AI Holders Summary · Q1 2026

22 institutions reported SPBC in Q1 2026. CWM, LLC leads at 37.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

CWM, LLC

CIK 0001535847

$11M271K0.03%Q1 2026 02

LPL Financial LLC

CIK 0001403438

$7M148K0.00%Q2 2026 03

Professional Financial Advisors, LLC

CIK 0001798221

$6M131K1.07%Q2 2026 04

SFG Wealth Management, LLC.

CIK 0001908914

$1M29K0.50%Q2 2026 05

Chicago Partners Investment Group LLC

CIK 0001563525

$1M26K0.02%Q2 2026 06

Total Clarity Wealth Management, Inc.

CIK 0001804909

$1M23K0.21%Q2 2026 07

ARQ WEALTH ADVISORS, LLC

CIK 0001811827

$557K12K0.07%Q2 2026 08

Private Advisor Group, LLC

CIK 0001567755

$402K9K0.00%Q2 2026 09

Worth Asset Management, LLC

CIK 0001927285

$396K8K0.13%Q2 2026 10

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$341K8K0.00%Q1 2026 11

CITADEL ADVISORS LLC

CIK 0001423053

$310K7K0.00%Q2 2026 12

OSAIC HOLDINGS, INC.

CIK 0001677044

$167K4K0.00%Q2 2026 13

UBS Group AG

CIK 0001610520

$97K2K0.00%Q2 2026 14

NewEdge Advisors, LLC

CIK 0001633516

$58K1K0.00%Q2 2026 15

PRIVATE TRUST CO NA

CIK 0001277557

$14K3030.00%Q2 2026 16

JPMORGAN CHASE & CO

CIK 0000019617

$11K2260.00%Q2 2026 17

Larson Financial Group LLC

CIK 0001731061

$5K1150.00%Q2 2026 18

Asset Planning,Inc

CIK 0002048547

$4K820.00%Q2 2026 19

MRP Capital Investments, LLC

CIK 0001964831

$1K300.00%Q2 2026 20

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

CIK 0001423442

$33070.00%Q2 2026

Page 1 of 2

2 more holders available. Log in →