ISPY

Proshares S&P High Incom ETF$47.49 2.84%
UnclassifiedUSCUSIP 74347G242· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
37
+6 QoQ
13F Value (tracked)
$100.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)16 adding · 4 trimming
Insider net (180d)$0

Price & smart-money activity

$47.49 2.84%2Y +19.5%
$36.18$39.62$43.07$46.52$49.962023202420252026365141731861892110227
Hover for who · click for detailEnd-of-day closing prices52w $40.49 – $49.01
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Use ISPY data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns ISPY

This stock page is the Follow view. The Build view lets your agent query ISPY owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ISPY"
Ask your agent
Use Arkolith to show who owns ISPY,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

37 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Hennion & Walsh Asset Management, Inc.
$43.6M
1.0M
+2.8%
Added · +28K sh
Q1 2026
2Sanctuary Advisors, LLC
$13.8M
318K
+2.1%
Added · +7K sh
Q1 2026
3Steward Partners Investment Advisory, LLC
$9.7M
223K
+3.0%
Added · +6K sh
Q1 2026
4IHT Wealth Management, LLC
$5.5M
127K
New
+127K sh
Q1 2026
5Equitable Holdings, Inc.
$2.8M
61K
+34%
Added · +15K sh
Q1 2026
6Patriot Financial Group Insurance Agency, LLC
$2.7M
62K
+111%
Added · +33K sh
Q1 2026
7Essex Financial Services, Inc.
$2.6M
59K
+5.4%
Added · +3K sh
Q1 2026
8Integrated Wealth Concepts LLC
$2.2M
52K
−2.1%
Reduced · −1K sh
Q1 2026
9Mutual Advisors, LLC
$2.0M
46K
+72%
Added · +19K sh
Q1 2026
10Atria Investments, Inc
$1.6M
36K
+30%
Added · +8K sh
Q1 2026
11COLDSTREAM CAPITAL MANAGEMENT INC
$1.5M
33K
+34%
Added · +8K sh
Q1 2026
12Chicago Partners Investment Group LLC
$1.4M
30K
+41%
Added · +9K sh
Q1 2026
13Kingsview Wealth Management, LLC
$1.3M
30K
−5.5%
Reduced · −2K sh
Q1 2026
14HighPoint Advisor Group LLC
$1.0M
24K
−6.8%
Reduced · −2K sh
Q1 2026
15Pinnacle Financial Partners, Inc.
$948K
22K
+31%
Added · +5K sh
Q1 2026
16Kestra Advisory Services, LLC
$870K
20K
+5.8%
Added · +1K sh
Q1 2026
17Wealthcare Advisory Partners LLC
$783K
18K
+13%
Added · +2K sh
Q1 2026
18Waverly Advisors, LLC
$702K
16K
+14%
Added · +2K sh
Q1 2026
19NewEdge Advisors, LLC
$689K
16K
+1.4%
Added · +228 sh
Q1 2026
20Gladstone Institutional Advisory LLC
$685K
16K
New
+16K sh
Q1 2026
21Zhang Financial LLC
$646K
15K
New
+15K sh
Q1 2026
22Concurrent Investment Advisors, LLC
$598K
14K
−14%
Reduced · −2K sh
Q1 2026
23Regal Investment Advisors LLC
$526K
12K
Held
Q1 2026
24MGO ONE SEVEN LLC
$450K
10K
~0%
Added · +1 sh
Q1 2026
25SMITH CHAS P & ASSOCIATES PA CPAS
$390K
9K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
13
funds
Reduced
4
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

66 funds+62 since Q4 2023
03366Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $639.5M

Share classes

Class13F holdersValue held
BITOmc108 funds$51.7M
ISPYthis pagemc66 funds$638.8M
TDVmc50 funds$122.7M
IQQQNASDAQ 100 HIGH38 funds$162.6M
OILKMF Closed and MF Open29 funds$70.9M
SDOWULTRAPRO SRT DOW19 funds$14.8M
DIGULTRA ENERGY15 funds$5.8M
TWMULTRASHORT RUSSE14 funds$18.5M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own ISPY also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA40 funds$9.0B
ISHARES CORE S&P 500 ETFIVV40 funds$7.2B
MICROSOFT CORPMSFT40 funds$6.7B
SS SPDR S&P 500 ETF TRUST-USSPY40 funds$5.0B
ALPHABET INC-CL AGOOGL40 funds$4.3B
JOHNSON & JOHNSONJNJ40 funds$3.6B
JPMORGAN CHASE & COJPM40 funds$3.6B
BROADCOM INCAVGO40 funds$3.3B
META PLATFORMS INC-CLASS AMETA40 funds$2.7B
WALMART INCWMT40 funds$2.4B
EXXON MOBIL CORPXOM40 funds$2.4B
ELI LILLY & COLLY40 funds$2.2B

Ranked by how many of ISPY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ISPY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.