ETF Holders

Who owns TSPY?

US large cap

TappAlpha SPY Growth & Daily Income ETF · TappAlpha

30 institutions reported holding TSPY, worth $42.4M, in Form 13F filings for June 30, 2026.

13F holders
30
Institutional value
$42.4M
Change from prior quarter
+45.3%
+$13.2M, with price moves
New and sold-out firms
8 / 3
15 added, 5 trimmed

Top 10 institutional holders of TSPY

FirmLocationValueSharesChange
Clear Street Group Inc.New York, NY$17.5M689,516+135,467 shares
Summit Financial, LLCParsippany, NJ$10.3M401,354+47,815 shares
Chicago Partners Investment Group LLCChicago, IL$2.5M97,559+79,485 shares
Integrated Wealth Concepts LLCWaltham, MA$2.1M82,966+15,711 shares
Triumph Capital ManagementDenver, CO$1.8M70,290+3,605 shares
Milestone Asset Management Group, LLCAvon, CT$1.5M58,997−94 shares
Arete Wealth Advisors, LLCChicago, IL$1.1M44,245+5,584 shares
Farther Finance Advisors, LLCSan Francisco, CA$735K29,031+24,450 shares
Sanctuary Advisors, LLCIndianapolis, IN$673K26,593+13,309 shares
Cloud Capital Management, LLCSeattle, WA$625K24,453+787 shares
20 more firms

The full list comes with the Advisors and Institutions package.

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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 TSPY?

30 institutional managers reported holding TSPY in Form 13F filings for June 30, 2026, worth $42.4M in total. The largest reported position was held by Clear Street Group Inc., at $17.5M.

Did institutions buy or sell TSPY last quarter?

Reported 13F value rose 45.3% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 3 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 TSPY 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.