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Institutions Holding SPTS (420 holders)

420 institutions currently hold SPTS, ranked below by position value.

View full stock page for SPTS

Key HoldersTotal ValueAvg Weight
Prime Capital Investment Advisors, LLC$2.6M0.03%
Roberts Wealth Advisors, LLC$2.6M0.66%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.5M0.00%
Advisor Resource Council$2.4M0.79%
Stratos Wealth Partners, LTD.$2.4M0.03%
SigFig Wealth Management, LLC$2.4M0.07%
Tempus Wealth Planning, LLC$2.4M0.56%
Vivaldi Capital Management LP$2.4M0.33%
PRINCIPAL SECURITIES, INC.$2.4M0.03%
GENESIS PRIVATE WEALTH, LLC$2.4M0.75%
Wealth Management Nebraska$2.4M0.24%
Gladstone Institutional Advisory LLC$2.4M0.09%
Hudson Oak Wealth Advisory LLC$2.3M2.01%
Arax Advisory Partners$2.3M0.06%
SENTINEL PENSION ADVISORS, LLC$2.2M0.33%
BAILARD, INC.$2.2M0.05%
Tidemark, LLC$2.1M0.53%
Intrua Financial, LLC$2.0M0.20%
Visionary Horizons, LLC$1.9M0.95%
Altiora Financial Group, LLC$1.9M0.31%
Tactive Advisors, LLC$1.9M0.53%
WCG Wealth Advisors LLC$1.8M0.05%
Belpointe Asset Management LLC$1.8M0.06%
Investor's Fiduciary Advisor Network, LLC$1.7M0.53%
Vise Technologies, Inc.$1.7M0.03%
CITADEL ADVISORS LLC$1.7M0.00%
THOMPSON DAVIS & CO., INC.$1.5M1.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.5M0.01%
VICUS CAPITAL$1.5M0.11%
Wealthcare Advisory Partners LLC$1.5M0.03%
Continuum Advisory, LLC$1.5M0.14%
Partners in Financial Planning$1.5M0.24%
One Day In July LLC$1.4M0.12%
JONES FINANCIAL COMPANIES LLLP$1.4M0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M0.00%
Tidal Investments LLC$1.4M0.00%
Simplicity Wealth,LLC$1.4M0.08%
FIDUCIARY FINANCIAL GROUP, LLC$1.4M0.18%
Pacific Park Financial, Inc.$1.3M0.82%
Vavra Capital Management, LLC$1.2M1.21%
Successful Portfolios LLC$1.2M0.67%
Western Wealth Management, LLC$1.2M0.05%
Diligent Investors, LLC$1.2M0.29%
Kohmann Bosshard Financial Services, LLC$1.2M0.11%
Geneos Wealth Management Inc.$1.1M0.03%
Ausdal Financial Partners, Inc.$1.1M0.05%
Austin Wealth Management, LLC$1.1M0.25%
Integrated Advisors Network LLC$1.1M0.06%
GREAT VALLEY ADVISOR GROUP, INC.$1.1M0.02%
Atria Investments, Inc$1.0M0.01%
AQR CAPITAL MANAGEMENT LLC$1.0M0.00%
HORAN Wealth, LLC$1.0M0.10%
Ashton Thomas Private Wealth, LLC$998.1K0.02%
Downshift Financial, LLC$956.4K0.50%
Evanson Asset Management, LLC$949.0K0.05%
FLAGSHIP HARBOR ADVISORS, LLC$946.1K0.04%
Tandem Investment Partners LLC$934.3K0.79%
Triton Financial Group Inc$927.3K1.62%
Aspire Private Capital, LLC$922.8K0.21%
Betterment LLC$883.0K0.00%
Breakwater Investment Management$875.6K0.33%
WHITTIER TRUST CO$850.4K0.01%
Rehmann Capital Advisory Group$834.2K0.04%
XY Planning Network, Inc.$824.6K0.13%
PATRON PARTNERS, LLC$817.2K0.36%
CITIZENS & NORTHERN CORP$815.8K0.20%
Kestra Advisory Services, LLC$813.0K0.00%
Jefferson Bridge Capital, LLC$812.6K0.81%
Vestmark Advisory Solutions, Inc.$811.1K0.01%
Allen Capital Group, LLC$806.8K0.07%
CITIGROUP INC$793.5K0.00%
PRIVATE TRUST CO NA$788.6K0.07%
