Who owns SPYI (SPYI)
Which tracked institutional funds hold SPYI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPYI 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
113 tracked funds added or opened SPYI while 52 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
SPYI’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.2pp gap the other way — the median holder sizes SPYI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SPYI 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 390 tracked filers holding SPYI, 288 increased or opened the position and 99 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 SPYI 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 28
- Centurion Wealth Management LLC$10M
- Sentinel Advisory Group, LLC$7M
- SteelPeak Wealth, LLC$6M
- CHOREO, LLC$6M
- Northeast Financial Group, Inc.$6M
- Integrity Wealth Partners, LLC$6M
Full exits 15
- Foguth Wealth Management, LLC.$6M
- RENAISSANCE TECHNOLOGIES LLC$5M
- Legacy Capital Wealth Partners, LLC$4M
- Capital Advisory Group Advisory Services, LLC$4M
- Fortis Group Advisors, LLC$4M
- IFG Advisory, LLC$3M
Largest adds
- LPL Financial LLC$47M
- TWO SIGMA INVESTMENTS, LP$15M
- Farther Finance Advisors, LLC$12M
- Steward Partners Investment Advisory, LLC$10M
- HUB Investment Partners, LLC$7M
- LEE JOHNSON CAPITAL MANAGEMENT, LLC$7M
Largest trims
- Gradient Investments LLC$43M
- MML INVESTORS SERVICES, LLC$9M
- UBS Group AG$9M
- COMMONWEALTH EQUITY SERVICES, LLC$8M
- Mattson Financial Services, LLC$5M
- Brown Financial Advisors$4M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 4,301,671 | $212M | 18.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,061,491 | $52M | 4.6% | 2026-Q1 |
| Gradient Investments LLC trimmed | 1,036,407 | $51M | 4.5% | 2026-Q1 |
| UBS Group AG trimmed | 936,428 | $46M | 4.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 688,839 | $34M | 3.0% | 2026-Q1 |
| Private Advisor Group, LLC added | 600,133 | $30M | 2.6% | 2026-Q1 |
| Cetera Investment Advisers added | 536,814 | $27M | 2.4% | 2026-Q1 |
| MADDEN SECURITIES Corp added | 536,366 | $26M | 2.3% | 2026-Q1 |
| Howard Capital Management Inc. added | 525,470 | $26M | 2.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 497,249 | $25M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 460,074 | $23M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 435,538 | $22M | 1.9% | 2026-Q1 |
| Second Half Financial Partners, LLC | 404,802 | $20M | 1.8% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 381,394 | $19M | 1.7% | 2026-Q1 |
| Cascade Wealth Advisors, Inc added | 340,419 | $18M | 1.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 344,100 | $17M | 1.5% | 2026-Q1 |
| Aventura Private Wealth, LLC added | 278,178 | $14M | 1.2% | 2026-Q1 |
| URS Advisory LLC added | 268,418 | $13M | 1.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 261,973 | $13M | 1.2% | 2026-Q1 |
| Summit Financial, LLC added | 233,512 | $12M | 1.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 229,643 | $11M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 223,414 | $11M | 1.0% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 217,668 | $11M | 1.0% | 2026-Q1 |
| Centurion Wealth Management LLC new | 210,514 | $10M | 0.9% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 203,426 | $10M | 0.9% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 203,127 | $10M | 0.9% | 2026-Q1 |
| Indivisible Partners added | 184,628 | $9M | 0.8% | 2026-Q1 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC added | 178,254 | $9M | 0.8% | 2026-Q1 |
| Marshall & Sterling Wealth Advisors Inc. added | 172,485 | $9M | 0.8% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 168,328 | $8M | 0.7% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 162,833 | $8M | 0.7% | 2026-Q1 |
| Steele Capital Management, Inc. added | 161,913 | $8M | 0.7% | 2026-Q1 |
| HUB Investment Partners, LLC added | 161,834 | $8M | 0.7% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 158,074 | $8M | 0.7% | 2026-Q1 |
| Sentinel Advisory Group, LLC new | 151,804 | $7M | 0.7% | 2026-Q1 |
| Teamwork Financial Advisors, LLC trimmed | 148,370 | $7M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 146,017 | $7M | 0.6% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 145,291 | $7M | 0.6% | 2026-Q1 |
