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5%+ stakes · Schedule 13D and 13G

Spinnaker ETF Series: 5%+ holders

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Who has reported owning 5% or more of Spinnaker ETF Series, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Spinnaker ETF Series. The largest reported stake is Bank of New York Mellon Corp's, at 47.4%. 15 filings are on record since July 7, 2025 (Schedule 13G/A, October 22, 2026).

Bank of New York Mellon Corp also filed stake reports on 26 other companies ↓

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Key facts

  • · Reporting person: Bank of New York Mellon Corp · Sole voting: 5,023,864 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 5,056,528 · SCHEDULE 13G/A, 2026-10-22
  • · Holder: Bank of New York Mellon Corp · Percent: 75.3% · SCHEDULE 13G/A
  • · Holder: Bank of New York Mellon Corp · Percent: 72.6% · SCHEDULE 13G/A
  • · Holder: Bank of New York Mellon Corp · Percent: 45.2% · SCHEDULE 13G/A
  • · Holder: Bank of New York Mellon Corp · Percent: 68.9% · SCHEDULE 13G/A
At 5% or more1
Filings15
Latest filing2026-10-22

Spinnaker ETF Series has 15 Schedule 13D or 13G filings on record since 2025-07-07. 1 holder's latest filing reports 5% or more of genter capital taxable quality intermediate etf. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Bank of New York Mellon Corp47.4%5,056,528SCHEDULE 13G/A, 2026-10-222026-09-30

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More on Spinnaker ETF Series and the records around it.

Companies that share a holder

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Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC

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What the Full Report on Spinnaker ETF Series covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    15 cited sources found

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Bank of New York Mellon Corp5,023,864005,056,528SCHEDULE 13G/A, 2026-10-22
BNY Mellon IHC, LLC5,023,864005,056,528SCHEDULE 13G/A, 2026-10-22
MBC Investments Corp5,023,864005,056,528SCHEDULE 13G/A, 2026-10-22
BNY Mellon Advisors, Inc.5,023,864005,056,528SCHEDULE 13G/A, 2026-10-22

The latest filing identifies Spinnaker ETF Series by CUSIP 84858T798 and gives its principal executive office as 116 SOUTH FRANKLIN STREET, ROCKY MOUNT, NC 27802-0069 (SCHEDULE 13G/A, 2026-10-22).

Timeline

FiledHolderPercentFiling
2025-07-07Bank of New York Mellon Corp68.4%SCHEDULE 13G/A
2025-07-18Bank of New York Mellon Corp22.8%SCHEDULE 13G/A
2025-09-05Bank of New York Mellon Corp27.9%SCHEDULE 13G/A
2025-10-28Bank of New York Mellon Corp69.6%SCHEDULE 13G/A
2025-10-28Bank of New York Mellon Corp31.4%SCHEDULE 13G/A
2025-11-06Bank of New York Mellon Corp57.4%SCHEDULE 13G/A
2025-12-05Bank of New York Mellon Corp36.7%SCHEDULE 13G/A
2026-01-29Bank of New York Mellon Corp60%SCHEDULE 13G/A
2026-01-29Bank of New York Mellon Corp35%SCHEDULE 13G/A
2026-04-07Bank of New York Mellon Corp68.9%SCHEDULE 13G/A
2026-04-07Bank of New York Mellon Corp41.8%SCHEDULE 13G/A
2026-07-29Bank of New York Mellon Corp72.6%SCHEDULE 13G/A
2026-07-29Bank of New York Mellon Corp45.2%SCHEDULE 13G/A
2026-10-22Bank of New York Mellon Corp75.3%SCHEDULE 13G/A
2026-10-22Bank of New York Mellon Corp47.4%SCHEDULE 13G/A

Questions about who owns Spinnaker ETF Series

Who owns Spinnaker ETF Series?

On this page, one holder's latest ownership filing reports 5% or more of Spinnaker ETF Series: Bank of New York Mellon Corp (47.4%, Schedule 13G/A, filed 2026-10-22).

When did Bank of New York Mellon Corp buy into Spinnaker ETF Series?

The filings give report dates, not purchase dates. The earliest filing from Bank of New York Mellon Corp on this page is the Schedule 13G/A, filed 2025-07-07, reporting 68.4%; its latest, Schedule 13G/A filed 2026-10-22, reports 47.4%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 15 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/spinnaker-etf-series
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Spinnaker ETF Series? 1 holder at 5% or more, largest Bank of New York Mellon Corp 47.4%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/spinnaker-etf-series