Security record · archived quarter
SPMC
name pending profile ingest
7Tracked holders
0Δ holders
1.02MShares held
$10.06MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 7 | 0 | 1.02M | $10.06M | +2 | −2 |
| Q1 2026 | 7 | -1 | 1.02M | $9.16M | +2 | −3 |
| Q4 2025 | 8 | 0 | 1.07M | $14.75M | — | — |
| Q3 2025 | 4 | +1 | 579.73K | $10.06M | +1 | — |
| Q2 2025 | 1 | -1 | 77.15K | $1.38M | — | −1 |
| Q1 2025 | 2 | 0 | 71.77K | $1.43M | — | — |
| Q4 2024 | 2 | +2 | 30.84K | $644,598 | +2 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 500.00K | 0.0% | $4.95M | 0.0% | Held | 3 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 474.33K | -0.2% | $4.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Cerity Partners LLC | 15.24K | -24.8% | $150,906 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 12.48K | New | $123,592 | 0.0% | New | 1 | SEC ↗ |
| 5 | UBS Group AG | 9.06K | +109.7% | $89,685 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 9.06K | +109.7% | $89,685 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 5.13K | -36.0% | $50,761 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 5.13K | -36.0% | $50,761 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 111 | New | $1,099 | 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
| Raymond James Financial Inc | $123,592 | 0.0% |
| Osaic Holdings, Inc. | $1,099 | 0.0% |
Exited
| Jane Street Group, Llc | $143,594 | was 0.0% |
| Bnp Paribas Financial Markets | $1,790 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 11 holders, 11.99M shares, $107.33M 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 ·
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