| Chung Wu Investment Group, LLC added | 142,890 | $7M | 0.6% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 137,189 | $7M | 0.6% | 2026-Q1 |
| SageGuard Financial Group, LLC trimmed | 131,192 | $6M | 0.6% | 2026-Q1 |
| RiverTree Advisors, LLC added | 127,718 | $6M | 0.6% | 2026-Q1 |
| SteelPeak Wealth, LLC new | 127,593 | $6M | 0.6% | 2026-Q1 |
| CHOREO, LLC new | 121,640 | $6M | 0.5% | 2026-Q1 |
| Northeast Financial Group, Inc. new | 118,594 | $6M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 116,510 | $6M | 0.5% | 2026-Q1 |
| Palacios Wealth Management, LLC added | 109,093 | $6M | 0.5% | 2026-Q1 |
| Integrity Wealth Partners, LLC new | 113,495 | $6M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 110,836 | $5M | 0.5% | 2026-Q1 |
| Delta Investment Management, LLC added | 109,998 | $5M | 0.5% | 2026-Q1 |
| Independence Wealth Advisors, LLC added | 106,485 | $5M | 0.5% | 2026-Q1 |
| Waverly Advisors, LLC added | 105,494 | $5M | 0.5% | 2026-Q1 |
| Belpointe Asset Management LLC added | 103,262 | $5M | 0.5% | 2026-Q1 |
| Prota Financial, LLC new | 102,584 | $5M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 97,642 | $5M | 0.4% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 96,087 | $5M | 0.4% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 95,127 | $5M | 0.4% | 2026-Q1 |
| StoneCrest Wealth Management, Inc. added | 92,949 | $5M | 0.4% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 91,134 | $4M | 0.4% | 2026-Q1 |
| Centennial Bank/AR/ added | 89,470 | $4M | 0.4% | 2026-Q1 |
| PFG Advisors added | 88,722 | $4M | 0.4% | 2026-Q1 |
| Sound Income Strategies, LLC added | 87,262 | $4M | 0.4% | 2026-Q1 |
| RFG Advisory, LLC added | 82,994 | $4M | 0.4% | 2026-Q1 |
| Massar Capital Management, LP new | 82,483 | $4M | 0.4% | 2026-Q1 |
| High Net Worth Advisory Group LLC added | 81,532 | $4M | 0.4% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 80,894 | $4M | 0.4% | 2026-Q1 |
| NFSG Corp added | 79,695 | $4M | 0.3% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 78,168 | $4M | 0.3% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 75,145 | $4M | 0.3% | 2026-Q1 |
| SG Americas Securities, LLC new | 75,000 | $4M | 0.3% | 2026-Q1 |
| Garden State Investment Advisory Services LLC added | 74,750 | $4M | 0.3% | 2026-Q1 |
| Investment Partners Asset Management, Inc. added | 72,416 | $4M | 0.3% | 2026-Q1 |
| FSA Advisors, Inc. added | 70,589 | $3M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC added | 69,333 | $3M | 0.3% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. added | 65,414 | $3M | 0.3% | 2026-Q1 |
| Sowell Financial Services LLC added | 66,837 | $3M | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 66,506 | $3M | 0.3% | 2026-Q1 |
| PFG Investments, LLC added | 66,315 | $3M | 0.3% | 2026-Q1 |
| World Investment Advisors added | 65,282 | $3M | 0.3% | 2026-Q1 |
| Owen LaRue, LLC added | 64,082 | $3M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 62,770 | $3M | 0.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 63,118 | $3M | 0.3% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC added | 62,687 | $3M | 0.3% | 2026-Q1 |
| Arete Wealth Advisors, LLC added | 62,516 | $3M | 0.3% | 2026-Q1 |
| Gainplan LLC added | 62,113 | $3M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 60,071 | $3M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 59,461 | $3M | 0.3% | 2026-Q1 |
| Triumph Capital Management added | 59,174 | $3M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 54,547 | $3M | 0.3% | 2026-Q1 |
| UNIQUE WEALTH, LLC added | 57,229 | $3M | 0.3% | 2026-Q1 |
| Foguth Wealth Management, LLC. added | 118,184 | $6M | 0.6% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 97,300 | $5M | 0.5% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP trimmed | 89,408 | $5M | 0.4% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 83,492 | $4M | 0.4% | 2025-Q3 stale |
| American Alpha Advisors, LLC new | 88,596 | $4M | 0.4% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC added | 84,505 | $4M | 0.4% | 2025-Q1 stale |
| Legacy Capital Wealth Partners, LLC added | 76,078 | $4M | 0.4% | 2025-Q4 stale |
| Capital Advisory Group Advisory Services, LLC added | 74,828 | $4M | 0.3% | 2025-Q4 stale |
| Fortis Group Advisors, LLC added | 72,179 | $4M | 0.3% | 2025-Q4 stale |
| IFG Advisory, LLC trimmed | 65,720 | $3M | 0.3% | 2025-Q4 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.