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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -537 | -7.9% | 6,271 | $302.20K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +977 | +1.9% | 52,489 | $2.53M | Q2 2026 | Sep 09, 2026 |
| Kingsview Wealth Management, Llc | Sell | -973 | -3.2% | 29,041 | $1.40M | Q2 2026 | Aug 19, 2026 |
| Wny Asset Management, Llc | Buy | +9,616 | — | 9,616 | $463.38K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +3,156 | +5.2% | 64,369 | $3.10M | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Sell | -676,751 | -30.8% | 1,517,026 | $73.11M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +142,980 | +10.0% | 1,579,691 | $76.13M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -41,890 | -5.6% | 709,561 | $34.19M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +34,392 | +30.7% | 146,321 | $7.05M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -26,283 | -2.5% | 1,011,351 | $48.74M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -22,173 | -17.4% | 105,259 | $5.07M | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Sell | -16,127 | -73.8% | 5,730 | $276.13K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +13,608 | — | 13,608 | $655.00K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +12,179 | — | 12,179 | $586.91K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -11,306 | -64.8% | 6,139 | $295.84K | Q2 2026 | Aug 14, 2026 |
| Coldstream Capital Management Inc | Buy | +7,698 | +23.0% | 41,192 | $1.99M | Q2 2026 | Aug 14, 2026 |
| Cozad Asset Management Inc | Buy | +5,044 | — | 5,044 | $243.07K | Q2 2026 | Aug 14, 2026 |
| Kkm Financial Llc | Sell | -4,661 | -47.4% | 5,171 | $249.19K | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -2,464 | -32.1% | 5,210 | $251.09K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +1,089 | +2.4% | 46,996 | $2.26M | Q2 2026 | Aug 14, 2026 |
| Group One Trading Llc | Buy | +689 | — | 689 | $33.20K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -570 | -10.8% | 4,690 | $226.01K | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Buy | +427 | +3.5% | 12,569 | $605.72K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +238 | — | 238 | $11.47K | Q2 2026 | Aug 14, 2026 |
| Wick Capital Partners, Llc | Buy | +203 | +0.7% | 28,473 | $1.37M | Q2 2026 | Aug 14, 2026 |
| Murphy & Mullick Capital Management Corp | Buy | +13 | +0.7% | 1,847 | $88.97K | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, Llc | Buy | +10 | +1.2% | 826 | $39.79K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -24,869 | -0.5% | 4,527,034 | $218.16M | Q2 2026 | Aug 13, 2026 |
| Cibc Bancorp Usa Inc. | Sell | -11,266 | -71.5% | 4,492 | $216.47K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -3,198 | -1.4% | 220,274 | $10.62M | Q2 2026 | Aug 13, 2026 |
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.