Spear Alpha ETF (SPRX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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GoalVest Advisory LLC

INCREASED

Shares558,991 from 248,646

Change+310,345 (+125%)

Value$23.0M (+$8.6M)

Filed 2026-10-02

Apollon Wealth Management, LLC

DECREASED

Shares261,692 from 262,585

Change-893 (0%)

Value$12.6M (-$2.6M)

Filed 2026-10-23

Pinion Investment Advisors, LLC

INCREASED

Shares199,403 from 107,873

Change+91,530 (+85%)

Value$9.6M (+$3.4M)

Filed 2026-11-04

HBW Advisory Services LLC

INCREASED

Shares95,705 from 73,550

Change+22,155 (+30%)

Value$4.6M (+$348.9K)

Filed 2026-10-15

National Wealth Management Group, LLC

INCREASED

Shares64,453 from 53,393

Change+11,060 (+21%)

Value$3.1M (+$11.2K)

Filed 2026-10-26

D.A. Davidson & Co.

INCREASED

Shares59,031 from 57,736

Change+1,295 (+2%)

Value$2.8M (-$502.0K)

Filed 2026-10-28

TD Waterhouse Canada Inc.

INCREASED

Shares51,997 from 50,636

Change+1,361 (+3%)

Value$2.6M (-$175.7K)

Filed 2026-10-16

Griffin Asset Management, Inc.

UNCHANGED

Shares15,029 from 15,029

Change0 (0%)

Value$724.5K (-$146.9K)

Filed 2026-10-22

Prospera Financial Services Inc

INCREASED

Shares9,747 from 8,304

Change+1,443 (+17%)

Value$358.2K (-$123.3K)

Filed 2026-11-04

Compass Financial Management LLC

NEW

Shares7,846

Change+7,846

Value$377.6K

Filed 2026-10-30

Kestra Private Wealth Services, LLC

INCREASED

Shares7,244 from 5,847

Change+1,397 (+24%)

Value$349.2K (+$10.2K)

Filed 2026-10-30

Sigma Planning Corp

NEW

Shares5,294

Change+5,294

Value$255.2K

Filed 2026-10-23

Acorn Wealth Advisors, LLC

DECREASED

Shares5,159 from 5,420

Change-261 (-5%)

Value$248.7K (-$65.6K)

Filed 2026-10-19

Choreo, LLC

NEW

Shares4,800

Change+4,800

Value$231.4K

Filed 2026-10-28

US Bancorp \de\

UNCHANGED

Shares1,226 from 1,226

Change0 (0%)

Value$59.1K (-$12.0K)

Filed 2026-11-05

JFS Wealth Advisors, LLC

UNCHANGED

Shares872 from 872

Change0 (0%)

Value$42.0K (-$8.5K)

Filed 2026-11-03

EverSource Wealth Advisors, LLC

INCREASED

Shares580 from 324

Change+256 (+79%)

Value$28.0K (+$9.2K)

Filed 2026-11-04

Simplex Trading, LLC

NEW

Shares22

Change+22

Value$1.1K

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares17

Change+17

Value$819

Filed 2026-10-21

Procyon Advisors, LLC

CLOSED

Shares0 from 5,136

Change-5,136 (-100%)

Value$0 (-$297.8K)

Filed 2026-10-21

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 4,919

Change-4,919 (-100%)

Value$0 (-$285.2K)

Filed 2026-11-02

Worth Asset Management, LLC

CLOSED

Shares0 from 4,005

Change-4,005 (-100%)

Value$0 (-$232.2K)

Filed 2026-10-07

Seelaus Asset Management LLC

CLOSED

Shares0 from 3,750

Change-3,750 (-100%)

Value$0 (-$217.4K)

Filed 2026-10-14

Abound Wealth Management

CLOSED

Shares0 from 96

Change-96 (-100%)

Value$0 (-$5.6K)

Filed 2026-10-26

Gentry Private Wealth, LLC

N/A

Shares— from 93,975

Change-93,975 (-100%)

Value—

Wealth Watch Advisors, Inc

N/A

Shares— from 78,273

Change-78,273 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 67,990

Change-67,990 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 46,500

Change-46,500 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 17,215

Change-17,215 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 16,578

Change-16,578 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 16,038

Change-16,038 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 15,259

Change-15,259 (-100%)

Value—

FSA Advisors, Inc.

N/A

Shares— from 12,224

Change-12,224 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 12,096

Change-12,096 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 11,890

Change-11,890 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 8,615

Change-8,615 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 3,874

Change-3,874 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 3,634

Change-3,634 (-100%)

Value—

Per Stirling Capital Management, Llc.

