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There is a long list of 129 institutional holders of SPBO within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SPBO by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SPBO table below,
the initial column indicates the name of each top institutional holder of SPBO, with a link to that fund's top holdings. The next columns
indicate the amount of SPBO stock held by each of the institutional holders of SPBO, followed by the SPBO position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Adviser Investments LLC | 12,697,673 | $373,439 | 12/31/2023 | SPBO | 12,697,673 | $373,439 | 12/31/2023 | Financial Gravity Asset Management Inc. | 3,871,452 | $113,859 | 12/31/2023 | SPBO | 3,871,452 | $113,859 | 12/31/2023 | LPL Financial LLC | 2,875,584 | $84,571 | 12/31/2023 | SPBO | 2,875,584 | $84,571 | 12/31/2023 | ST Germain D J Co. Inc. | 2,715,123 | $79,037 | 03/31/2024 | SPBO | 2,715,123 | $79,037 | 03/31/2024 | Bank of America Corp DE | 2,053,976 | $60,407 | 12/31/2023 | SPBO | 2,053,976 | $60,407 | 12/31/2023 | CX Institutional | 1,185,902 | $34,469 | 03/31/2024 | SPBO | 1,185,902 | $34,469 | 03/31/2024 | Congress Wealth Management LLC DE | 1,137,452 | $33,111 | 03/31/2024 | SPBO | 1,137,452 | $33,111 | 03/31/2024 | Procyon Private Wealth Partners LLC | 861,841 | $25,088 | 03/31/2024 | SPBO | 861,841 | $25,088 | 03/31/2024 | Financial Engines Advisors L.L.C. | 828,100 | $24,354 | 12/31/2023 | SPBO | 828,100 | $24,354 | 12/31/2023 | AE Wealth Management LLC | 833,970 | $24,310 | 12/31/2023 | SPBO | 833,970 | $24,310 | 12/31/2023 | Gerber Kawasaki Wealth & Investment Management | 715,675 | $21,048 | 12/31/2023 | SPBO | 715,675 | $21,048 | 12/31/2023 | Thrivent Financial for Lutherans | 687,713 | $20,226 | 12/31/2023 | SPBO | 687,713 | $20,226 | 12/31/2023 | Flaharty Asset Management LLC | 651,513 | $19,161 | 12/31/2023 | SPBO | 651,513 | $19,161 | 12/31/2023 | Ameriprise Financial Inc. | 521,073 | $15,342 | 12/31/2023 | SPBO | 521,073 | $15,342 | 12/31/2023 | Private Advisor Group LLC | 439,497 | $12,926 | 12/31/2023 | SPBO | 439,497 | $12,926 | 12/31/2023 | MML Investors Services LLC | 427,692 | $12,578 | 12/31/2023 | SPBO | 427,692 | $12,578 | 12/31/2023 | Great Valley Advisor Group Inc. | 420,923 | $12,379 | 12/31/2023 | SPBO | 420,923 | $12,379 | 12/31/2023 | Morgan Stanley | 359,454 | $10,572 | 12/31/2023 | SPBO | 359,454 | $10,572 | 12/31/2023 | Raymond James & Associates | 266,803 | $7,767 | 03/31/2024 | SPBO | 266,803 | $7,767 | 03/31/2024 | Royal Bank of Canada | 263,431 | $7,748 | 12/31/2023 | SPBO | 263,431 | $7,748 | 12/31/2023 | JPMorgan Chase & Co. | 255,742 | $7,522 | 12/31/2023 | SPBO | 255,742 | $7,522 | 12/31/2023 | Arkansas Financial Group Inc. | 248,752 | $7,241 | 03/31/2024 | SPBO | 248,752 | $7,241 | 03/31/2024 | CWM LLC | 