Who Owns TappAlpha SPY Growth & Daily Income ETF (TSPY)?Hedge Fund & Institutional Holders
Institutional Holders
19
as of Q4 2025
Total Institutional Value
$8.000161113891e+29T
% of Float Held
—
QoQ Change in Holders
+9 / -4
Price History
TSPY — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Milestone Asset Management Group, LLC | New Position | +55K | +$1.4M |
| Cloud Capital Management, LLC | New Position | +19K | +$485K |
| TUCKER ASSET MANAGEMENT LLC | New Position | +738 | +$18K |
| Root Financial Partners, LLC | New Position | +347 | +$8K |
| UBS Group AG | New Position | +20 | +$0 |
| OSAIC HOLDINGS, INC. | New Position | +1K | +$0 |
| Steward Partners Investment Advisory, LLC | New Position | +4K | +$0 |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +8K | +$0 |
| Atlantic Union Bankshares Corp | New Position | +12 | +$0 |
| WELLS FARGO & COMPANY/MN | Increased | +1 | +$-13K |
| JANE STREET GROUP, LLC | Increased | +17K | +$-531.7M |
| Integrated Wealth Concepts LLC | Increased | +1K | +$-1.5B |
| Summit Financial, LLC | Increased | +11K | +$-8.3B |
TSPY — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Triumph Capital Management | Decreased | -1K | -$1.6B |
| OLD MISSION CAPITAL LLC | Closed Position | -36K | -$913.6M |
| GTS SECURITIES LLC | Closed Position | -28K | -$728.9M |
| PIN OAK INVESTMENT ADVISORS INC | Closed Position | -50 | -$1.3M |
| Arete Wealth Advisors, LLC | Decreased | -624 | -$18K |
| SIMPLEX TRADING, LLC | Closed Position | -250 | -$6K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Summit Financial, LLC | 333,975 | $8.0M | 0.12% | Share |
| 2 | Triumph Capital Management | 63,209 | $1.6M | 0.35% | Share |
| 3 | Milestone Asset Management Group, LLC | 54,507 | $1.4M | 0.78% | Share |
| 4 | Integrated Wealth Concepts LLC | 58,598 | $1.0M | 0.01% | Share |
| 5 | Arete Wealth Advisors, LLC | 19,607 | $500K | 0.03% | Share |
| 6 | U.S. Capital Wealth Advisors, LLC | 14,200 | $362K | 0.01% | Share |
| 7 | Cloud Capital Management, LLC | 9,769 | $249K | 0.12% | Share |
| 8 | Cloud Capital Management, LLC | 9,264 | $236K | 0.11% | Share |
| 9 | TUCKER ASSET MANAGEMENT LLC | 353 | $9K | 0.00% | Share |
| 10 | TUCKER ASSET MANAGEMENT LLC | 385 | $9K | 0.00% | Share |
| 11 | Root Financial Partners, LLC | 347 | $8K | 0.00% | Share |
| 12 | JANE STREET GROUP, LLC | 37,338 | $0 | 0.00% | Share |
| 13 | WELLS FARGO & COMPANY/MN | 1 | $0 | 0.00% | Share |
| 14 | RAYMOND JAMES FINANCIAL INC | 16,100 | $0 | 0.00% | Share |
| 15 | OSAIC HOLDINGS, INC. | 1,450 | $0 | 0.00% | Share |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 8,251 | $0 | 0.00% | Share |
| 17 | UBS Group AG | 20 | $0 | 0.00% | Share |
| 18 | Steward Partners Investment Advisory, LLC | 4,320 | $0 | 0.00% | Share |
| 19 | Atlantic Union Bankshares Corp | 12 | $0 | 0.00% | Share |
TSPY Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 17 | $13.4M | +5 |
| Q3 2025 | 12 | $14.3B | +7 |
| Q2 2025 | 5 | $1.2B | +0 |
| Q1 2025 | 5 | $2.0B | +0 |
| Q4 2024 | 5 | $972.5M | +3 |
| Q3 2024 | 2 | $243.6B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 19 institutional investors hold TSPY (TappAlpha SPY Growth & Daily Income ETF). The largest holder is Summit Financial, LLC with $8.0M in shares. This quarter, 9 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own TSPY?
As of Q4 2025, 19 institutional investors report holding TSPY (TappAlpha SPY Growth & Daily Income ETF) in their 13F filings.
Who is the largest institutional holder of TSPY?
The largest institutional holder of TSPY is Summit Financial, LLC with $8.0M in shares.
Is institutional ownership of TSPY increasing or decreasing?
This quarter, 9 institutions opened new positions in TSPY and 4 closed their positions.