Security record · archived quarter
SPXX
name pending profile ingest
41Tracked holders
+22Δ holders
29.48MShares held
$473.67MReported value
+22New positions
−0Exits
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 Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 12.23M | +5199.8% | $196.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Wells Fargo & Company/Mn | 2.63M | +274.9% | $42.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 1.97M | +453.5% | $31.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 1.95M | +459.2% | $31.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 1.88M | +384.0% | $30.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 1.84M | +428.9% | $29.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Allspring Global Investments… | 1.62M | +4171.2% | $26.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.33M | +1677.5% | $21.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 592.92K | New | $9.53M | 0.0% | New | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 590.76K | +292.5% | $9.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Royal Bank Of Canada | 528.71K | +612.3% | $8.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Ameriprise Financial Inc | 430.89K | +967.8% | $6.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 324.29K | New | $5.21M | 0.0% | New | 1 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 262.23K | +856.1% | $4.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 246.27K | New | $3.96M | 0.0% | New | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 245.12K | +900.9% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 141.51K | +410.6% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Focus Partners Wealth | 108.91K | New | $1.75M | 0.0% | New | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 85.58K | New | $1.38M | 0.0% | New | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 60.93K | +230.1% | $979,150 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 52.16K | +806.7% | $838,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 50.38K | New | $809,671 | 0.0% | New | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 46.54K | New | $747,966 | 0.0% | New | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 45.10K | +4410.0% | $724,761 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 25 | Baird Financial Group, Inc. | 43.84K | New | $704,518 | 0.0% | New | 1 | SEC ↗ ×2 |
| 26 | Captrust Financial Advisors | 34.63K | New | $556,547 | 0.0% | New | 1 | SEC ↗ |
| 27 | Creative Planning | 23.96K | New | $385,084 | 0.0% | New | 1 | SEC ↗ |
| 28 | Lido Advisors, LLC | 20.09K | New | $323,020 | 0.0% | New | 1 | SEC ↗ |
| 29 | Mariner, LLC | 19.45K | New | $312,613 | 0.0% | New | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 18.78K | New | $301,778 | 0.0% | New | 1 | SEC ↗ ×2 |
| 31 | Mercer Global Advisors Inc /Adv | 14.04K | New | $225,712 | 0.0% | New | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 13.50K | 0.0% | $216,878 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Corient Private Wealth LP | 12.49K | New | $203,801 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cwm, Llc | 8.59K | New | $138,011 | 0.0% | New | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 4.20K | New | $67,462 | 0.0% | New | 1 | SEC ↗ |
| 36 | Citigroup Inc | 2.90K | New | $46,539 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 1.00K | New | $16,070 | 0.0% | New | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 840 | New | $13,499 | 0.0% | New | 1 | SEC ↗ |
| 39 | Kayne Anderson Rudnick Investment… | 390 | New | $6,174 | 0.0% | New | 1 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 212 | New | $3,407 | 0.0% | New | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 17 | -93.7% | $269 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| HighTower Advisors, LLC | $9.53M | 0.0% |
| Stifel Financial Corp | $5.21M | 0.0% |
| Envestnet Asset Management Inc | $3.96M | 0.0% |
| Focus Partners Wealth | $1.75M | 0.0% |
| Mml Investors Services, Llc | $1.38M | 0.0% |
| Susquehanna International… | $809,671 | 0.0% |
| Rockefeller Capital… | $747,966 | 0.0% |
| Baird Financial Group, Inc. | $704,518 | 0.0% |
| Captrust Financial Advisors | $556,547 | 0.0% |
| Creative Planning | $385,084 | 0.0% |
| Lido Advisors, LLC | $323,020 | 0.0% |
| Mariner, LLC | $312,613 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 225 holders, 42.99M shares, $673.24M 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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