Who owns SPINNAKER ETF SERIES?

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Analyze quarterly positions in Spinnaker Etf Series with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Spinnaker Etf Series stock

Who bought or sold SPINNAKER ETF SERIES this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Bank Of Montreal 859k $37M 100% Jun 2025
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CacheTech 353k $17M -18% Sep 2025
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Adams Wealth Management 341k $16M -19% Sep 2025
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Royal Bank of Canada 286k $13M 22% Sep 2025
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Patten & Patten 233k $11M 30% Sep 2025
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Commonwealth Equity Services 222k $10M 2% Sep 2025
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PFG Advisors 200k $9.4M 100% Sep 2025
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MYDA Advisors 200k $9.4M 233% Sep 2025
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CastleArk Management 147k $6.9M 0% Sep 2025
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CI Private Wealth 135k $6.3M 606% Sep 2025
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bLong Financial 108k $5.0M -2% Sep 2025
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Ethos Financial Group 107k $5.0M 2% Sep 2025
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Janney Montgomery Scott 92k $4.3M 100% Sep 2025
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CIBC World Markets 90k $4.2M -13% Sep 2025
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National Bank Of Canada /fi/ 84k $4.0M 15% Sep 2025
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Sharpepoint 84k $4.0M 47% Sep 2025
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Marshall Wace 84k $3.9M -36% Sep 2025
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Bnp Paribas Arbitrage, Snc 74k $3.5M 100% Sep 2025
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David R. Rahn Inc. dba Avalon Capital Management 65k $3.0M -19% Sep 2025
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Viewpoint Investment Partners Corp 62k $2.7M 0% Sep 2025
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J.w. Cole Advisors 62k $2.9M 106% Sep 2025
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Principal Securities 59k $2.8M 4% Sep 2025
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UBS Group 56k $2.7M -71% Sep 2025
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Loomis, Sayles and 56k $2.6M 78% Sep 2025
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Northeast Financial Consultants 51k $2.2M 100% Jun 2025
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James Investment Research 50k $2.3M -2% Sep 2025
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Steward Partners Investment Advisory 48k $2.3M 257% Sep 2025
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Federation des caisses Desjardins du Quebec 47k $2.2M 780% Sep 2025
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Puplava Financial Services 46k $2.2M 2% Sep 2025
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Cambridge Investment Research Advisors 46k $2.2M -29% Sep 2025
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Citadel Advisors 44k $2.1M -6% Sep 2025
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Oppenheimer & Co 44k $2.1M 7% Sep 2025
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Park Avenue Securities 41k $1.9M 100% Sep 2025
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Bluesphere Advisors 41k $1.9M 34% Sep 2025
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BCJ Capital Management 41k $1.9M 100% Sep 2025
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Custom Index Systems 39k $1.9M 92% Sep 2025
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Scarborough Advisors 39k $1.7M 191% Jun 2025
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Herbst Group 37k $1.7M -35% Sep 2025
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Bright Futures Wealth Management 35k $1.6M 8% Sep 2025
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Branch Banking & Trust Company 35k $1.6M 293% Sep 2025
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Cetera Investment Advisers 34k $1.6M -95% Sep 2025
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Raymond James Financial 32k $1.5M 33% Sep 2025
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Envestnet Asset Management 32k $1.5M 9% Sep 2025
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HWG Holdings 31k $1.5M 0% Sep 2025
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Morgan Stanley 31k $1.3M 100% Jun 2025
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WCG Wealth Advisors 30k $1.4M 2% Sep 2025
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Semmax Financial Advisors 29k $1.2M 100% Jun 2025
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Town & Country Bank & Trust CO dba First Bankers Trust 28k $1.3M 100% Sep 2025
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Citizens Financial Group 26k $1.2M -9% Sep 2025
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Terra Nova Asset Management 25k $1.2M 12% Sep 2025
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Wolverine Trading 24k $1.1M -12% Sep 2025
