Security record · archived quarter
SPBO
name pending profile ingest
40Tracked holders
+1Δ holders
21.56MShares held
$632.73MReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.6% ·
share flow +0.2% ·
net new positions +2.5%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +2 | 22.32M | $648.28M | +5 | −4 |
| Q1 2026 | 40 | 0 | 21.53M | $624.86M | +4 | −4 |
| Q4 2025 | 40 | +1 | 21.56M | $632.73M | +2 | −1 |
| Q3 2025 | 6 | +2 | 1.65M | $48.95M | +2 | n/a |
| Q2 2025 | 2 | 0 | 30.81K | $900,308 | +1 | −1 |
| Q1 2025 | 1 | 0 | 293.05K | $8.51M | n/a | n/a |
| Q4 2024 | 1 | -1 | 203.42K | $5.83M | n/a | −1 |
| Q3 2024 | 2 | 0 | 36.35K | $1.09M | n/a | n/a |
| Q2 2024 | 2 | n/a | 29.22K | $838,557 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 8.03M | n/a | $235.51M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 3.03M | n/a | $88.87M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.77M | n/a | $81.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Osaic Holdings, Inc. | 1.54M | n/a | $45.23M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 5 | Assetmark, Inc | 1.48M | n/a | $43.30M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.32M | +3.8% | $38.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Financial Engines Advisors L.L.C. | 566.71K | n/a | $16.63M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mariner, LLC | 543.86K | n/a | $15.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Asset Management One Co., Ltd. | 352.43K | n/a | $10.38M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 317.66K | n/a | $9.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 262.16K | n/a | $7.69M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Cwm, Llc | 231.53K | n/a | $6.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 145.69K | n/a | $4.27M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 126.39K | -31.3% | $3.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 15 | Cetera Investment Advisers | 124.41K | n/a | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 81.58K | New | $2.39M | 0.0% | New | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 75.86K | n/a | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Captrust Financial Advisors | 70.18K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 69.33K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Corient Private Wealth LP | 64.93K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Citadel Advisors ✦ | 59.84K | New | $1.76M | 0.0% | New | 1 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (passive) | 53.95K | -10.7% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 53.41K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 46.89K | 0.0% | $1.38M | 0.0% | Held | 3 | SEC ↗ |
| 25 | Us Bancorp \De\ | 34.18K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 22.46K | n/a | $658,962 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 15.45K | n/a | $453,157 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 14.32K | n/a | $420,192 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 12.99K | n/a | $381,286 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Citigroup Inc | 12.79K | n/a | $375,347 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Truist Financial Corp | 11.29K | n/a | $331,131 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | 1832 Asset Management L.P. | 8.29K | n/a | $243,317 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 7.57K | n/a | $221,957 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 6.75K | +1473.2% | $198,020 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | UBS Group AG | 5.00K | n/a | $146,700 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 3.07K | n/a | $90,103 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 2.90K | n/a | $85,145 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 38 | Jones Financial Companies Lllp | 395 | n/a | $11,589 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 152 | n/a | $4,460 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 45 | n/a | $1,320 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $2.39M | 0.0% |
| Citadel Advisors | $1.76M | 0.0% |
Exited
| BlackRock | $2.71M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 172 holders, 45.90M shares, $1.26B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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