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Institutions Holding SPTL (480 holders)

480 institutions currently hold SPTL, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
STATE STREET CORP$1.8B0.06%
Financial Engines Advisors L.L.C.$1.4B2.92%
Municipal Employees' Retirement System of Michigan$604.9M6.87%
FMR LLC$560.5M0.03%
BANK OF AMERICA CORP /DE/$384.0M0.03%
UBS Group AG$337.7M0.05%
ENVESTNET ASSET MANAGEMENT INC$287.8M0.08%
LPL Financial LLC$229.9M0.06%
MATHER GROUP, LLC.$216.3M2.16%
JPMORGAN CHASE & CO$157.5M0.01%
ASSETMARK, INC$153.4M0.31%
GLOBALT Investments LLC / GA$146.3M5.22%
Mirae Asset Global Investments Co., Ltd.$134.4M0.04%
Avantax Planning Partners, Inc.$113.5M3.12%
MASON STREET ADVISORS, LLC$105.2M10.28%
Advocacy Wealth Management, LLC$104.6M4.63%
Cetera Investment Advisers$102.3M0.11%
GOLDMAN SACHS GROUP INC$94.6M0.01%
One Day In July LLC$93.4M7.48%
MORGAN STANLEY$92.7M0.01%
STIFEL FINANCIAL CORP$92.2M0.08%
Farther Finance Advisors, LLC$88.8M0.84%
CWM, LLC$78.0M0.21%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$75.6M0.05%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$73.2M0.02%
OSAIC HOLDINGS, INC.$67.9M0.10%
Destination Wealth Management$58.3M1.51%
WELLS FARGO & COMPANY/MN$50.1M0.01%
Thrivent Financial for Lutherans$45.7M0.09%
Envestnet Portfolio Solutions, Inc.$45.3M0.25%
Tennessee Valley Asset Management Partners$43.5M5.75%
Stratos Wealth Advisors, LLC$40.8M2.51%
Voya Financial Advisors, Inc.$40.7M4.06%
MCMORGAN & CO LLC$39.9M6.45%
ROYAL BANK OF CANADA$37.2M0.01%
MA Private Wealth$36.9M6.25%
McAdam, LLC$31.6M1.42%
SOFI WEALTH, LLC$30.0M1.44%
Strategic Wealth Investment Group, LLC$29.2M3.71%
Sanctuary Advisors, LLC$28.1M0.15%
Advisory Alpha, LLC$28.0M0.76%
TRUIST FINANCIAL CORP$27.9M0.04%
RAYMOND JAMES FINANCIAL INC$27.7M0.01%
Shepherd Financial Partners LLC$26.7M2.54%
Integrated Wealth Concepts LLC$24.8M0.20%
AMERIPRISE FINANCIAL INC$22.3M0.01%
GM Advisory Group, LLC$22.2M0.86%
AE Wealth Management LLC$21.5M0.12%
Gradient Investments LLC$21.1M0.33%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$20.8M0.00%
CFS Investment Advisory Services, LLC$20.8M1.43%
Security Financial Services, INC.$20.7M3.27%
Ascent Group, LLC$20.0M0.69%
Fisher Asset Management, LLC$19.0M0.01%
Mariner, LLC$18.2M0.02%
RFG Advisory, LLC$18.2M0.33%
Private Advisor Group, LLC$17.8M0.08%
SPINNAKER TRUST$17.0M0.94%
FLC Capital Advisors$16.7M2.99%
PARK AVENUE SECURITIES LLC$16.7M0.13%
Gibbs Wealth Management$15.8M2.07%
Checchi Capital Advisers, LLC$15.3M0.77%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$15.0M0.09%
Cambridge Investment Research Advisors, Inc.$14.4M0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$13.9M0.03%
Manhattan West Asset Management, LLC$13.9M2.72%
AlphaStar Capital Management, LLC$13.8M1.02%
Equitable Holdings, Inc.$13.7M0.09%
Impact Investors, Inc$13.6M9.45%
Vestmark Advisory Solutions, Inc.$13.3M0.15%
LEVEL FOUR ADVISORY SERVICES, LLC$13.2M0.43%
