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Spear Alpha ETF (SPRX) Institutional Ownership

$49.36 -0.20 (-0.40%)
As of 01:06 PM Eastern

Institutional Ownership Changes (13F Filings) for Spear Alpha ETF (NASDAQ:SPRX)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$7.55M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$179.00K
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SPRX Institutional Buying and Selling by Quarter

Spear Alpha ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 GoalVest Advisory LLC248,646$14.42M2.7%+63.6%5.382%
7/9/2026 Worth Asset Management LLC4,005$232K0.1%N/A0.087%
5/18/2026 EverSource Wealth Advisors LLC878$31K0.0%-51.3%0.021%
5/6/2026FSA Advisors Inc.11,667$415K0.3%+7.5%0.278%
2/19/2026Claris Financial LLC13,402$516K0.3%N/A0.348%
2/16/2026 Arax Advisory Partners890$34K0.0%-81.0%0.023%
2/6/2026 EverSource Wealth Advisors LLC1,802$69K0.0%N/A0.047%
2/2/2026FSA Advisors Inc.10,852$418K0.1%+21.6%0.293%
1/23/2026 Fifth Third Securities Inc.24,641$949K0.1%N/A0.662%
1/5/2026 Noble Wealth Management PBC1,000$38K0.0%N/A0.027%
11/12/2025FSA Advisors Inc.8,921$344K0.3%+12.3%0.248%
8/1/2025FSA Advisors Inc.7,943$235K0.2%N/A0.391%
4/8/2025Parallel Advisors LLC1,684$33K0.0%N/A0.084%
10/15/2024NBC Securities Inc.2,000$45K0.0%N/A0.087%


SPRX Institutional Ownership - Frequently Asked Questions

During the previous two years, 10 institutional investors and hedge funds held shares of Spear Alpha ETF. The most heavily invested institutionals were GoalVest Advisory LLC ($14.42M), Fifth Third Securities Inc. ($949K), Claris Financial LLC ($516K), FSA Advisors Inc. ($415K), Worth Asset Management LLC ($232K), NBC Securities Inc. ($45K), and Noble Wealth Management PBC ($38K).Learn more on Spear Alpha ETF's institutional investors.

Of the 9 institutional investors that purchased Spear Alpha ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GoalVest Advisory LLC ($96.69K), Fifth Third Securities Inc. ($24.64K), Claris Financial LLC ($13.40K), FSA Advisors Inc. ($11.67K), Worth Asset Management LLC ($4.01K), NBC Securities Inc. ($2K), and EverSource Wealth Advisors LLC ($1.80K).

Institutional investors have bought a total of 145,267 shares in the last 24 months. This purchase volume represents approximately $7.55M in transactions.

The following institutional investors have sold Spear Alpha ETF stock in the last 24 months: Arax Advisory Partners ($3.80K), and EverSource Wealth Advisors LLC ($924.00).

Institutional investors have sold a total of 4,719 shares in the last 24 months. This volume of shares sold represents approximately $179.00K in transactions.



Institutional ownership data for NASDAQ:SPRX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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