SPEAR ALPHA ETF (SPRX) Institutional Ownership Changes & 13F Activity

SPEAR ALPHA ETF (SPRX). 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 Pinion Investment Advisors, Llc, Kingsview Wealth Management, Llc, Gentry Private Wealth, Llc, Apollon Wealth Management, Llc, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Kingsview Wealth Management, LlcBuy+39,644+578.2%46,500$2.70MQ2 2026Aug 19, 2026
Fsa Advisors, Inc.Buy+557+4.8%12,224$708.75KQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+15,525+29.6%67,990$3.94MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+10,827+188.3%16,578$961.00KQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+8,615—8,615$499.50KQ2 2026Aug 14, 2026
Hrt Financial LpSell-6,688-35.6%12,096$701.00KQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Buy+3,484—3,484$202.00KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+2,595—2,595$150.46KQ2 2026Aug 14, 2026
Moneta Group Investment Advisors LlcSell-2,415-39.9%3,634$210.70KQ2 2026Aug 14, 2026
Wealth Watch Advisors, IncBuy+2,283+3.0%78,273$4.54MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcSell-905-5.3%16,038$929.88KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-340-2.2%15,259$884.72KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+17—17$986.00Q2 2026Aug 14, 2026
Ubs Group AgSell-6,536-92.5%527$30.56KQ2 2026Aug 13, 2026
Morgan StanleyBuy+40—40$2.32KQ2 2026Aug 13, 2026
Harbour Investments, Inc.Buy+29+2.7%1,123$65.11KQ2 2026Aug 12, 2026
Us Bancorp \De\Buy+2+0.2%1,226$71.08KQ2 2026Aug 12, 2026
Arax Advisory PartnersBuy+890—890$51.60KQ2 2026Aug 10, 2026
Onedigital Investment Advisors LlcBuy+3,874—3,874$224.62KQ2 2026Aug 07, 2026
Pinion Investment Advisors, LlcBuy+41,213+61.8%107,873$6.25MQ2 2026Aug 06, 2026
Gentry Private Wealth, LlcBuy+35,673+61.2%93,975$5.45MQ2 2026Aug 05, 2026
Acorn Wealth Advisors, LlcSell-2,916-35.0%5,420$314.25KQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcBuy+4,919—4,919$285.20KQ2 2026Jul 29, 2026
Kestra Private Wealth Services, LlcSell-1,204-17.1%5,847$339.01KQ2 2026Jul 28, 2026
Td Waterhouse Canada Inc.Buy+8,177+19.3%50,636$2.76MQ2 2026Jul 27, 2026
D.A. Davidson & Co.Sell-7,181-11.1%57,736$3.35MQ2 2026Jul 24, 2026
Apollon Wealth Management, LlcBuy+18,720+7.7%262,585$15.22MQ2 2026Jul 23, 2026
Pfg Investments, LlcBuy+2,640+18.1%17,215$998.13KQ2 2026Jul 23, 2026
Merit Financial Group, LlcBuy+159+1.4%11,890$689.38KQ2 2026Jul 20, 2026
Seelaus Asset Management LlcBuy+3,750—3,750$217.43KQ2 2026Jul 16, 2026
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Frequently asked questions about SPRX activity

  • Which institutional owners are buying SPRX?

    Institutional owners buying SPRX 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 SPRX activity?

    "Buy" means an investor increased their reported position in SPRX compared to the prior reporting period. This reflects growing exposure to SPEAR ALPHA ETF (SPRX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPRX increasing?

    Institutional interest in SPRX 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.