N/A

Shares— from 3,484

Change-3,484 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 2,595

Change-2,595 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,251

Change-1,251 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,123

Change-1,123 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 890

Change-890 (-100%)

Value—

UBS Group AG

N/A

Shares— from 527

Change-527 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 368

Change-368 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 318

Change-318 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 40

Change-40 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 17

Change-17 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
GoalVest Advisory LLC	INCREASED	558,991	248,646	+310,345	+125%	$14.4M	$23.0M	+$8.6M	2026-10-02
Apollon Wealth Management, LLC	DECREASED	261,692	262,585	-893	0%	$15.2M	$12.6M	-$2.6M	2026-10-23
Pinion Investment Advisors, LLC	INCREASED	199,403	107,873	+91,530	+85%	$6.3M	$9.6M	+$3.4M	2026-11-04
HBW Advisory Services LLC	INCREASED	95,705	73,550	+22,155	+30%	$4.3M	$4.6M	+$348.9K	2026-10-15
National Wealth Management Group, LLC	INCREASED	64,453	53,393	+11,060	+21%	$3.1M	$3.1M	+$11.2K	2026-10-26
D.A. Davidson & Co.	INCREASED	59,031	57,736	+1,295	+2%	$3.3M	$2.8M	-$502.0K	2026-10-28
TD Waterhouse Canada Inc.	INCREASED	51,997	50,636	+1,361	+3%	$2.8M	$2.6M	-$175.7K	2026-10-16
Griffin Asset Management, Inc.	UNCHANGED	15,029	15,029	0	0%	$871.4K	$724.5K	-$146.9K	2026-10-22
Prospera Financial Services Inc	INCREASED	9,747	8,304	+1,443	+17%	$481.5K	$358.2K	-$123.3K	2026-11-04
Compass Financial Management LLC	NEW	7,846	—	+7,846	—	—	$377.6K	—	2026-10-30
Kestra Private Wealth Services, LLC	INCREASED	7,244	5,847	+1,397	+24%	$339.0K	$349.2K	+$10.2K	2026-10-30
Sigma Planning Corp	NEW	5,294	—	+5,294	—	—	$255.2K	—	2026-10-23
Acorn Wealth Advisors, LLC	DECREASED	5,159	5,420	-261	-5%	$314.3K	$248.7K	-$65.6K	2026-10-19
Choreo, LLC	NEW	4,800	—	+4,800	—	—	$231.4K	—	2026-10-28
US Bancorp \de\	UNCHANGED	1,226	1,226	0	0%	$71.1K	$59.1K	-$12.0K	2026-11-05
JFS Wealth Advisors, LLC	UNCHANGED	872	872	0	0%	$50.6K	$42.0K	-$8.5K	2026-11-03
EverSource Wealth Advisors, LLC	INCREASED	580	324	+256	+79%	$18.8K	$28.0K	+$9.2K	2026-11-04
Simplex Trading, LLC	NEW	22	—	+22	—	—	$1.1K	—	2026-11-04
Root Financial Partners, LLC	NEW	17	—	+17	—	—	$819	—	2026-10-21
Procyon Advisors, LLC	CLOSED	0	5,136	-5,136	-100%	$297.8K	$0	-$297.8K	2026-10-21
Commonwealth Equity Services, LLC	CLOSED	0	4,919	-4,919	-100%	$285.2K	$0	-$285.2K	2026-11-02
Worth Asset Management, LLC	CLOSED	0	4,005	-4,005	-100%	$232.2K	$0	-$232.2K	2026-10-07
Seelaus Asset Management LLC	CLOSED	0	3,750	-3,750	-100%	$217.4K	$0	-$217.4K	2026-10-14
Abound Wealth Management	CLOSED	0	96	-96	-100%	$5.6K	$0	-$5.6K	2026-10-26
Gentry Private Wealth, LLC	N/A	—	93,975	-93,975	-100%	$5.4M	—	—	—
Wealth Watch Advisors, Inc	N/A	—	78,273	-78,273	-100%	$4.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	67,990	-67,990	-100%	$3.9M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	46,500	-46,500	-100%	$2.7M	—	—	—
PFG Investments, LLC	N/A	—	17,215	-17,215	-100%	$998.1K	—	—	—
Royal Bank of Canada	N/A	—	16,578	-16,578	-100%	$961.0K	—	—	—
Advyzon Investment Management, LLC	N/A	—	16,038	-16,038	-100%	$929.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	15,259	-15,259	-100%	$884.7K	—	—	—
FSA Advisors, Inc.	N/A	—	12,224	-12,224	-100%	$708.7K	—	—	—
HRT Financial LP	N/A	—	12,096	-12,096	-100%	$701.0K	—	—	—
Merit Financial Group, LLC	N/A	—	11,890	-11,890	-100%	$689.4K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	8,615	-8,615	-100%	$499.5K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	3,874	-3,874	-100%	$224.6K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	3,634	-3,634	-100%	$210.7K	—	—	—
Per Stirling Capital Management, Llc.	N/A	—	3,484	-3,484	-100%	$202.0K	—	—	—
Qube Research & Technologies Ltd	N/A	—	2,595	-2,595	-100%	$150.5K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,251	-1,251	-100%	$70.1K	—	—	—
Harbour Investments, Inc.	N/A	—	1,123	-1,123	-100%	$65.1K	—	—	—
Arax Advisory Partners	N/A	—	890	-890	-100%	$51.6K	—	—	—
UBS Group AG	N/A	—	527	-527	-100%	$30.6K	—	—	—
BFC Planning, Inc.	N/A	—	368	-368	-100%	$21.3K	—	—	—
Geneos Wealth Management Inc.	N/A	—	318	-318	-100%	$18.4K	—	—	—
Morgan Stanley	N/A	—	40	-40	-100%	$2.3K	—	—	—
Wells Fargo & Company	N/A	—	17	-17	-100%	$986	—	—	—
Copia Wealth Management	N/A	—	10	-10	-100%	$580	—	—	—

Showing 49 of 49 institutions