SPMB

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$22.01

-0.09 (-0.41%)

USD · as of 2026-07-29 · marketstack

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

238 holders

% of shares outstanding held

—

Shares held (13F)

285,807,481

Reporting holders

238

Top holders

largest 100 of 238 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Financial Engines Advisors L.L.C.	188,312,251188.3M	$4.2B	—	—
2	LPL Financial LLC	23,426,33723.4M	$525M	—	ADD 16%
3	STIFEL FINANCIAL CORP	7,861,7107.9M	$176M	—	ADD 3%
4	BENJAMIN EDWARDS INC	6,426,5046.4M	$144M	—	ADD 5%
5	STATE STREET CORP	6,291,3076.3M	$141M	—	ADD 25%
6	CONFLUENCE INVESTMENT MANAGEMENT LLC	3,853,4933.9M	$86M	—	TRIM -10%
7	AMERIPRISE FINANCIAL INC	3,476,9023.5M	$78M	—	—
8	CX Institutional	2,672,6912.7M	$60M	—	—
9	CWM, LLC	2,413,8882.4M	$54M	—	ADD 3%
10	BANK OF AMERICA CORP /DE/	2,183,0782.2M	$49M	—	ADD 7%
11	Advisory Alpha, LLC	2,167,2422.2M	$49M	—	TRIM -4%
12	MORGAN STANLEY	1,891,9831.9M	$42M	—	ADD 6%
13	ASSETMARK, INC	1,813,3631.8M	$41M	—	ADD 4%
14	Compton Financial Group, LLC	1,762,0701.8M	$39M	—	TRIM -16%
15	Independent Advisor Alliance	1,551,4531.6M	$35M	—	ADD 3143%
16	Zurich Insurance Group Ltd/FI	1,482,2951.5M	$33M	—	—
17	JPMORGAN CHASE & CO	1,348,1941.3M	$30M	—	ADD 17%
18	Financial Plan, Inc.	1,271,6221.3M	$28M	—	ADD 23%
19	Baird Financial Group, Inc.	1,075,1761.1M	$24M	—	ADD 4%
20	FINANCIAL LIFE ADVISORS	1,041,3801.0M	$23M	—	ADD 9%
21	Sanctuary Advisors, LLC	1,001,8791.0M	$22M	—	ADD 3%
22	Leicht Financial Planning & Wealth Management, Inc.	916,363916,363	$21M	—	—
23	ALTFEST L J & CO INC	862,594862,594	$19M	—	—
24	Gibbs Wealth Management	843,445843,445	$19M	—	ADD 85%
25	Gladstone Institutional Advisory LLC	822,025822,025	$18M	—	ADD 444%
26	93 Financial Group, LLC	779,674779,674	$17M	—	ADD 3%
27	Cetera Investment Advisers	768,195768,195	$17M	—	ADD 39%
28	ST GERMAIN D J CO INC	686,198686,198	$15M	—	ADD 5%
29	SIGNET FINANCIAL MANAGEMENT, LLC	674,477674,477	$15M	—	—
30	Summit Financial, LLC	672,888672,888	$15M	—	NEW
31	Collier Financial	628,359628,359	$14M	—	—
32	Stokes Family Office, LLC	602,665602,665	$13M	—	TRIM -4%
33	Private Advisory Group LLC	587,175587,175	$13M	—	NEW
34	Tidemark, LLC	582,067582,067	$13M	—	ADD 9%
35	Private Advisor Group, LLC	553,135553,135	$12M	—	TRIM -6%
36	Mariner, LLC	462,734462,734	$10M	—	TRIM -2%
37	Equitable Holdings, Inc.	436,553436,553	$10M	—	ADD 2%
38	Stratos Wealth Partners, LTD.	422,572422,572	$9M	—	TRIM -45%
39	Certified Advisory Corp	415,543415,543	$9M	—	ADD 4%
40	FLAGSHIP HARBOR ADVISORS, LLC	390,465390,465	$9M	—	TRIM -16%
41	Chesapeake Wealth Management	316,789316,789	$7M	—	ADD 3%
42	ENVESTNET ASSET MANAGEMENT INC	305,628305,628	$7M	—	TRIM -5%
43	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	304,484304,484	$7M	—	ADD 26%
44	Detalus Advisors, LLC	279,659279,659	$6M	—	ADD 8%
45	Portside Wealth Group, LLC	267,523267,523	$6M	—	ADD 4%
46	ABOUND FINANCIAL, LLC	266,628266,628	$6M	—	TRIM -5%
47	TSFG, LLC	247,538247,538	$6M	—	—
48	Clearwater Capital Advisors, LLC	236,435236,435	$5M	—	TRIM -29%
