DVSP WEBs SPY Defined Volatility ETF
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Institutional owners (13F) 2 filers · $211K total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q4 2025 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 2 (+2 vs prior Q) | 0 (0 vs prior Q) | 0 (0 vs prior Q) | 1 (0 vs prior Q) | +19K |
Compared to Q3 2025. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | $201,000 | 6,960 | 95.37% | Shares |
| Integrated Wealth Concepts LLC | $9,766 | 338 | 4.63% | Shares |