Who Owns LISTED FDS TR (SPRX)? -- Institutional Holders (2026-03-31)

53 institutions reported holding $38.5M of LISTED FDS TR (SPRX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Apollon Wealth Management, LLC ($8.7M), GoalVest Advisory LLC ($5.4M), Wealth Watch Advisors, INC ($2.7M), HBW ADVISORY SERVICES LLC ($2.6M), Pinion Investment Advisors, LLC ($2.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Apollon Wealth Management, LLC$8.7M243,865Added
2GoalVest Advisory LLC$5.4M151,953New
3Wealth Watch Advisors, INC$2.7M75,990Added
4HBW ADVISORY SERVICES LLC$2.6M72,515New
5Pinion Investment Advisors, LLC$2.4M66,660New
6D.A. DAVIDSON & CO.$2.3M64,917Added
7GENTRY PRIVATE WEALTH, LLC$2.1M58,302New
8OSAIC HOLDINGS, INC.$1.9M52,465Added
9TD Waterhouse Canada Inc.$1.5M42,459Added
10National Wealth Management Group, LLC$910,50525,578Added
11HRT FINANCIAL LP$668,00018,784Trimmed
12Advyzon Investment Management, LLC$603,12316,943Added
13SUSQUEHANNA INTERNATIONAL GROUP, LLP$555,28115,599Trimmed
14ENVESTNET ASSET MANAGEMENT INC$549,19415,428Trimmed
15Fifth Third Securities, Inc.$536,84115,081Trimmed
16GRIFFIN ASSET MANAGEMENT, INC.$534,99015,029Trimmed
17PFG Investments, LLC$518,82914,575Added
18Claris Financial LLC$476,71813,392Trimmed
19Merit Financial Group, LLC$417,59111,731Added
20FSA Advisors, Inc.$415,31211,667Added
21Acorn Wealth Advisors, LLC$296,7388,336Trimmed
22CITADEL ADVISORS LLC$281,2187,900Trimmed
23UBS Group AG$251,4227,063Added
24KESTRA PRIVATE WEALTH SERVICES, LLC$250,9967,051New
25Kingsview Wealth Management, LLC$244,0546,856New

Source: SEC Form 13F filings · as of 2026-03-31