Who Owns SP FUNDS TRUST (SPWO)? -- Institutional Holders (2026-03-31)
25 institutions reported holding $21.5M of SP FUNDS TRUST (SPWO) in SEC 13F filings for 2026-03-31. Largest institutional holders: rebel Financial LLC ($4.9M), RFG Advisory, LLC ($3.9M), JANE STREET GROUP, LLC ($2.8M), Tidal Investments LLC ($2.7M), Advocacy Wealth Management, LLC ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | rebel Financial LLC | $4.9M | 173,896 | Trimmed |
| 2 | RFG Advisory, LLC | $3.9M | 137,693 | Trimmed |
| 3 | JANE STREET GROUP, LLC | $2.8M | 100,604 | Added |
| 4 | Tidal Investments LLC | $2.7M | 95,326 | Added |
| 5 | Advocacy Wealth Management, LLC | $2.2M | 76,806 | New |
| 6 | TD Waterhouse Canada Inc. | $1.4M | 49,944 | Trimmed |
| 7 | Cetera Investment Advisers | $485,548 | 17,218 | New |
| 8 | Creative Planning | $433,837 | 15,384 | Added |
| 9 | Lido Advisors, LLC | $359,888 | 12,762 | Added |
| 10 | Strengthening Families & Communities, LLC | $359,141 | 12,735 | Added |
| 11 | Federation des caisses Desjardins du Quebec | $302,868 | 10,740 | Hold |
| 12 | Valeo Financial Advisors, LLC | $299,196 | 10,610 | New |
| 13 | HighTower Advisors, LLC | $296,720 | 10,522 | New |
| 14 | Mariner, LLC | $278,024 | 9,859 | Hold |
| 15 | CWM, LLC | $233,355 | 8,275 | Added |
| 16 | Cerro Pacific Wealth Advisors LLC | $220,778 | 7,829 | New |
| 17 | Farther Finance Advisors, LLC | $125,057 | 4,386 | Added |
| 18 | Pacific Center for Financial Services | $60,447 | 2,143 | Added |
| 19 | NATIONAL BANK OF CANADA /FI/ | $41,153 | 1,464 | Hold |
| 20 | Burk Holdings LLC | $23,632 | 838 | New |
| 21 | Royal Bank of Canada | $21,000 | 750 | Hold |
| 22 | GABLES CAPITAL MANAGEMENT INC. | $10,321 | 366 | Hold |
| 23 | Advisory Services Network, LLC | $5,161 | 183 | New |
| 24 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
| 25 | GTS SECURITIES LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31