New Positions
26 managers initiated
Top five by reported value
- SageGuard Financial Group, LLC$1.1M
- Advocate Investing Services LLC$860.8K
- SHRIER WEALTH MANAGEMENT, LLC$473.1K
- L & S Advisors Inc$308.7K
- PFG Investments, LLC$291.3K
Suburban Propane Partners LP NEW YORK STOCK EXCHANGE, INC.:SPH
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
26 new42 added84 reduced12 exited
Total Institutional Holders
152
as of 2025-12-31
Top Holder
ALPS ADVISORS INC
$279.0M
Largest QoQ Increase
ALPS ADVISORS INC
+724,170 sh
Largest QoQ Decrease
MORGAN STANLEY
-85,242 sh
New Positions(26)
Added To(42)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ALPS ADVISORS INC | 15,051,196 | +724,170 | $279.0M | +$11.9M | 5.0% |
| UBS Group AG | 466,798 | +113,396 | $8.7M | +$2.1M | 32.1% |
| CITADEL ADVISORS LLC | 154,612 | +86,812 | $2.9M | +$1.6M | 128.0% |
| JPMORGAN CHASE & CO | 1,314,268 | +61,818 | $24.4M | +$1.0M | 4.9% |
| Blackstone Inc. | 440,936 | +26,765 | $8.2M | +$450.7K | 6.5% |
| ING GROEP NV | 138,000 | +20,000 | $2.6M | +$357.8K | 16.9% |
| LPL Financial LLC | 141,721 | +15,876 | $2.6M | +$280.5K | 12.6% |
| ICON ADVISERS INC/CO | 36,914 | +12,700 | $684.4K | +$232.8K | 52.4% |
| State of Wyoming | 33,573 | +10,722 | $622.4K | +$196.3K | 46.9% |
| Mariner, LLC | 51,082 | +9,824 | $947.1K | +$177.6K | 23.8% |
| Private Advisor Group, LLC | 81,902 | +7,465 | $1.5M | +$130.2K | 10.0% |
| Jump Financial, LLC | 22,831 | +6,119 | $423.3K | +$111.6K | 36.6% |
| Creative Planning | 39,806 | +6,042 | $738.0K | +$108.3K | 17.9% |
| BANK OF AMERICA CORP /DE/ | 57,849 | +3,041 | $1.1M | +$50.4K | 5.5% |
| JONES FINANCIAL COMPANIES LLLP | 12,049 | +2,240 | $223.4K | +$41.4K | 22.8% |
| WHITTIER TRUST CO OF NEVADA INC | 4,440 | +2,121 | $81.1K | +$38.1K | 91.5% |
| Secure Asset Management, LLC | 14,060 | +1,828 | $260.7K | +$35.4K | 14.9% |
| RAYMOND JAMES FINANCIAL INC | 202,137 | +2,981 | $3.7M | +$33.4K | 1.5% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 65,666 | +2,158 | $1.2M | +$33.0K | 3.4% |
| Geneos Wealth Management Inc. | 4,750 | +1,100 | $88.1K | +$20.0K | 30.1% |
| BARCLAYS PLC | 4,228 | +1,086 | $78.3K | +$19.7K | 34.6% |
| Toroso Investments, LLC | 14,630 | +1,045 | $271.2K | +$17.9K | 7.7% |
| Aristides Capital LLC | 21,174 | +880 | $392.6K | +$14.1K | 4.3% |
| Steward Partners Investment Advisory, LLC | 7,175 | +757 | $133.0K | +$13.3K | 11.8% |
| Wealthstar Advisors, LLC | 33,239 | +714 | $616.3K | +$9.7K | 2.2% |
| WealthCare Investment Partners, LLC | 12,437 | +210 | $232.5K | +$7.2K | 1.7% |
| Summit Financial, LLC | 54,055 | +6 | $1.0M | -$5.8K | 0.0% |
| Lido Advisors, LLC | 199,597 | +305 | $3.7M | +$5.7K | 0.1% |
| HighTower Advisors, LLC | 15,113 | +358 | $280.2K | +$5.0K | 2.4% |
| COMMERCE BANK | 12,171 | +300 | $225.7K | +$4.3K | 2.5% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11,542 | +9 | $214.0K | -$1.1K | 0.1% |
| SIGNATUREFD, LLC | 150 | +50 | $2.8K | +$916 | 50.0% |
| Spire Wealth Management | 2,389 | +41 | $44.3K | +$511 | 1.7% |
