SPXX — Institutional owners (13F)
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 |
|---|---|---|---|---|
| MORGAN STANLEY | $232,494,187 | 12,472,863 | 30.34% | Shares |
| WELLS FARGO & COMPANY/MN | $45,485,918 | 2,440,231 | 5.94% | Shares |
| Saba Capital Management, L.P. | $44,139,930 | 2,368,022 | 5.76% | Shares |
| LPL Financial LLC | $37,225,467 | 1,997,074 | 4.86% | Shares |
| Invesco Ltd. | $37,051,287 | 1,987,730 | 4.84% | Shares |
| Allspring Global Investments Holdings, LLC | $36,378,700 | 1,951,647 | 4.75% | Shares |
| UBS Group AG | $33,737,244 | 1,809,938 | 4.40% | Shares |
| RAYMOND JAMES FINANCIAL INC | $33,306,332 | 1,786,820 | 4.35% | Shares |
| BANK OF AMERICA CORP /DE/ | $24,184,853 | 1,297,471 | 3.16% | Shares |
| GUGGENHEIM CAPITAL LLC | $17,468,308 | 937,141 | 2.28% | Shares |
| OSAIC HOLDINGS, INC. | $11,194,661 | 600,563 | 1.46% | Shares |
| ROYAL BANK OF CANADA | $8,388,000 | 450,007 | 1.09% | Shares |
| STIFEL FINANCIAL CORP | $8,140,750 | 436,736 | 1.06% | Shares |
| ABSOLUTE INVESTMENT ADVISERS, LLC | $7,865,819 | 421,986 | 1.03% | Shares |
| AMERIPRISE FINANCIAL INC | $7,844,988 | 420,868 | 1.02% | Shares |
| GatePass Capital, LLC | $6,895,868 | 369,950 | 0.90% | Shares |
| Twelve Points Wealth Management LLC | $6,432,996 | 345,118 | 0.84% | Shares |
| Almitas Capital LLC | $6,093,546 | 326,907 | 0.80% | Shares |
| Capital Investment Advisors, LLC | $5,523,608 | 296,331 | 0.72% | Shares |
| Shaker Financial Services, LLC | $4,968,917 | 257,328 | 0.65% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $4,520,870 | 242,536 | 0.59% | Shares |
| Cetera Investment Advisers | $4,277,028 | 229,454 | 0.56% | Shares |
| Logan Stone Capital, LLC | $4,264,683 | 228,792 | 0.56% | Shares |
| &PARTNERS | $3,831,791 | 205,568 | 0.50% | Shares |
| WOLVERINE ASSET MANAGEMENT LLC | $3,774,097 | 202,473 | 0.49% | Shares |
| MONECO ADVISORS, LLC | $3,704,704 | 198,750 | 0.48% | Shares |
| Bulldog Investors, LLP | $3,496,342 | 187,572 | 0.46% | Shares |
| Quarry LP | $3,302,467 | 177,171 | 0.43% | Shares |
| Sage Capital Management, LLC | $3,105,161 | 166,576 | 0.41% | Shares |
| Altium Capital Management LLC | $2,933,843 | 157,395 | 0.38% | Shares |
| 1607 Capital Partners, LLC | $2,907,635 | 155,989 | 0.38% | Shares |
| Shulman DeMeo Asset Management LLC | $2,824,924 | 151,552 | 0.37% | Shares |
| MML INVESTORS SERVICES, LLC | $2,808,943 | 150,694 | 0.37% | Shares |
| TWO SIGMA INVESTMENTS, LP | $2,637,672 | 141,506 | 0.34% | Shares |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $2,599,646 | 139,466 | 0.34% | Shares |
| NewEdge Advisors, LLC | $2,593,242 | 139,122 | 0.34% | Shares |
| Advisory Advocates, LLC | $2,508,925 | 134,599 | 0.33% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $2,503,260 | 134,295 | 0.33% | Shares |
| FORTEM FINANCIAL GROUP, LLC | $2,348,603 | 125,998 | 0.31% | Shares |
| PMG Family Office LLC | $2,132,046 | 111,852 | 0.28% | Shares |
| Cypress Capital Management LLC (WY) | $2,094,815 | 110,380 | 0.27% | Shares |
| Focus Partners Wealth | $2,044,458 | 109,643 | 0.27% | Shares |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $2,023,487 | 108,498 | 0.26% | Shares |
| Kestra Advisory Services, LLC | $1,942,636 | 104,219 | 0.25% | Shares |