Perigon Wealth Management, LLC$13.0M0.24%
J.E. Simmons & Co., P.C.$13.0M8.67%
ELEVATION POINT WEALTH PARTNERS, LLC$12.9M0.30%
Roberts Financial Services LLC$12.3M3.93%
PRINCIPAL SECURITIES, INC.$12.2M0.18%
Tidal Investments LLC$12.1M0.03%
CITIGROUP INC$11.6M0.00%
HighTower Advisors, LLC$11.4M0.01%
Cerity Partners LLC$11.3M0.02%
High Probability Advisors, LLC$10.6M1.36%
World Investment Advisors$10.3M0.17%
CONSOLIDATED CAPITAL MANAGEMENT, LLC$10.3M3.31%
Redwood Investment Management, LLC$9.8M1.21%
Jump Financial, LLC$9.7M0.13%
AllGen Financial Advisors, Inc.$9.4M2.24%
Appalachian Capital Management Ltd$9.2M7.40%
MPWM ADVISORY SOLUTIONS, LLC$9.1M4.84%
MOTCO$9.0M0.83%
Impact Partnership Wealth, LLC$8.8M1.09%
Scarborough Advisors, LLC$8.8M0.96%
Keystone Financial Group$8.7M0.60%
Summit Trail Advisors, LLC$8.4M0.12%
JANE STREET GROUP, LLC$8.2M0.00%
Hobart Private Capital, LLC$7.9M1.55%
Avidian Wealth Enterprises, LLC$7.5M0.24%
Kingsview Wealth Management, LLC$7.3M0.10%
Permanent Capital Management, LP$7.3M1.14%
Baird Financial Group, Inc.$6.9M0.01%
JOURNEY STRATEGIC WEALTH LLC$6.7M0.17%
FIRST HORIZON CORP$6.4M0.27%
Foster Victor Wealth Advisors, LLC$6.3M0.36%
Avos Capital Management, LLC$6.3M2.49%
KWB Wealth$6.3M0.62%
New Harbor Financial Group, LLC$6.1M1.07%
Detalus Advisors, LLC$5.8M1.34%
Caitlin John, LLC$5.8M3.48%
NewEdge Advisors, LLC$5.7M0.27%
MML INVESTORS SERVICES, LLC$5.4M0.02%
AXXCESS WEALTH MANAGEMENT, LLC$5.4M0.17%
Schwallier Wealth Management LLC$5.3M3.87%
SEI INVESTMENTS CO$5.3M0.00%
Mutual Advisors, LLC$5.2M0.11%
Targeted Financial Services LLC$5.2M4.29%
Stratos Wealth Partners, LTD.$5.1M0.06%
Integrity Wealth Solutions LLC$5.1M1.99%
AQR CAPITAL MANAGEMENT LLC$5.0M0.00%
Independent Advisor Alliance$5.0M0.05%
Steward Partners Investment Advisory, LLC$4.9M0.03%
Portside Wealth Group, LLC$4.9M0.66%
Columbus Macro, LLC$4.7M0.50%
Atlas Legacy Advisors, LLC$4.7M0.85%
Capital Investment Management, Inc.$4.7M1.60%
Atria Investments, Inc$4.4M0.05%
Robinson Value Management, Ltd.$4.4M2.44%
Broadway Wealth Solutions, Inc.$4.3M2.24%
Pinnacle Financial Partners, Inc.$4.3M0.03%
MERCER GLOBAL ADVISORS INC /ADV$4.2M0.01%
Genesee Capital Advisors, LLC$4.2M1.77%
OKABENA INVESTMENT SERVICES INC$4.0M0.78%
Tower Research Capital LLC (TRC)$3.9M0.10%
INDEPENDENT FINANCIAL GROUP, LLC$3.9M0.09%
GUGGENHEIM CAPITAL LLC$3.8M0.03%
CoreCap Advisors, LLC$3.7M0.13%
My Portfolio Guide, LLC$3.7M2.03%
KM Capital Management Ltd.$3.6M2.40%
Strategic Investment Advisors / MI$3.5M0.24%
Betterment LLC$3.4M0.01%
Kestra Advisory Services, LLC$3.4M0.01%
HORIZON FINANCIAL SERVICES, LLC$3.3M1.45%
Beacon Bridge Wealth Partners, LLC$3.3M1.10%
IHT Wealth Management, LLC$3.3M0.08%
SILVERLAKE WEALTH MANAGEMENT LLC$3.2M0.67%
Private Wealth Group, LLC$3.2M1.49%
Simplicity Wealth,LLC$3.2M0.18%
Fourth Dimension Wealth, LLC$3.2M1.21%
Frontier Asset Management, LLC$3.1M0.66%
Bank of New York Mellon Corp$3.0M0.00%
Signal Advisors Wealth, LLC$3.0M0.21%
Aspire Private Capital, LLC$3.0M0.68%