AI Holders Summary · Q2 2026

18 institutions reported SPMC in Q2 2026. KIM, LLC leads at 88.6% 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

KIM, LLC

CIK 0001888968

$107M10.8M10.65%Q2 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$5M500K0.00%Q2 2026 03

GOLDMAN SACHS GROUP INC

CIK 0000886982

$5M474K0.00%Q2 2026 04

Everest Management Corp.

CIK 0002056683

$994K100K0.37%Q2 2026 05

Allied Private Wealth LLC

CIK 0002132253

$984K95K0.63%Q2 2026 06

Virtus Investment Advisers, LLC

CIK 0000019481

$520K53K0.12%Q2 2026 07

Running Point Capital Advisors, LLC

CIK 0001840629

$433K32K0.12%Q4 2025 08

Advisory Solutions Group, LLC

CIK 0002147643

$316K32K0.11%Q2 2026 09

OPPENHEIMER & CO INC

CIK 0000822581

$215K22K0.00%Q2 2026 10

Cerity Partners LLC

CIK 0001566475

$151K15K0.00%Q2 2026 11

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$144K16K0.00%Q1 2026 12

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$124K12K0.00%Q2 2026 13

Prosperity Financial Group, Inc.

CIK 0001991334

$101K10K0.03%Q2 2026 14

UBS Group AG

CIK 0001610520

$90K9K0.00%Q2 2026 15

MORGAN STANLEY

CIK 0000895421

$51K5K0.00%Q2 2026 16

Strategic Wealth Partners, Ltd.

CIK 0001720777

$35K4K0.00%Q2 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$1K1110.00%Q2 2026 18

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CIK 0000752798

$00—Q2 2025