SPXN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow -2.8% ·
net new positions +7.7%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 66.56K | n/a | $4.92M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 63.45K | -9.7% | $4.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Barclays Plc | 50.00K | n/a | $3.70M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 14.54K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 10.07K | n/a | $744,742 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 9.34K | n/a | $690,534 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 8.94K | n/a | $660,962 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Captrust Financial Advisors | 5.93K | n/a | $438,907 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 4.75K | n/a | $351,642 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Focus Partners Wealth | 4.03K | n/a | $298,102 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 170 | n/a | $12,572 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 11 | New | $796 | 0.0% | New | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1 | 0.0% | $99 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fidelity (FMR) | $796 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 21 holders, 436.27K shares, $18.92M 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.