49	Checchi Capital Advisers, LLC	223,175223,175	$5M	—	TRIM -24%
50	Mutual Advisors, LLC	217,259217,259	$5M	—	ADD 23%
51	Midwest Capital Advisors, LLC	210,909210,909	$5M	—	ADD 19%
52	Waverly Advisors, LLC	210,632210,632	$5M	—	ADD 6%
53	HORIZON FINANCIAL SERVICES, LLC	210,420210,420	$5M	—	—
54	Integrated Wealth Concepts LLC	206,116206,116	$5M	—	ADD 24%
55	Drucker Wealth 3.0, LLC	204,701204,701	$5M	—	—
56	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	204,152204,152	$5M	—	ADD 14%
57	Boltwood Capital Management	202,063202,063	$5M	—	ADD 10%
58	Western Wealth Management, LLC	189,261189,261	$4M	—	—
59	Valmark Advisers, Inc.	174,263174,263	$4M	—	ADD 13%
60	Keystone Financial Group	171,707171,707	$4M	—	ADD 7%
61	Visionary Wealth Advisors	163,560163,560	$4M	—	ADD 3%
62	West Wealth Group, LLC	158,721158,721	$4M	—	ADD 7%
63	Vertex Planning Partners, LLC	138,786138,786	$3M	—	ADD 11%
64	OSAIC HOLDINGS, INC.	137,196137,196	$3M	—	—
65	Vise Technologies, Inc.	132,595132,595	$3M	—	—
66	EHRLICH FINANCIAL GROUP	131,490131,490	$3M	—	ADD 3%
67	Farther Finance Advisors, LLC	129,862129,862	$3M	—	ADD 6%
68	Spectrum Planning & Advisory Services Inc.	128,424128,424	$3M	—	ADD 4%
69	RAYMOND JAMES FINANCIAL INC	123,948123,948	$3M	—	TRIM -4%
70	GOLDMAN SACHS GROUP INC	122,607122,607	$3M	—	NEW
71	Dynamic Advisor Solutions LLC	122,455122,455	$3M	—	—
72	Kingsview Wealth Management, LLC	119,021119,021	$3M	—	TRIM -5%
73	Seed Wealth Management, Inc.	118,560118,560	$3M	—	TRIM -4%
74	Apollon Financial, LLC	115,219115,219	$3M	—	NEW
75	CacheTech Inc.	106,495106,495	$2M	—	ADD 29%
76	CAPTRUST FINANCIAL ADVISORS	103,264103,264	$2M	—	ADD 8%
77	DIVERSIFY WEALTH MANAGEMENT, LLC	99,73499,734	$2M	—	ADD 368%
78	Kestra Advisory Services, LLC	98,27898,278	$2M	—	TRIM -50%
79	Alesco Advisors, LLC, An ESL Co	96,07096,070	$2M	—	—
80	Adams Wealth Management	96,06196,061	$2M	—	ADD 33%
81	COMMONWEALTH EQUITY SERVICES, LLC	94,55994,559	$2M	—	—
82	Forefront Wealth Partners, LLC	89,16189,161	$2M	—	ADD 10%
83	Archer Investment Management, LLC	87,19387,193	$2M	—	ADD 365%
84	MERCER GLOBAL ADVISORS INC /ADV	86,65086,650	$2M	—	NEW
85	WELLS FARGO & COMPANY/MN	85,53585,535	$2M	—	ADD 6%
86	PRIVATE TRUST CO NA	85,48585,485	$2M	—	ADD 9%
87	EWA, LLC	82,32382,323	$2M	—	ADD 27%
88	Marks Group Wealth Management, Inc	76,68776,687	$2M	—	NEW
89	Collaborative Wealth Managment Inc.	75,27275,272	$2M	—	TRIM -61%
90	Amundi	74,05774,057	$2M	—	NEW
91	KINTRA WEALTH, LLC	67,53467,534	$2M	—	NEW
92	ROYAL BANK OF CANADA	59,73659,736	$1M	—	ADD 8%
93	Fort Point Capital Partners LLC	59,27659,276	$1M	—	—
94	FIFTH THIRD BANCORP	57,24557,245	$1M	—	NEW
95	JPL Wealth Management, LLC	57,18157,181	$1M	—	ADD 48%
96	Strategic Blueprint, LLC	55,39055,390	$1M	—	—
97	RFG Advisory, LLC	52,51252,512	$1M	—	TRIM -50%
98	Idaho Trust Co	51,06751,067	$1M	—	TRIM -10%
99	Center For Asset Management LLC	50,87450,874	$1M	—	ADD 10%
100	Advisory Services Network, LLC	49,70849,708	$1M	—	ADD 34%

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

Financial Engines Advisors L.L.C.

182.8M

183.7M

184.3M

186.0M

188.8M

188.3M

$4.2B

LPL Financial LLC

13.3M

15.4M

16.3M

18.3M

20.2M

23.4M

$525M

STIFEL FINANCIAL CORP

5.5M

6.2M

7.8M

7.1M

7.6M

7.9M

$176M

BENJAMIN EDWARDS INC

4.4M

5.0M

6.2M

5.8M

6.1M

6.4M

$144M

STATE STREET CORP

4.4M

4.0M

5.9M

3.0M

5.0M

6.3M

$141M

CONFLUENCE INVESTMENT MANAGEMENT LLC

3.9M

4.2M

4.7M

4.2M

4.3M

3.9M

$86M

AMERIPRISE FINANCIAL INC

2.4M

2.7M

2.8M

3.0M

3.4M

3.5M

$78M

CX Institutional

2.0M

1.8M

2.2M

2.7M

$60M

CWM, LLC

1.7M

2.1M

2.2M

2.3M

2.4M

$54M

BANK OF AMERICA CORP /DE/

2.2M

2.1M

2.2M

2.0M

2.2M

$49M

Advisory Alpha, LLC

—

2.0M

2.1M

2.2M

2.3M

2.2M

$49M

MORGAN STANLEY

1.5M

1.4M

1.6M

1.8M

1.9M

$42M

ASSETMARK, INC

1.5M

1.6M

1.7M

1.8M

$41M

Compton Financial Group, LLC

—

1.6M

1.9M

2.1M

1.8M

$39M

Independent Advisor Alliance

1.1M

31K

42K

47K

48K

1.6M

$35M

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	238	285,807,481	—	$6.4B
2025-Q4	248	277,890,233	—	$6.2B
2025-Q3	227	271,927,370	—	$6.1B
2025-Q2	226	269,791,177	—	$6.0B
2025-Q1	223	266,777,641	—	$5.9B
2024-Q4	225	259,168,143	—

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 SPMB · 2026-Q1 methodology → sources →

238 holders

% of shares outstanding held

—

Shares held (13F)

