SPSK Institutional Ownership
SP Funds Dow Jones Global Sukuk ETF
1W: -1.0%
1M: -2.6%
3M: -3.6%
YTD: -4.3%
1Y: -6.0%
3Y: +5.9%
5Y: -3.4%
$17.37
+0.01 (+0.03%)
Weekly Expected Move ±0.7%
$17
$17
$17
$17
$18
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPSK
78
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
121M
Total Invested
14
New Positions
43
Increased
10
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (83 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SHARIAPORTFOLIO, INC. | 1,671,422 | 29M | +51,953 | +3.2% | 12Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC NEW | 496,990 | 9M | — | +0.0% | 1Q | SEC ↗ |
| 3 | RFG Advisory, LLC | 336,773 | 6M | -12,899 | -3.7% | 9Q | SEC ↗ |
| 4 | MANUFACTURERS LIFE INSURANCE COMPANY, | 335,960 | 6M | +28,993 | +9.4% | 18Q | SEC ↗ |
| 5 | JANE STREET GROUP, LLC | 308,888 | 5M | +205,361 | +198.4% | 2Q | SEC ↗ |
| 6 | Mariner, LLC | 280,067 | 5M | +113,432 | +68.1% | 8Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 278,823 | 5M | +98,371 | +54.5% | 24Q | SEC ↗ |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | 224,756 | 4M | +28,017 | +14.2% | 9Q | SEC ↗ |
| 9 | rebel Financial LLC | 219,648 | 4M | +2,133 | +1.0% | 4Q | SEC ↗ |
| 10 | LPL Financial LLC | 201,580 | 4M | +95,370 | +89.8% | 8Q | SEC ↗ |
| 11 | Advocacy Wealth Management, LLC | 201,545 | 4M | +82,628 | +69.5% | 2Q | SEC ↗ |
| 12 | Tidal Investments LLC | 193,074 | 3M | +18,111 | +10.4% | 8Q | SEC ↗ |
| 13 | Fisher Asset Management, LLC | 169,612 | 3M | +19,909 | +13.3% | 6Q | SEC ↗ |
| 14 | CWM, LLC | 169,578 | 3M | +2,587 | +1.5% | 10Q | SEC ↗ |
| 15 | TD Waterhouse Canada Inc. | 164,405 | 3M | -3,556 | -2.1% | 9Q | SEC ↗ |
| 16 | CIBC WORLD MARKET INC. | 152,501 | 3M | +11,221 | +7.9% | 5Q | SEC ↗ |
| 17 | REGIONS FINANCIAL CORP | 127,712 | 2M | +72,160 | +129.9% | 9Q | SEC ↗ |
| 18 | EARNED WEALTH ADVISORS, LLC | 113,790 | 2M | +70,923 | +165.4% | 4Q | SEC ↗ |
| 19 | Cerro Pacific Wealth Advisors LLC | 111,372 | 2M | -17,814 | -13.8% | 9Q | SEC ↗ |
| 20 | CHILDRESS CAPITAL ADVISORS, LLC | 100,570 | 2M | — | +0.0% | 13Q | SEC ↗ |
| 21 | RWA WEALTH PARTNERS, LLC | 99,076 | 2M | +53,177 | +115.9% | 2Q | SEC ↗ |
| 22 | True Vision MN LLC | 91,385 | 2M | — | +0.0% | 10Q | SEC ↗ |
| 23 | Cresset Asset Management, LLC | 80,813 | 1M | +695 | +0.9% | 8Q | SEC ↗ |
| 24 | Strategic Family Wealth Counselors, L. | 67,931 | 1M | +9,293 | +15.8% | 9Q | SEC ↗ |
| 25 | Cetera Investment Advisers | 64,509 | 1M | +4,847 | +8.1% | 7Q | SEC ↗ |
| 26 | SCOTIA CAPITAL INC. | 57,602 | 1M | +3,340 | +6.2% | 14Q | SEC ↗ |
| 27 | Turner Financial Group, Inc. NEW | 52,132 | 906K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Allworth Financial LP | 48,299 | 839K | +2,570 | +5.6% | 2Q | SEC ↗ |
| 29 | Farther Finance Advisors, LLC | 43,181 | 750K | -13,664 | -24.0% | 11Q | SEC ↗ |
| 30 | BANK OF MONTREAL /CAN | 43,132 | 749K | +202 | +0.5% | 6Q | SEC ↗ |
| 31 | Smartleaf Asset Management LLC | 42,867 | 745K | — | +0.0% | 3Q | SEC ↗ |
