Who Owns Tappalpha SPY Growt And Daly Inc ETF (TSPY)? -- Institutional Holders (2026-03-31)

Name: Tappalpha SPY Growt And Daly Inc ETF (TSPY) Institutional Holders (2026-03-31)
Creator: ko.io

32 institutions reported holding $29.9M of Tappalpha SPY Growt And Daly Inc ETF (TSPY) in SEC 13F filings for 2026-03-31. Largest institutional holders: Clear Street Group Inc. ($12.8M), Summit Financial, LLC ($8.3M), Triumph Capital Management ($1.6M), Integrated Wealth Concepts LLC ($1.6M), Milestone Asset Management Group, LLC ($1.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Clear Street Group Inc.	$12.8M	554,049	New
2	Summit Financial, LLC	$8.3M	353,539	Added
3	Triumph Capital Management	$1.6M	66,685	Added
4	Integrated Wealth Concepts LLC	$1.6M	67,255	Added
5	Milestone Asset Management Group, LLC	$1.4M	59,091	Added
6	Arete Wealth Advisors, LLC	$895,002	38,661	Added
7	Cloud Capital Management, LLC	$553,000	23,666	Added
8	Chicago Partners Investment Group LLC	$452,392	18,074	New
9	Wealthcare Advisory Partners LLC	$376,585	16,267	New
10	U.S. Capital Wealth Advisors, LLC	$347,404	15,007	Added
11	Kingsview Wealth Management, LLC	$311,460	13,454	New
12	Sanctuary Advisors, LLC	$307,516	13,284	New
13	CITADEL ADVISORS LLC	$280,115	12,100	New
14	OLD MISSION CAPITAL LLC	$238,607	10,307	New
15	Steward Partners Investment Advisory, LLC	$153,809	6,644	Added
16	CWM, LLC	$118,407	5,115	New
17	Farther Finance Advisors, LLC	$106,371	4,581	New
18	SIMPLEX TRADING, LLC	$75,260	3,251	New
19	OSAIC HOLDINGS, INC.	$45,143	1,950	Added
20	SWAN Capital LLC	$22,178	958	New
21	PIN OAK INVESTMENT ADVISORS INC	$20,000	850	Added
22	BANK OF MONTREAL /CAN/	$16,205	700	New
23	JPMORGAN CHASE & CO	$2,276	100	New
24	UBS Group AG	$833	36	Added
25	Root Financial Partners, LLC	$741	32	Trimmed

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