Institutional shares held 41.3 Million
9.1K calls
0 puts
Total value of holdings $1.21B
$265K calls
$0 puts
# of Institutions 171


Latest Institutional Activity in SPBO

Top Purchases

Q2 2025
Nepc LLC Shares Held: 2.55M ($74.5M)
Q2 2025
Exchange Traded Concepts, LLC Shares Held: 1.49M ($43.6M)
Q2 2025
Morgan Stanley Shares Held: 1.13M ($33M)
Q2 2025
Valmark Advisers, Inc. Shares Held: 208K ($6.07M)
Q2 2025
Ae Wealth Management LLC Shares Held: 1.6M ($46.8M)

Top Sells

Q2 2025
Adviser Investments LLC Shares Held: 1.4M ($40.8M)
Q2 2025
Core Cap Advisors, LLC Shares Held: 12.6K ($367K)
Q2 2025
Advisor Resource Council Shares Held: 12.1K ($353K)
Q2 2025
Lpl Financial LLC Shares Held: 2.78M ($81.1M)
Q2 2025
Ameriprise Financial Inc Shares Held: 6.35M ($185M)

About SPBO

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