Who Owns SPDF SERIES TRUST (SPTM)? -- Institutional Holders (2026-06-30)

810 institutions reported holding $8.86B of SPDF SERIES TRUST (SPTM) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($753.6M), ASSETMARK, INC ($500.1M), Creative Planning ($385.4M), Valmark Advisers, Inc. ($268.9M), Tidal Investments LLC ($266.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$753.6M8.3MTrimmed
2ASSETMARK, INC$500.1M5.5MAdded
3Creative Planning$385.4M4.2MAdded
4Valmark Advisers, Inc.$268.9M3.0MAdded
5Tidal Investments LLC$266.8M2.9MAdded
6Private Advisor Group, LLC$238.8M2.6MTrimmed
7Wealthcare Advisory Partners LLC$227.7M2.5MTrimmed
8Professional Financial Advisors, LLC$203.7M2.2MAdded
9Hughes Financial Services, LLC$157.1M1.7MAdded
10MORGAN STANLEY$142.4M1.6MAdded
11OSAIC HOLDINGS, INC.$139.9M1.5MAdded
12AMERIPRISE FINANCIAL INC$135.9M1.5MAdded
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$131.1M1.4MAdded
14Syntegra Private Wealth Group, LLC$123.5M1.4MTrimmed
15Keener Financial Planning LLC$103.8M1.1MAdded
16Modern Wealth Management, LLC$102.5M1.1MTrimmed
17Allworth Financial LP$95.1M1.0MTrimmed
18WELLS FARGO & COMPANY/MN$93.6M1.0MAdded
19ARS Wealth Advisors Group, LLC$92.5M1.0MTrimmed
20ENVESTNET ASSET MANAGEMENT INC$90.7M999,405Trimmed
21BANK OF AMERICA CORP /DE/$82.9M913,019Trimmed
22Rockbridge Investment Management, LCC$82.1M904,261Trimmed
23Blueprint Investment Partners LLC$79.8M879,321Added
24VOISARD ASSET MANAGEMENT GROUP, INC.$78.9M868,980Added
25Wealthquest Corp$78.7M866,474Trimmed

Source: SEC Form 13F filings · as of 2026-06-30