% of shares outstanding is not shown for SPMO: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for SPMO in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 6,792,8146.8M | $762M | — | ADD 3% |
| 2 | CWM, LLC | 3,591,5813.6M | $403M | — | ADD 20% |
| 3 | BANK OF AMERICA CORP /DE/ | 3,209,3583.2M | $360M | — | TRIM -3% |
| 4 | MORGAN STANLEY | 3,127,9073.1M | $351M | — | ADD 17% |
| 5 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,413,0722.4M | $271M | — | — |
| 6 | RAYMOND JAMES FINANCIAL INC | 1,565,7291.6M | $176M | — | TRIM -9% |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,546,6831.5M | $173M | — | ADD 12% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 1,351,2561.4M | $151M | — | ADD 2% |
| 9 | JPMORGAN CHASE & CO | 1,365,1881.4M | $147M | — | ADD 11% |
| 10 | WELLS FARGO & COMPANY/MN | 1,224,4591.2M | $137M | — | ADD 24% |
| 11 | Cambridge Investment Research Advisors, Inc. | 1,063,9311.1M | $119M | — | ADD 20% |
| 12 | Cetera Investment Advisers | 1,019,5371.0M | $114M | — | TRIM -4% |
| 13 | OSAIC HOLDINGS, INC. | 815,004815,004 | $91M | — | TRIM -19% |
| 14 | Alpine Bank Wealth Management | 791,714791,714 | $89M | — | TRIM -7% |
| 15 | Equitable Holdings, Inc. | 711,104711,104 | $85M | — | ADD 23% |
| 16 | PLANNING ALTERNATIVES LTD /ADV | 744,409744,409 | $83M | — | ADD 23% |
| 17 | Redwood Investment Management, LLC | 656,268656,268 | $74M | — | ADD 5% |
| 18 | MONEY CONCEPTS CAPITAL CORP | 619,748619,748 | $69M | — | TRIM -39% |
| 19 | Thrivent Financial for Lutherans | 586,058586,058 | $66M | — | ADD 7% |
| 20 | Private Advisor Group, LLC | 562,480562,480 | $63M | — | ADD 7% |
| 21 | MML INVESTORS SERVICES, LLC | 482,823482,823 | $54M | — | TRIM -15% |
| 22 | JONES FINANCIAL COMPANIES LLLP | 461,741461,741 | $51M | — | ADD 39% |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 377,857377,857 | $42M | — | — |
| 24 | Family Investment Center, Inc. | 359,290359,290 | $40M | — | TRIM -5% |
| 25 | Performance Wealth Partners, LLC | 354,176354,176 | $40M | — | ADD 5% |
| 26 | UBS Group AG | 344,380344,380 | $39M | — | ADD 16% |
| 27 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 317,849317,849 | $36M | — | TRIM -46% |
| 28 | ROYAL BANK OF CANADA | 320,865320,865 | $36M | — | TRIM -20% |
| 29 | Independent Advisor Alliance | 317,656317,656 | $36M | — | ADD 12275% |
| 30 | Invst, LLC | 310,790310,790 | $35M | — | — |
| 31 | Penserra Capital Management LLC | 300,003300,003 | $34M | — | NEW |
| 32 | Sanctuary Advisors, LLC | 288,988288,988 | $32M | — | ADD 3% |
| 33 | HighTower Advisors, LLC | 286,061286,061 | $32M | — | — |
| 34 | TD PRIVATE CLIENT WEALTH LLC | 283,971283,971 | $32M | — | TRIM -16% |
| 35 | Triton Wealth Management, PLLC | 274,253274,253 | $32M | — | ADD 14% |
| 36 | Ascent Group, LLC | 266,464266,464 | $30M | — | ADD 5% |
| 37 | TOMPKINS FINANCIAL CORP | 252,266252,266 | $28M | — | — |
| 38 | Cerity Partners LLC | 252,190252,190 | $28M | — | ADD 3284% |
| 39 | RVW Wealth, LLC | 247,209247,209 | $28M | — | ADD 3% |
| 40 | Meridian Wealth Management, LLC | 246,978246,978 | $28M | — | — |
| 41 | MERCER GLOBAL ADVISORS INC /ADV | 243,892243,892 | $27M | — | ADD 79% |
| 42 | HBW ADVISORY SERVICES LLC | 243,249243,249 | $27M | — | ADD 6% |
| 43 | STIFEL FINANCIAL CORP | 236,253236,253 | $26M | — | TRIM -7% |
| 44 | Davidson Capital Management Inc. | 233,423233,423 | $26M | — | ADD 3883% |
| 45 | Advance Capital Management, Inc. | 232,079232,079 | $26M | — | — |
| 46 | Whitaker-Myers Wealth Managers, LTD. | 212,872212,872 | $24M | — | ADD 6% |
| 47 | Mariner, LLC | 211,168211,168 | $24M | — | TRIM -21% |
