ISPY (ISPY) Institutional Ownership Changes & 13F Activity

ISPY. Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Bank Of America Corp, Wells Fargo & Company/Mn, Osaic Holdings, Inc., and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-537-7.9%6,271$302.20KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+977+1.9%52,489$2.53MQ2 2026Sep 09, 2026
Kingsview Wealth Management, LlcSell-973-3.2%29,041$1.40MQ2 2026Aug 19, 2026
Wny Asset Management, LlcBuy+9,616—9,616$463.38KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+3,156+5.2%64,369$3.10MQ2 2026Aug 17, 2026
Raymond James Financial IncSell-676,751-30.8%1,517,026$73.11MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+142,980+10.0%1,579,691$76.13MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-41,890-5.6%709,561$34.19MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+34,392+30.7%146,321$7.05MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-26,283-2.5%1,011,351$48.74MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-22,173-17.4%105,259$5.07MQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Sell-16,127-73.8%5,730$276.13KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+13,608—13,608$655.00KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+12,179—12,179$586.91KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-11,306-64.8%6,139$295.84KQ2 2026Aug 14, 2026
Coldstream Capital Management IncBuy+7,698+23.0%41,192$1.99MQ2 2026Aug 14, 2026
Cozad Asset Management IncBuy+5,044—5,044$243.07KQ2 2026Aug 14, 2026
Kkm Financial LlcSell-4,661-47.4%5,171$249.19KQ2 2026Aug 14, 2026
&PartnersSell-2,464-32.1%5,210$251.09KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+1,089+2.4%46,996$2.26MQ2 2026Aug 14, 2026
Group One Trading LlcBuy+689—689$33.20KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-570-10.8%4,690$226.01KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+427+3.5%12,569$605.72KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+238—238$11.47KQ2 2026Aug 14, 2026
Wick Capital Partners, LlcBuy+203+0.7%28,473$1.37MQ2 2026Aug 14, 2026
Murphy & Mullick Capital Management CorpBuy+13+0.7%1,847$88.97KQ2 2026Aug 14, 2026
Synergy Investment Management, LlcBuy+10+1.2%826$39.79KQ2 2026Aug 14, 2026
Morgan StanleySell-24,869-0.5%4,527,034$218.16MQ2 2026Aug 13, 2026
Cibc Bancorp Usa Inc.Sell-11,266-71.5%4,492$216.47KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-3,198-1.4%220,274$10.62MQ2 2026Aug 13, 2026
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Frequently asked questions about ISPY activity

  • Which institutional owners are buying ISPY?

    Institutional owners buying ISPY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ISPY activity?

    "Buy" means an investor increased their reported position in ISPY compared to the prior reporting period. This reflects growing exposure to ISPY rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ISPY increasing?

    Institutional interest in ISPY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.