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Institutions Holding SPIP (207 holders)

207 institutions currently hold SPIP, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
CWM, LLC$119.2M0.31%
STATE STREET CORP$95.5M0.00%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$75.8M0.01%
Cannon Financial Strategists, Inc.$30.0M3.94%
Pure Financial Advisors, LLC$27.3M0.39%
3EDGE Asset Management, LP$23.1M1.12%
Cerity Partners LLC$21.5M0.03%
LPL Financial LLC$19.5M0.01%
Hughes Financial Services, LLC$19.5M3.00%
BANK OF AMERICA CORP /DE/$18.0M0.00%
GOLDMAN SACHS GROUP INC$11.6M0.00%
ENVESTNET ASSET MANAGEMENT INC$10.6M0.00%
MORGAN STANLEY$10.1M0.00%
ERn Financial, LLC$9.0M1.70%
WELLS FARGO & COMPANY/MN$8.8M0.00%
FLAGSHIP HARBOR ADVISORS, LLC$7.8M0.34%
Private Advisor Group, LLC$7.8M0.04%
SeaBridge Investment Advisors LLC$7.4M1.26%
Aquire Wealth Advisors, LLC$5.9M1.56%
Tower Research Capital LLC (TRC)$5.6M0.15%
GREAT VALLEY ADVISOR GROUP, INC.$5.4M0.10%
Procyon Advisors, LLC$4.9M0.24%
Financial Engines Advisors L.L.C.$4.8M0.01%
Cetera Investment Advisers$4.3M0.00%
FULTON BREAKEFIELD BROENNIMAN LLC$4.3M0.28%
FLOW TRADERS U.S. LLC$4.1M0.13%
Bank of New York Mellon Corp$3.3M0.00%
Verde Capital Management$3.3M0.71%
Garde Capital, Inc.$3.1M0.19%
JPMORGAN CHASE & CO$3.1M0.00%
RAYMOND JAMES FINANCIAL INC$3.0M0.00%
Note Advisors, LLC$3.0M1.49%
Integrity Wealth Solutions LLC$2.8M1.10%
TIAA TRUST, NATIONAL ASSOCIATION$2.6M0.16%
CITADEL ADVISORS LLC$2.2M0.00%
Allen Capital Group, LLC$2.2M0.20%
TRUIST FINANCIAL CORP$2.2M0.00%
Foundations Investment Advisors, LLC$2.1M0.03%
ST GERMAIN D J CO INC$2.0M0.08%
ALTFEST L J & CO INC$2.0M0.21%
Continuum Advisory, LLC$1.9M0.18%
Rinkey Investments$1.9M0.48%
Jacobi Capital Management LLC$1.8M0.10%
CFS Investment Advisory Services, LLC$1.6M0.11%
Gerber Kawasaki Wealth & Investment Management$1.6M0.05%
BlackDiamond Wealth Management, LLC$1.6M0.75%
Cambridge Investment Research Advisors, Inc.$1.6M0.00%
PHILLIPS FINANCIAL MANAGEMENT, LLC$1.5M0.11%
SigFig Wealth Management, LLC$1.5M0.04%
Mariner, LLC$1.5M0.00%
CULBERTSON A N & CO INC$1.5M0.19%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M0.00%
JANE STREET GROUP, LLC$1.3M0.00%
Independent Advisor Alliance$1.2M0.01%
CARY STREET PARTNERS FINANCIAL LLC$1.1M0.03%
OSAIC HOLDINGS, INC.$1.1M0.00%
City State Bank$1.1M0.28%
Leading Edge Financial Planning LLC$1.1M0.23%
Charles Schwab Trust Co$1.1M0.07%
Wealthcare Advisory Partners LLC$1.0M0.02%
Global View Capital Management LLC$1.0M0.28%
HRT FINANCIAL LP$1.0M0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$1.0M0.00%
MML INVESTORS SERVICES, LLC$999.2K0.00%
AMERIPRISE FINANCIAL INC$987.9K0.00%
FIFTH THIRD BANCORP$982.6K0.00%
Geneos Wealth Management Inc.$960.7K0.02%
Wealth Advisory Solutions, LLC$960.2K0.21%
ROYAL BANK OF CANADA$951.0K0.00%
Busey Bank$915.1K0.02%
WEALTHCARE CAPITAL MANAGEMENT LLC$900.9K0.09%
Sanctuary Advisors, LLC$887.6K0.00%
Treasure Coast Financial Planning$861.4K0.44%
Lido Advisors, LLC$806.3K0.00%
