Who owns ISPY
Which tracked institutional funds hold ISPY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ISPY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
34 tracked funds added or opened ISPY while 15 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ISPY’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ISPY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ISPY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 119 tracked filers holding ISPY, 66 increased or opened the position and 55 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ISPY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Coral Wealth Management, LLC$5M
- IFG Advisory, LLC$587K
- Colonial River Investments, LLC$565K
Full exits 6
- HighTower Advisors, LLC$10M
- Integrated Wealth Concepts LLC$2M
- Stillwater Wealth Management Group$2M
- WEDBUSH SECURITIES INC$2M
- SG Americas Securities, LLC$1M
- Waverly Advisors, LLC$702K
Largest adds
- MORGAN STANLEY$21M
- BANK OF AMERICA CORP /DE/$14M
- Hennion & Walsh Asset Management, Inc.$7M
- LPL Financial LLC$5M
- ROYAL BANK OF CANADA$4M
- SageGuard Financial Group, LLC$2M
Largest trims
- RAYMOND JAMES FINANCIAL INC$22M
- Patriot Financial Group Insurance Agency, LLC$958K
- Pinnacle Financial Partners, Inc.$671K
- Richmond Investment Services, LLC$644K
- CIBC Bancorp USA Inc.$467K
- JANE STREET GROUP, LLC$460K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 4,527,034 | $218M | 28.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,579,691 | $76M | 9.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,517,026 | $73M | 9.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,220,228 | $59M | 7.6% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 1,047,800 | $50M | 6.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,011,351 | $49M | 6.3% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 825,879 | $40M | 5.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 709,561 | $34M | 4.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 320,220 | $15M | 2.0% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 287,723 | $14M | 1.8% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 220,274 | $11M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 185,286 | $9M | 1.2% | 2026-Q2 |
| MJP ASSOCIATES INC /ADV added | 179,938 | $9M | 1.1% | 2026-Q2 |
| Advisor OS, LLC added | 179,938 | $9M | 1.1% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 155,650 | $8M | 1.0% | 2026-Q2 |
| SageGuard Financial Group, LLC added | 152,134 | $7M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 146,321 | $7M | 0.9% | 2026-Q2 |
| PFG Investments, LLC trimmed | 123,346 | $6M | 0.8% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 105,259 | $5M | 0.7% | 2026-Q2 |
| Maridea Wealth Management LLC added | 98,144 | $5M | 0.6% | 2026-Q2 |
| Coral Wealth Management, LLC new | 95,393 | $5M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 86,498 | $4M | 0.5% | 2026-Q2 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 71,082 | $3M | 0.4% | 2026-Q2 |
| Essex Financial Services, Inc. added | 66,168 | $3M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 64,369 | $3M | 0.4% | 2026-Q2 |
| Bernardo Wealth Planning LLC added | 53,636 | $3M | 0.3% | 2026-Q2 |
| Mutual Advisors, LLC added | 46,996 | $2M | 0.3% | 2026-Q2 |
| UBS Group AG added | 43,265 | $2M | 0.3% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 41,192 | $2M | 0.3% | 2026-Q2 |
| PMG Family Office LLC added | 39,958 | $2M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 39,727 | $2M | 0.2% | 2026-Q2 |
| Pitti Group Wealth Management, LLC added | 38,921 | $2M | 0.2% | 2026-Q2 |
| Accel Wealth Management trimmed | 37,230 | $2M | 0.2% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 35,820 | $2M | 0.2% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. trimmed | 35,224 | $2M | 0.2% | 2026-Q2 |
| Creative Planning | 33,649 | $2M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 32,538 | $2M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 29,041 | $1M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 28,622 | $1M | 0.2% | 2026-Q2 |
| Wick Capital Partners, LLC added | 28,473 | $1M | 0.2% | 2026-Q2 |
| Alpine Bank Wealth Management added | 25,897 | $1M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 24,027 | $1M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 23,761 | $1M | 0.1% | 2026-Q2 |
| BKM Wealth Management, LLC trimmed | 22,359 | $1M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 19,896 | $959K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 18,466 | $890K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 18,237 | $879K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 15,576 | $751K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 15,086 | $727K | 0.1% | 2026-Q2 |
| Zhang Financial LLC | 14,900 | $718K | 0.1% | 2026-Q2 |
| BOS Asset Management, LLC | 14,295 | $689K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC | 13,800 | $665K | 0.1% | 2026-Q2 |
| Sherman Wealth Management LLC trimmed | 12,964 | $625K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC added | 12,569 | $606K | 0.1% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 12,519 | $603K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 12,179 | $587K | 0.1% | 2026-Q2 |
| Colonial River Investments, LLC new | 11,724 | $565K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 11,570 | $558K | 0.1% | 2026-Q2 |
| WOODMONT INVESTMENT COUNSEL LLC | 11,251 | $542K | 0.1% | 2026-Q2 |
| Core Wealth Advisors, Inc. added | 11,107 | $535K | 0.1% | 2026-Q2 |
| World Investment Advisors | 10,695 | $464K | 0.1% | 2026-Q2 |
| JBR Co Financial Management Inc added | 10,459 | $504K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 10,416 | $502K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 10,413 | $502K | 0.1% | 2026-Q2 |
| CAP Partners, LLC trimmed | 10,374 | $500K | 0.1% | 2026-Q2 |
| WNY Asset Management, LLC new | 9,616 | $463K | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 8,311 | $401K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors new | 8,311 | $401K | 0.1% | 2026-Q2 |
| StoneX Group Inc. new | 7,807 | $379K | 0.0% | 2026-Q2 |
| James J. Burns & Company, LLC new | 7,563 | $364K | 0.0% | 2026-Q2 |
| Signature Wealth Management Partners, LLC trimmed | 6,643 | $320K | 0.0% | 2026-Q2 |
| Richmond Investment Services, LLC trimmed | 6,578 | $317K | 0.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 6,271 | $302K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 6,189 | $298K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 6,139 | $296K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 6,125 | $295K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 5,921 | $285K | 0.0% | 2026-Q2 |
| Morse Asset Management, Inc trimmed | 5,803 | $280K | 0.0% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 5,730 | $276K | 0.0% | 2026-Q2 |
| Maia Wealth LLC trimmed | 5,293 | $255K | 0.0% | 2026-Q2 |
| &PARTNERS trimmed | 5,210 | $251K | 0.0% | 2026-Q2 |
| KKM Financial LLC trimmed | 5,171 | $249K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 5,148 | $247K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC added | 5,072 | $244K | 0.0% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC new | 5,044 | $243K | 0.0% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 5,014 | $242K | 0.0% | 2026-Q2 |
| Cornerstone Wealth Management, LLC new | 4,945 | $238K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 4,731 | $228K | 0.0% | 2026-Q2 |
| Gainplan LLC trimmed | 4,699 | $226K | 0.0% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 4,690 | $226K | 0.0% | 2026-Q2 |
| Tulsa Wealth Advisors, INC new | 4,565 | $220K | 0.0% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 4,492 | $216K | 0.0% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC new | 4,308 | $208K | 0.0% | 2026-Q2 |
| Ankerstar Wealth, LLC trimmed | 2,915 | $140K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 2,678 | $129K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 2,476 | $119K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 2,067 | $100K | 0.0% | 2026-Q2 |
| Murphy & Mullick Capital Management Corp added | 1,847 | $89K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 1,445 | $70K | 0.0% | 2026-Q2 |
| Essential Investment Partners LLC | 1,363 | $66K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.