| STIFEL FINANCIAL CORP | 26,804 | +181 | $496.9K | +$420 | 0.7% |
| Princeton Global Asset Management LLC | 4,733 | +9 | $87.7K | -$370 | 0.2% |
| Costello Asset Management, INC | 974 | +16 | $18.1K | +$200 | 1.7% |
| Stratos Wealth Partners, LTD. | 11,470 | +74 | $212.7K | +$106 | 0.6% |
| Aspire Private Capital, LLC | 15,294 | +93 | $283.6K | +$62 | 0.6% |
| MB, LEVIS & ASSOCIATES, LLC | 219 | +4 | $4.1K | +$45 | 1.9% |
| HARBOR INVESTMENT ADVISORY, LLC | 135 | +2 | $2.5K | +$30 | 1.5% |
| Janney Montgomery Scott LLC | 54,517 | +1,587 | $1.0K | +$24 | 3.0% |
| CWM, LLC | 1,260 | +750 | $23 | +$13 | 147.1% |
Reduced(84)
Sold Out(12)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Compass Wealth Management LLC | 0 | -12,550 | $0 | -$749.2K | — |
| CI Private Wealth, LLC | 0 | -14,368 | $0 | -$268.0K | — |
| WOLVERINE TRADING, LLC | 0 | -14,400 | $0 | -$267.7K | — |
| State of Tennessee, Treasury Department | 0 | -10,658 | $0 | -$198.8K | — |
| Advisory Services Network, LLC | 0 | -3,324 | $0 | -$62.0K | — |
| Independence Bank of Kentucky | 0 | -3,000 | $0 | -$56.0K | — |
| Wealthspire Advisors, LLC | 0 | -1,831 | $0 | -$34.1K | — |
| Colonial Trust Co / SC | 0 | -1,000 | $0 | -$18.6K | — |
| OPTIMUM INVESTMENT ADVISORS | 0 | -604 | $0 | -$11.3K | — |
| SRS Capital Advisors, Inc. | 0 | -250 | $0 | -$4.7K | — |
| PRINCIPAL SECURITIES, INC. | 0 | -221 | $0 | -$4.1K | — |
| Abich Financial Wealth Management LLC | 0 | -11 | $0 | -$205 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| ALPS ADVISORS INC | 15,051,196 | $279.0M | +724,170 | 5.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,141,187 | $76.8M | -36,414 | -0.9% |
| GOLDMAN SACHS GROUP INC | 1,390,718 | $25.8M | -49,345 | -3.4% |
| JPMORGAN CHASE & CO | 1,314,268 | $24.4M | +61,818 | 4.9% |
| MORGAN STANLEY | 875,062 | $16.2M | -85,242 | -8.9% |
| UBS Group AG | 466,798 | $8.7M | +113,396 | 32.1% |
| Blackstone Inc. | 440,936 | $8.2M | +26,765 | 6.5% |
| Fractal Investments LLC | 214,864 | $4.0M | 0 | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 202,137 | $3.7M | +2,981 | 1.5% |
| Lido Advisors, LLC | 199,597 | $3.7M | +305 | 0.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 174,396 | $3.2M | -1,327 | -0.8% |
| LEVIN CAPITAL STRATEGIES, L.P. | 155,666 | $2.9M | -832 | -0.5% |
| CITADEL ADVISORS LLC | 154,612 | $2.9M | +86,812 | 128.0% |
| LPL Financial LLC | 141,721 | $2.6M | +15,876 | 12.6% |
| ING GROEP NV | 138,000 | $2.6M | +20,000 | 16.9% |
| Private Advisor Group, LLC | 81,902 | $1.5M | +7,465 | 10.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 76,534 | $1.4M | -16,379 | -17.6% |
| FEDERATED HERMES, INC. | 74,066 | $1.4M | -515 | -0.7% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 65,666 | $1.2M | +2,158 | 3.4% |
| WELLS FARGO & COMPANY/MN | 61,707 | $1.1M | -8,301 | -11.8% |
New & Closed Positions this quarter
Closed Positions
12 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for SPH against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.