SPBX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 90.52K | -8.6% | $2.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 89.42K | +73.1% | $2.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 41.58K | +85.5% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 23.86K | +21.2% | $695,854 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 12.97K | New | $378,319 | 0.0% | New | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 11.21K | -4.7% | $326,956 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 8.93K | New | $260,486 | 0.0% | New | 1 | SEC ↗ |
| 8 | UBS Group AG | 201 | +3.1% | $5,862 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Cetera Investment Advisers | $378,319 | 0.0% |
| Raymond James Financial Inc | $260,486 | 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.