13F Insight
DOSSIER · 13F Holders · Q2 2026
SPWO

SP FUNDS TRUST

37 institutions still hold SP FUNDS TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 84612A200·37 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$55M
visible holders
Holders
37
filers reporting
Concentration
48.98%
SHARIAPORTFOLIO, INC. #1
top holder share
AI Holders Summary · Q2 2026

37 institutions reported SPWO in Q2 2026. SHARIAPORTFOLIO, INC. leads at 49.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SHARIAPORTFOLIO, INC.
CIK 0001998574
$27M784K9.59%Q2 202602
rebel Financial LLC
CIK 0002077940
$5M174K2.13%Q1 202603
RFG Advisory, LLC
CIK 0001633387
$5M130K0.07%Q2 202604
Advocacy Wealth Management, LLC
CIK 0001569452
$3M95K0.12%Q2 202605
Tidal Investments LLC
CIK 0001600064
$3M94K0.01%Q2 202606
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M101K0.00%Q1 202607
TD Waterhouse Canada Inc.
CIK 0001999606
$2M56K0.00%Q2 202608
GTS SECURITIES LLC
CIK 0001452765· Market maker
$1M36K0.03%Q2 202609
Cerro Pacific Wealth Advisors LLC
CIK 0001842669
$859K25K0.19%Q2 202610
J. M. Brown & Associates Inc.
CIK 0002134631
$690K20K0.39%Q2 202611
Cetera Investment Advisers
CIK 0001666741
$661K19K0.00%Q2 202612
Farther Finance Advisors, LLC
CIK 0001992825
$606K18K0.00%Q2 202613
Creative Planning
CIK 0001540235
$574K17K0.00%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$466K13K0.00%Q2 202615
Strengthening Families & Communities, LLC
CIK 0001921196
$458K13K0.10%Q2 202616
TRUIST FINANCIAL CORP
CIK 0000092230
$452K13K0.00%Q2 202617
Lido Advisors, LLC
CIK 0001650150
$441K13K0.00%Q2 202618
HighTower Advisors, LLC
CIK 0001462245
$403K12K0.00%Q2 202619
Valeo Financial Advisors, LLC
CIK 0001722641
$367K11K0.01%Q2 202620
Federation des caisses Desjardins du Quebec
CIK 0002022297
$360K10K0.00%Q2 2026
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