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Security record · archived quarter

SPH

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
40Tracked holders
-4Δ holders
10.11MShares held
$199.85MReported value
+3New positions
−7Exits
Falling 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -9.1% · share flow +3.9% · net new positions -10.0%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 36 -3 10.88M $186.53M +2 −5
Q1 2026 40 -4 10.11M $199.85M +3 −7
Q4 2025 44 +1 9.73M $180.46M +1
Q3 2025 5 +1 4.97M $92.68M +1
Q2 2025 1 63.33K $1.17M
Q3 2024 1 +1 45.36K $813,705 +1
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 MIRAE ASSET GLOBAL ETFS HOLDINGS… 4.45M +7.4% $87.57M 0.1% ▲ Add 2 SEC ↗
2 JPMorgan Chase 1.40M +6.7% $28.34M 0.0% ▲ Add 3 SEC ↗
3 JPMorgan Chase 1.40M +6.7% $28.34M 0.0% ▲ Add 3 SEC ↗
4 JPMorgan Chase 1.40M +6.7% $28.34M 0.0% ▲ Add 3 SEC ↗
5 JPMorgan Chase 1.40M +6.7% $28.34M 0.0% ▲ Add 3 SEC ↗
6 Goldman Sachs Group 1.42M +2.3% $28.02M 0.0% ▲ Add 3 SEC ↗
7 Goldman Sachs Group 1.42M +2.3% $28.02M 0.0% ▲ Add 3 SEC ↗
8 Morgan Stanley 922.29K +5.4% $18.16M 0.0% ▲ Add 3 SEC ↗
9 Morgan Stanley 922.29K +5.4% $18.16M 0.0% ▲ Add 3 SEC ↗
10 Morgan Stanley 922.29K +5.4% $18.16M 0.0% ▲ Add 3 SEC ↗
11 Morgan Stanley 922.29K +5.4% $18.16M 0.0% ▲ Add 3 SEC ↗
12 Morgan Stanley 922.29K +5.4% $18.16M 0.0% ▲ Add 3 SEC ↗
13 UBS Group AG 372.99K -20.1% $7.34M 0.0% ▼ Trim 2 SEC ↗
14 UBS Group AG 372.99K -20.1% $7.34M 0.0% ▼ Trim 2 SEC ↗
15 Raymond James Financial Inc 216.55K +7.1% $4.26M 0.0% ▲ Add 2 SEC ↗
16 Raymond James Financial Inc 216.55K +7.1% $4.26M 0.0% ▲ Add 2 SEC ↗
17 Lido Advisors, LLC 199.59K 0.0% $3.93M 0.0% ▼ Trim 2 SEC ↗
18 Commonwealth Equity Services, Llc 194.57K +11.6% $3.83M 0.0% ▲ Add 2 SEC ↗
19 LPL Financial LLC 139.68K -1.4% $2.75M 0.0% ▼ Trim 2 SEC ↗
20 Bank Of America Corp /De/ 72.76K +25.8% $1.43M 0.0% ▲ Add 2 SEC ↗
21 Bank Of America Corp /De/ 72.76K +25.8% $1.43M 0.0% ▲ Add 2 SEC ↗
22 Federated Hermes, Inc. 71.41K -3.6% $1.41M 0.0% ▼ Trim 2 SEC ↗
23 Federated Hermes, Inc. 71.41K -3.6% $1.41M 0.0% ▼ Trim 2 SEC ↗
24 Wells Fargo & Company/Mn 66.98K +8.6% $1.32M 0.0% ▲ Add 2 SEC ↗
25 Wells Fargo & Company/Mn 66.98K +8.6% $1.32M 0.0% ▲ Add 2 SEC ↗
26 Cetera Investment Advisers 60.97K +0.1% $1.20M 0.0% ▲ Add 2 SEC ↗
27 Osaic Holdings, Inc. 59.13K -3.9% $1.16M 0.0% ▼ Trim 2 SEC ↗
28 Osaic Holdings, Inc. 59.13K -3.9% $1.16M 0.0% ▼ Trim 2 SEC ↗
29 Osaic Holdings, Inc. 59.13K -3.9% $1.16M 0.0% ▼ Trim 2 SEC ↗
30 Mariner, LLC 54.92K +7.5% $1.08M 0.0% ▲ Add 2 SEC ↗
