Security record
SPXX
name pending profile ingest
40Tracked holders
0Δ holders
29.29MShares held
$546.03MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.6% · 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 | 40 | 0 | 29.29M | $546.03M | +3 | −3 |
| Q1 2026 | 41 | +22 | 29.48M | $473.67M | +22 | — |
| Q4 2025 | 19 | +1 | 2.87M | $51.76M | +1 | — |
| Q3 2025 | 2 | +1 | 238.69K | $4.17M | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 12.47M | +2.0% | $232.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 12.47M | +2.0% | $232.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 12.47M | +2.0% | $232.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 12.47M | +2.0% | $232.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.44M | -7.1% | $45.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 2.44M | -7.1% | $45.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 2.00M | +1.1% | $37.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 1.99M | +2.1% | $37.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 1.99M | +2.1% | $37.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Allspring Global Investments… | 1.95M | +20.4% | $36.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 1.81M | -3.9% | $33.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 1.81M | -3.9% | $33.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 1.79M | -2.7% | $33.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 1.79M | -2.7% | $33.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 1.79M | -2.7% | $33.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 1.30M | -2.2% | $24.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 600.56K | +1.7% | $11.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 600.56K | +1.7% | $11.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 600.56K | +1.7% | $11.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 450.01K | -14.9% | $8.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 436.74K | +34.7% | $8.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 436.74K | +34.7% | $8.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 420.87K | -2.3% | $7.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 420.87K | -2.3% | $7.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 242.54K | -1.1% | $4.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 229.45K | -12.5% | $4.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 150.69K | +76.1% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 141.51K | 0.0% | $2.64M | 0.0% | Held | 4 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 134.29K | -45.5% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Focus Partners Wealth | 109.64K | +0.7% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 77.91K | +7691.1% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 75.74K | -87.2% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Truist Financial Corp | 57.12K | -6.3% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 55.82K | +27.3% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 55.82K | +27.3% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 52.52K | +0.7% | $978,973 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | IMC-Chicago, LLC | 50.25K | New | $936,716 | 0.0% | New | 1 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 47.46K | +2.0% | $884,618 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 37.96K | -15.8% | $707,529 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 37.96K | -15.8% | $707,529 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Captrust Financial Advisors | 33.23K | -4.0% | $619,407 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Mariner, LLC | 25.65K | +31.9% | $478,081 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Hrt Financial Lp | 24.28K | New | $452,000 | 0.0% | New | 1 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 20.81K | +48.1% | $387,852 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Creative Planning | 20.80K | -13.2% | $387,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Lido Advisors, LLC | 20.09K | 0.0% | $382,915 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 19.76K | +46.4% | $368,411 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 19.76K | +46.4% | $368,411 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Us Bancorp \De\ | 5.29K | +26.0% | $98,624 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Citigroup Inc | 2.90K | 0.0% | $53,981 | 0.0% | Held | 2 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 2.40K | +13994.1% | $43,631 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Jones Financial Companies Lllp | 1.93K | New | $34,507 | 0.0% | New | 1 | SEC ↗ |
| 53 | Assetmark, Inc | 743 | -11.6% | $13,850 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Kayne Anderson Rudnick Investment… | 390 | 0.0% | $7,270 | 0.0% | Held | 2 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 212 | 0.0% | $3,952 | 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
| IMC-Chicago, LLC | $936,716 | 0.0% |
| Hrt Financial Lp | $452,000 | 0.0% |
| Jones Financial Companies Lllp | $34,507 | 0.0% |
Exited
| Susquehanna International… | $809,671 | was 0.0% |
| Jane Street Group, Llc | $301,778 | was 0.0% |
| Corient Private Wealth LP | $203,801 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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