Who owns SPYX
Which tracked institutional funds hold SPYX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPYX 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 SPYX is one-sided between 2026-Q1 and 2026-Q2: 71 added or opened and 10 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
SPYX’s largest tracked holder by dollar value, Windmill Hill Asset Management Ltd, sizes it at 74.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 74.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPYX 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 257 tracked filers holding SPYX, 111 increased or opened the position and 94 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 SPYX 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 10
- AXXCESS WEALTH MANAGEMENT, LLC$3M
- Advisory Solutions Group, LLC$2M
- GLENMEDE TRUST CO NA$1M
- GTS SECURITIES LLC$977K
- Tidal Investments LLC$914K
- Tower Research Capital LLC (TRC)$883K
Full exits 6
- Betterment LLC$105M
- Cambridge Investment Research Advisors, Inc.$7M
- HighTower Advisors, LLC$3M
- Hanson & Doremus Investment Management$1M
- SENTINEL TRUST CO LBA$1M
- CWM, LLC$547K
Largest adds
- Windmill Hill Asset Management Ltd$118M
- Choate Investment Advisors$13M
- BANK OF AMERICA CORP /DE/$13M
- Bank of New York Mellon Corp$10M
- SPINNAKER TRUST$5M
- MORGAN STANLEY$5M
Largest trims
- PARTNERS CAPITAL INVESTMENT GROUP, LLP$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$483K
- Mariner, LLC$442K
- RETIREMENT INCOME SOLUTIONS, INC$251K
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 |
|---|---|---|---|---|
| Windmill Hill Asset Management Ltd added | 5,426,150 | $332M | 29.8% | 2026-Q2 |
| Choate Investment Advisors trimmed | 2,278,337 | $139M | 12.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,296,357 | $79M | 7.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,087,515 | $66M | 6.0% | 2026-Q2 |
| LPL Financial LLC added | 498,471 | $30M | 2.7% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 466,568 | $29M | 2.6% | 2026-Q2 |
| MORGAN STANLEY added | 456,721 | $28M | 2.5% | 2026-Q2 |
| SPINNAKER TRUST added | 455,027 | $28M | 2.5% | 2026-Q2 |
| Gemmer Asset Management LLC trimmed | 451,355 | $28M | 2.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 391,330 | $24M | 2.2% | 2026-Q2 |
| Allianz SE | 298,008 | $18M | 1.6% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 291,227 | $18M | 1.6% | 2026-Q2 |
| Pathstone Holdings, LLC added | 269,933 | $16M | 1.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 257,545 | $16M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 228,910 | $14M | 1.3% | 2026-Q2 |
| Mariner, LLC trimmed | 211,657 | $13M | 1.2% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ trimmed | 176,006 | $11M | 1.0% | 2026-Q2 |
| SEEDS INVESTOR LLC added | 173,168 | $11M | 1.0% | 2026-Q2 |
| RETIREMENT INCOME SOLUTIONS, INC trimmed | 164,718 | $9M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 160,095 | $10M | 0.9% | 2026-Q2 |
| Cerity Partners LLC added | 156,328 | $10M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 155,573 | $10M | 0.9% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 121,445 | $7M | 0.7% | 2026-Q2 |
| XPONANCE LLC added | 121,368 | $7M | 0.7% | 2026-Q2 |
| UBS Group AG added | 110,863 | $7M | 0.6% | 2026-Q2 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 100,831 | $6M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 99,741 | $6M | 0.5% | 2026-Q2 |
| TIFF ADVISORY SERVICES, LLC added | 88,365 | $5M | 0.5% | 2026-Q2 |
| CRUX WEALTH ADVISORS added | 85,856 | $5M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 81,215 | $5M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 78,208 | $5M | 0.4% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 70,632 | $4M | 0.4% | 2026-Q2 |
| Stonehearth Capital Management, LLC trimmed | 68,710 | $4M | 0.4% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO | 65,877 | $4M | 0.4% | 2026-Q2 |
| Milestone Investment Advisors LLC trimmed | 61,352 | $4M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 49,769 | $3M | 0.3% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 49,590 | $3M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 48,970 | $3M | 0.3% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 48,803 | $3M | 0.3% | 2026-Q2 |
