Institutional Ownership
Spinnaker ETF Series
CUSIP 84858T798GENTER CAP TAXABGENTQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
36.7%
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 | 35.0% | 2.50M | SEC |
| 2 | Dec 5, 2025 | Bank Of New York Mellon Corp | 13G/A | 36.7% | 2.27M | SEC |
| 3 | Oct 28, 2025 | Bank Of New York Mellon Corp | 13G/A | 31.4% | 1.67M | SEC |
| 4 | Sep 5, 2025 | Bank Of New York Mellon Corp | 13G/A | 27.9% | 1.38M | SEC |
| 5 | Jul 18, 2025 | Bank Of New York Mellon Corp | 13G/A | 22.8% | 1.03M | SEC |
| 6 | May 6, 2025 | Bank Of New York Mellon Corp | 13G/A | 20.7% | 774.8K | SEC |
| 7 | Apr 7, 2025 | Bank Of New York Mellon Corp | 13G | 11.2% | 359.7K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of New York Mellon Corp | 3.61M | $37.03M |
| 2 | Koshinski Asset Management, Inc. | 904.8K | $9.29M |
| 3 | Axos Invest Inc. | 730.7K | $7.50M |
| 4 | Zacks Investment Management | 41.9K | $429.9K |
| 5 | Jane Street Group, LLC | 35.5K | $364.1K |
| 6 | Goldman Sachs Group Inc | 32.4K | $332.6K |
| 7 | Advisor Os, LLC | 26.8K | $274.9K |
| 8 | Advisory Services Network, LLC | 19.3K | $198.3K |
| 9 | Central Trust Co | 812 | $8.3K |
| 10 | Ubs Group AG | 579 | $5.9K |