| Prospera Financial Services Inc | $1,897,666 | 101,811 | 0.25% | Shares |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1,836,879 | 98,545 | 0.24% | Shares |
| TPG Advisors LLC | $1,814,567 | 97,348 | 0.24% | Shares |
| Private Advisor Group, LLC | $1,764,636 | 94,669 | 0.23% | Shares |
| FORTERIS WEALTH MANAGEMENT INC. | $1,683,472 | 90,315 | 0.22% | Shares |
| D.A. DAVIDSON & CO. | $1,670,554 | 89,622 | 0.22% | Shares |
| FIFTH THIRD BANCORP | $1,452,253 | 77,911 | 0.19% | Shares |
| Ionic Capital Management LLC | $1,423,518 | 76,369 | 0.19% | Shares |
| ISLAY CAPITAL MANAGEMENT, LLC | $1,416,342 | 75,984 | 0.18% | Shares |
| HighTower Advisors, LLC | $1,411,789 | 75,740 | 0.18% | Shares |
| Moors & Cabot, Inc. | $1,399,978 | 75,106 | 0.18% | Shares |
| Integrated Wealth Concepts LLC | $1,331,558 | 71,435 | 0.17% | Shares |
| ASHTON THOMAS SECURITIES, LLC | $1,272,180 | 68,250 | 0.17% | Shares |
| Dynamic Advisor Solutions LLC | $1,236,876 | 66,356 | 0.16% | Shares |
| Patten Group, Inc. | $1,225,897 | 65,767 | 0.16% | Shares |
| Allworth Financial LP | $1,219,379 | 65,417 | 0.16% | Shares |
| Tyche Wealth Partners LLC | $1,209,825 | 64,905 | 0.16% | Shares |
| DAVENPORT & Co LLC | $1,143,974 | 61,372 | 0.15% | Shares |
| High Point Wealth Management, LLC | $1,120,631 | 60,120 | 0.15% | Shares |
| Blake Schutter Theil Wealth Advisors, LLC | $1,069,507 | 57,377 | 0.14% | Shares |
| Compound Planning, Inc. | $1,066,174 | 57,198 | 0.14% | Shares |
| TRUIST FINANCIAL CORP | $1,064,682 | 57,118 | 0.14% | Shares |
| Baird Financial Group, Inc. | $1,040,559 | 55,824 | 0.14% | Shares |
| Advisors Asset Management, Inc. | $996,133 | 55,218 | 0.13% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $978,973 | 52,520 | 0.13% | Shares |
| PUFF WEALTH MANAGEMENT, LLC | $955,559 | 51,264 | 0.12% | Shares |
| SIMS INVESTMENT MANAGEMENT, LLC | $940,612 | 50,462 | 0.12% | Shares |
| IMC-Chicago, LLC | $936,716 | 50,253 | 0.12% | Shares |
| Rockefeller Capital Management L.P. | $884,618 | 47,458 | 0.12% | Shares |
| Richmond Investment Services, LLC | $859,380 | 46,104 | 0.11% | Shares |
| Steward Partners Investment Advisory, LLC | $838,108 | 44,963 | 0.11% | Shares |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $822,266 | 44,113 | 0.11% | Shares |
| XTX Topco Ltd | $808,920 | 43,397 | 0.11% | Shares |
| Alteri Wealth LLC | $806,329 | 43,258 | 0.11% | Shares |
| Leo Wealth, LLC | $801,154 | 49,854 | 0.10% | Shares |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $783,990 | 42,037 | 0.10% | Shares |
| Venture Visionary Partners LLC | $777,363 | 41,704 | 0.10% | Shares |
| Western Wealth Management, LLC | $755,613 | 40,537 | 0.10% | Shares |
| UMB Bank, n.a. | $742,338 | 39,825 | 0.10% | Shares |
| PNC Financial Services Group, Inc. | $707,529 | 37,958 | 0.09% | Shares |
| IFP Advisors, Inc | $706,531 | 37,904 | 0.09% | Shares |
| WORLD EQUITY GROUP, INC. | $697,675 | 37,429 | 0.09% | Shares |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $687,167 | 37,084 | 0.09% | Shares |
| Diversify Advisory Services, LLC | $687,167 | 37,084 | 0.09% | Shares |
| Calamos Advisors LLC | $686,362 | 36,822 | 0.09% | Shares |
