SPBX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -0.8% ·
net new positions +20.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 98.99K | -21.7% | $2.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 51.65K | +5.7% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 22.41K | New | $604,525 | 0.0% | New | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 19.68K | +1.5% | $530,854 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 11.76K | 0.0% | $317,277 | 0.0% | Held | 2 | SEC ↗ |
| 6 | UBS Group AG | 195 | New | $5,259 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Osaic Holdings, Inc. | $604,525 | 0.0% |
| UBS Group AG | $5,259 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 21 holders, 996.00K shares, $22.08M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.