SPEAR ALPHA ETF (SPRX) Institutional Shareholders
SPEAR ALPHA ETF (SPRX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $60.83M in SPRX holdings during the latest filing period.
Apollon Wealth Management, Llc is currently the largest disclosed institutional shareholder of SPRX tracked by InsiderSet, reporting ownership valued at approximately $15.22M in its June 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 $11.69M, representing an estimated loss of -23.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed SPRX value among the investors covered in this analysis. Major shareholders include Apollon Wealth Management, Llc, Goalvest Advisory Llc, Hbw Advisory Services 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
40
Total Reported Value
$60.83M
Largest Holder
Apollon Wealth Management, Llc
Largest Position
$15.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Apollon Wealth Management, Llc | 0.19% | 262,585 | $15,224,678 | $11,687,658 | -$3,537,020 | -23.23% | |
| Goalvest Advisory Llc | 2.67% | 248,646 | $14,416,495 | $11,067,233 | -$3,349,262 | -23.23% | |
| Hbw Advisory Services Llc | 0.39% | 73,550 | $4,264,422 | $3,273,711 | -$990,712 | -23.23% | |
| D.A. Davidson & Co. | 0.02% | 57,736 | $3,347,533 | $2,569,829 | -$777,704 | -23.23% | |
| National Wealth Management Group, Llc | 0.96% | 53,393 | $3,095,726 | $2,376,522 | -$719,204 | -23.23% | |
| Td Waterhouse Canada Inc. | 0.01% | 50,636 | $2,757,320 | $2,253,808 | -$503,512 | -18.26% | |
| Wealth Watch Advisors, Inc | 1.13% | 75,990 | $2,705,031 | $3,382,315 | +$677,284 | +25.04% | |
| Pinion Investment Advisors, Llc | 0.55% | 66,660 | $2,372,909 | $2,967,037 | +$594,128 | +25.04% | |
| Gentry Private Wealth, Llc | 1.25% | 58,302 | $2,075,388 | $2,595,022 | +$519,634 | +25.04% | |
| Osaic Holdings, Inc. | 0.00% | 52,465 | $1,867,607 | $2,335,217 | +$467,610 | +25.04% | |
| Pfg Investments, Llc | 0.04% | 17,215 | $998,126 | $766,240 | -$231,886 | -23.23% | |
| Griffin Asset Management, Inc. | 0.09% | 15,029 | $871,381 | $668,941 | -$202,440 | -23.23% | |
| Merit Financial Group, Llc | 0.00% | 11,890 | $689,382 | $529,224 | -$160,158 | -23.23% | |
| Advyzon Investment Management, Llc | 0.05% | 16,943 | $603,123 | $754,133 | +$151,010 | +25.04% | |
| Susquehanna International Group, Llp | 0.00% | 15,599 | $555,281 | $694,311 | +$139,030 | +25.04% | |
| Envestnet Asset Management Inc | 0.00% | 15,428 | $549,194 | $686,700 | +$137,506 | +25.04% | |
| Prospera Financial Services Inc | 0.01% | 8,304 | $481,461 | $369,611 | -$111,850 | -23.23% | |
| Claris Financial Llc | 0.26% | 13,392 | $476,718 | $596,078 | +$119,360 | +25.04% | |
| Fsa Advisors, Inc. | 0.27% | 11,667 | $415,312 | $519,298 | +$103,986 | +25.04% | |
| Kestra Private Wealth Services, Llc | 0.00% | 5,847 | $339,009 | $260,250 | -$78,759 | -23.23% | |
| Acorn Wealth Advisors, Llc | 0.08% | 5,420 | $314,252 | $241,244 | -$73,008 | -23.23% | |
| Procyon Advisors, Llc | 0.01% | 5,136 | $297,806 | $228,603 | -$69,203 | -23.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,919 | $285,200 | $218,945 | -$66,255 | -23.23% | |
| Ubs Group Ag | 0.00% | 7,063 | $251,422 | $314,374 | +$62,952 | +25.04% | |
| Kingsview Wealth Management, Llc | 0.00% | 6,856 | $244,054 | $305,161 | +$61,107 | +25.04% | |
| Worth Asset Management, Llc | 0.07% | 4,005 | $232,210 | $178,263 | -$53,947 | -23.23% | |
| Seelaus Asset Management Llc | 0.15% | 3,750 | $217,425 | $166,913 | -$50,513 | -23.23% | |
| Moneta Group Investment Advisors Llc | 0.00% | 6,049 | $215,327 | $269,241 | +$53,914 | +25.04% | |
| Simplicity Wealth,Llc | 0.01% | 5,767 | $205,289 | $256,689 | +$51,400 | +25.04% | |
| Royal Bank Of Canada | 0.00% | 5,751 | $205,000 | $255,977 | +$50,977 | +24.87% | |
| Parallel Advisors, Llc | 0.00% | 1,604 | $57,098 | $71,394 | +$14,296 | +25.04% | |
| Jfs Wealth Advisors, Llc | 0.00% | 872 | $50,559 | $38,813 | -$11,746 | -23.23% | |
| Us Bancorp \De\ | 0.00% | 1,224 | $43,571 | $54,480 | +$10,909 | +25.04% | |
| Smartleaf Asset Management Llc | 0.00% | 1,251 | $41,462 | $55,682 | +$14,220 | +34.30% | |
| Harbour Investments, Inc. | 0.00% | 1,094 | $38,943 | $48,694 | +$9,751 | +25.04% | |
| Geneos Wealth Management Inc. | 0.00% | 318 | $11,321 | $14,154 | +$2,833 | +25.03% | |
| Ae Wealth Management Llc | 0.00% | 203 | $7,226 | $9,036 | +$1,810 | +25.04% | |
| Abound Wealth Management | 0.00% | 96 | $5,567 | $4,273 | -$1,294 | -23.24% | |
| Hrt Financial Lp | 0.00% | 18,784 | $668 | $836,076 | +$835,408 | +125061.05% | |
| Copia Wealth Management | 0.00% | 10 | $356 | $445 | +$89 | +25.03% |
Frequently asked questions about SPRX
Who owns the most SPRX stock?
The largest holders of SPRX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPEAR ALPHA ETF (SPRX).
Is SPRX widely held by superinvestors?
Many widely followed stocks like SPRX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPRX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.