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TSPY ETF OPPORTUNITIES TRUST

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TAPPALPHA S&P (fund)

29 managers (29 13F filers) reported a position in TSPY shares at 2026-03-31, 1,276,827 shares in all. 15 filers opened a position and 4 filers sold out during the quarter.

Managers
29
13F filers
29
New
15
Added
11
Reduced
2
Sold out
4
Shares held by filers
1,276,827

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
Clear Street Group Inc.in group Clear Street Group Inc.554,049$12.8M0.07%new13F-HRTimelineGroup
Summit Financial, LLC353,539$8.28M0.11%+19,56413F-HRTimeline
Triumph Capital Management66,685$1.56M0.32%+3,47613F-HRTimeline
Integrated Wealth Concepts LLC67,255$1.56M0.01%+8,65713F-HRTimeline
Milestone Asset Management Group, LLC59,091$1.37M0.8%+4,58413F-HRTimeline
Arete Wealth Advisors, LLC38,661$895K0.07%+19,05413F-HR/ATimeline
Cloud Capital Management, LLC23,666$553K0.24%+4,63313F-HRTimeline
Chicago Partners Investment Group LLC18,074$452K0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …16,267$377K0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC15,007$347K0.01%+80713F-HRTimeline
Kingsview Wealth Management, LLC13,454$311K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC13,284$308K<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC10,307$239K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…6,644$154K<0.01%+2,32413F-HRTimeline
CWM, LLCin group CWM, LLC5,115$118K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC4,581$106K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC3,251$75.3K<0.01%new13F-HRTimeline
Essential Investment Partners LLC2,966$68.7K0.06%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,950$45.1K<0.01%+50013F-HRTimelineGroup
SWAN Capital LLC958$22.2K0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC850$20K0.01%+10013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/700$16.2K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC302$6.99K<0.01%-8313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO100$2.28K<0.01%new13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG36$833<0.01%+1613F-HRTimelineGroup
Root Financial Partners, LLC32$741<0.01%-31513F-HRTimeline
AE Wealth Management LLC1$31<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$24<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$16<0.01%013F-HR/ATimelineGroup