Uva Unconstrained Medium-TerFFIUETF

13F holders, Q1 2025 (March 31)
6holders −1
2new positions
3sold out
$21.99avg. 13F price*

At the end of Q1 2025, 6 institutions reported holding Uva Unconstrained Medium-Ter (FFIU) in their 13F filings, down 1 from Q4 2024. 2 opened new positions and 3 sold out. The largest holders were Savvy Advisors, Inc. ($40.2M), GTS Securities LLC ($1.2M) and LPL Financial LLC ($633K).

Company
Uva Unconstrained Medium-Ter
Filed as
SPINNAKER ETF SERIES (Q1 2025)
CUSIP
84858T202
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 6Q1 2024Q2 2024: 4Q2 2024Q3 2024: 3Q3 2024Q4 2024: 7Q4 2024Q1 2025: 6Q1 2025Q2 2025: 7Q2 2025Q3 2025: 6Q3 2025Q4 2025: 5Q4 2025Q1 2026: 3Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$839K
Exits3$6.4M

All 13F filers, Q4 2024 → Q1 2025: 315,401 shares bought and 304,002 shares sold, net +11,399 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Savvy Advisors, Inc. 4.04% Add +14.8% 1,826,172 $40.2M
GTS Securities LLC 0.05% Add +351.8% 53,859 $1.2M
LPL Financial LLC 0.00% New 28,776 $633K
Susquehanna International Group, LLP 0.00% Add +4.5% 10,752 $236K
First Heartland Consultants, Inc. 0.02% New 9,387 $206K
Morgan Stanley 0.00% Reduce -100.0% 1 $22

"% of holder's portfolio" is FFIU's weight in each manager's 13F, not the share of Uva Unconstrained Medium-Ter the manager owns.