| Modera Wealth Management, LLC added | 47,368 | $3M | 0.3% | 2026-Q2 |
| IMC-Chicago, LLC added | 44,848 | $3M | 0.2% | 2026-Q2 |
| AGF MANAGEMENT LTD added | 43,925 | $3M | 0.2% | 2026-Q2 |
| Oxler Private Wealth LLC added | 41,181 | $3M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 41,136 | $3M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 40,447 | $2M | 0.2% | 2026-Q2 |
| FMR LLC added | 35,258 | $2M | 0.2% | 2026-Q2 |
| PFG Advisors trimmed | 35,100 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 34,895 | $2M | 0.2% | 2026-Q2 |
| MASECO LLP | 34,150 | $2M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 33,463 | $2M | 0.2% | 2026-Q2 |
| MARINO, STRAM & ASSOCIATES LLC added | 33,028 | $2M | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 32,413 | $2M | 0.2% | 2026-Q2 |
| Fortis Capital Management LLC trimmed | 31,655 | $2M | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 31,052 | $2M | 0.2% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI | 30,200 | $2M | 0.2% | 2026-Q2 |
| Operose Advisors LLC added | 29,797 | $2M | 0.2% | 2026-Q2 |
| Boyd Wealth Management, LLC trimmed | 29,590 | $2M | 0.2% | 2026-Q2 |
| Advisory Solutions Group, LLC new | 29,288 | $2M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 28,572 | $2M | 0.2% | 2026-Q2 |
| Clear Harbor Asset Management, LLC | 27,825 | $2M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 27,474 | $2M | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC added | 27,304 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 26,215 | $2M | 0.1% | 2026-Q2 |
| PFG Investments, LLC added | 25,553 | $2M | 0.1% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co | 24,810 | $2M | 0.1% | 2026-Q2 |
| CAPITAL CITY TRUST CO/FL trimmed | 24,138 | $1M | 0.1% | 2026-Q2 |
| BRADLEY FOSTER & SARGENT INC/CT added | 21,500 | $1M | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. added | 21,481 | $1M | 0.1% | 2026-Q2 |
| WESCAP Management Group, Inc. | 21,222 | $1M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 21,202 | $1M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 20,906 | $1M | 0.1% | 2026-Q2 |
| Bell Investment Advisors, Inc added | 20,042 | $1M | 0.1% | 2026-Q2 |
| eCIO, Inc. trimmed | 19,956 | $1M | 0.1% | 2026-Q2 |
| Affinity Capital Advisors, LLC added | 19,715 | $1M | 0.1% | 2026-Q2 |
| Bragg Financial Advisors, Inc trimmed | 19,584 | $1M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 19,236 | $1M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 18,975 | $1M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 18,466 | $1M | 0.1% | 2026-Q2 |
| RED REEF ADVISORS LLC added | 18,438 | $1M | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 17,849 | $1M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 17,309 | $1M | 0.1% | 2026-Q2 |
| Johnson Financial Group, LLC trimmed | 16,922 | $1M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 16,922 | $1M | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 16,856 | $1M | 0.1% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 16,376 | $1M | 0.1% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 16,315 | $997K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 16,265 | $994K | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC new | 15,992 | $977K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 15,980 | $976K | 0.1% | 2026-Q2 |
| Bridgewater Advisors Inc. trimmed | 15,843 | $986K | 0.1% | 2026-Q2 |
| Trevian Wealth Management LLC | 15,686 | $958K | 0.1% | 2026-Q2 |
| AlTi Global, Inc. trimmed | 15,462 | $945K | 0.1% | 2026-Q2 |
| Farrow Financial, Inc. | 15,354 | $938K | 0.1% | 2026-Q2 |
| COMMERCE BANK | 15,310 | $935K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 14,888 | $922K | 0.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 14,778 | $903K | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 14,763 | $902K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 14,718 | $899K | 0.1% | 2026-Q2 |
| Tidal Investments LLC trimmed | 10,546 | $914K | 0.1% | 2026-Q2 |
| Investment Research & Advisory Group, Inc. added | 3,231 | $2M | 0.2% | 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.