% of shares outstanding is not shown for SPTI: 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 SPTI 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 | 53,851,89053.9M | $1.5B | — | ADD 10% |
| 2 | Financial Engines Advisors L.L.C. | 44,660,51544.7M | $1.3B | — | — |
| 3 | Municipal Employees' Retirement System of Michigan | 38,702,47538.7M | $1.1B | — | ADD 4% |
| 4 | CWM, LLC | 12,847,94612.8M | $368M | — | ADD 104% |
| 5 | MATHER GROUP, LLC. | 11,895,02111.9M | $341M | — | ADD 5% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 7,828,0327.8M | $224M | — | ADD 27% |
| 7 | AMERIPRISE FINANCIAL INC | 7,636,1147.6M | $219M | — | ADD 12% |
| 8 | Merit Financial Group, LLC | 6,208,3546.2M | $178M | — | ADD 8% |
| 9 | GLOBALT Investments LLC / GA | 5,924,3745.9M | $170M | — | ADD 5% |
| 10 | OSAIC HOLDINGS, INC. | 5,485,2485.5M | $157M | — | ADD 62% |
| 11 | One Day In July LLC | 5,356,7935.4M | $154M | — | ADD 10% |
| 12 | EVERMAY WEALTH MANAGEMENT LLC | 4,915,9724.9M | $141M | — | ADD 6% |
| 13 | OneDigital Investment Advisors LLC | 3,997,3384.0M | $115M | — | ADD 668% |
| 14 | STATE STREET CORP | 3,762,9903.8M | $108M | — | ADD 41% |
| 15 | Kingsview Wealth Management, LLC | 3,411,5243.4M | $98M | — | — |
| 16 | ASSETMARK, INC | 3,103,7723.1M | $89M | — | ADD 9% |
| 17 | WELLS FARGO & COMPANY/MN | 2,953,4993.0M | $85M | — | ADD 3% |
| 18 | Kestra Investment Management, LLC | 2,868,2592.9M | $82M | — | NEW |
| 19 | CX Institutional | 2,815,7042.8M | $81M | — | ADD 2% |
| 20 | STEPHENS GROUP ASSET MANAGEMENT, LLC | 2,537,9532.5M | $73M | — | TRIM -22% |
| 21 | Independent Advisor Alliance | 2,337,4582.3M | $67M | — | ADD 5409% |
| 22 | MANNING & NAPIER ADVISORS LLC | 2,288,9112.3M | $66M | — | TRIM -3% |
| 23 | Strategic Wealth Investment Group, LLC | 2,214,8292.2M | $63M | — | — |
| 24 | Cetera Investment Advisers | 2,063,3342.1M | $59M | — | ADD 7% |
| 25 | BANK OF AMERICA CORP /DE/ | 1,885,2871.9M | $54M | — | TRIM -87% |
| 26 | Compton Financial Group, LLC | 1,862,7191.9M | $53M | — | TRIM -18% |
| 27 | Carnegie Investment Counsel | 1,846,5751.8M | $53M | — | ADD 2% |
| 28 | UBS Group AG | 1,764,4691.8M | $51M | — | TRIM -2% |
| 29 | VOISARD ASSET MANAGEMENT GROUP, INC. | 1,751,1981.8M | $50M | — | ADD 17% |
| 30 | Gladstone Institutional Advisory LLC | 1,625,8431.6M | $47M | — | ADD 950% |
| 31 | HighTower Advisors, LLC | 1,604,0931.6M | $46M | — | ADD 5% |
| 32 | Black Diamond Financial, LLC | 1,487,0971.5M | $43M | — | ADD 5% |
| 33 | Portland Global Advisors LLC | 1,398,4611.4M | $40M | — | ADD 2% |
| 34 | Equitable Holdings, Inc. | 1,362,9301.4M | $39M | — | ADD 7% |
| 35 | Gradient Investments LLC | 1,345,3251.3M | $39M | — | ADD 6% |
| 36 | MORGAN STANLEY | 1,345,0141.3M | $39M | — | ADD 3% |
| 37 | Private Advisor Group, LLC | 1,206,1281.2M | $35M | — | ADD 27% |
| 38 | KWB Wealth | 1,165,7591.2M | $34M | — | TRIM -11% |
