Who Owns SP FUND (SPUS)? -- Institutional Holders (2026-06-30)

104 institutions reported holding $282.2M of SP FUND (SPUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: MANUFACTURERS LIFE INSURANCE COMPANY, THE ($85.8M), SHARIAPORTFOLIO, INC. ($44.1M), SCHRODER INVESTMENT MANAGEMENT GROUP ($30.1M), Strengthening Families & Communities, LLC ($15.2M), Farther Finance Advisors, LLC ($7.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MANUFACTURERS LIFE INSURANCE COMPANY, THE$85.8M1.5MAdded
2SHARIAPORTFOLIO, INC.$44.1M766,881Added
3SCHRODER INVESTMENT MANAGEMENT GROUP$30.1M530,000Added
4Strengthening Families & Communities, LLC$15.2M264,321Trimmed
5Farther Finance Advisors, LLC$7.2M125,102Added
6Tidal Investments LLC$6.2M107,504Added
7BANK OF AMERICA CORP /DE/$5.9M103,023Trimmed
8Advocacy Wealth Management, LLC$5.4M94,221Added
9ENVESTNET ASSET MANAGEMENT INC$4.9M85,719Added
10CHILDRESS CAPITAL ADVISORS, LLC$4.3M74,671Hold
11Botty Investors LLC$4.3M73,996Added
12LPL Financial LLC$4.1M70,627Added
13Cresset Asset Management, LLC$3.5M60,357Trimmed
14MISSION WEALTH MANAGEMENT, LP$3.3M58,119Added
15Focus Partners Wealth$3.3M57,653Hold
16Abacus Wealth Partners, LLC$3.3M57,313Hold
17RFG Advisory, LLC$2.7M46,304Added
18Royal Bank of Canada$2.4M41,486Trimmed
19Sequoia Financial Advisors, LLC$2.3M40,357Hold
20D. E. Shaw & Co., Inc.$2.2M38,629New
21TRUIST FINANCIAL CORP$2.2M38,471Added
22WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.2M38,242Added
23Compagnie Lombard Odier SCmA$2.0M35,206Added
24SageOak Financial, LLC$2.0M34,529Trimmed
25PNC Financial Services Group, Inc.$1.9M32,516Added

Source: SEC Form 13F filings · as of 2026-06-30