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Advisory Services Network 24k $1.1M -27% Sep 2025
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Belvedere Trading 22k $1.0M -9% Sep 2025
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Laurel Wealth Advisors 20k $950k 18% Sep 2025
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Advisory Alpha 18k $848k 225% Sep 2025
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Y-Intercept 18k $820k 100% Sep 2025
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Empowered Funds 17k $802k -45% Sep 2025
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Scotia Capital 17k $783k 26% Sep 2025
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Creative Planning 16k $755k 63% Sep 2025
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Dynamic Advisors Solutions 16k $733k 1% Sep 2025
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NVWM 16k $729k 100% Sep 2025
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Intl Fcstone 15k $722k 100% Sep 2025
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Raab & Moskowitz Asset Management 15k $712k 0% Sep 2025
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Per Stirling Capital Management 15k $687k -47% Sep 2025
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HighTower Advisors 13k $626k 13% Sep 2025
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Stifel Financial 13k $611k 79% Sep 2025
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AlTi Global 12k $575k 0% Sep 2025
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Cresset Asset Management 12k $564k 4% Sep 2025
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Renaissance Technologies 12k $540k -90% Sep 2025
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Jane Street 11k $531k -81% Sep 2025
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Spinnaker Investment Group 11k $514k 24% Sep 2025
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Captrust Financial Advisors 11k $513k 36% Sep 2025
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HPM Partners 11k $503k -42% Sep 2025
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3EDGE Asset Management 11k $493k -78% Sep 2025
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Belpointe Asset Management 11k $492k 8% Sep 2025
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Northern Trust 10k $470k -2% Sep 2025
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Financial Security Advisor 9.2k $430k 100% Sep 2025
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Primoris Wealth Advisors 9.0k $422k -87% Sep 2025
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D. E. Shaw & Co 8.9k $420k -69% Sep 2025
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Foresight Capital Management Advisors 8.7k $409k 6% Sep 2025
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Pensionmark Financial Group 8.7k $408k -34% Sep 2025
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Joseph P. Lucia & Associates 8.4k $396k 100% Sep 2025
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Werba Rubin Papier Wealth Management 8.4k $394k 5% Sep 2025
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IFP Advisors 8.4k $393k 28% Sep 2025
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Barometer Capital Management 7.9k $371k -39% Sep 2025
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Goss Wealth Management 7.7k $362k -5% Sep 2025
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Kestra Advisory Services 7.5k $354k 100% Sep 2025
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Nelson, Van Denburg & Campbell Wealth Management 7.3k $341k -6% Sep 2025
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Wiley Bros.-aintree Capital 7.3k $341k 0% Sep 2025
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Magnolia Capital Management 7.2k $340k 0% Sep 2025
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JTC Employer Solutions Trustee 7.1k $331k 0% Sep 2025
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JT Stratford 6.8k $320k 14% Sep 2025
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Atlantic Trust 6.8k $318k 0% Sep 2025
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Parallel Advisors 6.7k $316k 100% Sep 2025
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Ssa Swiss Advisors 6.5k $306k 273% Sep 2025
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Gts Securities 6.5k $306k 100% Sep 2025
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Spire Wealth Management 6.1k $288k 36% Sep 2025
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Hilltop Holdings 6.1k $286k 4% Sep 2025
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Massey, Quick & Co 6.0k $282k 0% Sep 2025
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GenTrust 5.9k $279k -1% Sep 2025
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Pnc Financial Services 5.9k $277k 136% Sep 2025
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Concurrent Investment Advisors 5.5k $257k 100% Sep 2025
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Dearborn Partners 5.5k $256k 0% Sep 2025
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We Are One Seven 5.4k $254k 100% Sep 2025
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J. Safra Sarasin Holding 5.4k $249k 100% Sep 2025
