EUAD — Spinnaker ETF Series Institutional Holders · Q3 2026
Who owns Spinnaker ETF Series (EUAD)? 8 institutions reported holding $974,144 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Whalen Wealth Management Inc. ($533,343), Magnolia Capital Management Ltd ($324,000), Farther Finance Advisors, LLC ($85,162).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Whalen Wealth Management Inc. | $533,343 | 12,732 | New |
| 2 | MAGNOLIA CAPITAL MANAGEMENT LTD | $324,000 | 7,745 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $85,162 | 2,033 | Trimmed |
| 4 | Roxbury Financial LLC | $27,396 | 654 | Hold |
| 5 | Investors Research Corp | $2,944 | 70 | Hold |
| 6 | Trust Co | $838 | 20 | Hold |
| 7 | TOTH FINANCIAL ADVISORY CORP | $461 | 11 | Hold |
| 8 | CX Institutional | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30