31 Pnc Financial Services Group, Inc. 45.95K 0.0% $904,678 0.0% Held 2 SEC ↗
32 Pnc Financial Services Group, Inc. 45.95K 0.0% $904,678 0.0% Held 2 SEC ↗
33 Pnc Financial Services Group, Inc. 45.95K 0.0% $904,678 0.0% Held 2 SEC ↗
34 Creative Planning 37.61K -5.5% $740,501 0.0% ▼ Trim 2 SEC ↗
35 Susquehanna International Group, Llp 36.78K +38.1% $724,119 0.0% ▲ Add 2 SEC ↗
36 Citadel Advisors 31.50K -44.2% $620,156 0.0% ▼ Trim 2 SEC ↗
37 Hrt Financial Lp 30.84K New $607,000 0.0% New 1 SEC ↗
38 Stifel Financial Corp 29.83K +11.3% $587,404 0.0% ▲ Add 2 SEC ↗
39 Royal Bank Of Canada 26.58K -4.7% $523,000 0.0% ▼ Trim 2 SEC ↗
40 Royal Bank Of Canada 26.58K -4.7% $523,000 0.0% ▼ Trim 2 SEC ↗
41 Allspring Global Investments… 26.30K 0.0% $517,847 0.0% Held 2 SEC ↗
42 Fidelity (FMR) 17.57K -41.5% $345,953 0.0% ▼ Trim 4 SEC ↗
43 Blair William & Co/Il 16.57K New $326,340 0.0% New 1 SEC ↗
44 Citigroup Inc 16.25K New $319,923 0.0% New 1 SEC ↗
45 HighTower Advisors, LLC 15.70K +3.9% $309,223 0.0% ▲ Add 2 SEC ↗
46 Tidal Investments LLC 15.26K +4.3% $300,410 0.0% ▲ Add 2 SEC ↗
47 Captrust Financial Advisors 15.07K +0.4% $296,691 0.0% ▲ Add 2 SEC ↗
48 Neuberger Berman Group LLC 14.50K 0.0% $285,505 0.0% Held 2 SEC ↗
49 Jones Financial Companies Lllp 12.32K +2.2% $251,006 0.0% ▲ Add 2 SEC ↗
50 Bnp Paribas Financial Markets 9.71K +71.5% $191,170 0.0% ▲ Add 2 SEC ↗
51 Barclays Plc 2.85K -5.1% $56,195 0.0% ▼ Trim 2 SEC ↗
52 Barclays Plc 2.85K -5.1% $56,195 0.0% ▼ Trim 2 SEC ↗
53 Cwm, Llc 2.82K +124.0% $55,565 0.0% ▲ Add 2 SEC ↗
54 Group One Trading Llc 2.33K -20.0% $45,917 0.0% ▼ Trim 2 SEC ↗
55 Northwestern Mutual Wealth… 636 +1.4% $12,531 0.0% ▲ Add 2 SEC ↗
56 Assetmark, Inc 300 0.0% $5,907 0.0% Held 2 SEC ↗
57 Russell Investments Group, Ltd. 264 0.0% $5,198 0.0% Held 2 SEC ↗
58 Fifth Third Bancorp 100 0.0% $1,969 0.0% Held 2 SEC ↗
59 BlackRock (passive) 54 0.0% $1,063 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Hrt Financial Lp $607,000 0.0%
Blair William & Co/Il $326,340 0.0%
Citigroup Inc $319,923 0.0%

Exited

Invesco Ltd. $906,828 was 0.0%
Wealth Enhancement Advisory… $363,734 was 0.0%
Jane Street Group, Llc $235,328 was 0.0%
Quantinno Capital Management… $198,415 was 0.0%
Simplex Trading, Llc $30,220 was 0.0%
Us Bancorp \De\ $9,270 was 0.0%
Rockefeller Capital… $2,781 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 141 holders, 27.29M shares, $534.01M 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: Q1 2026 · Methodology · Get this via the API