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SPC Institutional Ownership

CrossingBridge Pre-Merger SPAC ETF
1W: -0.4% 1M: -1.3% 3M: -0.1% YTD: +1.8% 1Y: -9.3% 3Y: +0.6%
$19.27
Last traded 2026-06-01 — delisted
ETF NASDAQ · AUM $18.4M

Institutional Ownership — SPC

11
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
4M
Total Invested
0
New Positions
1
Increased
6
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (15 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Prepared Retirement Institute LLC 91,765 $2M +99 +0.1% 11Q SEC ↗
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 64,967 $1M -5,458 -7.8% 7Q SEC ↗
3 Westbourne Investment Advisors, Inc. 29,839 $575K — +0.0% 6Q SEC ↗
4 Westmount Partners, LLC 17,402 $335K -429 -2.4% 15Q SEC ↗
5 Compass Ion Advisors, LLC 16,393 $316K -638 -3.7% 16Q SEC ↗
6 MORGAN STANLEY 1,300 $25K — +0.0% 7Q SEC ↗
7 UBS Group AG 442 $9K -113 -20.4% 2Q SEC ↗
8 JPMORGAN CHASE & CO 100 $2K — +0.0% 3Q SEC ↗
9 OSAIC HOLDINGS, INC. 63 $1K — +0.0% 5Q SEC ↗
10 Balance Wealth, LLC 0 $0K -83,861 -100.0% 4Q SEC ↗
11 GREAT VALLEY ADVISOR GROUP, INC. 0 $0K -44,855 -100.0% 4Q SEC ↗
12 BANK OF AMERICA CORP /DE 0 $0K -147 -100.0% 11Q SEC ↗
13 FAS Wealth Partners, Inc. 0 $0K -10,771 -100.0% 4Q SEC ↗
14 Tower Research Capital LLC (TRC) 0 $0K -11 -100.0% 1Q SEC ↗
15 VERUS CAPITAL PARTNERS, LLC 0 $0K -187,779 -100.0% 1Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (6)
Biggest Increases (1)
HolderAddedChange %Total Shares
Prepared Retirement Institute LLC +99 +0.1% 91,765
Biggest Decreases (4)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -5,458 -7.8% 64,967
Compass Ion Advisors, LLC -638 -3.7% 16,393
Westmount Partners, LLC -429 -2.4% 17,402
UBS Group AG -113 -20.4% 442

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms