Inst. Holders
50 funds
SP
SPMO
INVESCO EXCH TRADED FD TR II
$153.23 ▲ +0.31%
Prev close $152.75High Impact Filing (7/10)32 New Institutional Positions11 Institutional Exits
Snapshot
The big-picture read on SPMO right now — valuation, ownership and activity at a glance.
Inst. Value
$5.8B
Inst. Activity
32 buys / 11 sells
SEC Reports
1
Price chart 30d +4.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: SPMO — 57.1% short (0.7M / 1.3M)
Short: 716,661 | Exempt: 0 | TRF Vol: 1,255,512 | Short Ratio: 57.1% | Off-exchange volume (dark poo
Jun 30, 2026 Inst.
OSAIC HOLDINGS, INC. — ADD
1,049,639 shares ($169.6M)
Jun 30, 2026 Inst.
Feb 28, 2026 SEC Mirae Asset Global Investments — DOUBLED
869,180 shares ($140.4M)
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly increased their posit
INST-CLUSTER — Impact 7/10
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 0 neutral · avg impact 7.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: SPMO — 57.1% short (0.7M / 1.3M)
Short: 716,661 | Exempt: 0 | TRF Vol: 1,255,512 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: SPMO — 61.0% short (0.6M / 1.0M)
Short: 579,784 | Exempt: 829 | TRF Vol: 950,063 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: SPMO — 60.4% short (0.6M / 1.0M)
Short: 593,343 | Exempt: 3,443 | TRF Vol: 982,250 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: SPMO — 61.3% short (0.7M / 1.2M)
Short: 730,685 | Exempt: 2,184 | TRF Vol: 1,191,257 | Short Ratio: 61.3% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: SPMO — 56.9% short (0.8M / 1.4M)
Short: 783,047 | Exempt: 11,756 | TRF Vol: 1,375,116 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own SPMO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.8B total value (36,101,810 shares) as of 2026-Q2. Top holders: LPL, MORGAN, BANK. Net buying activity: 32 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 7,669,460 | $1.2B | 21.3% | — |
| MORGAN STANLEY | 3,538,672 | $571.6M | 9.8% | — |
| BANK OF AMERICA CORP /DE/ | 3,215,212 | $519.4M | 8.9% | — |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,230,110 | $360.3M | 6.2% | — |
| RAYMOND JAMES FINANCIAL INC | 1,822,485 | $294.4M | 5.1% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,651,011 | $266.7M | 4.6% | — |
| ENVESTNET ASSET MANAGEMENT INC | 1,479,343 | $239.0M | 4.1% | — |
| WELLS FARGO & COMPANY/MN | 1,471,099 | $237.6M | 4.1% | — |
| JPMORGAN CHASE & CO | 1,109,590 | $175.9M | 3.0% | — |
| OSAIC HOLDINGS, INC. | 1,049,639 | $169.6M | 2.9% | ADD +28.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | ADD | 815,004 | 1,049,639 | +28.8% | $169.6M |
| Mirae Asset Global Investments Co., Ltd. | DOUBLED | 72,865 | 869,180 | +1092.9% | $140.4M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 461,741 | 721,878 | +56.3% | $111.3M |
| MML INVESTORS SERVICES, LLC | ADD | 482,823 | 659,465 | +36.6% | $106.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 377,857 | 631,935 | +67.2% | $102.1M |
| UBS Group AG | ADD | 344,380 | 588,006 | +70.7% | $95.0M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 125,737 | 574,305 | +356.8% | $92.9M |
| ROYAL BANK OF CANADA | ADD | 320,865 | 413,793 | +29.0% | $66.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 317,849 | 429,242 | +35.0% | $66.0M |
| NOMURA ASSET MANAGEMENT CO LTD | DOUBLED | 21,600 | 224,100 | +937.5% | $36.2M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SPMO.
Shares short
929,400
Settlement Sep 15, 2026
Change vs prior
-5.7%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume
All SPMO filing & press-release reports (1)
- INST-CLUSTER reportFeb 28, 2026