| Spire Wealth Management | $683,750 | 36,682 | 0.09% | Shares |
| LANARK FINANCIAL, INC. | $680,248 | 36,494 | 0.09% | Shares |
| Investment Partners Asset Management, Inc. | $677,564 | 36,350 | 0.09% | Shares |
| Summit Financial, LLC | $673,817 | 35,913 | 0.09% | Shares |
| CHOREO, LLC | $663,127 | 34,753 | 0.09% | Shares |
| Focused Wealth Management, Inc | $653,723 | 35,071 | 0.09% | Shares |
| Sanctuary Advisors, LLC | $641,104 | 34,394 | 0.08% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $619,407 | 33,230 | 0.08% | Shares |
| World Investment Advisors | $610,825 | 35,955 | 0.08% | Shares |
| Pflug Koory, LLC | $609,304 | 32,688 | 0.08% | Shares |
| DECISION INVESTMENTS, INC | $606,676 | 32,547 | 0.08% | Shares |
| Closed-End Fund Advisors, Inc. | $552,285 | 29,629 | 0.07% | Shares |
| B. Riley Wealth Advisors, Inc. | $546,513 | 30,011 | 0.07% | Shares |
| COMMONS CAPITAL, LLC | $542,255 | 29,091 | 0.07% | Shares |
| Waverly Advisors, LLC | $539,814 | 28,960 | 0.07% | Shares |
| Hilltop Holdings Inc. | $539,386 | 28,937 | 0.07% | Shares |
| MARCO INVESTMENT MANAGEMENT LLC | $536,813 | 28,799 | 0.07% | Shares |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $523,970 | 28,110 | 0.07% | Shares |
| MGO ONE SEVEN LLC | $520,846 | 27,942 | 0.07% | Shares |
| Formidable Asset Management, LLC | $510,956 | 31,796 | 0.07% | Shares |
| Jackson, Grant Investment Advisers, Inc. | $510,243 | 27,374 | 0.07% | Shares |
| Institute for Wealth Management, LLC. | $479,831 | 25,742 | 0.06% | Shares |
| Mariner, LLC | $478,081 | 25,648 | 0.06% | Shares |
| Patriot Financial Group Insurance Agency, LLC | $474,686 | 25,466 | 0.06% | Shares |
| Kovack Advisors, Inc. | $448,731 | 24,062 | 0.06% | Shares |
| Pointe Capital Management LLC | $442,644 | 23,747 | 0.06% | Shares |
| INSTRUMENTAL WEALTH, LLC | $419,936 | 22,529 | 0.05% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $387,852 | 20,808 | 0.05% | Shares |
| Creative Planning | $387,750 | 20,802 | 0.05% | Shares |
| Lido Advisors, LLC | $382,915 | 20,088 | 0.05% | Shares |
| SAGESPRING WEALTH PARTNERS, LLC | $369,628 | 19,830 | 0.05% | Shares |
| BANK OF MONTREAL /CAN/ | $368,411 | 19,764 | 0.05% | Shares |
| CoreCap Advisors, LLC | $345,753 | 18,549 | 0.05% | Shares |
| Concurrent Investment Advisors, LLC | $345,360 | 18,528 | 0.05% | Shares |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $344,839 | 18,500 | 0.05% | Shares |
| Palogic Value Management, L.P. | $334,383 | 17,939 | 0.04% | Shares |
| KINGSWOOD WEALTH ADVISORS, LLC | $326,107 | 17,495 | 0.04% | Shares |
| UHLMANN PRICE SECURITIES, LLC | $315,855 | 16,944 | 0.04% | Shares |
| StoneX Group Inc. | $306,510 | 16,084 | 0.04% | Shares |
| WEALTH EFFECTS LLC | $306,177 | 16,426 | 0.04% | Shares |
| Sheaff Brock Investment Advisors, LLC | $301,818 | 17,859 | 0.04% | Shares |
| Quantedge Capital Pte Ltd | $299,657 | 16,076 | 0.04% | Shares |
| Armor Investment Advisors, LLC | $291,716 | 15,650 | 0.04% | Shares |
| Procyon Advisors, LLC | $290,952 | 15,609 | 0.04% | Shares |
| Triumph Capital Management | $283,608 | 15,215 | 0.04% | Shares |
| Maltin Wealth Management, Inc. | $281,509 | 15,102 | 0.04% | Shares |
| Apriem Advisors | $281,147 | 15,083 | 0.04% | Shares |
