SPWO institutional holders

SP FUNDS TRUST · 13F, 2026Q2

Managers holding33
Shares held1,454,195
Reported value$50.2m
Quarter flows12 new, 11 added, 4 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SHARIAPORTFOLIO, INC.783,860$27.1m9.6%
RFG Advisory, LLC130,363$4.5m0.1%
Advocacy Wealth Management, LLC94,504$3.3m0.1%
Tidal Investments LLC94,476$3.3m0.0%
TD Waterhouse Canada Inc.56,091$1.9m0.0%
GTS SECURITIES LLC36,072$1.2m0.0%
JANE STREET GROUP, LLC31,781$1.1m0.0%
Cerro Pacific Wealth Advisors LLC24,855$859,4860.2%
J. M. Brown & Associates Inc.19,957$690,1130.4%
Cetera Investment Advisers19,102$660,5470.0%
Farther Finance Advisors, LLC17,529$606,1170.0%
Creative Planning16,611$574,4110.0%
ENVESTNET ASSET MANAGEMENT INC13,474$465,9410.0%
Strengthening Families & Communities, LLC13,253$458,3050.1%
TRUIST FINANCIAL CORP13,080$452,3060.0%
Lido Advisors, LLC12,762$441,3100.0%
HighTower Advisors, LLC11,665$403,3760.0%
Valeo Financial Advisors, LLC10,615$367,0650.0%
Federation des caisses Desjardins du Quebec10,405$359,8050.0%
MISSION WEALTH MANAGEMENT, LP10,261$354,8180.0%
Mariner, LLC9,859$340,9240.0%
CITADEL ADVISORS LLC9,697$335,3220.0%
GOLDMAN SACHS GROUP INC6,698$231,6170.0%
Pacific Center for Financial Services2,148$74,2950.0%
NATIONAL BANK OF CANADA /FI/1,464$50,4930.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SPWO"). SPWO price history · All 13F data

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