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Who owns SPBXWhat SPBX owns — n/a

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Institutional ownership of SPBX from SEC Form 13F filings across 21 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

21

13F holders

$16.2M

value, 2026 filers

37.8%

of shares outstanding (906,915 sh)

6

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SPBX's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Cambridge Investment Research Advisors, Inc.353,420$10,3080.0%14.7%+108.4%
2AE Wealth Management LLC184,436$5.4M0.0%7.7%+36.8%
3COMMONWEALTH EQUITY SERVICES, LLC90,516$2.6M0.0%3.8%-8.6%
4ENVESTNET ASSET MANAGEMENT INC89,417$2.6M0.0%3.7%+73.1%
5OSAIC HOLDINGS, INC.41,577$1.2M0.0%1.7%+85.5%
6Mosley Wealth Management25,713$749,9580.2%1.1%+1121.5%
7LPL Financial LLC23,858$695,8540.0%1%+21.2%
8OLD MISSION CAPITAL LLC15,224$444,0300.0%0.6%-42.4%
9Cetera Investment AdvisersNEW12,971$378,3190.0%0.5%new
10MML INVESTORS SERVICES, LLC11,210$326,9560.0%0.5%-4.7%
11STEPHENS INC /AR/NEW10,221$298,1110.0%0.4%new
12Diversify Advisory Services, LLCNEW9,330$272,6630.0%0.4%new
13DIVERSIFY WEALTH MANAGEMENT, LLCNEW9,330$272,6630.0%0.4%new
14RAYMOND JAMES FINANCIAL INCNEW8,931$260,4860.0%0.4%new
15INDEPENDENT FINANCIAL GROUP, LLC7,607$221,8700.0%0.3%-50.0%
16Lloyd Advisory Services, LLC.NEW6,970$203,2910.1%0.3%new
17Steward Partners Investment Advisory, LLC3,275$95,5200.0%0.1%+46.3%
18IFP Advisors, Inc1,841$53,6960.0%0.1%+0.1%
19Key Capital Management, INC776$22,6330.0%0%+48.9%
20UBS Group AG201$5,8620.0%0%+3.1%
21HARBOUR INVESTMENTS, INC.91$2,6540.0%0%0.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.