SPSK Institutional Ownership & Shareholders
SP FUNDS DOW JONES GLOBAL SU (SPSK) is currently held by 74 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $149.13M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Shariaportfolio, Inc. is currently the largest disclosed institutional shareholder of SPSK tracked by InsiderSet, reporting ownership valued at approximately $30.47M in its September 30, 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 $30.77M, representing an estimated gain of +0.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed SPSK value among the investors covered in this analysis. Major shareholders include Shariaportfolio, Inc., Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc, Goldman Sachs Group Inc, 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
74
Total Reported Value
$149.13M
Largest Holder
Shariaportfolio, Inc.
Largest Position
$30.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Shariaportfolio, Inc. | 10.73% | 1,754,299 | $30,472,172 | $30,770,404 | +$298,232 | +0.98% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 1,099,763 | $19,685,758 | $19,289,843 | -$395,915 | -2.01% | |
| Goldman Sachs Group Inc | 0.00% | 496,990 | $8,950,790 | $8,717,205 | -$233,585 | -2.61% | |
| Rfg Advisory, Llc | 0.09% | 351,704 | $6,109,092 | $6,168,888 | +$59,796 | +0.98% | |
| Manufacturers Life Insurance Company, The | 0.00% | 335,960 | $6,050,640 | $5,892,738 | -$157,902 | -2.61% | |
| Jane Street Group, Llc | 0.00% | 308,888 | $5,563,073 | $5,417,896 | -$145,177 | -2.61% | |
| Mariner, Llc | 0.01% | 280,067 | $5,044,013 | $4,912,375 | -$131,638 | -2.61% | |
| Royal Bank Of Canada | 0.00% | 278,823 | $5,021,000 | $4,890,555 | -$130,445 | -2.60% | |
| Mercer Global Advisors Inc | 0.01% | 224,756 | $4,047,856 | $3,942,220 | -$105,636 | -2.61% | |
| Rebel Financial Llc | 1.70% | 219,648 | $3,931,691 | $3,852,626 | -$79,065 | -2.01% | |
| Lpl Financial Llc | 0.00% | 201,580 | $3,630,450 | $3,535,713 | -$94,737 | -2.61% | |
| Advocacy Wealth Management, Llc | 0.13% | 201,545 | $3,629,825 | $3,535,099 | -$94,726 | -2.61% | |
| Tidal Investments Llc | 0.01% | 193,074 | $3,477,263 | $3,386,518 | -$90,745 | -2.61% | |
| Fisher Asset Management, Llc | 0.00% | 169,612 | $3,054,711 | $2,974,994 | -$79,717 | -2.61% | |
| Cwm, Llc | 0.01% | 169,578 | $3,035,446 | $2,974,398 | -$61,048 | -2.01% | |
| Td Waterhouse Canada Inc. | 0.01% | 165,763 | $2,878,407 | $2,907,483 | +$29,076 | +1.01% | |
| Cerro Pacific Wealth Advisors Llc | 0.61% | 160,165 | $2,782,069 | $2,809,294 | +$27,225 | +0.98% | |
| Cibc World Market Inc. | 0.00% | 152,501 | $2,746,543 | $2,674,868 | -$71,675 | -2.61% | |
| Regions Financial Corp | 0.01% | 127,712 | $2,300,093 | $2,240,068 | -$60,025 | -2.61% | |
| Earned Wealth Advisors, Llc | 0.13% | 113,790 | $2,049,358 | $1,995,877 | -$53,481 | -2.61% | |
| Creative Planning | 0.00% | 109,019 | $1,893,668 | $1,912,193 | +$18,525 | +0.98% | |
| Childress Capital Advisors, Llc | 0.27% | 100,570 | $1,746,901 | $1,763,998 | +$17,097 | +0.98% | |
| True Vision Mn Llc | 0.84% | 91,385 | $1,635,792 | $1,602,893 | -$32,899 | -2.01% | |
| Cresset Asset Management, Llc | 0.01% | 80,813 | $1,455,448 | $1,417,460 | -$37,988 | -2.61% | |
| Strategic Family Wealth Counselors, L.L.C. | 0.28% | 68,332 | $1,186,927 | $1,198,543 | +$11,616 | +0.98% | |
| Cetera Investment Advisers | 0.00% | 64,509 | $1,161,801 | $1,131,488 | -$30,313 | -2.61% | |
| Scotia Capital Inc. | 0.00% | 57,602 | $1,037,412 | $1,010,339 | -$27,073 | -2.61% | |
| Rwa Wealth Partners, Llc | 0.01% | 49,538 | $892,179 | $868,897 | -$23,282 | -2.61% | |
