SPEAR ALPHA ETF (SPRX) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $37.26M 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 $8.68M in its March 31, 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 $13.57M, representing an estimated gain of +56.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed SPRX value among the investors covered in this analysis. Major shareholders include Apollon Wealth Management, Llc, Goalvest Advisory Llc, Wealth Watch Advisors, Inc, 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
$37.26M
Largest Holder
Apollon Wealth Management, Llc
Largest Position
$8.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
52
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 | 0.14% | 243,865 | $8,680,911 | $13,571,087 | +$4,890,176 | +56.33% | |
| Goalvest Advisory Llc | 1.06% | 151,953 | $5,409,101 | $8,456,184 | +$3,047,083 | +56.33% | |
| Wealth Watch Advisors, Inc | 1.13% | 75,990 | $2,705,031 | $4,228,844 | +$1,523,813 | +56.33% | |
| Hbw Advisory Services Llc | 0.27% | 72,515 | $2,581,327 | $4,035,460 | +$1,454,133 | +56.33% | |
| Pinion Investment Advisors, Llc | 0.55% | 66,660 | $2,372,909 | $3,709,629 | +$1,336,720 | +56.33% | |
| D.A. Davidson & Co. | 0.01% | 64,917 | $2,310,863 | $3,612,631 | +$1,301,768 | +56.33% | |
| Gentry Private Wealth, Llc | 1.25% | 58,302 | $2,075,388 | $3,244,506 | +$1,169,118 | +56.33% | |
| Osaic Holdings, Inc. | 0.00% | 52,465 | $1,867,607 | $2,919,677 | +$1,052,070 | +56.33% | |
| Td Waterhouse Canada Inc. | 0.00% | 42,459 | $1,543,553 | $2,362,843 | +$819,290 | +53.08% | |
| National Wealth Management Group, Llc | 0.34% | 25,578 | $910,505 | $1,423,416 | +$512,911 | +56.33% | |
| Advyzon Investment Management, Llc | 0.05% | 16,943 | $603,123 | $942,878 | +$339,755 | +56.33% | |
| Susquehanna International Group, Llp | 0.00% | 15,599 | $555,281 | $868,084 | +$312,803 | +56.33% | |
| Envestnet Asset Management Inc | 0.00% | 15,428 | $549,194 | $858,568 | +$309,374 | +56.33% | |
| Fifth Third Securities, Inc. | 0.03% | 15,081 | $536,841 | $839,258 | +$302,417 | +56.33% | |
| Griffin Asset Management, Inc. | 0.06% | 15,029 | $534,990 | $836,364 | +$301,374 | +56.33% | |
| Pfg Investments, Llc | 0.02% | 14,575 | $518,829 | $811,099 | +$292,270 | +56.33% | |
| Claris Financial Llc | 0.26% | 13,392 | $476,718 | $745,265 | +$268,547 | +56.33% | |
| Merit Financial Group, Llc | 0.00% | 11,731 | $417,591 | $652,830 | +$235,239 | +56.33% | |
| Fsa Advisors, Inc. | 0.27% | 11,667 | $415,312 | $649,269 | +$233,957 | +56.33% | |
| Acorn Wealth Advisors, Llc | 0.09% | 8,336 | $296,738 | $463,898 | +$167,160 | +56.33% | |
| Ubs Group Ag | 0.00% | 7,063 | $251,422 | $393,056 | +$141,634 | +56.33% | |
| Kestra Private Wealth Services, Llc | 0.00% | 7,051 | $250,996 | $392,388 | +$141,392 | +56.33% | |
| Kingsview Wealth Management, Llc | 0.00% | 6,856 | $244,054 | $381,536 | +$137,482 | +56.33% | |
| Procyon Advisors, Llc | 0.01% | 6,110 | $217,499 | $340,022 | +$122,523 | +56.33% | |
| Moneta Group Investment Advisors Llc | 0.00% | 6,049 | $215,327 | $336,627 | +$121,300 | +56.33% | |
| Simplicity Wealth,Llc | 0.01% | 5,767 | $205,289 | $320,934 | +$115,645 | +56.33% | |
| Royal Bank Of Canada | 0.00% | 5,751 | $205,000 | $320,043 | +$115,043 | +56.12% | |
| Cache Advisors, Llc | 0.01% | 2,000 | $71,194 | $111,300 | +$40,106 | +56.33% | |
| Parallel Advisors, Llc | 0.00% | 1,604 | $57,098 | $89,263 | +$32,165 | +56.33% | |
| Us Bancorp \De\ | 0.00% | 1,224 | $43,571 | $68,116 | +$24,545 | +56.33% | |
| Smartleaf Asset Management Llc | 0.00% | 1,251 | $41,462 | $69,618 | +$28,156 | +67.91% | |
| Harbour Investments, Inc. | 0.00% | 1,094 | $38,943 | $60,881 | +$21,938 | +56.33% | |
| Jfs Wealth Advisors, Llc | 0.00% | 872 | $31,041 | $48,527 | +$17,486 | +56.33% | |
| Geneos Wealth Management Inc. | 0.00% | 318 | $11,321 | $17,697 | +$6,376 | +56.32% | |
| Ae Wealth Management Llc | 0.00% | 203 | $7,226 | $11,297 | +$4,071 | +56.34% | |
| Strategic Investment Solutions, Inc. | 0.00% | 150 | $5,340 | $8,348 | +$3,008 | +56.32% | |
| Hrt Financial Lp | 0.00% | 18,784 | $668 | $1,045,330 | +$1,044,662 | +156386.47% | |
| Copia Wealth Management | 0.00% | 10 | $356 | $557 | +$201 | +56.32% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 6,222 | $221 | $346,254 | +$346,033 | +156576.15% | |
| Eversource Wealth Advisors, Llc | 0.00% | 55 | $77 | $3,061 | +$2,984 | +3875.00% | |
| Root Financial Partners, Llc | 0.00% | 2 | $71 | $111 | +$40 | +56.76% | |
| Valley National Advisers Inc | 0.00% | 250 | $8 | $13,913 | +$13,905 | +173806.25% |
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.