Spear Alpha ETF (SPRX)

CUSIP: 53656F383 | NYSE | 89 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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GoalVest Advisory LLC558,991

4.0% of portfolio$23.0M

Apollon Wealth Management, LLC261,692

0.1% of portfolio$12.6M

Pinion Investment Advisors, LLC199,403

1.7% of portfolio$9.6M

HBW Advisory Services LLC95,705

0.5% of portfolio$4.6M

National Wealth Management Group, LLC64,453

0.9% of portfolio$3.1M

D.A. Davidson & Co.59,031

0.0% of portfolio$2.8M

TD Waterhouse Canada Inc.51,997

0.0% of portfolio$2.6M

Griffin Asset Management, Inc.15,029

0.1% of portfolio$724.5K

Prospera Financial Services Inc9,747

0.0% of portfolio$358.2K

Compass Financial Management LLC7,846

0.0% of portfolio$377.6K

Kestra Private Wealth Services, LLC7,244

0.0% of portfolio$349.2K

Sigma Planning Corp5,294

0.0% of portfolio$255.2K

Acorn Wealth Advisors, LLC5,159

0.1% of portfolio$248.7K

Choreo, LLC4,800

0.0% of portfolio$231.4K

JFS Wealth Advisors, LLC872

0.0% of portfolio$42.0K

EverSource Wealth Advisors, LLC580

0.0% of portfolio$28.0K

Simplex Trading, LLC22

0.0% of portfolio$1.1K

Root Financial Partners, LLC17

0.0% of portfolio$819

				Style	Turnover	Location	Filed
GoalVest Advisory LLC	558,991	$23.0M	4.0%	ETF	Medium	New York, NY	2026-10-02
Apollon Wealth Management, LLC	261,692	$12.6M	0.1%	Growth	Low	Mount Pleasant, SC	2026-10-23
Pinion Investment Advisors, LLC	199,403	$9.6M	1.7%	ETF	Low	Wichita, KS	2026-11-04
HBW Advisory Services LLC	95,705	$4.6M	0.5%	ETF	Medium	Simi Valley, CA	2026-10-15
National Wealth Management Group, LLC	64,453	$3.1M	0.9%	ETF	Medium	Cincinnati, OH	2026-10-26
D.A. Davidson & Co.	59,031	$2.8M	0.0%	Core	Low	Great Falls, MT	2026-10-28
TD Waterhouse Canada Inc.	51,997	$2.6M	0.0%	Core	Low	Toronto, Australia	2026-10-16
Griffin Asset Management, Inc.	15,029	$724.5K	0.1%	Core	Low	New York, NY	2026-10-22
Prospera Financial Services Inc	9,747	$358.2K	0.0%	Core	Medium	Dallas, TX	2026-11-04
Compass Financial Management LLC	7,846	$377.6K	0.0%	Core	N/A	Tampa, FL	2026-10-30
Kestra Private Wealth Services, LLC	7,244	$349.2K	0.0%	Growth	Low	Austin, TX	2026-10-30
Sigma Planning Corp	5,294	$255.2K	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
Acorn Wealth Advisors, LLC	5,159	$248.7K	0.1%	ETF	Low	Grand Blanc, MI	2026-10-19
Choreo, LLC	4,800	$231.4K	0.0%	Index	Low	Rockford, IL	2026-10-28
JFS Wealth Advisors, LLC	872	$42.0K	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
EverSource Wealth Advisors, LLC	580	$28.0K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Simplex Trading, LLC	22	$1.1K	0.0%	Core	Very High	Chicago, IL	2026-11-04
Root Financial Partners, LLC	17	$819	0.0%	ETF	Medium	Encinitas, CA	2026-10-21