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
Morgan Stanley 2.3M $94M 6750% Mar 2026
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Bank Of Montreal 1.0M $43M 100% Mar 2026
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J.Safra Asset Management 973k $40M 100% Mar 2026
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OVERSEA-CHINESE BANKING Corp 583k $23M 24% Mar 2026
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CacheTech 355k $14M -6% Mar 2026
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Royal Bank of Canada 337k $14M 18% Mar 2026
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Adams Wealth Management 335k $14M -7% Mar 2026
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Patten & Patten 272k $11M 8% Mar 2026
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Jane Street 222k $9.0M 239% Mar 2026
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Quadrature Capital 218k $9.2M 100% Dec 2025
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Commonwealth Equity Services 178k $7.3M 6% Mar 2026
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Allen Investment Management 153k $6.2M 100% Mar 2026
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CastleArk Management 147k $6.0M 0% Mar 2026
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Oppenheimer & Co 137k $5.6M 101% Mar 2026
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UBS Group 130k $5.3M 594% Mar 2026
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Ethos Financial Group 123k $5.0M 10% Mar 2026
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Cetera Investment Advisers 118k $4.8M 33% Mar 2026
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Goldman Sachs Group 118k $4.8M 100% Mar 2026
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Loomis, Sayles and 117k $4.9M 110% Dec 2025
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Citadel Advisors 114k $4.7M 46% Mar 2026
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Janney Montgomery Scott 103k $4.2M 15% Mar 2026
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CIBC World Markets 101k $4.1M 10% Mar 2026
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National Bank Of Canada /fi/ 96k $4.0M 14% Dec 2025
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Sharpepoint 95k $3.9M 6% Mar 2026
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Federation des caisses Desjardins du Quebec 70k $2.9M 25% Mar 2026
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CI Private Wealth 69k $2.8M -50% Mar 2026
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Savvy Advisors 67k $2.7M 3% Mar 2026
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David R. Rahn Inc. dba Avalon Capital Management 64k $2.7M -1% Dec 2025
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Viewpoint Investment Partners Corp 61k $2.7M 0% Mar 2026
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Marshall Wace 56k $2.4M -33% Dec 2025
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Branch Banking & Trust Company 55k $2.2M 24% Mar 2026
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Cambridge Investment Research Advisors 52k $2.1M 12% Mar 2026
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D. E. Shaw & Co 52k $2.1M 100% Mar 2026
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Steward Partners Investment Advisory 49k $2.0M -1% Mar 2026
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Prospera Financial Services 46k $1.9M 581% Mar 2026
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Scarborough Advisors 46k $1.9M -5% Mar 2026
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Northwestern Mutual Wealth Management Company 44k $1.8M 2882% Mar 2026
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Bright Futures Wealth Management 44k $1.8M 33% Mar 2026
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Principal Securities 42k $1.7M -30% Mar 2026
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MYDA Advisors 40k $1.7M -80% Dec 2025
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PFG Advisors 38k $1.5M -84% Mar 2026
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Raymond James Financial 37k $1.5M 15% Dec 2025
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Hrt Financial 36k $1.5M 100% Mar 2026
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Sanctuary Advisors 36k $1.5M 12% Mar 2026
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Creative Planning 32k $1.3M 126% Mar 2026
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James Investment Research 32k $1.3M -2% Mar 2026
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Bluesphere Advisors 31k $1.2M -9% Mar 2026
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Scotia Capital 29k $1.2M 59% Mar 2026
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Pekin, Singer Strauss Asset Management 27k $1.1M 100% Mar 2026
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Pnc Financial Services 27k $1.1M 77% Mar 2026
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Financial Security Advisor 26k $1.1M 54% Mar 2026
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Mercer Global Advisors 24k $984k 100% Mar 2026
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PW Nova Financial Services 24k $979k 100% Mar 2026
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Puplava Financial Services 24k $1.0M -49% Dec 2025
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Park Avenue Securities 24k $960k 9% Mar 2026
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Laurel Wealth Advisors 24k $964k 6% Mar 2026
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Envestnet Asset Management 21k $869k -34% Mar 2026
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Terra Nova Asset Management 21k $864k 2% Mar 2026
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McAdam 21k $846k 100% Mar 2026
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Town & Country Bank & Trust CO dba First Bankers Trust 19k $787k -13% Mar 2026
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Advisory Alpha 19k $767k -5% Mar 2026
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Franklin Resources 18k $713k 100% Mar 2026
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HPM Partners 17k $689k 58% Mar 2026
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Bank Julius Baer & Co. Ltd, Zurich 17k $677k 100% Mar 2026
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Raab & Moskowitz Asset Management 16k $652k 6% Mar 2026
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Castle Rock Wealth Management 16k $665k 100% Mar 2026
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NVWM 16k $638k -1% Mar 2026
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Magnolia Capital Management 16k $631k 16% Mar 2026
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Per Stirling Capital Management 15k $596k 0% Mar 2026
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Pilgrim Partners Asia Pte 15k $595k 100% Mar 2026
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Citizens Financial Group 14k $578k -46% Mar 2026
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Stifel Financial 14k $573k 23% Mar 2026
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Lavelle Capital 14k $553k -8% Mar 2026
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HighTower Advisors 13k $525k 4% Mar 2026
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Custom Index Systems 13k $516k -67% Mar 2026
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Spinnaker Investment Group 12k $491k -1% Mar 2026
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Susquehanna International 12k $505k 100% Dec 2025
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AlTi Global 11k $466k 0% Mar 2026