Creative Planning$790.0K0.00%
Modera Wealth Management, LLC$788.9K0.01%
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$743.0K0.66%
Equitable Holdings, Inc.$727.0K0.00%
Auour Investments LLC$695.7K0.22%
Amicus Financial Advisors, LLC$649.3K0.18%
KWB Wealth$625.4K0.06%
BIP Wealth, LLC$613.2K0.02%
NORTHERN TRUST CORP$611.9K0.00%
UBS Group AG$610.8K0.00%
LEVEL FOUR ADVISORY SERVICES, LLC$606.6K0.02%
FLAGSTAR ADVISORS INC$588.6K0.21%
SHEETS SMITH WEALTH MANAGEMENT$584.3K0.07%
Post Resch Tallon Group Inc.$491.9K0.40%
Vise Technologies, Inc.$469.2K0.01%
True Blue Financial, LLC$464.7K0.37%
KEYBANK NATIONAL ASSOCIATION/OH$452.4K0.00%
MERCER GLOBAL ADVISORS INC /ADV$433.4K0.00%
OneDigital Investment Advisors LLC$401.4K0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$399.7K0.00%
Janney Montgomery Scott LLC$394.0K0.00%
GTS SECURITIES LLC$392.5K0.01%
COMMONWEALTH EQUITY SERVICES, LLC$379.5K0.00%
Ridgewood Investments LLC$359.7K0.15%
Focus Partners Advisor Solutions, LLC$352.1K0.00%
Barnes Wealth Management Group, Inc$346.0K0.18%
Valtinson Bruner Financial Planning LLC$333.8K0.09%
Financial Strategies Group, Inc.$328.5K0.05%
NWAM LLC$323.4K0.02%
Savant Capital, LLC$321.1K0.00%
Advisors Asset Management, Inc.$314.1K0.01%
Kohmann Bosshard Financial Services, LLC$312.6K0.03%
FIFTH THIRD SECURITIES, INC.$309.2K0.02%
Kestra Advisory Services, LLC$309.2K0.00%
Detalus Advisors, LLC$279.5K0.06%
Independent Wealth Network Inc.$272.8K0.08%
Keystone Financial Group$258.7K0.02%
Banque Transatlantique SA$255.7K0.01%
Cordant, Inc.$255.3K0.10%
HB Wealth Management, LLC$251.9K0.00%
Banco Santander, S.A.$248.3K0.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management$241.8K0.18%
D.A. DAVIDSON & CO.$239.0K0.00%
Southland Equity Partners LLC$232.8K0.05%
SILVER OAK SECURITIES, INCORPORATED$230.1K0.02%
Larson Financial Group LLC$224.6K0.01%
Ellis Investment Partners, LLC$211.6K0.04%
CoreCap Advisors, LLC$210.0K0.01%
Ballast Rock Private Wealth LLC$207.7K0.11%
Golden State Wealth Management, LLC$206.5K0.02%
Prosperity Planning, Inc.$203.6K0.05%
McAdam, LLC$201.8K0.01%
Farther Finance Advisors, LLC$199.3K0.00%
Ashton Thomas Private Wealth, LLC$146.2K0.00%
Glen Eagle Advisors, LLC$140.2K0.02%
S.A. Mason LLC$136.3K0.05%
Ascentis Independent Advisors$133.0K0.01%
PRIVATE TRUST CO NA$130.6K0.01%
GILPIN WEALTH MANAGEMENT, LLC$129.4K0.10%
JONES FINANCIAL COMPANIES LLLP$128.6K0.00%
Rossby Financial, LCC$109.1K0.02%
Capital Analysts, LLC$107.0K0.00%
PNC FINANCIAL SERVICES GROUP, INC.$105.2K0.00%
Allworth Financial LP$102.6K0.00%
TD PRIVATE CLIENT WEALTH LLC$93.6K0.00%
Smartleaf Asset Management LLC$91.7K0.00%
FMR LLC$91.5K0.00%
JNBA Financial Advisors$87.6K0.01%
AE Wealth Management LLC$80.7K0.00%
Rockefeller Capital Management L.P.$77.8K0.00%
WealthCollab, LLC$71.6K0.03%
PARK NATIONAL CORP /OH/$69.5K0.00%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$66.0K0.03%
Mosley Wealth Management$65.9K0.03%
Fairway Wealth LLC$59.2K0.02%
Winch Advisory Services, LLC$51.9K0.01%