Institutional Ownership
Spinnaker ETF Series
CUSIP 84858T780GENTER CAP MUNICGENMQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
69.6%
Max % of class reported
Institutional Holders
10
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest Jan 29, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 29, 2026 | Bank Of New York Mellon Corp | 13G/A | 60.0% | 1.06M | SEC |
| 2 | Nov 6, 2025 | Bank Of New York Mellon Corp | 13G/A | 57.4% | 866.0K | SEC |
| 3 | Oct 28, 2025 | Bank Of New York Mellon Corp | 13G/A | 69.6% | 779.5K | SEC |
| 4 | Jul 7, 2025 | Bank Of New York Mellon Corp | 13G/A | 68.4% | 444.9K | SEC |
| 5 | May 6, 2025 | Bank Of New York Mellon Corp | 13G/A | 62.7% | 269.4K | SEC |
| 6 | Apr 7, 2025 | Bank Of New York Mellon Corp | 13G/A | 40.1% | 152.4K | SEC |
| 7 | Mar 7, 2025 | Bank Of New York Mellon Corp | 13G | 15.5% | 28.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of New York Mellon Corp | 1.63M | $16.72M |
| 2 | Koshinski Asset Management, Inc. | 460.9K | $4.72M |
| 3 | Advisor Os, LLC | 186.7K | $1.91M |
| 4 | Axos Invest Inc. | 65.3K | $668.6K |
| 5 | Marshall Financial Group, LLC | 54.6K | $558.8K |
| 6 | Mjp Associates Inc /Adv | 36.5K | $374.1K |
| 7 | Jane Street Group, LLC | 33.8K | $345.8K |
| 8 | Inspire Advisors, LLC | 23.3K | $238.3K |
| 9 | Mai Capital Management | 17.7K | $180.8K |
| 10 | Ubs Group AG | 44 | $451 |