Institutional shares held 98.1 Million
46.9K calls
0 puts
Total value of holdings $7.96B
$3.81M calls
$0 puts
# of Institutions 765


Latest Institutional Activity in SPTM

Top Purchases

Q4 2025
Assetmark, Inc Shares Held: 2.75M ($223M)
Q4 2025
Ervin Investment Management, LLC Shares Held: 162K ($13.1M)
Q4 2025
Keener Financial Planning LLC Shares Held: 1.03M ($83.3M)
Q4 2025
Rialto Wealth Management, LLC Shares Held: 409K ($33.2M)
Q4 2025
Voisard Asset Management Group, Inc. Shares Held: 791K ($64.2M)

Top Sells

Q4 2025
Wealthcare Advisory Partners LLC Shares Held: 2.54M ($206M)
Q4 2025
Roble, Belko & Company, Inc Shares Held: 248K ($20.1M)
Q4 2025
Peterson Wealth Advisors, LLC Shares Held: 18.8K ($1.52M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.94M ($158M)
Q4 2025
Sig Fig Wealth Management, LLC Shares Held: 291K ($23.6M)

About SPTM

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