DOSSIER · 13F Holders · Q2 2026

SPINNAKER ETD SERIES

6 institutions still hold SPINNAKER ETD SERIES as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 84858T202·6 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$50M
visible holders
Holders
6
filers reporting
Concentration
98.80%
Savvy Advisors, Inc. #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported SPINNAKER ETD SERIES in Q2 2026. Savvy Advisors, Inc. leads at 98.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Savvy Advisors, Inc.
CIK 0002003633
$49M2.3M1.04%Q2 2026
02
GOLDMAN SACHS GROUP INC
CIK 0000886982
$484K22K0.00%Q2 2026
03
UBS Group AG
CIK 0001610520
$103K5K0.00%Q2 2026
04
OSAIC HOLDINGS, INC.
CIK 0001677044
$10K4730.00%Q2 2026
05
MORGAN STANLEY
CIK 0000895421
$4010.00%Q2 2026
06
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025