Who Owns SP FUNDS TRUST (SPTE)? -- Institutional Holders (2026-03-31)

20 institutions reported holding $10.0M of SP FUNDS TRUST (SPTE) in SEC 13F filings for 2026-03-31. Largest institutional holders: Tidal Investments LLC ($4.1M), TD Waterhouse Canada Inc. ($1.9M), JANE STREET GROUP, LLC ($1.6M), Cetera Investment Advisers ($768,495), RFG Advisory, LLC ($574,097). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Tidal Investments LLC$4.1M119,324Added
2TD Waterhouse Canada Inc.$1.9M54,513Added
3JANE STREET GROUP, LLC$1.6M46,285Added
4Cetera Investment Advisers$768,49522,166New
5RFG Advisory, LLC$574,09716,559New
6Farther Finance Advisors, LLC$500,73614,307Added
7Strengthening Families & Communities, LLC$236,2556,814Added
8CWM, LLC$147,9024,266Hold
9UBS Group AG$44,7241,290New
10OSAIC HOLDINGS, INC.$34,6701,000New
11Sunbelt Securities, Inc.$28,005808Added
12Merkkuri Wealth Advisors LLC$24,924719New
13IFP Advisors, Inc$22,674654Added
14GABLES CAPITAL MANAGEMENT INC.$13,383386Hold
15Murphy & Mullick Capital Management Corp$3,467100Hold
16Burk Holdings LLC$2,87883New
17Advisory Services Network, LLC$1,49143New
18FMR LLC$86725New
19Mariner, LLC$00Exited
20SUSQUEHANNA INTERNATIONAL GROUP, LLP$00Exited

Source: SEC Form 13F filings · as of 2026-03-31