SPEU — Institutional owners (13F)

106 filers · $262.6M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
CWM, LLC $61,935,872 1,208,741 23.59% Shares
MORGAN STANLEY $46,622,923 849,543 17.76% Shares
OSAIC HOLDINGS, INC. $41,721,634 760,239 15.89% Shares
LPL Financial LLC $17,371,795 316,541 6.62% Shares
BANK OF AMERICA CORP /DE/ $16,366,741 298,228 6.23% Shares
MATHER GROUP, LLC. $8,131,320 148,165 3.10% Shares
Treasure Coast Financial Planning $7,106,804 129,497 2.71% Shares
JANE STREET GROUP, LLC $5,663,616 103,200 2.16% Shares
SCOTIA CAPITAL INC. $5,268,934 96,008 2.01% Shares
Atlantic Edge Private Wealth Management, LLC $5,218,386 95,087 1.99% Shares
WELLS FARGO & COMPANY/MN $4,774,169 86,993 1.82% Shares
Cetera Investment Advisers $3,775,632 68,798 1.44% Shares
Private Advisor Group, LLC $3,716,871 67,727 1.42% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $3,555,291 64,783 1.35% Shares
Equitable Holdings, Inc. $3,346,954 60,987 1.27% Shares
RAYMOND JAMES FINANCIAL INC $2,504,067 45,628 0.95% Shares
UBS Group AG $2,296,893 41,853 0.87% Shares
GOLDMAN SACHS GROUP INC $1,786,124 32,546 0.68% Shares
ROYAL BANK OF CANADA $1,620,000 29,543 0.62% Shares
Allen Capital Group, LLC $1,178,383 21,472 0.45% Shares
PACES FERRY WEALTH ADVISORS, LLC $1,132,831 20,642 0.43% Shares
K2 Financial Inc. $1,102,376 19,770 0.42% Shares
Accel Wealth Management $885,229 17,276 0.34% Shares
JPMORGAN CHASE & CO $837,248 15,349 0.32% Shares
JOHNSON INVESTMENT COUNSEL INC $807,010 14,705 0.31% Shares
Jacobs Equity LLC $806,297 14,692 0.31% Shares
INDEPENDENT FINANCIAL GROUP, LLC $715,525 13,038 0.27% Shares
Perennial Investment Advisors, LLC $664,471 12,108 0.25% Shares
FMR LLC $592,811 10,802 0.23% Shares
Castleview Partners, LLC $579,698 10,563 0.22% Shares
Sargent Investment Group, LLC $512,579 9,340 0.20% Shares
BANK OF NOVA SCOTIA $482,944 8,800 0.18% Shares
COMMONWEALTH EQUITY SERVICES, LLC $477,280 8,697 0.18% Shares
Family Manage LLC $444,199 8,094 0.17% Shares
Quantinno Capital Management LP $427,296 7,786 0.16% Shares
JONES FINANCIAL COMPANIES LLLP $424,196 7,852 0.16% Shares
CAPTRUST FINANCIAL ADVISORS $389,374 7,095 0.15% Shares
COMERICA BANK $374,137 7,177 0.14% Shares
Arax Advisory Partners $334,714 6,099 0.13% Shares
LODESTAR PRIVATE ASSET MANAGEMENT LLC $328,292 5,982 0.13% Shares
Keystone Financial Group $321,048 5,850 0.12% Shares
Good Life Advisors, LLC $319,128 6,585 0.12% Shares
Inspire Advisors, LLC $314,077 5,726 0.12% Shares
Concurrent Investment Advisors, LLC $296,305 5,399 0.11% Shares
NewEdge Advisors, LLC $290,017 5,285 0.11% Shares
Savant Capital, LLC $277,002 5,220 0.11% Shares
U.S. Capital Wealth Advisors, LLC $272,751 5,323 0.10% Shares
Diversified Enterprises, LLC $263,589 4,803 0.10% Shares
CreativeOne Wealth, LLC $263,226 4,796 0.10% Shares
AMERIPRISE FINANCIAL INC $261,339 4,762 0.10% Shares
H D Vest Advisory Services $240,055 4,954 0.09% Shares
