Who Owns SP FUNDS TRUST (SPWO)? -- Institutional Holders (2026-06-30)
34 institutions reported holding $50.2M of SP FUNDS TRUST (SPWO) in SEC 13F filings for 2026-06-30. Largest institutional holders: SHARIAPORTFOLIO, INC. ($27.1M), RFG Advisory, LLC ($4.5M), Advocacy Wealth Management, LLC ($3.3M), Tidal Investments LLC ($3.3M), TD Waterhouse Canada Inc. ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | SHARIAPORTFOLIO, INC. | $27.1M | 783,860 | Added |
| 2 | RFG Advisory, LLC | $4.5M | 130,363 | Trimmed |
| 3 | Advocacy Wealth Management, LLC | $3.3M | 94,504 | Added |
| 4 | Tidal Investments LLC | $3.3M | 94,476 | Trimmed |
| 5 | TD Waterhouse Canada Inc. | $1.9M | 56,091 | Added |
| 6 | GTS SECURITIES LLC | $1.2M | 36,072 | New |
| 7 | JANE STREET GROUP, LLC | $1.1M | 31,781 | Trimmed |
| 8 | Cerro Pacific Wealth Advisors LLC | $859,486 | 24,855 | Added |
| 9 | J. M. Brown & Associates Inc. | $690,113 | 19,957 | New |
| 10 | Cetera Investment Advisers | $660,547 | 19,102 | Added |
| 11 | Farther Finance Advisors, LLC | $606,117 | 17,529 | Added |
| 12 | Creative Planning | $574,411 | 16,611 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $465,941 | 13,474 | New |
| 14 | Strengthening Families & Communities, LLC | $458,305 | 13,253 | Added |
| 15 | TRUIST FINANCIAL CORP | $452,306 | 13,080 | New |
| 16 | Lido Advisors, LLC | $441,310 | 12,762 | Hold |
| 17 | HighTower Advisors, LLC | $403,376 | 11,665 | Added |
| 18 | Valeo Financial Advisors, LLC | $367,065 | 10,615 | Added |
| 19 | Federation des caisses Desjardins du Quebec | $359,805 | 10,405 | Trimmed |
| 20 | MISSION WEALTH MANAGEMENT, LP | $354,818 | 10,261 | New |
| 21 | Mariner, LLC | $340,924 | 9,859 | Hold |
| 22 | CITADEL ADVISORS LLC | $335,322 | 9,697 | New |
| 23 | GOLDMAN SACHS GROUP INC | $231,617 | 6,698 | New |
| 24 | Pacific Center for Financial Services | $74,295 | 2,148 | Added |
| 25 | NATIONAL BANK OF CANADA /FI/ | $50,493 | 1,464 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30