVESTMENTS, INC.	44,71944,719	$993,656	—	ADD 171%
72	Ameritas Investment Partners, Inc.	43,22343,223	$960,421	—	ADD 11%
73	STATE OF WISCONSIN INVESTMENT BOARD	42,92042,920	$953,682	—	—
74	Koshinski Asset Management, Inc.	42,17042,170	$937,022	—	ADD 16%
75	NewEdge Advisors, LLC	79,19879,198	$925,359	—	ADD 90%
76	SHP Wealth Management	41,39241,392	$919,836	—	TRIM -11%
77	Ally Invest Advisors Inc.	40,65840,658	$903,409	—	ADD 3%
78	CreativeOne Wealth, LLC	39,95239,952	$887,733	—	ADD 251%
79	Geneos Wealth Management Inc.	39,16339,163	$870,202	—	—
80	Strategic Advocates LLC	38,45338,453	$854,426	—	TRIM -95%
81	GWN SECURITIES INC.	37,83337,833	$840,659	—	ADD 6%
82	AMERIPRISE FINANCIAL INC	37,60237,602	$835,523	—	TRIM -14%
83	MILESTONE ASSET MANAGEMENT, LLC	36,58736,587	$812,963	—	TRIM -2%
84	KKM Financial LLC	34,15034,150	$771,107	—	—
85	Insight Advisors, LLC/ PA	33,59733,597	$746,526	—	ADD 7%
86	NOVUS ADVISORS, LLC	32,86332,863	$730,216	—	ADD 209%
87	AE Wealth Management LLC	31,89931,899	$708,780	—	ADD 219%
88	Kestra Advisory Services, LLC	27,98627,986	$621,850	—	ADD 182%
89	SUSQUEHANNA INTERNATIONAL GROUP, LLP	27,47027,470	$610,383	—	NEW
90	Advisor OS, LLC	27,37027,370	$608,161	—	TRIM -22%
91	RFG Advisory, LLC	26,85726,857	$596,769	—	TRIM -22%
92	XTX Topco Ltd	26,72926,729	$593,918	—	NEW
93	Legacy Wealth Partners, LLC	25,96425,964	$576,920	—	NEW
94	RMR Capital Management, LLC	23,97123,971	$532,636	—	—
95	LOCKERMAN FINANCIAL GROUP, INC.	21,81721,817	$484,770	—	NEW
96	International Private Wealth Advisors LLC	20,64120,641	$458,637	—	NEW
97	Global Financial Private Client, LLC	20,14420,144	$447,600	—	ADD 54%
98	Balboa Wealth Partners	19,24019,240	$427,513	—	NEW
99	Collaborative Wealth Managment Inc.	19,08619,086	$424,087	—	TRIM -82%
100	IHT Wealth Management, LLC	18,91418,914	$420,274	—	—

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

STATE STREET CORP

644K

6.9M

7.3M

884K

3.2M

7.1M

$157M

LPL Financial LLC

2.4M

3.2M

3.4M

2.1M

2.4M

4.2M

$94M

ENVESTNET ASSET MANAGEMENT INC

656K

1.3M

1.4M

709K

1.0M

3.2M

$72M

SONA ASSET MANAGEMENT (US) LLC

—

2.3M

$52M

ROCKLAND TRUST CO

1.6M

1.7M

1.8M

1.9M

$43M

Bramshill Investments, LLC

—

500K

1.8M

$40M

NYL Investors LLC

1.4M

1.5M

$32M

Thrivent Financial for Lutherans

853K

—

997K

1.0M

1.1M

$25M

BANK OF AMERICA CORP /DE/

549K

456K

369K

344K

1.9M

962K

$21M

MORGAN STANLEY

990K

1.1M

1.0M

934K

949K

$21M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

854K

888K

691K

710K

698K

751K

$17M

Gotham Asset Management, LLC

338K

348K

347K

371K

470K

665K

$15M

Envestnet Portfolio Solutions, Inc.

—

835K

929K

—

384K

599K

$13M

Clark Capital Management Group, Inc.

—

103K

105K

594K

$13M

Goldstone Financial Group, LLC

628K

532K

508K

589K

632K

552K

$12M

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	177	40,172,077	—	$892M
2025-Q4	167	27,555,852	—	$621M
2025-Q3	150	23,454,162	—	$543M
2025-Q2	166	33,960,623	—	$765M
2025-Q1	167	32,755,742	—	$740M
2024-Q4	145	22,498,726

Short interest has its own tab now — open SI →

SPLB☆

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

Top holders

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

Institutional footprint by quarter

SPLB