Who owns SPYC (SPYC)
Which tracked institutional funds hold SPYC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPYC company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
3 tracked funds added or opened SPYC while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
SPYC’s largest tracked holder by dollar value, Austin Wealth Management, LLC, sizes it at 6.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPYC 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 2025-Q4 and 2026-Q1, across 31 tracked filers holding SPYC, 12 increased or opened the position and 18 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 SPYC between the 2025-Q4 and 2026-Q1 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 1
- Elevated Capital Advisors, LLC$509K
Largest adds
- AE Wealth Management LLC$2M
- EVOLUTION WEALTH MANAGEMENT INC.$850K
Largest trims
- Austin Wealth Management, LLC$12M
- Integrated Wealth Concepts LLC$2M
- Lloyd Advisory Services, LLC.$2M
- CWM, LLC$493K
- ENTREWEALTH, LLC$375K
- COMMONWEALTH EQUITY SERVICES, LLC$305K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Austin Wealth Management, LLC trimmed | 667,270 | $27M | 38.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 293,039 | $12M | 16.6% | 2026-Q1 |
| ENTREWEALTH, LLC added | 237,502 | $9M | 13.5% | 2026-Q1 |
| AE Wealth Management LLC added | 182,401 | $7M | 10.3% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 102,699 | $4M | 5.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 68,463 | $3M | 3.9% | 2026-Q1 |
| Financial Enhancement Group LLC trimmed | 33,791 | $1M | 2.1% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 14,519 | $573K | 0.8% | 2026-Q1 |
| Fiduciary Alliance LLC trimmed | 12,700 | $540K | 0.8% | 2026-Q1 |
| Elevated Capital Advisors, LLC new | 12,883 | $509K | 0.7% | 2026-Q1 |
| LPL Financial LLC added | 11,328 | $447K | 0.6% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 11,282 | $445K | 0.6% | 2026-Q1 |
| B.O.S.S. Retirement Advisors, LLC trimmed | 11,269 | $445K | 0.6% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 10,636 | $420K | 0.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 10,541 | $416K | 0.6% | 2026-Q1 |
| Capital Group Private Client Services, Inc. new | 6,540 | $258K | 0.4% | 2026-Q1 |
| Modern Wealth Management, LLC | 5,556 | $221K | 0.3% | 2026-Q1 |
| CWM, LLC trimmed | 3,676 | $145K | 0.2% | 2026-Q1 |
| BlackRock, Inc. | 3,132 | $124K | 0.2% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 2,558 | $101K | 0.1% | 2026-Q1 |
| Lloyd Advisory Services, LLC. trimmed | 1,630 | $64K | 0.1% | 2026-Q1 |
| Kingdom Financial Group LLC. trimmed | 1,630 | $64K | 0.1% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. trimmed | 505 | $20K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 488 | $19K | 0.0% | 2026-Q1 |
| Networth Advisors, LLC trimmed | 453 | $18K | 0.0% | 2026-Q1 |
| ASSETMARK, INC added | 134 | $5K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 42 | $2K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 35 | $1K | 0.0% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. new | 17 | $1K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 17 | $670 | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1 | $47 | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 10,668 | $457K | 0.7% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 6,803 | $292K | 0.4% | 2025-Q3 stale |
| LifeWealth Investments, LLC trimmed | 5,698 | $244K | 0.4% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 5,572 | $230K | 0.3% | 2025-Q2 stale |
| Cetera Investment Advisers new | 4,935 | $212K | 0.3% | 2025-Q3 stale |
| Integrated Wealth Management new | 4,818 | $206K | 0.3% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 1,157 | $48K | 0.1% | 2025-Q2 stale |
| WELLS FARGO & COMPANY/MN added | 668 | $28K | 0.0% | 2025-Q2 stale |
| Transce3nd, LLC new | 443 | $18K | 0.0% | 2025-Q2 stale |
| ROYAL BANK OF CANADA | 200 | $9K | 0.0% | 2025-Q4 stale |
| Park Square Financial Group, LLC new | 207 | $9K | 0.0% | 2025-Q2 stale |
| Decker Retirement Planning Inc. | 74 | $3K | 0.0% | 2025-Q3 stale |
| Richard W. Paul & Associates, LLC | 22 | $947 | 0.0% | 2025-Q3 stale |
| Global Retirement Partners, LLC new | 20 | $828 | 0.0% | 2025-Q2 stale |
| Pineridge Advisors LLC | 7 | $301 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.