235,356 | $6,851 | 03/31/2024 | SPBO | 235,356 | $6,851 | 03/31/2024 | Good Life Advisors LLC | 221,237 | $6,507 | 12/31/2023 | SPBO | 221,237 | $6,507 | 12/31/2023 | Milestone Asset Management LLC | 214,875 | $6,255 | 03/31/2024 | SPBO | 214,875 | $6,255 | 03/31/2024 | Jane Street Group LLC | 212,248 | $6,242 | 12/31/2023 | SPBO | 212,248 | $6,242 | 12/31/2023 | Melone Private Wealth LLC | 192,889 | $5,673 | 12/31/2023 | SPBO | 192,889 | $5,673 | 12/31/2023 | Mariner LLC | 174,453 | $5,131 | 12/31/2023 | SPBO | 174,453 | $5,131 | 12/31/2023 | Geneos Wealth Management Inc. | 163,546 | $4,810 | 12/31/2023 | SPBO | 163,546 | $4,810 | 12/31/2023 | Eldridge Investment Advisors Inc. | 153,853 | $4,525 | 12/31/2023 | SPBO | 153,853 | $4,525 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 152,761 | $4,447 | 03/31/2024 | SPBO | 152,761 | $4,447 | 03/31/2024 | Flagship Harbor Advisors LLC | 150,253 | $4,374 | 03/31/2024 | SPBO | 150,253 | $4,374 | 03/31/2024 | Hennion & Walsh Asset Management Inc. | 141,089 | $4,107 | 03/31/2024 | SPBO | 141,089 | $4,107 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 137,285 | $3,996 | 03/31/2024 | SPBO | 137,285 | $3,996 | 03/31/2024 | ShoreHaven Wealth Partners LLC | 126,211 | $3,712 | 12/31/2023 | SPBO | 126,211 | $3,712 | 12/31/2023 | Envestnet Asset Management Inc. | 124,689 | $3,667 | 12/31/2023 | SPBO | 124,689 | $3,667 | 12/31/2023 | RFG Advisory LLC | 117,960 | $3,434 | 03/31/2024 | SPBO | 117,960 | $3,434 | 03/31/2024 | Valmark Advisers Inc. | 102,945 | $3,028 | 12/31/2023 | SPBO | 102,945 | $3,028 | 12/31/2023 | OLD Mission Capital LLC | 96,783 | $2,846 | 12/31/2023 | SPBO | 96,783 | $2,846 | 12/31/2023 | Mutual Advisors LLC | 96,224 | $2,830 | 12/31/2023 | SPBO | 96,224 | $2,830 | 12/31/2023 | Bridgeworth LLC | 92,652 | $2,725 | 12/31/2023 | SPBO | 92,652 | $2,725 | 12/31/2023 | Merit Financial Group LLC | 84,405 | $2,482 | 12/31/2023 | SPBO | 84,405 | $2,482 | 12/31/2023 | Keystone Wealth Services LLC | 83,763 | $2,438 | 03/31/2024 | SPBO | 83,763 | $2,438 | 03/31/2024 | KWB Wealth | 76,096 | $2,215 | 03/31/2024 | SPBO | 76,096 | $2,215 | 03/31/2024 | Breakwater Capital Group | 72,026 | $2,097 | 03/31/2024 | SPBO | 72,026 | $2,097 | 03/31/2024 | Optas LLC | 67,355 | $1,961 | 03/31/2024 | SPBO | 67,355 | $1,961 | 03/31/2024 | David Kennon Inc | 66,197 | $1,947 | 12/31/2023 | SPBO | 66,197 | $1,947 | 12/31/2023 | Tidemark LLC | 64,013 | $1,883 | 12/31/2023 | SPBO | 64,013 | $1,883 | 12/31/2023 | Golden State Equity Partners | 56,338 | $1,657 | 12/31/2023 | SPBO | 56,338 | $1,657 | 12/31/2023 | Schroder Investment Management Group | 53,773 | $1,581 | 12/31/2023 | SPBO | 53,773 | $1,581 | 12/31/2023 |
See All: Funds Holding SPBO
See Details: Top 10 Hedge Funds Holding SPBO
Also See: SPBO Holdings Changes
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