Institutional Ownership
Sp Funds Trust
CUSIP 84612A200S&P WORLD EX USSPWOQ1 2026
Institutional Holders
23
13F filers
Shares Held
760.3K
Aggregate institutional
Institutional Value
$21.45M
Q1 2026
Net New Holders
+5
7 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased8
Decreased3
Sold out2
Institutional Holders
23 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Rebel Financial LLC | 173.9K | $4.90M | −778 | Reduced |
| 2 | Rfg Advisory, LLC | 137.7K | $3.88M | −189.7K | Reduced |
| 3 | Jane Street Group, LLC | 100.6K | $2.84M | +50.6K | Added |
| 4 | Tidal Investments LLC | 95.3K | $2.69M | +20.3K | Added |
| 5 | Advocacy Wealth Management, LLC | 76.8K | $2.17M | +76.8K | New |
| 6 | Td Waterhouse Canada Inc. | 49.9K | $1.42M | −31.3K | Reduced |
| 7 | Cetera Investment Advisers | 17.2K | $485.5K | +17.2K | New |
| 8 | Creative Planning | 15.4K | $433.8K | +37 | Added |
| 9 | Lido Advisors, LLC | 12.8K | $359.9K | +1.3K | Added |
| 10 | Strengthening Families & Communities, LLC | 12.7K | $359.1K | +5.8K | Added |
13 more institutional holders on Premium
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