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Tappalpha SPY G and D in ETF (TSPY)

CUSIP: 26923N553 | NYSE | 45 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Chicago Partners Investment Group LLC113,705
0.1% of portfolio›$2.8M
Triumph Capital Management71,341
0.3% of portfolio›$1.8M
Milestone Asset Management Group, LLC58,296
0.7% of portfolio›$1.5M
Farther Finance Advisors, LLC52,503
0.0% of portfolio›$1.3M
Arete Wealth Advisors, LLC48,039
0.1% of portfolio›$1.2M
Kesler, Norman & Wride, LLC24,280
0.1% of portfolio›$615.5K
Wealthcare Advisory Partners LLC23,270
0.0% of portfolio›$589.9K
Compass Financial Management LLC19,746
0.1% of portfolio›$500.6K
Essential Investment Partners LLC3,966
0.1% of portfolio›$100.5K
Bank of Montreal700
0.0% of portfolio›$17.7K
TD Waterhouse Canada Inc.312
0.0% of portfolio›$7.9K
GK Wealth Management LLC120
0.0% of portfolio›$3.0K
Provenance Wealth Advisors, LLC110
0.0% of portfolio›$2.8K
StyleTurnoverLocationFiled
Chicago Partners Investment Group LLC
113,705$2.8M0.1%CoreLowChicago, IL2026-10-27
Triumph Capital Management
71,341$1.8M0.3%ETFMediumDenver, CO2026-10-14
Milestone Asset Management Group, LLC
58,296$1.5M0.7%ETFVery LowAvon, CT2026-10-20
Farther Finance Advisors, LLC
52,503$1.3M0.0%IndexLowSan Francisco, CA2026-10-08
Arete Wealth Advisors, LLC
48,039$1.2M0.1%CoreMediumChicago, IL2026-11-09
Kesler, Norman & Wride, LLC
24,280$615.5K0.1%CoreMediumOgden, UT2026-11-06
Wealthcare Advisory Partners LLC
23,270$589.9K0.0%ETFLowWest Chester, PA2026-10-21
Compass Financial Management LLC
19,746$500.6K0.1%CoreN/ATampa, FL2026-10-30
Essential Investment Partners LLC
3,966$100.5K0.1%CoreLowEnglewood, CO2026-10-27
Bank of Montreal
700$17.7K0.0%CoreMediumToronto, Australia2026-11-09
TD Waterhouse Canada Inc.
312$7.9K0.0%CoreLowToronto, Australia2026-10-16
GK Wealth Management LLC
120$3.0K0.0%GARPVery HighReno, NV2026-10-09
Provenance Wealth Advisors, LLC
110$2.8K0.0%ETFLowFort Lauderdale, FL2026-10-30