SPIN Institutional Ownership & Shareholders
SS US EQUITY PREM INC ETF (SPIN) is currently held by 13 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $29.21M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Hedeker Wealth, Llc is currently the largest disclosed institutional shareholder of SPIN tracked by InsiderSet, reporting ownership valued at approximately $16.30M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $16.04M, representing an estimated loss of -1.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed SPIN value among the investors covered in this analysis. Major shareholders include Hedeker Wealth, Llc, Sk Wealth Management, Llc, Susquehanna International Group, Llp, and several other long-term asset managers with concentrated positions in SS US EQUITY PREM INC ETF (SPIN).
This page ranks the largest institutional SPIN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
13
Total Reported Value
$29.21M
Largest Holder
Hedeker Wealth, Llc
Largest Position
$16.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hedeker Wealth, Llc | 2.99% | 486,790 | $16,299,190 | $16,042,603 | -$256,587 | -1.57% | |
| Sk Wealth Management, Llc | 1.86% | 245,336 | $8,248,282 | $8,085,269 | -$163,013 | -1.98% | |
| Susquehanna International Group, Llp | 0.00% | 34,013 | $1,094,409 | $1,120,929 | +$26,520 | +2.42% | |
| Cerity Partners Llc | 0.00% | 24,102 | $775,511 | $794,303 | +$18,792 | +2.42% | |
| Wealthpoint Financial, Llc | 0.49% | 20,859 | $671,163 | $687,427 | +$16,264 | +2.42% | |
| Thompson Davis & Co., Inc. | 0.29% | 14,897 | $479,339 | $490,944 | +$11,605 | +2.42% | |
| Sheets Smith Wealth Management | 0.05% | 13,977 | $467,992 | $460,625 | -$7,367 | -1.57% | |
| Optima Capital Llc | 0.17% | 12,629 | $422,847 | $416,200 | -$6,647 | -1.57% | |
| Envestnet Asset Management Inc | 0.00% | 10,491 | $337,574 | $345,740 | +$8,166 | +2.42% | |
| Mml Investors Services, Llc | 0.00% | 6,779 | $218,118 | $223,408 | +$5,290 | +2.43% | |
| Cwm, Llc | 0.00% | 1,417 | $43,259 | $46,699 | +$3,440 | +7.95% | |
| Harbour Investments, Inc. | 0.00% | 1,303 | $41,926 | $42,942 | +$1,016 | +2.42% | |
| Triumph Capital Management | 0.00% | 638 | $21,362 | $21,026 | -$336 | -1.57% |
Frequently asked questions about SPIN
Who are the largest institutional holders of SPIN?
The largest institutional holders of SPIN reported in the latest SEC Form 13F filings include Hedeker Wealth, Llc, Sk Wealth Management, Llc, Susquehanna International Group, Llp, Cerity Partners Llc, and Wealthpoint Financial, Llc. InsiderSet ranks institutional holders by their latest reported SPIN position.
What is SPIN institutional ownership?
This page tracks SPIN positions reported by institutional investment managers through SEC Form 13F. SS US EQUITY PREM INC ETF (SPIN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPIN?
InsiderSet currently tracks 13 institutional managers reporting SPIN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPIN shareholders.
How much SPIN stock do institutions own?
Institutional investment managers disclosed approximately $29.21M in SPIN holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPIN institutional ownership last updated?
The latest SPIN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPIN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPIN position after the reporting date.
Are institutions buying or selling SPIN?
Institutional buying and selling can be analyzed by comparing SPIN positions across consecutive 13F reporting periods. InsiderSet's SPIN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPIN ownership changes.
How has SPIN institutional ownership changed over time?
InsiderSet tracks SPIN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.