| 32 | Empower Advisory Group, LLC | 39,238 | 682K | +1,041 | +2.7% | 3Q | SEC ↗ |
| 33 | Creative Planning NEW | 36,218 | 629K | — | +0.0% | 1Q | SEC ↗ |
| 34 | ENVESTNET ASSET MANAGEMENT INC | 28,656 | 498K | +1,040 | +3.8% | 13Q | SEC ↗ |
| 35 | Snowden Capital Advisors LLC | 27,759 | 482K | +159 | +0.6% | 9Q | SEC ↗ |
| 36 | KESTRA PRIVATE WEALTH SERVICES, LLC | 27,728 | 482K | +387 | +1.4% | 13Q | SEC ↗ |
| 37 | JMG Financial Group, Ltd. NEW | 27,720 | 481K | — | +0.0% | 1Q | SEC ↗ |
| 38 | DGS Capital Management, LLC | 27,505 | 478K | +789 | +3.0% | 6Q | SEC ↗ |
| 39 | Y.D. More Investments Ltd | 24,887 | 432K | +707 | +2.9% | 6Q | SEC ↗ |
| 40 | MISSION WEALTH MANAGEMENT, LP | 23,914 | 415K | +12,507 | +109.6% | 9Q | SEC ↗ |
| 41 | FRANKLIN RESOURCES INC | 23,874 | 415K | — | +0.0% | 5Q | SEC ↗ |
| 42 | MONECO ADVISORS, LLC | 23,141 | 402K | -3,376 | -12.7% | 10Q | SEC ↗ |
| 43 | AZZAD ASSET MANAGEMENT INC /ADV | 21,119 | 367K | +10,330 | +95.7% | 6Q | SEC ↗ |
| 44 | Heartwood Wealth Advisors LLC | 20,788 | 361K | +1,387 | +7.1% | 14Q | SEC ↗ |
| 45 | Private Advisor Group, LLC NEW | 18,448 | 320K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Main Street Financial Solutions, LLC | 17,602 | 306K | +21 | +0.1% | 12Q | SEC ↗ |
| 47 | RAYMOND JAMES FINANCIAL INC | 17,570 | 305K | +380 | +2.2% | 3Q | SEC ↗ |
| 48 | Avidian Wealth Enterprises, LLC | 17,019 | 296K | — | +0.0% | 2Q | SEC ↗ |
| 49 | Emergent Wealth Advisors, LLC | 16,629 | 289K | — | +0.0% | 3Q | SEC ↗ |
| 50 | Wall Street Financial Group, Inc. | 16,262 | 282K | +3,400 | +26.4% | 7Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 496,990 | 9M |
| Turner Financial Group, Inc. | 52,132 | 906K |
| Creative Planning | 36,218 | 629K |
| JMG Financial Group, Ltd. | 27,720 | 481K |
| Private Advisor Group, LLC | 18,448 | 320K |
| WORLD EQUITY GROUP, INC. | 13,504 | 235K |
| MML INVESTORS SERVICES, LLC | 13,428 | 233K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 5,201 | 90K |
| Timbuktu Capital Management, LLC | 3,000 | 52K |
| Providence Capital Advisors, LLC | 2,027 | 35K |
| Operose Advisors LLC | 551 | 10K |
| Guardian Partners Inc. | 235 | 4K |
| OSAIC HOLDINGS, INC. | 128 | 2K |
| FMR LLC | 1 | 0K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| UBS AM, a distinct business unit of | 1,099,763 | 19M |
| NOMURA ASSET MANAGEMENT CO LTD | 52,141 | 906K |
| TWO SIGMA SECURITIES, LLC | 29,203 | 507K |
Biggest Increases (20)
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cerro Pacific Wealth Advisors LLC | -17,814 | -13.8% | 111,372 |
| Apollon Wealth Management, LLC | -14,787 | -52.9% | 13,172 |
| Farther Finance Advisors, LLC | -13,664 | -24.0% | 43,181 |
| RFG Advisory, LLC | -12,899 | -3.7% | 336,773 |
| TD Waterhouse Canada Inc. | -3,556 | -2.1% | 164,405 |
| MONECO ADVISORS, LLC | -3,376 | -12.7% | 23,141 |
| Gladstone Institutional Advisory LL | -66 | -0.6% | 10,874 |
| Atomic Invest LLC | -6 | -1.2% | 511 |