| 48 | Goldstein Advisors, LLC | 202,658202,658 | $23M | — | ADD 4% |
| 49 | Stratos Wealth Partners, LTD. | 197,069197,069 | $22M | — | — |
| 50 | Insight Wealth Strategies, LLC | 188,038188,038 | $21M | — | TRIM -16% |
| 51 | Perigon Wealth Management, LLC | 187,566187,566 | $21M | — | ADD 8% |
| 52 | Seros Financial, LLC | 186,556186,556 | $21M | — | TRIM -17% |
| 53 | CreativeOne Wealth, LLC | 185,380185,380 | $21M | — | ADD 9% |
| 54 | Bull Oak Capital, LLC | 175,441175,441 | $20M | — | ADD 11% |
| 55 | THOROUGHBRED FINANCIAL SERVICES, LLC | 170,157170,157 | $19M | — | ADD 15% |
| 56 | Triad Wealth Partners, LLC | 166,082166,082 | $19M | — | ADD 51% |
| 57 | RFG Advisory, LLC | 165,964165,964 | $19M | — | ADD 6% |
| 58 | Financial Enhancement Group LLC | 138,814138,814 | $18M | — | ADD 8% |
| 59 | ADAPT WEALTH ADVISORS, LLC | 150,151150,151 | $17M | — | ADD 5% |
| 60 | CFS Investment Advisory Services, LLC | 130,158130,158 | $17M | — | — |
| 61 | Modern Wealth Management, LLC | 145,804145,804 | $17M | — | ADD 13% |
| 62 | MANCHESTER FINANCIAL INC | 145,509145,509 | $16M | — | ADD 28% |
| 63 | PARK AVENUE SECURITIES LLC | 142,754142,754 | $16M | — | ADD 10% |
| 64 | Altus Wealth Group LLC | 142,258142,258 | $16M | — | — |
| 65 | Venture Visionary Partners LLC | 141,074141,074 | $16M | — | ADD 20% |
| 66 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 139,331139,331 | $16M | — | ADD 4% |
| 67 | INTEGRITY ALLIANCE, LLC. | 137,342137,342 | $15M | — | ADD 7% |
| 68 | Trilogy Capital Inc. | 136,644136,644 | $15M | — | — |
| 69 | JTC Employer Solutions Trustee Ltd | 126,800126,800 | $15M | — | — |
| 70 | KWB Wealth | 123,490123,490 | $15M | — | — |
| 71 | SIERRA OCEAN, LLC | 130,761130,761 | $15M | — | ADD 4% |
| 72 | Steward Partners Investment Advisory, LLC | 128,422128,422 | $14M | — | ADD 14% |
| 73 | Horst & Graben Wealth Management LLC | 108,755108,755 | $14M | — | ADD 7% |
| 74 | AMERIPRISE FINANCIAL INC | 125,737125,737 | $14M | — | ADD 4457% |
| 75 | Summit Financial, LLC | 119,291119,291 | $13M | — | ADD 12% |
| 76 | Mason & Associates Inc | 122,126122,126 | $13M | — | ADD 2% |
| 77 | Fortis Group Advisors, LLC | 96,27996,279 | $13M | — | TRIM -28% |
| 78 | Dynamic Advisor Solutions LLC | 114,165114,165 | $13M | — | ADD 8% |
| 79 | Chicago Partners Investment Group LLC | 98,72798,727 | $13M | — | ADD 2% |
| 80 | Focus Partners Advisor Solutions, LLC | 111,534111,534 | $13M | — | ADD 297% |
| 81 | TRUIST FINANCIAL CORP | 110,677110,677 | $12M | — | — |
| 82 | Green Ridge Wealth Planning LLC | 104,869104,869 | $12M | — | TRIM -8% |
| 83 | Physician Wealth Advisors, Inc. | 104,690104,690 | $12M | — | ADD 6% |
| 84 | AE Wealth Management LLC | 102,886102,886 | $12M | — | ADD 44% |
| 85 | Lifestyle Asset Management, Inc. | 101,659101,659 | $11M | — | ADD 13% |
| 86 | NewEdge Advisors, LLC | 43,50843,508 | $11M | — | TRIM -68% |
| 87 | Concurrent Investment Advisors, LLC | 97,86597,865 | $11M | — | TRIM -40% |
| 88 | Avidian Wealth Enterprises, LLC | 97,00997,009 | $11M | — | ADD 371% |
| 89 | Alpha Zero LLC | 95,68395,683 | $11M | — | ADD 6% |
| 90 | Clear Creek Financial Management, LLC | 93,00893,008 | $10M | — | TRIM -6% |
| 91 | StoneCrest Wealth Management, Inc. | 92,55092,550 | $10M | — | — |
| 92 | Janney Montgomery Scott LLC | 92,13392,133 | $10M | — | — |
| 93 | Oxford Wealth Group, LLC | 89,74789,747 | $10M | — | TRIM -47% |
| 94 | Stonebrook Private Inc. | 89,39789,397 | $10M | — | — |
| 95 | HARBOUR INVESTMENTS, INC. | 89,11489,114 | $10M | — | TRIM -17% |
| 96 | Compass Financial Services Inc | 88,35688,356 | $10M | — | ADD 4% |