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Enclave Advisors 5.3k $250k 100% Sep 2025
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Obsidian Personal Planning Solutions 5.2k $232k 100% Sep 2025
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Landaas & Co 5.2k $246k 100% Sep 2025
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Johnson Investment Counsel 5.0k $233k 0% Sep 2025
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Balboa Wealth Partners 5.0k $233k 100% Sep 2025
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Precedent Wealth Partners 4.9k $229k 100% Sep 2025
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LVW Advisors 4.7k $223k 100% Sep 2025
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Clear Creek Financial Management 4.6k $218k 100% Sep 2025
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Us Bancorp 3.6k $171k 100% Sep 2025
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TD Waterhouse Canada 3.5k $165k 6% Sep 2025
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Glassman Wealth Services 3.1k $148k 26% Sep 2025
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Ameritas Advisory Services 2.6k $123k 100% Sep 2025
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Activest Wealth Management 2.3k $107k 95% Sep 2025
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Advisor Group Holdings 2.3k $107k 44% Sep 2025
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Capital Analysts 2.0k $92k 0% Sep 2025
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NBT Bank 1.4k $66k 0% Sep 2025
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D. J. St. Germain 1.3k $62k 0% Sep 2025
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Central Trust & Investment 1.3k $60k 0% Sep 2025
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Farther Finance Advisors 1.3k $59k 83% Sep 2025
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ORG Partners 1.1k $51k -95% Sep 2025
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Y.D. More Investments 1.0k $46k 0% Sep 2025
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Harbour Investments 935.00 $44k 0% Sep 2025
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Heritage Wealth Advisors 841.00 $40k 0% Sep 2025
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Northwestern Mutual Wealth Management Company 697.00 $33k 476% Sep 2025
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Strategic Advocates 672.00 $32k 100% Sep 2025
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Financial Freedom 579.00 $27k 0% Sep 2025
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Rockefeller Capital Management 450.00 $21k 100% Sep 2025
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Union Bankshares 375.00 $18k -35% Sep 2025
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SRS Capital Advisors 324.00 $15k 100% Sep 2025
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Bank Of Oklahoma National Association / 300.00 $14k 0% Sep 2025
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Barclays 300.00 $14k -87% Sep 2025
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CWM 300.00 $14k 100% Sep 2025
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Global Retirement Partners 290.00 $14k 0% Sep 2025
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Jpmorgan Chase & Co 218.00 $10k 100% Sep 2025
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Wells Fargo & Company 200.00 $9.4k 100% Sep 2025
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TFC Financial Management 200.00 $9.4k 100% Sep 2025
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Rothschild Investment 180.00 $8.5k 0% Sep 2025
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St. Johns Investment Management Company 168.00 $7.9k 68% Sep 2025
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Hanson McClain Advisors 163.00 $7.7k 0% Sep 2025
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SJS Investment Consulting 115.00 $5.4k 100% Sep 2025
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Atlantic Edge Private Wealth Management 75.00 $3.5k 100% Sep 2025
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Sontag Advisory 50.00 $2.3k 100% Sep 2025
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Tradewinds Capital Management 25.00 $1.2k 0% Sep 2025
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Sound Income Strategies 12.00 $551.000400 0% Sep 2025
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Toth Financial Advisory Corporation 11.00 $517.000000 0% Sep 2025
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Who sold out of Spinnaker Etf Series?

Fund or Company Name Date Sold Shares Held Valued At
SMI Advisory Services Jun 2025 234k $10M
Ariose Capital Management Jun 2025 65k $2.8M
Oak Grove Capital Jun 2025 43k $1.9M
Simplex Trading Jun 2025 28k $1.2M
Silver Oak Securities Jun 2025 25k $1.1M
Hrt Financial Jun 2025 21k $910k
Nwam Jun 2025 5.5k $225k
Chung Wu Investment Group Jun 2025 3.6k $155k
Banque Cantonale Vaudoise Jun 2025 852.00 $37k
A. Montag and Associates Jun 2025 300.00 $13k
FSA Wealth Management Jun 2025 250.00 $11k
CoreCap Advisors Jun 2025 167.00 $7.2k
Hollencrest Securities Jun 2025 160.00 $6.9k
Nova Wealth Management Jun 2025 35.00 $1.5k