| 39 | Concord Wealth Partners | 1,136,4771.1M | $33M | — | ADD 6% |
| 40 | Concord Asset Management, LLC/VA | 1,121,9671.1M | $32M | — | ADD 5% |
| 41 | NorthRock Partners, LLC | 1,107,5171.1M | $32M | — | — |
| 42 | GREAT VALLEY ADVISOR GROUP, INC. | 1,090,6391.1M | $31M | — | ADD 9% |
| 43 | Capital Investment Advisors, LLC | 1,075,4181.1M | $31M | — | ADD 4% |
| 44 | BANK OF MONTREAL /CAN/ | 1,037,5411.0M | $30M | — | — |
| 45 | Envestnet Portfolio Solutions, Inc. | 986,785986,785 | $28M | — | ADD 18% |
| 46 | SENTINEL PENSION ADVISORS, LLC | 943,734943,734 | $27M | — | ADD 4% |
| 47 | Leicht Financial Planning & Wealth Management, Inc. | 940,643940,643 | $27M | — | — |
| 48 | RAYMOND JAMES FINANCIAL INC | 922,964922,964 | $26M | — | ADD 14% |
| 49 | STIFEL FINANCIAL CORP | 907,334907,334 | $26M | — | TRIM -11% |
| 50 | Frisch Financial Group, Inc. | 879,342879,342 | $25M | — | ADD 236% |
| 51 | Impact Partnership Wealth, LLC | 868,583868,583 | $25M | — | ADD 7% |
| 52 | Flagstone Financial Management | 866,477866,477 | $25M | — | ADD 5% |
| 53 | HighPoint Advisor Group LLC | 793,244793,244 | $23M | — | ADD 55% |
| 54 | IHT Wealth Management, LLC | 790,591790,591 | $23M | — | ADD 976% |
| 55 | 3EDGE Asset Management, LP | 728,240728,240 | $21M | — | TRIM -32% |
| 56 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 719,455719,455 | $21M | — | ADD 245% |
| 57 | TRUIST FINANCIAL CORP | 717,831717,831 | $21M | — | — |
| 58 | Mariner, LLC | 704,182704,182 | $20M | — | ADD 31% |
| 59 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 660,917660,917 | $19M | — | ADD 10% |
| 60 | Collier Financial | 647,200647,200 | $19M | — | — |
| 61 | COMMONWEALTH EQUITY SERVICES, LLC | 626,692626,692 | $18M | — | ADD 22% |
| 62 | PARK AVENUE SECURITIES LLC | 616,859616,859 | $18M | — | ADD 2% |
| 63 | FLAGSHIP HARBOR ADVISORS, LLC | 584,107584,107 | $17M | — | — |
| 64 | WOODMONT INVESTMENT COUNSEL LLC | 569,599569,599 | $16M | — | ADD 8% |
| 65 | S. R. Schill & Associates | 538,400538,400 | $15M | — | ADD 7% |
| 66 | Salomon & Ludwin, LLC | 515,830515,830 | $15M | — | ADD 12% |
| 67 | Melone Private Wealth, LLC | 510,141510,141 | $15M | — | — |
| 68 | Integrated Wealth Concepts LLC | 507,179507,179 | $15M | — | ADD 42% |
| 69 | Certified Advisory Corp | 491,720491,720 | $14M | — | ADD 8% |
| 70 | TSFG, LLC | 483,957483,957 | $14M | — | ADD 4% |
| 71 | LEVEL FOUR ADVISORY SERVICES, LLC | 483,268483,268 | $14M | — | — |
| 72 | GM Advisory Group, LLC | 481,957481,957 | $14M | — | ADD 4% |
| 73 | FLPUTNAM INVESTMENT MANAGEMENT CO | 470,046470,046 | $13M | — | ADD 1566% |
| 74 | Arjuna Capital | 464,474464,474 | $13M | — | — |
| 75 | DAVENPORT & Co LLC | 448,081448,081 | $13M | — | ADD 98% |
| 76 | Eldridge Investment Advisors, Inc. | 444,230444,230 | $13M | — | ADD 6% |
| 77 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 442,986442,986 | $13M | — | TRIM -38% |
