Security record · archived quarter
SPXV
name pending profile ingest
11Tracked holders
0Δ holders
145.37KShares held
$10.31MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.9% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Barclays Plc | 60.00K | 0.0% | $4.26M | 0.0% | Held | 2 | SEC ↗ |
| 2 | Creative Planning | 27.43K | 0.0% | $1.95M | 0.0% | Held | 2 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 18.45K | +129.7% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 14.68K | +14.2% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 8.18K | -1.3% | $564,770 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 5.85K | -54.5% | $415,634 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 5.16K | New | $370,055 | 0.0% | New | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 5.08K | 0.0% | $360,955 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 527 | New | $37,422 | 0.0% | New | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1 | 0.0% | $82 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 0 | New | $9 | 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
| Wealth Enhancement Advisory… | $370,055 | 0.0% |
| Osaic Holdings, Inc. | $37,422 | 0.0% |
| Wells Fargo & Company/Mn | $9 | 0.0% |
Exited
| Tidal Investments LLC | $660,779 | was 0.0% |
| Bank Of America Corp /De/ | $247,754 | was 0.0% |
| UBS Group AG | $1,044 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 23 holders, 265.67K shares, $13.19M 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 ·
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