285,807,481

Reporting holders

238

Top holders

largest 100 of 238 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Financial Engines Advisors L.L.C.	188,312,251188.3M	$4.2B	—	—
2	LPL Financial LLC	23,426,33723.4M	$525M	—	ADD 16%
3	STIFEL FINANCIAL CORP	7,861,7107.9M	$176M	—	ADD 3%
4	BENJAMIN EDWARDS INC	6,426,5046.4M	$144M	—	ADD 5%
5	STATE STREET CORP	6,291,3076.3M	$141M	—	ADD 25%
6	CONFLUENCE INVESTMENT MANAGEMENT LLC	3,853,4933.9M	$86M	—	TRIM -10%
7	AMERIPRISE FINANCIAL INC	3,476,9023.5M	$78M	—	—
8	CX Institutional	2,672,6912.7M	$60M	—	—
9	CWM, LLC	2,413,8882.4M	$54M	—	ADD 3%
10	BANK OF AMERICA CORP /DE/	2,183,0782.2M	$49M	—	ADD 7%
11	Advisory Alpha, LLC	2,167,2422.2M	$49M	—	TRIM -4%
12	MORGAN STANLEY	1,891,9831.9M	$42M	—	ADD 6%
13	ASSETMARK, INC	1,813,3631.8M	$41M	—	ADD 4%
14	Compton Financial Group, LLC	1,762,0701.8M	$39M	—	TRIM -16%
15	Independent Advisor Alliance	1,551,4531.6M	$35M	—	ADD 3143%
16	Zurich Insurance Group Ltd/FI	1,482,2951.5M	$33M	—	—
17	JPMORGAN CHASE & CO	1,348,1941.3M	$30M	—	ADD 17%
18	Financial Plan, Inc.	1,271,6221.3M	$28M	—	ADD 23%
19	Baird Financial Group, Inc.	1,075,1761.1M	$24M	—	ADD 4%
20	FINANCIAL LIFE ADVISORS	1,041,3801.0M	$23M	—	ADD 9%
21	Sanctuary Advisors, LLC	1,001,8791.0M	$22M	—	ADD 3%
22	Leicht Financial Planning & Wealth Management, Inc.	916,363916,363	$21M	—	—
23	ALTFEST L J & CO INC	862,594862,594	$19M	—	—
24	Gibbs Wealth Management	843,445843,445	$19M	—	ADD 85%
25	Gladstone Institutional Advisory LLC	822,025822,025	$18M	—	ADD 444%
26	93 Financial Group, LLC	779,674779,674	$17M	—	ADD 3%
27	Cetera Investment Advisers	768,195768,195	$17M	—	ADD 39%
28	ST GERMAIN D J CO INC	686,198686,198	$15M	—	ADD 5%
29	SIGNET FINANCIAL MANAGEMENT, LLC	674,477674,477	$15M	—	—
30	Summit Financial, LLC	672,888672,888	$15M	—	NEW
31	Collier Financial	628,359628,359	$14M	—	—
32	Stokes Family Office, LLC	602,665602,665	$13M	—	TRIM -4%
33	Private Advisory Group LLC	587,175587,175	$13M	—	NEW
34	Tidemark, LLC	582,067582,067	$13M	—	ADD 9%
35	Private Advisor Group, LLC	553,135553,135	$12M	—	TRIM -6%
36	Mariner, LLC	462,734462,734	$10M	—	TRIM -2%
37	Equitable Holdings, Inc.	436,553436,553	$10M	—	ADD 2%
38	Stratos Wealth Partners, LTD.	422,572422,572	$9M	—	TRIM -45%
39	Certified Advisory Corp	415,543415,543	$9M	—	ADD 4%
40	FLAGSHIP HARBOR ADVISORS, LLC	390,465390,465	$9M	—	TRIM -16%
41	Chesapeake Wealth Management	316,789316,789	$7M	—	ADD 3%
42	ENVESTNET ASSET MANAGEMENT INC	305,628305,628	$7M	—	TRIM -5%
43	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	304,484304,484	$7M	—	ADD 26%
44	Detalus Advisors, LLC	279,659279,659	$6M	—	ADD 8%
45	Portside Wealth Group, LLC	267,523267,523	$6M	—	ADD 4%
46	ABOUND FINANCIAL, LLC	266,628266,628	$6M	—	TRIM -5%
47	TSFG, LLC	247,538247,538	$6M	—	—
48	Clearwater Capital Advisors, LLC	236,435236,435	$5M	—	TRIM -29%
49	Checchi Capital Advisers, LLC	223,175223,175	$5M	—	TRIM -24%
50	Mutual Advisors, LLC	217,259217,259	$5M	—	ADD 23%
51	Midwest Capital Advisors, LLC	210,909210,909	$5M	—	ADD 19%
52	Waverly Advisors, LLC	210,632210,632	$5M	—	ADD 6%
53	HORIZON FINANCIAL SERVICES, LLC	210,420210,420	$5M	—	—
54	Integrated Wealth Concepts LLC	206,116206,116	$5M	—	ADD 24%
55	Drucker Wealth 3.0, LLC	204,701204,701	$5M	—	—
56	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	204,152204,152	$5M	—	ADD 14%
57	Boltwood Capital Management	202,063202,063	$5M	—	ADD 10%
58	Western Wealth Management, LLC	189,261189,261	$4M	—	—
59	Valmark Advisers, Inc.	174,263174,263	$4M	—	ADD 13%
60	Keystone Financial Group	171,707171,707	$4M	—	ADD 7%
61	Visionary Wealth Advisors	163,560163,560	$4M	—	ADD 3%
62	West Wealth Group, LLC	158,721158,721	$4M	—	ADD 7%
63	Vertex Planning Partners, LLC	138,786138,786	$3M	—	ADD 11%
64	OSAIC HOLDINGS, INC.	137,196137,196	$3M	—	—
65	Vise Technologies, Inc.	132,595132,595	$3M	—	—
66	EHRLICH FINANCIAL GROUP	131,490131,490	$3M	—	ADD 3%
67	Farther Finance Advisors, LLC	129,862129,862	$3M	—	ADD 6%
68	Spectrum Planning & Advisory Services Inc.	128,424128,424	$3M	—	ADD 4%
69	RAYMOND JAMES FINANCIAL INC	123,948123,948	$3M	—	TRIM -4%
70	GOLDMAN SACHS GROUP INC	122,607122,607	$3M	—	NEW
71	Dynamic Advisor Solutions LLC	122,455122,455	$3M	—	—
72	Kingsview Wealth Management, LLC	119,021119,021	$3M	—	TRIM -5%
73	Seed Wealth Management, Inc.	118,560118,560	$3M	—	TRIM -4%
74	Apollon Financial, LLC	115,219115,219	$3M	—	NEW
75	CacheTech Inc.	106,495106,495	$2M	—	ADD 29%
76	CAPTRUST FINANCIAL ADVISORS	103,264103,264	$2M	—	ADD 8%
77	DIVERSIFY WEALTH MANAGEMENT, LLC	99,73499,734	$2M	—	ADD 368%
78	Kestra Advisory Services, LLC	98,27898,278	$2M	—	TRIM -50%
79	Alesco Advisors, LLC, An ESL Co	96,07096,070	$2M	—	—
80	Adams Wealth Management	96,06196,061	$2M	—	ADD 33%
81	COMMONWEALTH EQUITY SERVICES, LLC	94,55994,559	$2M	—	—
82	Forefront Wealth Partners, LLC	89,16189,161	$2M	—	ADD 10%
83	Archer Investment Management, LLC	87,19387,193	$2M	—	ADD 365%
84	MERCER GLOBAL ADVISORS INC /ADV	86,65086,650	$2M	—	NEW
85	WELLS FARGO & COMPANY/MN	85,53585,535	$2M	—	ADD 6%
86	PRIVATE TRUST CO NA	85,48585,485	$2M	—	ADD 9%
87	EWA, LLC	82,32382,323	$2M	—	ADD 27%
88	Marks Group Wealth Management, Inc	76,68776,687	$2M	—	NEW
89	Collaborative Wealth Managment Inc.	75,27275,272	$2M	—	TRIM -61%
90	Amundi	74,05774,057	$2M	—	NEW
91	KINTRA WEALTH, LLC	67,53467,534	$2M	—	NEW
92	ROYAL BANK OF CANADA	59,73659,736	$1M	—	ADD 8%
93	Fort Point Capital Partners LLC	59,27659,276	$1M	—	—
94	FIFTH THIRD BANCORP	57,24557,245	$1M	—	NEW
95	JPL Wealth Management, LLC	57,18157,181	$1M	—	ADD 48%
96	Strategic Blueprint, LLC	55,39055,390	$1M	—	—
97	RFG Advisory, LLC	52,51252,512	$1M	—	TRIM -50%
98	Idaho Trust Co	51,06751,067	$1M	—	TRIM -10%
99	Center For Asset Management LLC	50,87450,874	$1M	—	ADD 10%
100	Advisory Services Network, LLC	49,70849,708	$1M	—	ADD 34%