| 78 | Hobbs Group Advisors, LLC | 441,260441,260 | $13M | — | TRIM -4% |
| 79 | Equita Financial Network, Inc. | 435,818435,818 | $12M | — | TRIM -2% |
| 80 | Madison Asset Management, LLC | 432,305432,305 | $12M | — | TRIM -5% |
| 81 | AE Wealth Management LLC | 430,834430,834 | $12M | — | ADD 7% |
| 82 | Hobart Private Capital, LLC | 418,366418,366 | $12M | — | ADD 108% |
| 83 | Capasso Planning Partners LLC | 410,309410,309 | $12M | — | ADD 5% |
| 84 | TPG Financial Advisors, LLC | 403,555403,555 | $12M | — | ADD 17% |
| 85 | Tilson Financial Group, Inc. | 396,000396,000 | $11M | — | ADD 5% |
| 86 | Evergreen Wealth Partners LLC | 387,106387,106 | $11M | — | ADD 6% |
| 87 | Tidemark, LLC | 385,737385,737 | $11M | — | ADD 521% |
| 88 | Waterloo Capital, L.P. | 385,062385,062 | $11M | — | ADD 7% |
| 89 | Higgins & Schmidt Wealth Strategies LLC | 374,815374,815 | $11M | — | ADD 16% |
| 90 | MATAURO, LLC | 372,330372,330 | $11M | — | ADD 13% |
| 91 | BlackRock, Inc. | 354,970354,970 | $10M | — | TRIM -24% |
| 92 | Beacon Pointe Advisors, LLC | 347,046347,046 | $10M | — | TRIM -8% |
| 93 | Mirae Asset Global Investments Co., Ltd. | 347,000347,000 | $10M | — | ADD 20% |
| 94 | Appalachian Capital Management Ltd | 335,006335,006 | $10M | — | ADD 4% |
| 95 | Fourth Dimension Wealth, LLC | 327,557327,557 | $9M | — | ADD 3% |
| 96 | ROYAL BANK OF CANADA | 326,234326,234 | $9M | — | TRIM -47% |
| 97 | AQR CAPITAL MANAGEMENT LLC | 326,220326,220 | $9M | — | ADD 70% |
| 98 | Synergy Investment Management, LLC | 322,411322,411 | $9M | — | ADD 9% |
| 99 | GOLDMAN SACHS GROUP INC | 316,569316,569 | $9M | — | — |
| 100 | FIFTH THIRD BANCORP | 301,892301,892 | $9M | — | NEW |
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 | 38.4M | 38.2M | 44.2M | 47.1M | 48.8M | 53.9M | $1.5B |
| Financial Engines Advisors L.L.C. | 35.3M | 35.8M | 35.6M | 41.1M | 44.1M | 44.7M | $1.3B |
| Municipal Employees' Retirement System of Michigan | 26.4M | 35.9M | 35.9M | 35.9M | 37.2M | 38.7M | $1.1B |
| CWM, LLC | 3.2M | 3.1M | 4.6M | 5.3M | 6.3M | 12.8M | $368M |
| MATHER GROUP, LLC. | 8.7M | 10.1M | 10.3M | 10.7M | 11.3M | 11.9M | $341M |
| ENVESTNET ASSET MANAGEMENT INC | 3.4M | 3.5M | 5.3M | 6.0M | 6.2M | 7.8M | $224M |
| AMERIPRISE FINANCIAL INC | 7.6M | 7.8M | 8.5M | 7.2M | 6.8M | 7.6M | $219M |
| Merit Financial Group, LLC | 4.5M | 4.5M | 5.1M | 5.4M | 5.8M | 6.2M | $178M |
| GLOBALT Investments LLC / GA | 3.3M | 3.2M | 5.7M | 5.6M | 5.6M | 5.9M | $170M |
| OSAIC HOLDINGS, INC. | 722K | 473K | 649K | 3.5M | 3.4M | 5.5M | $157M |
| One Day In July LLC | 2.6M | 3.0M | 3.7M | 4.4M | 4.9M | 5.4M | $154M |
| EVERMAY WEALTH MANAGEMENT LLC | 1.1M | 3.8M | 3.9M | 4.5M | 4.6M | 4.9M | $141M |
| OneDigital Investment Advisors LLC | 458K | 475K | 480K | 494K | 520K | 4.0M | $115M |
| STATE STREET CORP | 5.2M | 3.3M | 5.7M | 2.7M | 2.7M | 3.8M | $108M |
| Kingsview Wealth Management, LLC | 2.9M | 2.7M | 2.8M | 3.0M | 3.4M | 3.4M | $98M |