| Morey & Quinn Wealth Partners, LLC | $276,655 | 14,842 | 0.04% | Shares |
| Pathstone Holdings, LLC | $274,474 | 14,725 | 0.04% | Shares |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $268,198 | 14,388 | 0.03% | Shares |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $267,888 | 14,372 | 0.03% | Shares |
| COMMERCE BANK | $266,216 | 14,282 | 0.03% | Shares |
| HARBOUR INVESTMENTS, INC. | $260,103 | 13,954 | 0.03% | Shares |
| Aptus Capital Advisors, LLC | $260,084 | 13,953 | 0.03% | Shares |
| Aviance Capital Partners, LLC | $259,675 | 13,931 | 0.03% | Shares |
| PINNACLE ASSOCIATES LTD | $258,772 | 13,883 | 0.03% | Shares |
| Merit Financial Group, LLC | $255,610 | 13,713 | 0.03% | Shares |
| Wealth Preservation Advisors, LLC | $255,238 | 13,693 | 0.03% | Shares |
| Kingsview Wealth Management, LLC | $246,663 | 13,233 | 0.03% | Shares |
| CSS LLC/IL | $243,923 | 13,086 | 0.03% | Shares |
| PKS Advisory Services, LLC | $242,157 | 12,992 | 0.03% | Shares |
| Kapstone Financial Advisors LLC | $234,883 | 12,601 | 0.03% | Shares |
| Apella Capital, LLC | $233,923 | 12,624 | 0.03% | Shares |
| VISTA INVESTMENT PARTNERS II, LLC | $229,999 | 12,339 | 0.03% | Shares |
| GREAT VALLEY ADVISOR GROUP, INC. | $229,869 | 12,332 | 0.03% | Shares |
| Global Retirement Partners, LLC | $224,537 | 12,046 | 0.03% | Shares |
| Laird Norton Wetherby Trust Company, LLC | $220,351 | 11,560 | 0.03% | Shares |
| Founders Financial Alliance, LLC | $219,113 | 11,755 | 0.03% | Shares |
| Axiom Investment Management LLC | $210,745 | 11,306 | 0.03% | Shares |
| NWF Advisory Services Inc. | $209,065 | 11,216 | 0.03% | Shares |
| Beacon Pointe Advisors, LLC | $207,122 | 11,112 | 0.03% | Shares |
| TRANSCEND CAPITAL ADVISORS, LLC | $205,663 | 11,033 | 0.03% | Shares |
| Farther Finance Advisors, LLC | $196,159 | 10,524 | 0.03% | Shares |
| Centurion Wealth Management LLC | $192,726 | 10,339 | 0.03% | Shares |
| CWM, LLC | $138,011 | 8,588 | 0.02% | Shares |
| HOLLENCREST CAPITAL MANAGEMENT | $134,730 | 7,228 | 0.02% | Shares |
| PFS Partners, LLC | $130,481 | 7,000 | 0.02% | Shares |
| Cornerstone Financial Management LLC | $125,205 | 6,717 | 0.02% | Shares |
| Geneos Wealth Management Inc. | $121,514 | 6,519 | 0.02% | Shares |
| EASTERN BANK | $118,010 | 6,331 | 0.02% | Shares |
| HUNTINGTON NATIONAL BANK | $102,240 | 5,485 | 0.01% | Shares |
| Larson Financial Group LLC | $99,556 | 5,341 | 0.01% | Shares |
| SIGNATUREFD, LLC | $99,147 | 5,319 | 0.01% | Shares |
| US BANCORP \DE\ | $98,624 | 5,291 | 0.01% | Shares |
| Pinnacle Wealth Planning Services, Inc. | $93,237 | 5,002 | 0.01% | Shares |
| Smallwood Wealth Investment Management, LLC | $85,952 | 4,611 | 0.01% | Shares |
| PRIVATE TRUST CO NA | $84,383 | 4,527 | 0.01% | Shares |
| BAYBAN | $78,251 | 4,198 | 0.01% | Shares |
| Ameritas Advisory Services, LLC | $59,228 | 3,177 | 0.01% | Shares |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $56,573 | 3,035 | 0.01% | Shares |
| CITIGROUP INC | $53,981 | 2,896 | 0.01% | Shares |
| Arax Advisory Partners | $53,976 | 2,896 | 0.01% | Shares |
| HARBOR INVESTMENT ADVISORY, LLC | $53,161 | 2,852 | 0.01% | Shares |
| IFG Advisory, LLC | $48,353 | 2,594 | 0.01% | Shares |
