TSPY

Tappalpha S&p 500 Gr & Di-us

+$13.9M

Net Activity

Institutions Holding

29

Popularity Rank

#7366

Avg Weight

0.06%

Total Value

$30.0M

Ownership Trend

29 institutions currently hold TSPY, with 26 net buyers and 5 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

5

Net Buying Institutions

26

Key Holders

Key Holders

Top 5 by Value

CS
Clear Street Group Inc.
$12.8M
SF
Summit Financial, LLC
$8.3M
TC
Triumph Capital Management
$1.6M
IW
Integrated Wealth Concepts LLC
$1.6M
MA
Milestone Asset Management Group, LLC
$1.4M

Top 5 by Conviction

MA
Milestone Asset Management Group, LLC
0.80%
TC
Triumph Capital Management
0.32%
CC
Cloud Capital Management, LLC
0.24%
SF
Summit Financial, LLC
0.11%
AW
Arete Wealth Advisors, LLC
0.07%
View all 29 holding institutions

Quarterly Activity

Recent Activity

+$29.9M

Total Buy Value

$1.6M

Total Sell Value

New buy15
Trim1
Add11
Sold out4

26

Net Buyers

5

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding TAPPALPHA S&P 500 GR & DI-US (TSPY)?
Major stakeholders currently include Clear Street Group Inc. ($12.8M), Summit Financial, LLC ($8.3M), Triumph Capital Management ($1.6M). Based on the latest 13F filings, there are a total of 29 tracked investment funds and institutions maintaining positions in TSPY.
What is the overall institutional sentiment toward TSPY recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $13.9M, driven by 26 managers accumulating shares while 5 reduced their exposure.
Which institutions have been selling or reducing their TSPY positions?
In the latest period, 1 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $1.6M.
Are there any notable investors adding TSPY to their portfolios?
Yes, buying activity remains notable. 15 institutions opened new positions in {ticker}, and 11 existing holders added to their shares. The total reported buy value for the quarter amounted to $29.9M.

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