Who owns SSPY?
Stratified LargeCap Index ETF · Stratified
14 institutions reported holding SSPY, worth $43.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SSPY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Exchange Traded Concepts, LLC | Oklahoma City, OK | $24.4M | 251,417 | −1,050 shares |
| AQR Capital Management LLC | Greenwich, CT | $6.8M | 70,332 | +5,750 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $6.3M | 64,507 | −781 shares |
| GTS Securities LLC | New York, NY | $1.9M | 19,220 | −1,794 shares |
| Shepherd Kaplan Krochuk, LLC | Boston, MA | $1.1M | 11,509 | No change |
| United Capital Financial Advisors, LLC | Irving, TX | $726K | 7,476 | −360 shares |
| Goldman Sachs Group Inc. | New York, NY | $661K | 6,804 | +2 shares |
| PACK Private Wealth, LLC | Wayzata, MN | $596K | 6,132 | No change |
| Deutsche Bank AG\ | Frankfurt Am Main, Germany | $374K | 3,849 | No change |
| Pasadena Private Wealth, LLC | Pasadena, CA | $209K | 2,153 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SSPY?
14 institutional managers reported holding SSPY in Form 13F filings for June 30, 2026, worth $43.3M in total. The largest reported position was held by Exchange Traded Concepts, LLC, at $24.4M.
Did institutions buy or sell SSPY last quarter?
Reported 13F value rose 9.5% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SSPY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.