FIFTH THIRD BANCORP $239,606 4,366 0.09% Shares
ASSETMARK, INC $239,441 4,363 0.09% Shares
TRUIST FINANCIAL CORP $228,740 4,168 0.09% Shares
Kestra Advisory Services, LLC $228,235 4,159 0.09% Shares
Beacon Pointe Advisors, LLC $227,894 4,153 0.09% Shares
Williams Jones Wealth Management, LLC. $219,520 4,000 0.08% Shares
Worth Financial Advisory Group, LLC $215,514 3,927 0.08% Shares
BROWN ADVISORY INC $213,803 3,896 0.08% Shares
MGB Wealth Management, LLC $204,909 3,931 0.08% Shares
Grove Bank & Trust $164,640 3,000 0.06% Shares
HARBOR INVESTMENT ADVISORY, LLC $124,303 2,265 0.05% Shares
Tradewinds Capital Management, LLC $82,979 1,512 0.03% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $65,056 1,195 0.02% Shares
NATIONAL BANK OF CANADA /FI/ $60,357 1,100 0.02% Shares
VANGUARD ADVISERS INC $58,312 1,138 0.02% Shares
Larson Financial Group LLC $58,301 1,062 0.02% Shares
HARBOUR INVESTMENTS, INC. $56,488 1,029 0.02% Shares
TD Capital Management LLC $56,087 1,022 0.02% Shares
WealthCollab, LLC $47,562 867 0.02% Shares
Hamrick Investment Counsel, llc $46,648 850 0.02% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $39,678 723 0.02% Shares
Federation des caisses Desjardins du Quebec $31,166 568 0.01% Shares
US BANCORP \DE\ $30,733 560 0.01% Shares
Main Management ETF Advisors, LLC $28,368 516,918 0.01% Shares
Spire Wealth Management $21,952 400 0.01% Shares
Global Retirement Partners, LLC $19,757 360 0.01% Shares
WHITTIER TRUST CO $18,624 334 0.01% Shares
Farther Finance Advisors, LLC $18,165 331 0.01% Shares
Cape Investment Advisory, Inc. $16,898 308 0.01% Shares
IFP Advisors, Inc $16,464 300 0.01% Shares
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ $15,970 291 0.01% Shares
N.E.W. Advisory Services LLC $10,442 190 0.00% Shares
Frazier Financial Advisors, LLC $9,949 181 0.00% Shares
Cedar Mountain Advisors, LLC $9,933 181 0.00% Shares
BLAIR WILLIAM & CO/IL $9,335 170 0.00% Shares
Steward Partners Investment Advisory, LLC $8,232 150 0.00% Shares
Continuum Advisory, LLC $5,177 94 0.00% Shares
Qube Research & Technologies Ltd $4,665 85 0.00% Shares
Strategic Wealth Partners, Ltd. $4,336 79 0.00% Shares
Front Row Advisors LLC $3,997 70 0.00% Shares
FLOW TRADERS U.S. LLC $3,971 72,352 0.00% Shares
Godfrey Financial Associates, Inc. $3,951 72 0.00% Shares
CENTRAL TRUST Co $3,238 59 0.00% Shares
CITIGROUP INC $3,128 57 0.00% Shares
Caldwell Trust Co $2,360 43 0.00% Shares
AE Wealth Management LLC $1,921 35 0.00% Shares
Allworth Financial LP $1,827 33 0.00% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $1,537 28 0.00% Shares
FIDUCIARY FINANCIAL ADVISORS $1,207 22 0.00% Shares
SouthState Bank Corp $1,098 20 0.00% Shares
HOLLENCREST CAPITAL MANAGEMENT $823 15 0.00% Shares
Richard W. Paul & Associates, LLC $329 6 0.00% Shares
Cambridge Investment Research Advisors, Inc. $243 4,430 0.00% Shares
Main Management LLC $119 2,162 0.00% Shares
Raleigh Capital Management Inc. $10 0 0.00% Shares