| Marshall & Sterling Wealth Advisors Inc. | $47,066 | 2,525 | 0.01% | Shares |
| JPMORGAN CHASE & CO | $43,631 | 2,396 | 0.01% | Shares |
| Buck Wealth Strategies, LLC | $39,125 | 2,099 | 0.01% | Shares |
| LifeSteps Financial, Inc. | $37,765 | 2,026 | 0.00% | Shares |
| North Star Investment Management Corp. | $37,280 | 2,000 | 0.00% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $34,507 | 1,931 | 0.00% | Shares |
| CENTRAL TRUST Co | $33,180 | 1,780 | 0.00% | Shares |
| Crews Bank & Trust | $28,855 | 1,548 | 0.00% | Shares |
| Sunbelt Securities, Inc. | $28,605 | 1,780 | 0.00% | Shares |
| DELTA ASSET MANAGEMENT LLC/TN | $28,165 | 1,511 | 0.00% | Shares |
| Wilmington Savings Fund Society, FSB | $26,525 | 1,423 | 0.00% | Shares |
| WPG Advisers, LLC | $26,208 | 1,406 | 0.00% | Shares |
| SOA Wealth Advisors, LLC. | $21,287 | 1,142 | 0.00% | Shares |
| COMERICA BANK | $18,040 | 1,000 | 0.00% | Shares |
| GABLES CAPITAL MANAGEMENT INC. | $15,639 | 839 | 0.00% | Shares |
| CoreFirst Bank & Trust | $14,539 | 780 | 0.00% | Shares |
| ASSETMARK, INC | $13,850 | 743 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $11,166 | 599,022 | 0.00% | Shares |
| ROTHSCHILD INVESTMENT LLC | $10,830 | 581 | 0.00% | Shares |
| ST GERMAIN D J CO INC | $9,916 | 532 | 0.00% | Shares |
| Imprint Wealth LLC | $9,469 | 508 | 0.00% | Shares |
| MB, LEVIS & ASSOCIATES, LLC | $9,376 | 503 | 0.00% | Shares |
| Costello Asset Management, INC | $9,376 | 503 | 0.00% | Shares |
| AdvisorNet Financial, Inc | $8,090 | 434 | 0.00% | Shares |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $7,270 | 390 | 0.00% | Shares |
| GoalVest Advisory LLC | $5,565 | 301 | 0.00% | Shares |
| Continuum Advisory, LLC | $5,462 | 293 | 0.00% | Shares |
| Janney Montgomery Scott LLC | $5,285 | 283,510 | 0.00% | Shares |
| McIlrath & Eck, LLC | $5,271 | 328 | 0.00% | Shares |
| Glass Jacobson Investment Advisors llc | $3,989 | 214 | 0.00% | Shares |
| Fortis Group Advisors, LLC | $3,896 | 209 | 0.00% | Shares |
| Colonial Trust Co / SC | $3,879 | 213 | 0.00% | Shares |
| Lodestone Wealth Management LLC | $3,560 | 191 | 0.00% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3,407 | 212 | 0.00% | Shares |
| Ameliora Wealth Management Ltd. | $3,113 | 167 | 0.00% | Shares |
| HIGHLINE WEALTH PARTNERS LLC | $2,796 | 150 | 0.00% | Shares |
| VSM Wealth Advisory, LLC | $2,703 | 145 | 0.00% | Shares |
| PARK AVENUE SECURITIES LLC | $2,108 | 113,088 | 0.00% | Shares |
| Abound Wealth Management | $2,025 | 126 | 0.00% | Shares |
| Pinnacle Bancorp, Inc. | $1,789 | 96 | 0.00% | Shares |
| SHP Wealth Management | $1,725 | 93 | 0.00% | Shares |
| EVOLUTION WEALTH MANAGEMENT INC. | $1,696 | 91 | 0.00% | Shares |
| N.E.W. Advisory Services LLC | $1,305 | 70 | 0.00% | Shares |
| WEDBUSH SECURITIES INC | $650 | 34,848 | 0.00% | Shares |
| HRT FINANCIAL LP | $452 | 24,278 | 0.00% | Shares |
| Strategic Investment Solutions, Inc. /IL | $447 | 24 | 0.00% | Shares |
| Tower Research Capital LLC (TRC) | $373 | 20 | 0.00% | Shares |
| Virtu Financial LLC | $304 | 16,289 | 0.00% | Shares |
| HAZLETT, BURT & WATSON, INC. | $119 | 6,376 | 0.00% | Shares |
| FNY Investment Advisers, LLC | $37 | 2,000 | 0.00% | Shares |