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 | +6,558,818 | $188M | ADD |
| LPL Financial LLC | +5,039,791 | $144M | ADD |
| OneDigital Investment Advisors LLC | +3,477,038 | $100M | ADD |
| Kestra Investment Management, LLC | +2,868,259 | $82M | OPEN |
| Independent Advisor Alliance | +2,295,031 | $66M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | −12,490,680 | $358M | TRIM |
| Richard Bernstein Advisors LLC | −7,944,187 | $228M | TRIM |
| AlphaQuest LLC | −1,670,793 | $48M | CLOSE |
| O'Brien Wealth Partners LLC | −1,450,509 | $42M | CLOSE |
| MERCER GLOBAL ADVISORS INC /ADV | −1,205,184 | $35M | 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 | 403 | 313,034,548 | — | $9.0B |
| 2025-Q4 | 409 | 303,562,890 | — | $8.8B |
| 2025-Q3 | 374 | 295,543,672 | — | $8.5B |
| 2025-Q2 | 385 | 277,143,566 | — | $8.0B |
| 2025-Q1 | 366 | 245,011,275 | — | $7.0B |
| 2024-Q4 | 358 | 224,375,531 | — | $6.3B |
| 2024-Q3 | 331 | 204,715,049 | — | $5.9B |
| 2024-Q2 | 317 | 189,686,823 | — | $5.3B |
| 2024-Q1 | 312 | 176,783,029 | — | $5.0B |
| 2023-Q4 | 311 | 144,712,303 | — | $4.1B |
| 2023-Q3 | 266 | 137,656,198 | — | $3.8B |
| 2023-Q2 | 261 | 142,033,247 | — | $4.0B |
| 2023-Q1 | 268 | 170,217,515 | — | $4.9B |
| 2022-Q4 | 246 | 113,601,201 | — | $3.2B |
| 2022-Q3 | 238 | 120,562,152 | — | $3.4B |
| 2022-Q2 | 236 | 112,612,188 | — | $3.3B |
| 2022-Q1 | 197 | 119,145,657 | — | $3.6B |
| 2021-Q4 | 199 | 96,079,370 | — | $4.9B |
| 2021-Q3 | 165 | 85,092,788 | — | $2.7B |
| 2021-Q2 | 163 | 79,686,690 | — | $2.6B |
| 2021-Q1 | 156 | 75,243,649 | — | $2.4B |
| 2020-Q4 | 160 | 60,768,403 | — | $2.0B |
| 2020-Q3 | 144 | 57,806,593 | — | $1.9B |
| 2020-Q2 | 163 | 96,093,514 | — | $3.2B |
| 2020-Q1 | 127 | 33,405,268 | — | $1.1B |
| 2019-Q4 | 110 | 21,887,709 | — | $677M |
| 2019-Q3 | 100 | 16,047,592 | — | $502M |
| 2019-Q2 | 121 | 18,964,956 | — | $1.2B |
| 2019-Q1 | 88 | 6,891,115 | — | $416M |
| 2018-Q4 | 74 | 5,891,832 | — | $351M |
| 2018-Q3 | 70 | 6,582,504 | — | $383M |
| 2018-Q2 | 67 | 6,920,700 | — | $406M |
| 2018-Q1 | 65 | 8,559,697 | — | $503M |
| 2017-Q4 | 68 | 8,619,697 | — | $512M |
| 2017-Q3 | 55 | 7,632,573 | — | $458M |
| 2017-Q2 | 49 | 4,308,909 | — | $259M |
| 2017-Q1 | 58 | 5,816,117 | — | $348M |
| 2016-Q4 | 56 | 5,593,485 | — | $334M |
| 2016-Q3 | 58 | 4,464,203 | — | $274M |
| 2016-Q2 | 58 | 4,731,432 | — | $292M |
| 2016-Q1 | 54 | 4,875,008 | — | $298M |
| 2015-Q4 | 78 | 7,863,349 | — | $473M |
| 2015-Q3 | 48 | 4,079,925 | — | $247M |
| 2015-Q2 | 35 | 3,352,922 | — | $201M |
| 2015-Q1 | 24 | 1,686,987 | — | $102M |
| 2014-Q4 | 27 | 1,604,667 | — | $96M |
| 2014-Q3 | 26 | 1,512,853 | — | $90M |
| 2014-Q2 | 25 | 1,424,539 | — | $85M |
| 2014-Q1 | 28 | 1,475,397 | — | $88M |
| 2013-Q4 | 27 | 1,384,558 | — | $82M |
| 2013-Q3 | 27 | 1,295,941 | — | $77M |
| 2013-Q2 | 26 | 1,338,692 | — | $80M |