Capital Management Associates, Inc$784.4K0.18%
Clear Creek Financial Management, LLC$779.0K0.06%
Advisory Services Network, LLC$761.1K0.01%
Slow Capital, Inc.$759.5K0.10%
Winch Advisory Services, LLC$749.0K0.17%
Comprehensive Money Management Services LLC$737.4K0.48%
BLALOCK WILLIAMS, LLC$729.6K0.56%
Maridea Wealth Management LLC$719.6K0.10%
Trilogy Capital Inc.$718.2K0.03%
Coastal Bridge Advisors, LLC$695.1K0.05%
Maia Wealth LLC$690.6K0.12%
PROTECTIVE LIFE CORP$685.9K2.28%
Sowell Financial Services LLC$685.3K0.03%
TCFG Investment Advisors, LLC$683.6K0.26%
TCFG WEALTH MANAGEMENT, LLC$683.6K0.26%
Paladin Wealth, LLC$679.7K0.47%
US BANCORP \DE\$674.1K0.00%
Centurion Wealth Management LLC$642.0K0.14%
Goldstone Financial Group, LLC$620.3K0.07%
MONEY CONCEPTS CAPITAL CORP$615.5K0.03%
Lifeworks Advisors, LLC$610.8K0.08%
Portland Financial Advisors Inc$587.6K1.22%
BANK OF MONTREAL /CAN/$585.8K0.00%
Destiny Capital Corp/CO$576.0K0.31%
Brown Financial Advisors$565.6K0.21%
Keystone Financial Group$552.5K0.04%
NewEdge Advisors, LLC$543.3K0.03%
Evensky & Katz LLC$529.0K0.03%
Mayflower Financial Advisors, LLC$526.7K0.06%
Savant Capital, LLC$516.9K0.00%
WBI INVESTMENTS, LLC$513.3K0.14%
RETIREMENT CAPITAL STRATEGIES$502.7K0.19%
CARY STREET PARTNERS FINANCIAL LLC$491.2K0.01%
Sanctuary Advisors, LLC$485.3K0.00%
GeoWealth Management, LLC$483.7K0.02%
FIRST HORIZON CORP$481.8K0.02%
Front Row Advisors LLC$473.6K0.16%
Ascent Group, LLC$473.0K0.02%
OPTIMA CAPITAL LLC$471.6K0.22%
WESBANCO BANK INC$462.9K0.01%
ALTFEST L J & CO INC$460.1K0.05%
M. Kulyk & Associates, LLC$456.1K0.09%
Freestone Capital Holdings, LLC$454.0K0.01%
THEORY FINANCIAL LLC$441.3K0.15%
Clark Asset Management, LLC$440.6K0.04%
Cranbrook Wealth Management, LLC$429.4K0.09%
Sightline Wealth Advisors, LLC$428.9K0.18%
Acropolis Investment Management, LLC$420.2K0.02%
B. Riley Wealth Advisors, Inc.$418.0K0.03%
Carnegie Investment Counsel$414.8K0.01%
Banque Transatlantique SA$407.9K0.01%
Arkadios Wealth Advisors$405.7K0.01%
Cornerstone Financial Group, LLC /NE/$402.1K0.26%
Nemes Rush Group LLC$401.8K0.04%
AIMZ Investment Advisors, LLC$399.2K0.12%
World Investment Advisors$398.4K0.01%
Ameritas Advisory Services, LLC$397.9K0.02%
One Degree Advisors Inc$391.0K0.10%
SAX WEALTH ADVISORS, LLC$387.5K0.02%
BAM Wealth Management, LLC$381.9K0.29%
Astoria Portfolio Advisors LLC.$378.0K0.08%
Creative Planning$377.3K0.00%
Ballast Rock Private Wealth LLC$371.2K0.21%
Trailhead Planners LLC$370.2K0.36%
Pallas Capital Advisors LLC$369.9K0.01%
Larson Financial Group LLC$364.8K0.01%
Allworth Financial LP$364.5K0.00%
Financial Enhancement Group LLC$360.8K0.04%
TD PRIVATE CLIENT WEALTH LLC$352.9K0.01%
IHT Wealth Management, LLC$351.4K0.01%
Falcon Wealth Planning$346.4K0.02%
Mattson Financial Services, LLC$342.5K0.08%
BDFS Capital LLC$334.4K0.16%
Sequoia Financial Advisors, LLC$327.1K0.00%
RETIREMENT INCOME SOLUTIONS, INC$326.2K0.06%
Narwhal Capital Management$303.4K0.02%
J.W. COLE ADVISORS, INC.$300.8K0.01%
Leo Wealth, LLC$296.9K0.02%