SPRX Institutional Ownership & Shareholders
SPEAR ALPHA ETF (SPRX) is currently held by 42 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $85.07M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Goalvest Advisory Llc is currently the largest disclosed institutional shareholder of SPRX tracked by InsiderSet, reporting ownership valued at approximately $23.04M 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 $19.04M, representing an estimated loss of -17.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed SPRX value among the investors covered in this analysis. Major shareholders include Goalvest Advisory Llc, Apollon Wealth Management, Llc, Pinion Investment Advisors, Llc, and several other long-term asset managers with concentrated positions in SPEAR ALPHA ETF (SPRX).
This page ranks the largest institutional SPRX 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
42
Total Reported Value
$85.07M
Largest Holder
Goalvest Advisory Llc
Largest Position
$23.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Goalvest Advisory Llc | 3.98% | 558,991 | $23,038,858 | $19,044,823 | -$3,994,035 | -17.34% | |
| Apollon Wealth Management, Llc | 0.14% | 261,692 | $12,614,628 | $8,915,846 | -$3,698,782 | -29.32% | |
| Pinion Investment Advisors, Llc | 1.19% | 107,873 | $6,254,477 | $3,675,233 | -$2,579,244 | -41.24% | |
| Gentry Private Wealth, Llc | 2.80% | 93,975 | $5,448,671 | $3,201,728 | -$2,246,943 | -41.24% | |
| Hbw Advisory Services Llc | 0.46% | 95,705 | $4,613,361 | $3,260,669 | -$1,352,692 | -29.32% | |
| Wealth Watch Advisors, Inc | 1.48% | 78,273 | $4,538,269 | $2,666,761 | -$1,871,508 | -41.24% | |
| Osaic Holdings, Inc. | 0.00% | 67,990 | $3,942,060 | $2,316,419 | -$1,625,641 | -41.24% | |
| National Wealth Management Group, Llc | 0.90% | 64,453 | $3,106,897 | $2,195,914 | -$910,983 | -29.32% | |
| D.A. Davidson & Co. | 0.02% | 59,031 | $2,845,536 | $2,011,186 | -$834,350 | -29.32% | |
| Kingsview Wealth Management, Llc | 0.03% | 46,500 | $2,696,070 | $1,584,255 | -$1,111,815 | -41.24% | |
| Td Waterhouse Canada Inc. | 0.01% | 51,997 | $2,581,659 | $1,771,538 | -$810,121 | -31.38% | |
| Pfg Investments, Llc | 0.04% | 17,215 | $998,126 | $586,515 | -$411,611 | -41.24% | |
| Royal Bank Of Canada | 0.00% | 16,578 | $961,000 | $564,812 | -$396,188 | -41.23% | |
| Advyzon Investment Management, Llc | 0.07% | 16,038 | $929,883 | $546,415 | -$383,468 | -41.24% | |
| Susquehanna International Group, Llp | 0.00% | 15,259 | $884,717 | $519,874 | -$364,843 | -41.24% | |
| Griffin Asset Management, Inc. | 0.08% | 15,029 | $724,459 | $512,038 | -$212,421 | -29.32% | |
| Fsa Advisors, Inc. | 0.33% | 12,224 | $708,748 | $416,472 | -$292,276 | -41.24% | |
| Hrt Financial Lp | 0.00% | 12,096 | $701,000 | $412,111 | -$288,889 | -41.21% | |
| Merit Financial Group, Llc | 0.00% | 11,890 | $689,382 | $405,092 | -$284,290 | -41.24% | |
| D. E. Shaw & Co., Inc. | 0.00% | 8,615 | $499,498 | $293,513 | -$205,985 | -41.24% | |
| Prospera Financial Services Inc | 0.01% | 8,304 | $481,461 | $282,917 | -$198,544 | -41.24% | |
| Claris Financial Llc | 0.26% | 13,392 | $476,718 | $456,265 | -$20,453 | -4.29% | |
| Kestra Private Wealth Services, Llc | 0.00% | 7,244 | $349,191 | $246,803 | -$102,388 | -29.32% | |
| Sigma Planning Corp | 0.01% | 5,294 | $255,192 | $180,367 | -$74,825 | -29.32% | |
| Acorn Wealth Advisors, Llc | 0.06% | 5,159 | $248,685 | $175,767 | -$72,918 | -29.32% | |
| Choreo, Llc | 0.00% | 4,800 | $231,380 | $163,536 | -$67,844 | -29.32% | |
| Onedigital Investment Advisors Llc | 0.00% | 3,874 | $224,615 | $131,987 | -$92,628 | -41.24% | |
| Moneta Group Investment Advisors Llc | 0.00% | 3,634 | $210,699 | $123,810 | -$86,889 | -41.24% | |
| Per Stirling Capital Management, Llc. | 0.02% | 3,484 | $202,002 | $118,700 | -$83,302 | -41.24% | |
| Qube Research & Technologies Ltd | 0.00% | 2,595 | $150,458 | $88,412 | -$62,046 | -41.24% | |
| Us Bancorp \De\ | 0.00% | 1,226 | $71,083 | $41,770 | -$29,313 | -41.24% | |
| Smartleaf Asset Management Llc | 0.00% | 1,251 | $70,119 | $42,622 | -$27,497 | -39.22% | |
| Harbour Investments, Inc. | 0.00% | 1,123 | $65,112 | $38,261 | -$26,851 | -41.24% | |
| Arax Advisory Partners | 0.00% | 890 | $51,602 | $30,322 | -$21,280 | -41.24% | |
| Jfs Wealth Advisors, Llc | 0.00% | 872 | $42,034 | $29,709 | -$12,325 | -29.32% | |
| Ubs Group Ag | 0.00% | 527 | $30,556 | $17,955 | -$12,601 | -41.24% | |
| Geneos Wealth Management Inc. | 0.00% | 318 | $18,438 | $10,834 | -$7,604 | -41.24% | |
| Morgan Stanley | 0.00% | 40 | $2,319 | $1,363 | -$956 | -41.23% | |
| Wells Fargo & Company/Mn | 0.00% | 17 | $986 | $579 | -$407 | -41.26% | |
| Copia Wealth Management | 0.00% | 10 | $580 | $341 | -$239 | -41.26% |
Frequently asked questions about SPRX
Who are the largest institutional holders of SPRX?
The largest institutional holders of SPRX reported in the latest SEC Form 13F filings include Goalvest Advisory Llc, Apollon Wealth Management, Llc, Pinion Investment Advisors, Llc, Gentry Private Wealth, Llc, and Hbw Advisory Services Llc. InsiderSet ranks institutional holders by their latest reported SPRX position.
What is SPRX institutional ownership?
This page tracks SPRX positions reported by institutional investment managers through SEC Form 13F. SPEAR ALPHA ETF (SPRX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPRX?
InsiderSet currently tracks 42 institutional managers reporting SPRX 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 SPRX shareholders.
How much SPRX stock do institutions own?
Institutional investment managers disclosed approximately $85.07M in SPRX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPRX institutional ownership last updated?
The latest SPRX 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 SPRX 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 SPRX position after the reporting date.
Are institutions buying or selling SPRX?
Institutional buying and selling can be analyzed by comparing SPRX positions across consecutive 13F reporting periods. InsiderSet's SPRX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPRX ownership changes.
How has SPRX institutional ownership changed over time?
InsiderSet tracks SPRX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.