Who owns TappAlpha SPY Growth & Daily Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TSPY from SEC Form 13F filings across 30 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 30 institutions disclosed 1.7M shares of TappAlpha SPY Growth & Daily Income ETF worth $42.4M — about 35.6% of shares outstanding; the largest disclosed holder is Clear Street Group Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
30
13F holders
$42.4M
value, 2026 filers
35.6%
of shares outstanding (1.7M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TSPY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Clear Street Group Inc. | 689,516 | $17.5M | 0.0% | 14.7% | +24.5% |
| 2 | Summit Financial, LLC | 401,354 | $10.3M | 0.1% | 8.5% | +13.5% |
| 3 | Chicago Partners Investment Group LLC | 97,559 | $2.5M | 0.0% | 2.1% | +439.8% |
| 4 | Integrated Wealth Concepts LLC | 82,965 | $2.1M | 0.0% | 1.8% | +23.4% |
| 5 | Triumph Capital Management | 70,290 | $1.8M | 0.3% | 1.5% | +5.4% |
| 6 | Milestone Asset Management Group, LLC | 58,997 | $1.5M | 0.8% | 1.3% | -0.2% |
| 7 | Arete Wealth Advisors, LLC | 44,245 | $1.1M | 0.1% | 0.9% | +14.4% |
| 8 | Farther Finance Advisors, LLC | 29,031 | $735,065 | 0.0% | 0.6% | +533.7% |
| 9 | Sanctuary Advisors, LLC | 26,593 | $673,335 | 0.0% | 0.6% | +100.2% |
| 10 | Cloud Capital Management, LLC | 24,453 | $625,000 | 0.2% | 0.5% | +3.3% |
| 11 | Focus Partners WealthNEW | 23,130 | $585,652 | 0.0% | 0.5% | new |
| 12 | Wealthcare Advisory Partners LLC | 22,187 | $561,782 | 0.0% | 0.5% | +36.4% |
| 13 | J. M. Brown & Associates Inc.NEW | 16,766 | $424,508 | 0.2% | 0.4% | new |
| 14 | Arax Advisory PartnersNEW | 15,035 | $380,693 | 0.0% | 0.3% | new |
| 15 | Kesler, Norman & Wride, LLCNEW | 12,005 | $303,955 | 0.0% | 0.3% | new |
| 16 | OLD MISSION CAPITAL LLC | 11,207 | $283,761 | 0.0% | 0.2% | +8.7% |
| 17 | Kingsview Wealth Management, LLC | 9,913 | $250,997 | 0.0% | 0.2% | -26.3% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 8,839 | $223,803 | 0.0% | 0.2% | new |
| 19 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 8,251 | $208,920 | 0.0% | 0.2% | new |
| 20 | Steward Partners Investment Advisory, LLC | 6,632 | $167,922 | 0.0% | 0.1% | -0.2% |
| 21 | Essential Investment Partners LLCNEW | 2,966 | $75,094 | 0.1% | 0.1% | new |
| 22 | SWAN Capital LLC | 2,316 | $58,641 | 0.0% | 0% | +141.8% |
| 23 | PIN OAK INVESTMENT ADVISORS INC | 2,273 | $58,000 | 0.0% | 0% | +167.4% |
| 24 | OSAIC HOLDINGS, INC. | 2,250 | $56,970 | 0.0% | 0% | +15.4% |
| 25 | BANK OF MONTREAL /CAN/ | 700 | $17,724 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.