SP FUNDS DOW JONES GLOBAL SU SPSK
$18.00
-0.1% 52w: $17.29 – $18.13
Latest 13F among current holders filed 23 days ago (Jun 12, 2026)
Price — last 12 months
research preview data17.2917.7118.13
Jun 20, 2025 Jul 2, 2026
Institutional holders
66
+7 QoQ
13F value
$120.7M
+6.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SPSK?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| SHARIAPORTFOLIO, INC. | Wealth advisor | 1.6M | $29.0M | 12.8% | -11.6% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 1.1M | $19.7M | 0.0% | New |
| RFG Advisory, LLC | Wealth advisor | 349.7K | $6.3M | 0.1% | -71.2% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 307.0K | $5.5M | 0.0% | +0.2% |
| rebel Financial LLC | Wealth advisor | 219.6K | $3.9M | 1.7% | +1.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 196.7K | $3.5M | 0.0% | +9.3% |
| ROYAL BANK OF CANADA | Bank broker | 180.5K | $3.2M | 0.0% | -38.0% |
| Tidal Investments LLC | Diversified mechanical | 175.0K | $3.1M | 0.0% | +3.2% |
| CWM, LLC | Wealth advisor | 169.6K | $3.0M | 0.0% | +1.5% |
| TD Waterhouse Canada Inc. | Diversified mechanical | 168.0K | $3.0M | 0.0% | +266.1% |
| Mariner, LLC | Diversified mechanical | 166.6K | $3.0M | 0.0% | -0.2% |
| Fisher Asset Management, LLC | Long only active | 149.7K | $2.7M | 0.0% | +21.6% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 141.3K | $2.5M | 0.0% | +21.6% |
| Cerro Pacific Wealth Advisors LLC | Wealth advisor | 129.2K | $2.3M | 0.6% | +35.3% |
| Advocacy Wealth Management, LLC | Wealth advisor | 118.9K | $2.1M | 0.1% | New |
| LPL Financial LLC | Bank broker | 106.2K | $1.9M | 0.0% | +8.7% |
| JANE STREET GROUP, LLC | Market maker | 103.5K | $1.9M | 0.0% | New |
| CHILDRESS CAPITAL ADVISORS, LLC | Other | 100.6K | $1.8M | 0.3% | Held |
| True Vision MN LLC | Wealth advisor | 91.4K | $1.6M | 0.8% | Held |
| Cresset Asset Management, LLC | Wealth advisor | 80.1K | $1.4M | 0.0% | +0.9% |
| Cetera Investment Advisers | Wealth advisor | 59.7K | $1.1M | 0.0% | +299.3% |
| Strategic Family Wealth Counselors, L.L.C. | Wealth advisor | 58.6K | $1.0M | 0.3% | +0.5% |
| Farther Finance Advisors, LLC | Wealth advisor | 56.8K | $1.0M | 0.0% | +35.0% |
| REGIONS FINANCIAL CORP | Other | 55.6K | $994K | 0.0% | +60.1% |
| SCOTIA CAPITAL INC. | Other | 54.3K | $971K | 0.0% | -8.7% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 45.9K | $822K | 0.0% | New |
| Allworth Financial LP | Wealth advisor | 45.7K | $819K | 0.0% | New |
| BANK OF MONTREAL /CAN/ | Bank broker | 42.9K | $768K | 0.0% | +24.3% |
| EARNED WEALTH ADVISORS, LLC | Wealth advisor | 42.9K | $767K | 0.1% | Held |
| Smartleaf Asset Management LLC | Wealth advisor | 42.9K | $766K | 0.0% | Held |
| Empower Advisory Group, LLC | Wealth advisor | 38.2K | $684K | 0.0% | Held |
| TWO SIGMA SECURITIES, LLC | Market maker | 29.2K | $523K | 0.1% | +66.6% |
| Apollon Wealth Management, LLC | Diversified mechanical | 28.0K | $500K | 0.0% | +2.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 27.6K | $494K | 0.0% | +2.7% |
| Snowden Capital Advisors LLC | Diversified mechanical | 27.6K | $494K | 0.0% | +13.3% |
| DGS Capital Management, LLC | Other | 27.5K | $492K | 0.1% | +3.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 27.3K | $489K | 0.0% | +0.2% |
| MONECO ADVISORS, LLC | Wealth advisor | 26.5K | $475K | 0.0% | +0.7% |
| Y.D. More Investments Ltd | Other | 24.2K | $433K | 0.0% | Held |
| FRANKLIN RESOURCES INC | Long only active | 23.9K | $427K | 0.0% | Held |
| Heartwood Wealth Advisors LLC | Wealth advisor | 19.4K | $347K | 0.0% | +16.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 17.2K | $308K | 0.0% | +5.5% |
| Avidian Wealth Enterprises, LLC | Wealth advisor | 17.0K | $305K | 0.0% | New |
| Emergent Wealth Advisors, LLC | Wealth advisor | 16.6K | $298K | 0.2% | +19.3% |
| NorthCoast Asset Management LLC | Other | 14.9K | $266K | 0.0% | New |
| SageOak Financial, LLC | Wealth advisor | 14.8K | $265K | 0.2% | +9.9% |
| Chicago Partners Investment Group LLC | Wealth advisor | 14.1K | $255K | 0.0% | -15.9% |
| Strategic Blueprint, LLC | Wealth advisor | 14.2K | $254K | 0.0% | +15.8% |
| BWM Planning, LLC | Wealth advisor | 14.1K | $252K | 0.1% | +4.1% |
| Corient Private Wealth LLC | Diversified mechanical | 13.6K | $244K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.