SP FUNDS DOW JONES GLOBAL SU (SPSK) Top Institutional Shareholders
SP FUNDS DOW JONES GLOBAL SU (SPSK) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $91.54M in SPSK holdings during the latest filing period.
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc is currently the largest disclosed institutional shareholder of SPSK tracked by InsiderSet, reporting ownership valued at approximately $19.69M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.78M, representing an estimated gain of +0.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed SPSK value among the investors covered in this analysis. Major shareholders include Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc, Rfg Advisory, Llc, Manufacturers Life Insurance Company, The, and several other long-term asset managers with concentrated positions in SP FUNDS DOW JONES GLOBAL SU (SPSK).
This page ranks the largest institutional SPSK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
64
Total Reported Value
$91.54M
Largest Holder
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc
Largest Position
$19.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 1,099,763 | $19,685,758 | $19,784,736 | +$98,978 | +0.50% | |
| Rfg Advisory, Llc | 0.12% | 349,672 | $6,259,129 | $6,290,599 | +$31,470 | +0.50% | |
| Manufacturers Life Insurance Company, The | 0.00% | 306,967 | $5,494,709 | $5,522,336 | +$27,627 | +0.50% | |
| Rebel Financial Llc | 1.70% | 219,648 | $3,931,691 | $3,951,468 | +$19,777 | +0.50% | |
| Mercer Global Advisors Inc | 0.01% | 196,739 | $3,521,626 | $3,539,335 | +$17,709 | +0.50% | |
| Royal Bank Of Canada | 0.00% | 180,452 | $3,231,000 | $3,246,331 | +$15,331 | +0.47% | |
| Tidal Investments Llc | 0.01% | 174,963 | $3,131,838 | $3,147,584 | +$15,746 | +0.50% | |
| Cwm, Llc | 0.01% | 169,578 | $3,035,446 | $3,050,708 | +$15,262 | +0.50% | |
| Td Waterhouse Canada Inc. | 0.01% | 167,961 | $3,003,373 | $3,021,618 | +$18,245 | +0.61% | |
| Mariner, Llc | 0.00% | 166,635 | $2,982,757 | $2,997,764 | +$15,007 | +0.50% | |
| Fisher Asset Management, Llc | 0.00% | 149,703 | $2,679,682 | $2,693,157 | +$13,475 | +0.50% | |
| Cibc World Market Inc. | 0.00% | 141,280 | $2,528,912 | $2,541,627 | +$12,715 | +0.50% | |
| Cerro Pacific Wealth Advisors Llc | 0.61% | 129,186 | $2,312,430 | $2,324,056 | +$11,626 | +0.50% | |
| Advocacy Wealth Management, Llc | 0.09% | 118,917 | $2,128,614 | $2,139,317 | +$10,703 | +0.50% | |
| Lpl Financial Llc | 0.00% | 106,210 | $1,901,162 | $1,910,718 | +$9,556 | +0.50% | |
| Jane Street Group, Llc | 0.00% | 103,527 | $1,853,133 | $1,862,451 | +$9,318 | +0.50% | |
| Childress Capital Advisors, Llc | 0.32% | 100,570 | $1,800,203 | $1,809,254 | +$9,051 | +0.50% | |
| True Vision Mn Llc | 0.84% | 91,385 | $1,635,792 | $1,644,016 | +$8,224 | +0.50% | |
| Cresset Asset Management, Llc | 0.01% | 80,118 | $1,434,119 | $1,441,323 | +$7,204 | +0.50% | |
| Cetera Investment Advisers | 0.00% | 59,662 | $1,067,949 | $1,073,319 | +$5,370 | +0.50% | |
| Strategic Family Wealth Counselors, L.L.C. | 0.28% | 58,638 | $1,049,629 | $1,054,898 | +$5,269 | +0.50% | |
