DOSSIER · 13F Holders · Q4 2025Defensive growthQuality
SPWO

SP FUNDS TRUST

25 institutions still hold SP FUNDS TRUST as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 84612A200·25 13F holders·last filed Dec 31, 2025
Market cap
5.9%
vs prior quarter
13F value held
$43M
47.0% inst. owned
of float
Holders
25
+49 QoQ
filers reporting
Activity
+86 / −91
+960 added · −888 reduced
this quarter
Concentration
50.80%
SHARIAPORTFOLIO, INC. #1
top holder share
AI Holders Summary · Q4 2025

25 institutions reported SPWO in Q4 2025. SHARIAPORTFOLIO, INC. leads at 50.8% of the visible book. +49 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
SHARIAPORTFOLIO, INC.
CIK 0001998574
$22M809K9.30%Q4 2025
02
rebel Financial LLC
CIK 0002077940
$5M174K2.13%Q1 2026
03
RFG Advisory, LLC
CIK 0001633387
$4M138K0.07%Q1 2026
04
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M101K0.00%Q1 2026
05
Tidal Investments LLC
CIK 0001600064
$3M95K0.01%Q1 2026
06
Advocacy Wealth Management, LLC
CIK 0001569452
$2M77K0.10%Q1 2026
07
TD Waterhouse Canada Inc.
CIK 0001999606
$1M50K0.00%Q1 2026
08
Cetera Investment Advisers
CIK 0001666741
$485,54817K0.00%Q1 2026
09
Creative Planning
CIK 0001540235
$433,83715K0.00%Q1 2026
10
Lido Advisors, LLC
CIK 0001650150
$359,88813K0.00%Q1 2026
11
Strengthening Families & Communities, LLC
CIK 0001921196
$359,14113K0.09%Q1 2026
12
Federation des caisses Desjardins du Quebec
CIK 0002022297
$302,86811K0.00%Q1 2026
13
Valeo Financial Advisors, LLC
CIK 0001722641
$299,19611K0.01%Q1 2026
14
HighTower Advisors, LLC
CIK 0001462245
$296,72011K0.00%Q1 2026
15
Mariner, LLC
CIK 0001373442
$278,02410K0.00%Q1 2026
16
CWM, LLC
CIK 0001535847
$233,3558K0.00%Q1 2026
17
Cerro Pacific Wealth Advisors LLC
CIK 0001842669
$220,7788K0.06%Q1 2026
18
Farther Finance Advisors, LLC
CIK 0001992825
$125,0574K0.00%Q1 2026
19
Pacific Center for Financial Services
CIK 0001698222
$60,4472K0.02%Q1 2026
20
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$41,1531K0.00%Q1 2026
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