| Allworth Financial Lp | 0.00% | 48,299 | $869,865 | $847,164 | -$22,701 | -2.61% | |
| Bank Of Montreal | 0.00% | 43,132 | $776,807 | $756,535 | -$20,272 | -2.61% | |
| Smartleaf Asset Management Llc | 0.03% | 42,867 | $772,463 | $751,887 | -$20,576 | -2.66% | |
| Kestra Private Wealth Services, Llc | 0.01% | 41,527 | $721,324 | $728,384 | +$7,060 | +0.98% | |
| Empower Advisory Group, Llc | 0.00% | 39,238 | $706,676 | $688,235 | -$18,441 | -2.61% | |
| Farther Finance Advisors, Llc | 0.00% | 38,254 | $664,478 | $670,975 | +$6,497 | +0.98% | |
| Envestnet Asset Management Inc | 0.00% | 28,656 | $516,092 | $502,626 | -$13,466 | -2.61% | |
| Snowden Capital Advisors Llc | 0.01% | 27,759 | $499,939 | $486,893 | -$13,046 | -2.61% | |
| Jmg Financial Group, Ltd. | 0.01% | 27,720 | $499,237 | $486,209 | -$13,028 | -2.61% | |
| Dgs Capital Management, Llc | 0.08% | 27,505 | $492,340 | $482,438 | -$9,902 | -2.01% | |
| Y.D. More Investments Ltd | 0.01% | 24,887 | $432,287 | $436,518 | +$4,231 | +0.98% | |
| Moneco Advisors, Llc | 0.03% | 23,141 | $416,766 | $405,893 | -$10,873 | -2.61% | |
| Azzad Asset Management Inc | 0.03% | 21,119 | $380,361 | $370,427 | -$9,934 | -2.61% | |
| Heartwood Wealth Advisors Llc | 0.03% | 21,713 | $377,155 | $380,846 | +$3,691 | +0.98% | |
| Private Advisor Group, Llc | 0.00% | 18,448 | $332,254 | $323,578 | -$8,676 | -2.61% | |
| Raymond James Financial Inc | 0.00% | 17,570 | $316,436 | $308,178 | -$8,258 | -2.61% | |
| Emergent Wealth Advisors, Llc | 0.16% | 17,309 | $300,650 | $303,600 | +$2,950 | +0.98% | |
| Avidian Wealth Enterprises, Llc | 0.01% | 17,019 | $295,620 | $298,513 | +$2,893 | +0.98% | |
| Wall Street Financial Group, Inc. | 0.16% | 16,262 | $292,887 | $285,235 | -$7,652 | -2.61% | |
| Northcoast Asset Management Llc | 0.01% | 14,858 | $267,593 | $260,609 | -$6,984 | -2.61% | |
| Sageoak Financial, Llc | 0.17% | 15,258 | $265,036 | $267,625 | +$2,589 | +0.98% | |
| Strategic Blueprint, Llc | 0.01% | 14,980 | $260,201 | $262,749 | +$2,548 | +0.98% |
Frequently asked questions about SPSK
Who are the largest institutional holders of SPSK?
The largest institutional holders of SPSK reported in the latest SEC Form 13F filings include Shariaportfolio, Inc., Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc, Goldman Sachs Group Inc, Rfg Advisory, Llc, and Manufacturers Life Insurance Company, The. InsiderSet ranks institutional holders by their latest reported SPSK position.
What is SPSK institutional ownership?
This page tracks SPSK positions reported by institutional investment managers through SEC Form 13F. SP FUNDS DOW JONES GLOBAL SU (SPSK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPSK?
InsiderSet currently tracks 74 institutional managers reporting SPSK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPSK shareholders.
How much SPSK stock do institutions own?
Institutional investment managers disclosed approximately $149.13M in SPSK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPSK institutional ownership last updated?
The latest SPSK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPSK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPSK position after the reporting date.
Are institutions buying or selling SPSK?
Institutional buying and selling can be analyzed by comparing SPSK positions across consecutive 13F reporting periods. InsiderSet's SPSK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPSK ownership changes.
How has SPSK institutional ownership changed over time?
InsiderSet tracks SPSK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.