| Farther Finance Advisors, Llc | 0.01% | 56,845 | $1,017,529 | $1,022,642 | +$5,113 | +0.50% | |
| Regions Financial Corp | 0.01% | 55,552 | $994,381 | $999,380 | +$4,999 | +0.50% | |
| Scotia Capital Inc. | 0.00% | 54,262 | $971,288 | $976,173 | +$4,885 | +0.50% | |
| Rwa Wealth Partners, Llc | 0.01% | 45,899 | $821,592 | $825,723 | +$4,131 | +0.50% | |
| Allworth Financial Lp | 0.00% | 45,729 | $818,550 | $822,665 | +$4,115 | +0.50% | |
| Bank Of Montreal | 0.00% | 42,930 | $768,447 | $772,311 | +$3,864 | +0.50% | |
| Earned Wealth Advisors, Llc | 0.05% | 42,867 | $767,319 | $771,177 | +$3,858 | +0.50% | |
| Smartleaf Asset Management Llc | 0.03% | 42,867 | $765,605 | $771,177 | +$5,572 | +0.73% | |
| Empower Advisory Group, Llc | 0.00% | 38,197 | $683,726 | $687,164 | +$3,438 | +0.50% | |
| Two Sigma Securities, Llc | 0.06% | 29,203 | $522,734 | $525,362 | +$2,628 | +0.50% | |
| Apollon Wealth Management, Llc | 0.01% | 27,959 | $500,460 | $502,982 | +$2,522 | +0.50% | |
| Envestnet Asset Management Inc | 0.00% | 27,616 | $494,324 | $496,812 | +$2,488 | +0.50% | |
| Snowden Capital Advisors Llc | 0.01% | 27,600 | $494,045 | $496,524 | +$2,479 | +0.50% | |
| Dgs Capital Management, Llc | 0.08% | 27,505 | $492,340 | $494,815 | +$2,475 | +0.50% | |
| Kestra Private Wealth Services, Llc | 0.01% | 27,341 | $489,404 | $491,865 | +$2,461 | +0.50% | |
| Moneco Advisors, Llc | 0.04% | 26,517 | $474,653 | $477,041 | +$2,388 | +0.50% | |
| Y.D. More Investments Ltd | 0.02% | 24,180 | $432,822 | $434,998 | +$2,176 | +0.50% | |
| Franklin Resources Inc | 0.00% | 23,874 | $427,345 | $429,493 | +$2,148 | +0.50% | |
| Heartwood Wealth Advisors Llc | 0.03% | 19,401 | $347,278 | $349,024 | +$1,746 | +0.50% | |
| Raymond James Financial Inc | 0.00% | 17,190 | $307,701 | $309,248 | +$1,547 | +0.50% | |
| Avidian Wealth Enterprises, Llc | 0.01% | 17,019 | $304,640 | $306,172 | +$1,532 | +0.50% | |
| Emergent Wealth Advisors, Llc | 0.18% | 16,629 | $297,659 | $299,156 | +$1,497 | +0.50% | |
| Northcoast Asset Management Llc | 0.01% | 14,858 | $265,958 | $267,295 | +$1,337 | +0.50% | |
| Sageoak Financial, Llc | 0.19% | 14,824 | $265,351 | $266,684 | +$1,333 | +0.50% | |
| Chicago Partners Investment Group Llc | 0.01% | 14,077 | $255,070 | $253,245 | -$1,825 | -0.72% | |
| Strategic Blueprint, Llc | 0.01% | 14,200 | $254,186 | $255,458 | +$1,272 | +0.50% | |
| Bwm Planning, Llc | 0.07% | 14,092 | $252,251 | $253,515 | +$1,264 | +0.50% | |
| Corient Private Wealth Llc | 0.00% | 13,620 | $243,798 | $245,024 | +$1,226 | +0.50% | |
| Truist Financial Corp | 0.00% | 13,152 | $235,421 | $236,604 | +$1,183 | +0.50% |
Frequently asked questions about SPSK
Who owns the most SPSK stock?
The largest holders of SPSK are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SP FUNDS DOW JONES GLOBAL SU (SPSK).
Is SPSK widely held by superinvestors?
Many widely followed stocks like SPSK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPSK is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.