Among active 13F managers last quarter, 5 opened and 5 added, while 1 reduced; the largest holder to move was Summit Financial, LLC (+14%).
29 tracked 13F filers disclose a position in TSPY as of the latest SEC 13F filings, a combined $40.5M in reported value. 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Clear Street Group Inc. | 690K | $17.5M | ▲+24% Added · +135K sh | Q2 2026 | |
| 2 | Summit Financial, LLC | 401K | $10.3M | ▲+14% Added · +48K sh | Q2 2026 | |
| 3 | Chicago Partners Investment Group LLC | 98K | $2.5M | ▲+440% Added · +79K sh | Q2 2026 | |
| 4 | Integrated Wealth Concepts LLC | 83K | $2.1M | ▲+23% Added · +16K sh | Q2 2026 | |
| 5 | Triumph Capital Management | 70K | $1.8M | ▲+5.4% Added · +4K sh | Q2 2026 | |
| 6 | Milestone Asset Management Group, LLC | 59K | $1.5M | ▼−0.1% Reduced · −94 sh | Q2 2026 | |
| 7 | Arete Wealth Advisors, LLC | 44K | $1.1M | ▲+14% Added · +6K sh | Q2 2026 | |
| 8 | Sanctuary Advisors, LLC | 27K | $673K | ▲+100% Added · +13K sh | Q2 2026 | |
| 9 | Wealthcare Advisory Partners LLC | 22K | $562K | ▲+36% Added · +6K sh | Q2 2026 | |
| 10 | J. M. Brown & Associates Inc. | 17K | $425K | ▲New +17K sh | Q2 2026 | |
| 11 | Arax Advisory Partners | 15K | $381K | ▲New +15K sh | Q2 2026 | |
| 12 | U.S. Capital Wealth Advisors, LLC | 15K | $347K | ▲+5.7% Added · +807 sh | Q1 2026 | |
| 13 | Kesler, Norman & Wride, LLC | 12K | $304K | ▲New +12K sh | Q2 2026 | |
| 14 | Old Mission Capital LLC | 10K | $239K | ▲New +10K sh | Q1 2026 | |
| 15 | Kingsview Wealth Management, LLC | 10K | $251K | ▼−26% Reduced · −4K sh | Q2 2026 | |
| 16 | Steward Partners Investment Advisory, LLC | 7K | $168K | ▼−0.2% Reduced · −12 sh | Q2 2026 | |
| 17 | CWM, LLC | 5K | $118K | ▲New +5K sh | Q1 2026 | |
| 18 | Farther Finance Advisors, LLC | 5K | $106K | ▲New +5K sh | Q1 2026 | |
| 19 | Simplex Trading, LLC | 3K | $75K | ▲New +3K sh | Q1 2026 | |
| 20 | Essential Investment Partners LLC | 3K | $75K | —Held | Q2 2026 | |
| 21 | SWAN Capital LLC | 2K | $59K | ▲+142% Added · +1K sh | Q2 2026 | |
| 22 | Osaic Holdings, Inc. | 2K | $45K | ▲+34% Added · +500 sh | Q1 2026 | |
| 23 | Bank Of Montreal | 700 | $16K | ▲New +700 sh | Q1 2026 | |
| 24 | Tucker Asset Management LLC | 302 | $8K | —Held | Q2 2026 | |
| 25 | JPMorgan Chase & Co | 100 | $2K | ▲New +100 sh | 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.
Last quarter, 5 funds opened a new position in TSPY and 5 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 13 funds | $952.7M |
| Vanguard S&P 500 ETFVOO | 13 funds | $862.1M |
| Tesla IncTSLA | 13 funds | $202.4M |
| Invesco S&P 500 Equal WeightRSP | 13 funds | $173.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $1.2B |
| Apple IncAAPL | 12 funds | $1.1B |
| Invesco QQQ Trust Series 1QQQ | 12 funds | $685.6M |
| Vanguard Growth ETFVUG | 12 funds | $577.9M |
| Microsoft CorpMSFT | 12 funds | $495.6M |
| Amazon.com IncAMZN | 12 funds | $443.6M |
| Alphabet Inc-CL CGOOG | 12 funds | $314.3M |
| Berkshire Hathaway Inc-CL BBRK/B | 12 funds | $310.7M |
Ranked by how many of TSPY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TSPY.
| Class | 13F holders | Value held |
|---|---|---|
| ACVFmc | 56 funds | $39.7M |
| VSLUMF Closed and MF Open | 50 funds | $449.4M |
| FEPImc | 47 funds | $30.8M |
| MSTUT-REX 2X LONG MS | 38 funds | $14.2M |
| TSPYthis pageTAPPALPHA SPY GR | 29 funds | $40.5M |
| AIPIREX AI EQUITY PR | 23 funds | $6.3M |
| XRPRREX OSPREY XRP | 21 funds | $4.7M |
| DYFIIDX DYNAMIC FIXE | 18 funds | $58.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for TSPY
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TSPY/capital-change-brief"
Use Arkolith's capital_change_brief for TSPY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for TSPY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.