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

Financial Engines Advisors L.L.C.

182.8M

183.7M

184.3M

186.0M

188.8M

188.3M

$4.2B

LPL Financial LLC

13.3M

15.4M

16.3M

18.3M

20.2M

23.4M

$525M

STIFEL FINANCIAL CORP

5.5M

6.2M

7.8M

7.1M

7.6M

7.9M

$176M

BENJAMIN EDWARDS INC

4.4M

5.0M

6.2M

5.8M

6.1M

6.4M

$144M

STATE STREET CORP

4.4M

4.0M

5.9M

3.0M

5.0M

6.3M

$141M

CONFLUENCE INVESTMENT MANAGEMENT LLC

3.9M

4.2M

4.7M

4.2M

4.3M

3.9M

$86M

AMERIPRISE FINANCIAL INC

2.4M

2.7M

2.8M

3.0M

3.4M

3.5M

$78M

CX Institutional

2.0M

1.8M

2.2M

2.7M

$60M

CWM, LLC

1.7M

2.1M

2.2M

2.3M

2.4M

$54M

BANK OF AMERICA CORP /DE/

2.2M

2.1M

2.2M

2.0M

2.2M

$49M

Advisory Alpha, LLC

—

2.0M

2.1M

2.2M

2.3M

2.2M

$49M

MORGAN STANLEY

1.5M

1.4M

1.6M

1.8M

1.9M

$42M

ASSETMARK, INC

1.5M

1.6M

1.7M

1.8M

$41M

Compton Financial Group, LLC

—

1.6M

1.9M

2.1M

1.8M

$39M

Independent Advisor Alliance

1.1M

31K

42K

47K

48K

1.6M

$35M

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	238	285,807,481	—	$6.4B
2025-Q4	248	277,890,233	—	$6.2B
2025-Q3	227	271,927,370	—	$6.1B
2025-Q2	226	269,791,177	—	$6.0B
2025-Q1	223	266,777,641	—	$5.9B
2024-Q4	225	259,168,143	—

Short interest has its own tab now — open SI →

SPMB☆

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

Top holders

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

Institutional footprint by quarter

SPMB