Who Owns LISTED FD TR (SPRX)? -- Institutional Holders (2026-06-30)

55 institutions reported holding $77.1M of LISTED FD TR (SPRX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Apollon Wealth Management, LLC ($15.2M), GoalVest Advisory LLC ($14.4M), Pinion Investment Advisors, LLC ($6.3M), GENTRY PRIVATE WEALTH, LLC ($5.4M), Wealth Watch Advisors, INC ($4.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Apollon Wealth Management, LLC$15.2M262,585Added
2GoalVest Advisory LLC$14.4M248,646Added
3Pinion Investment Advisors, LLC$6.3M107,873Added
4GENTRY PRIVATE WEALTH, LLC$5.4M93,975Added
5Wealth Watch Advisors, INC$4.5M78,273Added
6HBW ADVISORY SERVICES LLC$4.3M73,550Added
7OSAIC HOLDINGS, INC.$3.9M67,990Added
8D.A. DAVIDSON & CO.$3.3M57,736Trimmed
9National Wealth Management Group, LLC$3.1M53,393Added
10TD Waterhouse Canada Inc.$2.8M50,636Added
11Kingsview Wealth Management, LLC$2.7M46,500Added
12PFG Investments, LLC$998,12617,215Added
13Royal Bank of Canada$961,00016,578Added
14Advyzon Investment Management, LLC$929,88316,038Trimmed
15SUSQUEHANNA INTERNATIONAL GROUP, LLP$884,71715,259Trimmed
16GRIFFIN ASSET MANAGEMENT, INC.$871,38115,029Hold
17FSA Advisors, Inc.$708,74812,224Added
18HRT FINANCIAL LP$701,00012,096Trimmed
19Merit Financial Group, LLC$689,38211,890Added
20CITADEL ADVISORS LLC$550,8109,500Added
21D. E. Shaw & Co., Inc.$499,4988,615New
22Prospera Financial Services Inc$481,4618,304New
23KESTRA PRIVATE WEALTH SERVICES, LLC$339,0095,847Trimmed
24Acorn Wealth Advisors, LLC$314,2525,420Trimmed
25Procyon Advisors, LLC$297,8065,136Trimmed

Source: SEC Form 13F filings · as of 2026-06-30