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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
83 top institutions tracked
Last 13F trend: distributing (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
1,057 filers reported a long position in SPSM for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| LPL Financial LLC | $1.5B | 25.2M | +2.4% |
| Betterment LLC | $1.1B | 19.2M | +0.9% |
| Financial Engines Advisors L.L.C. | $1.1B | 18.8M | -9% |
| BANK OF AMERICA CORP /DE/ | $700.5M | 12.1M | +209.3% |
| MORGAN STANLEY | $439.1M | 7.6M | +5.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $380.5M | 6.6M | +0.2% |
| ENVESTNET ASSET MANAGEMENT INC | $367.2M | 6.4M | +48.7% |
| Valmark Advisers, Inc. | $294.2M | 5.1M | -5.7% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $289.6M | 5M | — |
| AMERIPRISE FINANCIAL INC | $251.5M | 4.3M | -2.3% |
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