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Captrust Financial Advisors 11k $466k 1% Dec 2025
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Belpointe Asset Management 11k $436k 1% Mar 2026
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Vigil Wealth Management 10k $421k 100% Mar 2026
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Werba Rubin Papier Wealth Management 10k $419k 67% Mar 2026
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Cresset Asset Management 10k $418k 0% Mar 2026
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Dynamic Advisors Solutions 10k $417k 0% Mar 2026
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Advisory Services Network 10k $428k -57% Dec 2025
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Northern Trust 10k $421k 0% Dec 2025
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Simplex Trading 9.7k $407k 100% Dec 2025
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Gts Securities 9.5k $401k 46% Dec 2025
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Foresight Capital Management Advisors 9.5k $385k 1% Mar 2026
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Apollon Wealth Management 9.4k $385k 4% Mar 2026
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Joseph P. Lucia & Associates 9.3k $392k 10% Dec 2025
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Index Technologies Group 9.2k $373k 100% Mar 2026
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Toroso Investments 9.1k $354k 100% Mar 2026
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TD Waterhouse Canada 8.6k $370k 73% Mar 2026
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Kingsview Wealth Management 8.5k $346k 100% Mar 2026
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IFP Advisors 7.8k $318k -7% Mar 2026
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Mml Investors Services 7.6k $309k 47% Mar 2026
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Wiley Bros.-aintree Capital 7.3k $305k 0% Dec 2025
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Dearborn Partners 7.2k $291k 16% Mar 2026
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GFS Advisors 7.1k $526k 100% Mar 2026
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JTC Employer Solutions Trustee 7.1k $288k 0% Mar 2026
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Merit Financial Group 6.8k $277k 1% Mar 2026
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Hilltop Holdings 6.8k $285k 11% Dec 2025
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Kingswood Wealth Advisors 6.6k $267k 100% Mar 2026
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Clear Creek Financial Management 6.3k $257k 100% Mar 2026
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IMC-Chicago 6.3k $256k 100% Mar 2026
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Bank of America Corporation 6.2k $255k 100% Mar 2026
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BFI Infinity 6.1k $248k 100% Mar 2026
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Massey, Quick & Co 6.0k $245k 0% Mar 2026
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GenTrust 5.9k $242k 0% Mar 2026
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LPL Financial 5.8k $236k 100% Mar 2026
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Two Sigma Securities 5.8k $235k 100% Mar 2026
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Spire Wealth Management 5.7k $232k -3% Mar 2026
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J. Safra Sarasin Holding 5.4k $208k 0% Mar 2026
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Johnson Investment Counsel 5.2k $210k 0% Mar 2026
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Albion Financial Group 5.1k $208k 100% Mar 2026
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JT Stratford 5.1k $213k -26% Dec 2025
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Fifth Third Bancorp 4.7k $190k 100% Mar 2026
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International Assets Investment Management 4.0k $172k 13% Mar 2026
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Us Bancorp 3.6k $153k 0% Dec 2025
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Lloyd Advisory Services 3.6k $147k 100% Mar 2026
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Kingdom Financial Group 3.6k $147k -9% Mar 2026
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PeakShares 3.2k $132k 100% Mar 2026
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Parallel Advisors 3.2k $129k 16% Mar 2026
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Glassman Wealth Services 3.1k $128k 0% Mar 2026
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Harbour Investments 3.0k $121k 217% Mar 2026
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Larson Financial Group 2.5k $107k 100% Dec 2025
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Farther Finance Advisors 2.1k $89k 5% Mar 2026
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SHP Wealth Management 2.0k $83k 0% Mar 2026
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Capital Analysts 2.0k $80k 0% Mar 2026
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Atlantic Trust 1.9k $78k -73% Dec 2025
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Ssa Swiss Advisors 1.7k $74k -73% Dec 2025
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Berbice Capital Management 1.7k $69k 100% Mar 2026
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Group One Trading 1.7k $69k 100% Mar 2026
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Advisor Group Holdings 1.7k $70k -27% Dec 2025
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NBT Bank 1.5k $63k 10% Mar 2026
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Wells Fargo & Company 1.5k $61k 86% Mar 2026
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D. J. St. Germain 1.3k $53k 0% Mar 2026
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Central Trust & Investment 1.3k $52k 0% Mar 2026
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TFC Financial Management 1.1k $43k 100% Mar 2026
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ORG Partners 1.0k $42k -7% Dec 2025
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Heritage Wealth Advisors 841.00 $34k 0% Mar 2026
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Activest Wealth Management 768.00 $31k 100% Mar 2026
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FMR 700.00 $30k 100% Dec 2025
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Rockefeller Capital Management 670.00 $27k 49% Mar 2026
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Roxbury Financial 654.00 $27k 100% Mar 2026
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Country Trust Bank 600.00 $24k 0% Mar 2026
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Financial Freedom 581.00 $24k 0% Mar 2026
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CWM 526.00 $22k 75% Dec 2025
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Portus Wealth Advisors 521.00 $21k 100% Mar 2026
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Who sold out of Spinnaker Etf Series?

Fund or Company Name Date Sold Shares Held Valued At
Barometer Capital Management Dec 2025 103k $2.1M
Nomura Asset Management Dec 2025 44k $1.9M
Empowered Funds Sep 2025 17k $802k
New Wave Wealth Advisors Dec 2025 14k $602k
Renaissance Technologies Sep 2025 12k $540k
Mmbg Investment Advisors Dec 2025 7.6k $320k
Wealth Enhancement Advisory Services Dec 2025 6.3k $287k
Primoris Wealth Advisors Dec 2025 5.7k $241k
We Are One Seven Sep 2025 5.4k $254k
Intl Fcstone Dec 2025 5.1k $216k
Precedent Wealth Partners Dec 2025 4.9k $205k
Kestra Advisory Services Dec 2025 4.5k $188k
Strategic Advocates Dec 2025 1.3k $56k
Y.D. More Investments Dec 2025 1.0k $42k