SPWO Institutional Ownership & Shareholders
SP FUNDS S&P WORLD EX-US ETF (SPWO) is currently held by 34 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $54.45M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Shariaportfolio, Inc. is currently the largest disclosed institutional shareholder of SPWO tracked by InsiderSet, reporting ownership valued at approximately $26.54M 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 $24.54M, representing an estimated loss of -7.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed SPWO value among the investors covered in this analysis. Major shareholders include Shariaportfolio, Inc., Rebel Financial Llc, Rfg Advisory, Llc, and several other long-term asset managers with concentrated positions in SP FUNDS S&P WORLD EX-US ETF (SPWO).
This page ranks the largest institutional SPWO 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
34
Total Reported Value
$54.45M
Largest Holder
Shariaportfolio, Inc.
Largest Position
$26.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Shariaportfolio, Inc. | 9.34% | 792,363 | $26,544,163 | $24,539,482 | -$2,004,681 | -7.55% | |
| Rebel Financial Llc | 2.13% | 173,896 | $4,903,876 | $5,385,559 | +$481,683 | +9.82% | |
| Rfg Advisory, Llc | 0.07% | 130,363 | $4,507,967 | $4,037,342 | -$470,625 | -10.44% | |
| Advocacy Wealth Management, Llc | 0.12% | 94,504 | $3,267,948 | $2,926,789 | -$341,159 | -10.44% | |
| Tidal Investments Llc | 0.01% | 94,476 | $3,266,980 | $2,925,922 | -$341,058 | -10.44% | |
| Td Waterhouse Canada Inc. | 0.01% | 67,465 | $2,264,764 | $2,089,391 | -$175,373 | -7.74% | |
| Gts Securities Llc | 0.03% | 36,072 | $1,247,370 | $1,117,150 | -$130,220 | -10.44% | |
| Jane Street Group, Llc | 0.00% | 31,781 | $1,098,987 | $984,258 | -$114,729 | -10.44% | |
| Cerro Pacific Wealth Advisors Llc | 0.22% | 29,421 | $985,604 | $911,168 | -$74,436 | -7.55% | |
| Wrenne Financial Planning Llc | 0.24% | 21,449 | $718,558 | $664,276 | -$54,282 | -7.55% | |
| Cetera Investment Advisers | 0.00% | 19,102 | $660,547 | $591,589 | -$68,958 | -10.44% | |
| Farther Finance Advisors, Llc | 0.00% | 18,728 | $627,401 | $580,006 | -$47,395 | -7.55% | |
| Envestnet Asset Management Inc | 0.00% | 13,474 | $465,941 | $417,290 | -$48,651 | -10.44% | |
| Strengthening Families & Communities, Llc | 0.10% | 13,190 | $441,875 | $408,494 | -$33,381 | -7.55% | |
| Lido Advisors, Llc | 0.00% | 12,762 | $441,310 | $395,239 | -$46,071 | -10.44% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 10,405 | $359,805 | $322,243 | -$37,562 | -10.44% | |
| Valeo Financial Advisors, Llc | 0.01% | 10,620 | $355,775 | $328,901 | -$26,874 | -7.55% | |
| Truist Financial Corp | 0.00% | 10,385 | $347,898 | $321,623 | -$26,275 | -7.55% | |
| Mariner, Llc | 0.00% | 9,859 | $340,924 | $305,333 | -$35,591 | -10.44% | |
| Citadel Advisors Llc | 0.00% | 9,697 | $335,322 | $300,316 | -$35,006 | -10.44% | |
| Mission Wealth Management, Lp | 0.00% | 8,468 | $283,678 | $262,254 | -$21,424 | -7.55% | |
| Concurrent Investment Advisors, Llc | 0.00% | 7,588 | $254,214 | $235,000 | -$19,214 | -7.56% | |
| Cwm, Llc | 0.00% | 8,275 | $233,355 | $256,277 | +$22,922 | +9.82% | |
| Goldman Sachs Group Inc | 0.00% | 6,698 | $231,617 | $207,437 | -$24,180 | -10.44% | |
| Pacific Center For Financial Services | 0.02% | 2,154 | $72,143 | $66,709 | -$5,434 | -7.53% | |
| Ifp Advisors, Inc | 0.00% | 1,513 | $50,686 | $46,858 | -$3,828 | -7.55% | |
| National Bank Of Canada | 0.00% | 1,464 | $50,493 | $45,340 | -$5,153 | -10.21% | |
| Burk Holdings Llc | 0.01% | 838 | $28,978 | $25,953 | -$3,025 | -10.44% | |
| Royal Bank Of Canada | 0.00% | 750 | $26,000 | $23,228 | -$2,773 | -10.66% | |
| Gables Capital Management Inc. | 0.00% | 366 | $12,656 | $11,335 | -$1,321 | -10.44% | |
| Ubs Group Ag | 0.00% | 325 | $11,239 | $10,065 | -$1,174 | -10.44% | |
| Larson Financial Group Llc | 0.00% | 302 | $10,443 | $9,353 | -$1,090 | -10.44% | |
| Osaic Holdings, Inc. | 0.00% | 31 | $1,071 | $960 | -$111 | -10.36% | |
| Fmr Llc | 0.00% | 26 | $901 | $805 | -$96 | -10.63% |
Frequently asked questions about SPWO
Who are the largest institutional holders of SPWO?
The largest institutional holders of SPWO reported in the latest SEC Form 13F filings include Shariaportfolio, Inc., Rebel Financial Llc, Rfg Advisory, Llc, Advocacy Wealth Management, Llc, and Tidal Investments Llc. InsiderSet ranks institutional holders by their latest reported SPWO position.
What is SPWO institutional ownership?
This page tracks SPWO positions reported by institutional investment managers through SEC Form 13F. SP FUNDS S&P WORLD EX-US ETF (SPWO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPWO?
InsiderSet currently tracks 34 institutional managers reporting SPWO 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 SPWO shareholders.
How much SPWO stock do institutions own?
Institutional investment managers disclosed approximately $54.45M in SPWO holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPWO institutional ownership last updated?
The latest SPWO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 SPWO 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 SPWO position after the reporting date.
Are institutions buying or selling SPWO?
Institutional buying and selling can be analyzed by comparing SPWO positions across consecutive 13F reporting periods. InsiderSet's SPWO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPWO ownership changes.
How has SPWO institutional ownership changed over time?
InsiderSet tracks SPWO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.