Security record
SPBW
name pending profile ingest
7Tracked holders
0Δ holders
226.58KShares held
$6.50MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 73.14K | +55.7% | $2.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 44.34K | +113.3% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 40.40K | +35.2% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 39.42K | +32.6% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 10.75K | New | $308,562 | 0.0% | New | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 10.47K | +14.5% | $300,553 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 8.05K | -9.5% | $231,062 | 0.0% | ▼ Trim | 3 | 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 | $308,562 | 0.0% |
Exited
| UBS Group AG | $5,417 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 27 holders, 1.74M shares, $40.42M 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: Q2 2026 ·
Methodology ·
Get this via the API