Who owns 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-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
The tracked-fund tape on SPYC is one-sided between 2026-Q1 and 2026-Q2: 7 added or opened and 1 trimmed or exited — on balance accumulating.
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 6.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.5pp 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 2026-Q1 and 2026-Q2, across 37 tracked filers holding SPYC, 22 increased or opened the position and 17 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 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 1
- Manhattan West Asset Management, LLC$657K
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$9M
- Austin Wealth Management, LLC$4M
- Integrated Wealth Concepts LLC$3M
- ENTREWEALTH, LLC$3M
- Lloyd Advisory Services, LLC.$2M
- EVOLUTION WEALTH MANAGEMENT INC.$917K
Largest trims
- AE Wealth Management LLC$1M
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 added | 679,990 | $31M | 33.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 326,617 | $15M | 16.2% | 2026-Q2 |
| ENTREWEALTH, LLC added | 252,239 | $12M | 12.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 258,822 | $12M | 12.8% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 135,675 | $6M | 6.7% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 108,823 | $5M | 5.4% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 34,274 | $2M | 1.7% | 2026-Q2 |
| Financial Enhancement Group LLC trimmed | 32,796 | $1M | 1.6% | 2026-Q2 |
| Manhattan West Asset Management, LLC new | 14,371 | $657K | 0.7% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 13,279 | $607K | 0.7% | 2026-Q2 |
| Fiduciary Alliance LLC added | 12,719 | $581K | 0.6% | 2026-Q2 |
| LPL Financial LLC added | 12,480 | $570K | 0.6% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 12,022 | $549K | 0.6% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC trimmed | 11,039 | $504K | 0.5% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 10,461 | $478K | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 7,600 | $347K | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 7,309 | $334K | 0.4% | 2026-Q2 |
| Modern Wealth Management, LLC | 5,556 | $254K | 0.3% | 2026-Q2 |
| Creative Planning new | 5,527 | $252K | 0.3% | 2026-Q2 |
| Integrated Wealth Management trimmed | 4,759 | $217K | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 4,178 | $191K | 0.2% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 3,726 | $170K | 0.2% | 2026-Q2 |
| BlackRock, Inc. | 3,132 | $143K | 0.2% | 2026-Q2 |
| IFG Advisory, LLC new | 2,307 | $105K | 0.1% | 2026-Q2 |
| Kingdom Financial Group LLC. trimmed | 1,506 | $69K | 0.1% | 2026-Q2 |
| Montgomery Financial Services LLC new | 1,304 | $60K | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 842 | $38K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 850 | $24K | 0.0% | 2026-Q2 |
| Networth Advisors, LLC trimmed | 444 | $20K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 290 | $13K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 172 | $8K | 0.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. trimmed | 140 | $6K | 0.0% | 2026-Q2 |
| Decker Retirement Planning Inc. added | 105 | $5K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 43 | $2K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 17 | $776 | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 9 | $411 | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 2 | $96 | 0.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 11,282 | $445K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Capital Group Private Client Services, Inc. new | 6,540 | $258K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 3,676 | $145K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| IFP Advisors, Inc | 35 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. new | 17 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| LifeWealth Investments, LLC trimmed | 5,698 | $244K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA | 200 | $9K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 10,668 | $457K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 6,803 | $292K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Cetera Investment Advisers new | 4,935 | $212K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Richard W. Paul & Associates, LLC | 22 | $947 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Pineridge Advisors LLC | 7 | $301 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. new | 5,572 | $230K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 1,157 | $48K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| WELLS FARGO & COMPANY/MN added | 668 | $28K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC new | 443 | $18K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC new | 207 | $9K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Global Retirement Partners, LLC new | 20 | $828 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.