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Disclosery

SPRX LISTED FDS TR

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SPEAR ALPHA ETF (fund)

42 managers (42 13F filers) reported a position in SPRX shares at 2026-03-31, 1,071,994 shares in all. 10 filers opened a position and 12 filers sold out during the quarter.

Managers
42
13F filers
42
New
10
Added
13
Reduced
14
Sold out
12
Shares held by filers
1,071,994

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC243,865$8.68M0.14%+6,77313F-HRTimelineGroup
GoalVest Advisory LLC151,953$5.41M1.06%new13F-HRTimeline
Wealth Watch Advisors, INC75,990$2.71M1.13%+2,41413F-HRTimeline
HBW ADVISORY SERVICES LLC72,515$2.58M0.27%new13F-HRTimeline
Pinion Investment Advisors, LLC66,660$2.37M0.55%new13F-HRTimeline
D.A. DAVIDSON & CO.64,917$2.31M0.01%+1,77313F-HRTimeline
GENTRY PRIVATE WEALTH, LLC58,302$2.08M1.25%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,465$1.87M<0.01%+23,13013F-HRTimelineGroup
TD Waterhouse Canada Inc.42,459$1.54M<0.01%+15,33013F-HRTimeline
National Wealth Management Group, LLC25,578$911K0.34%+5,02713F-HRTimeline
HRT FINANCIAL LP18,784$668K<0.01%-27,78213F-HRTimeline
Advyzon Investment Management, LLC16,943$603K0.05%+1,05513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,599$555K<0.01%-22,62113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,428$549K<0.01%-11,89513F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…15,081$537K0.03%-9,56013F-HRTimelineGroup
GRIFFIN ASSET MANAGEMENT, INC.15,029$535K0.06%-6,89313F-HRTimeline
PFG Investments, LLC14,575$519K0.02%+3,61513F-HRTimeline
Claris Financial LLC13,392$477K0.26%-1013F-HRTimeline
Merit Financial Group, LLC11,731$418K<0.01%+2,86513F-HRTimeline
FSA Advisors, Inc.11,667$415K0.27%+81513F-HRTimeline
Acorn Wealth Advisors, LLC8,336$297K0.09%-2,64113F-HRTimeline
UBS Group AGin group UBS Group AG7,063$251K<0.01%+6,66113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding7,051$251K+5,931Timeline
Kingsview Wealth Management, LLC6,856$244K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…6,222$221K<0.01%new13F-HRTimeline
Procyon Advisors, LLC6,110$217K0.01%-36,37913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,049$215K<0.01%-8913F-HRTimeline
Simplicity Wealth,LLC5,767$205K0.01%-7,74913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,751$205K<0.01%new13F-HRTimelineGroup
Cache Advisors, LLC2,000$71.2K0.01%new13F-HRTimeline
Parallel Advisors, LLC1,604$57.1K<0.01%-8013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\1,224$43.6K<0.01%+20013F-HRTimelineGroup
Smartleaf Asset Management LLC1,251$41.5K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,094$38.9K<0.01%+20013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…878$31.3K<0.01%-92413F-HR/ATimelineGroup
JFS WEALTH ADVISORS, LLC872$31K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.318$11.3K<0.01%-29613F-HRTimeline
VALLEY NATIONAL ADVISERS INC250$8K<0.01%013F-HRTimeline
AE Wealth Management LLC203$7.23K<0.01%-2,50713F-HRTimeline
Strategic Investment Solutions, Inc. /IL150$5.34K<0.01%013F-HRTimeline
Copia Wealth Management10$356<0.01%013F-HRTimeline
Root Financial Partners, LLC2$71<0.01%013F-HRTimeline