Ispire Technology Inc. - ISPR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yong Rong (HK) Asset Management Ltd | History | Reduced | 1,504,056 | 2,768 | 1.22% | 1.28% | 1 | -91 | -0.01% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Reduced | 1,256,326 | 2,311 | 0.0% | 0.0% | 2 | -25,002 | -1.95% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 433,403 | 1,213 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 496,487 | 913 | 0.0% | 0.0% | 4 | +22,692 | 4.79% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 344,280 | 633 | 0.0% | 0.0% | 5 | +17,560 | 5.37% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 198,534 | 365 | 0.0% | — | 6 | +198,534 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 151,350 | 278 | 0.0% | 0.0% | 7 | +5,643 | 3.87% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 116,888 | 215 | 0.0% | — | 8 | +116,888 | New | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 112,667 | 207 | 0.0% | — | 9 | +112,667 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 87,410 | 160 | 0.0% | 0.0% | 10 | -6,251 | -6.67% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 76,726 | 141 | 0.0% | 0.0% | 11 | -38,678 | -33.52% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 67,317 | 123 | 0.0% | 0.0% | 12 | +23,775 | 54.6% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 55,383 | 101 | 0.0% | 0.0% | 13 | +3,482 | 6.71% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 52,219 | 96 | 0.0% | 0.0% | 14 | +27,210 | 108.8% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 39,079 | 71 | 0.0% | 0.0% | 15 | +16,337 | 71.84% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 37,071 | 68 | 0.0% | — | 16 | +37,071 | New | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 30,614 | 56 | 0.0% | 0.0% | 17 | -16,120 | -34.49% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | New | 24,726 | 45 | 0.0% | — | 18 | +24,726 | New | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | No change | 24,454 | 44 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 12,810 | 35 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 17,670 | 32 | 0.0% | 0.0% | 21 | -2,151 | -10.85% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 14,800 | 27 | 0.0% | 0.0% | 22 | -21,454 | -59.18% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,200 | 24 | 0.0% | 0.0% | 23 | -1,967 | -12.97% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 12,852 | 23 | 0.0% | 0.0% | 24 | +171 | 1.35% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 12,400 | 22 | 0.0% | 0.0% | 25 | +2,300 | 22.77% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 10,205 | 18 | 0.0% | 0.0% | 26 | -1,124 | -9.92% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 9,159 | 16 | 0.0% | 0.0% | 27 | +204 | 2.28% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,061 | 15 | 0.0% | 0.0% | 28 | -812 | -9.15% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 7,694 | 14 | 0.0% | — | 29 | +7,694 | New | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,190 | 13 | 0.0% | 0.0% | 30 | +3,349 | 87.19% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,840 | 12 | 0.0% | 0.0% | 31 | -13,771 | -66.81% | Q1 2026 | Jul 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,659 | 12 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,163 | 11 | 0.0% | 0.0% | 33 | +2,051 | 49.88% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 5,169 | 9 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,049 | 9 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 4,107 | 7 | 0.0% | 0.0% | 36 | +2,933 | 249.83% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 3,617 | 6 | 0.0% | 0.0% | 37 | -25,816 | -87.71% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | No change | 3,400 | 6 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,411 | 4 | 0.0% | 0.0% | 40 | +994 | 70.15% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 2,678 | 4 | 0.0% | 0.0% | 39 | +746 | 38.61% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,101 | 3 | 0.0% | 0.0% | 43 | -4,795 | -69.53% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,134 | 3 | 0.0% | 0.0% | 41 | +1,344 | 170.13% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,837 | 3 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 1,502 | 2 | 0.0% | 0.0% | 44 | -126 | -7.74% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 988 | 1 | 0.0% | 0.0% | 45 | +562 | 131.92% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,020 | 1 | 0.0% | 0.0% | 46 | -138 | -11.92% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,903 | -100.0% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,489 | -100.0% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 400 | 0 | — | 0.0% | — | -3,064 | -88.45% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -592 | -100.0% | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | — | — | -289 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 108 | 0 | — | — | — | +108 | New | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | — | — | -88 | -100.0% | Q1 2026 | Apr 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 156 | 0 | — | — | — | +77 | 97.47% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 73 | 0 | — | — | — | +61 | 508.33% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 160 | 0 | — | — | — | +47 | 41.59% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | New | 35 | 0 | — | — | — | +35 | New | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 07, 2026 |
| Essential Partners LLC | History | Reduced | 14 | 0 | — | — | — | -13 | -48.15% | Q1 2026 | May 21, 2026 |
| Root Financial Partners, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 24, 2026 |
| Basecamp Wealth Advisors LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Jun 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 11 | 0 | — | — | — | +8 | 266.67% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Reduced | 3 | 0 | — | — | — | -6 | -66.67% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | Added to | 31 | 0 | — | — | — | +5 | 19.23% | Q1 2026 | Apr 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 23, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | No change | 123 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Optiver Holding B.V. | History | No change | 263 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |