13F Insight
DOSSIER · 13F Holders · Q1 2026
SPWO

SP FUNDS TRUST

27 institutions still hold SP FUNDS TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 84612A200·27 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$46M
visible holders
Holders
27
filers reporting
Concentration
47.66%
SHARIAPORTFOLIO, INC. #1
top holder share
AI Holders Summary · Q1 2026

27 institutions reported SPWO in Q1 2026. SHARIAPORTFOLIO, INC. leads at 47.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
SHARIAPORTFOLIO, INC.
CIK 0001998574
$22M780K9.74%Q1 202602
rebel Financial LLC
CIK 0002077940
$5M174K2.13%Q1 202603
RFG Advisory, LLC
CIK 0001633387
$5M130K0.07%Q2 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M101K0.00%Q1 202605
Tidal Investments LLC
CIK 0001600064
$3M95K0.01%Q1 202606
Advocacy Wealth Management, LLC
CIK 0001569452
$2M77K0.10%Q1 202607
TD Waterhouse Canada Inc.
CIK 0001999606
$1M50K0.00%Q1 202608
Cerro Pacific Wealth Advisors LLC
CIK 0001842669
$859K25K0.19%Q2 202609
J. M. Brown & Associates Inc.
CIK 0002134631
$690K20K0.39%Q2 202610
Farther Finance Advisors, LLC
CIK 0001992825
$606K18K0.00%Q2 202611
Cetera Investment Advisers
CIK 0001666741
$486K17K0.00%Q1 202612
Creative Planning
CIK 0001540235
$434K15K0.00%Q1 202613
Valeo Financial Advisors, LLC
CIK 0001722641
$367K11K0.01%Q2 202614
Lido Advisors, LLC
CIK 0001650150
$360K13K0.00%Q1 202615
Strengthening Families & Communities, LLC
CIK 0001921196
$359K13K0.09%Q1 202616
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$355K10K0.00%Q2 202617
Federation des caisses Desjardins du Quebec
CIK 0002022297
$303K11K0.00%Q1 202618
HighTower Advisors, LLC
CIK 0001462245
$297K11K0.00%Q1 202619
Mariner, LLC
CIK 0001373442
$278K10K0.00%Q1 202620
CWM, LLC
CIK 0001535847
$233K8K0.00%Q1 2026
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