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