| 97 | LEVEL FOUR ADVISORY SERVICES, LLC | 87,17987,179 | $10M | — | ADD 11% |
| 98 | Able Wealth Management LLC | 87,17187,171 | $10M | — | TRIM -28% |
| 99 | Ethos Financial Group, LLC | 86,15386,153 | $10M | — | — |
| 100 | One Wealth Advisors, LLC | 85,71485,714 | $10M | — | ADD 4% |
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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 2.2M | 3.6M | 5.3M | 6.4M | 6.6M | 6.8M | $762M |
| CWM, LLC | 435K | 1.3M | 2.5M | 2.6M | 3.0M | 3.6M | $403M |
| BANK OF AMERICA CORP /DE/ | 1.4M | 1.8M | 2.4M | 2.8M | 3.3M | 3.2M | $360M |
| MORGAN STANLEY | 182K | 530K | 1.8M | 2.5M | 2.7M | 3.1M | $351M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | — | — | — | 2.6M | 2.5M | 2.4M | $271M |
| RAYMOND JAMES FINANCIAL INC | 151K | 326K | 828K | 1.3M | 1.7M | 1.6M | $176M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 191K | 531K | 813K | 1.1M | 1.4M | 1.5M | $173M |
| ENVESTNET ASSET MANAGEMENT INC | 4.2M | 6.0M | 8.2M | 4.1M | 1.3M | 1.4M | $151M |
| JPMORGAN CHASE & CO | 618K | 680K | 649K | 1.4M | 1.2M | 1.4M | $147M |
| WELLS FARGO & COMPANY/MN | 312K | 258K | 592K | 882K | 988K | 1.2M | $137M |
| Cambridge Investment Research Advisors, Inc. | 427K | 524K | 705K | 839K | 889K | 1.1M | $119M |
| Cetera Investment Advisers | 302K | 555K | 956K | 1.2M | 1.1M | 1.0M | $114M |
| OSAIC HOLDINGS, INC. | 577K | 485K | 1.1M | 1.2M | 1.0M | 815K | $91M |
| Alpine Bank Wealth Management | — | 609K | 803K | 855K | 849K | 792K | $89M |
| Equitable Holdings, Inc. | 83K | 309K | 340K | 437K | 580K | 711K | $85M |
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.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| CWM, LLC | +599,399 | $67M | ADD |
| MORGAN STANLEY | +445,030 | $50M | ADD |
| Independent Advisor Alliance | +315,089 | $35M | ADD |
| Penserra Capital Management LLC | +300,003 | $34M | OPEN |
| Cerity Partners LLC | +244,737 | $27M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | −1,415,864 | $159M | TRIM |
| RMG Wealth Management LLC | −1,406,205 | $158M | CLOSE |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | −988,848 | $111M | TRIM |
| MONEY CONCEPTS CAPITAL CORP | −395,985 | $44M | TRIM |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −276,183 | $31M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 644 | 57,122,851 | — | $6.4B |
| 2025-Q4 | 642 | 60,428,723 | — | $7.1B |
| 2025-Q3 | 571 | 58,774,122 | — | $7.1B |
| 2025-Q2 | 473 | 53,100,393 | — | $6.0B |
| 2025-Q1 | 388 | 37,211,457 | — | $3.4B |
| 2024-Q4 | 350 | 24,733,519 | — | $2.3B |
| 2024-Q3 | 219 | 18,692,573 | — | $1.7B |
| 2024-Q2 | 188 | 17,226,185 | — | $1.5B |
| 2024-Q1 | 142 | 12,298,372 | — | $987M |
| 2023-Q4 | 59 | 2,010,922 | — | $132M |
| 2023-Q3 | 61 | 2,142,619 | — | $118M |
| 2023-Q2 | 55 | 2,147,615 | — | $121M |
| 2023-Q1 | 56 | 2,654,828 | — | $145M |
| 2022-Q4 | 61 | 2,286,544 | — | $128M |
| 2022-Q3 | 44 | 940,613 | — | $48M |
| 2022-Q2 | 47 | 943,172 | — | $49M |
| 2022-Q1 | 40 | 912,920 | — | $56M |
| 2021-Q4 | 47 | 1,158,214 | — | $74M |
| 2021-Q3 | 39 | 767,597 | — | $46M |
| 2021-Q2 | 39 | 720,017 | — | $43M |
| 2021-Q1 | 39 | 930,059 | — | $49M |
| 2020-Q4 | 36 | 788,420 | — | $42M |
| 2020-Q3 | 28 | 493,479 | — | $25M |
| 2020-Q2 | 28 | 380,389 | — | $17M |
| 2020-Q1 | 27 | 376,935 | — | $14M |
| 2019-Q4 | 35 | 680,742 | — | $28M |
| 2019-Q3 | 24 | 874,467 | — | $35M |
| 2019-Q2 | 20 | 625,417 | — | $25M |
| 2019-Q1 | 23 | 500,539 | — | $20M |
| 2018-Q4 | 25 | 647,342 | — | $22M |
| 2018-Q3 | 15 | 362,640 | — | $15M |
| 2018-Q2 | 9 | 257,996 | — | $10M |
