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Institutional Ownership · SEC Form 13F

Who owns SPSK


Which tracked institutional funds hold SPSK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPSK company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

64
Institutional holders
5M
Shares held (tracked funds)

How the tape is positioned

11 tracked funds added or opened SPSK while 5 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

SPSK’s largest tracked holder by dollar value, SHARIAPORTFOLIO, INC., sizes it at 14.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 14.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in SPSK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 64 tracked filers holding SPSK, 48 increased or opened the position and 11 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in SPSK between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 5

  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$20M
  • Advocacy Wealth Management, LLC$2M
  • JANE STREET GROUP, LLC$2M
  • RWA WEALTH PARTNERS, LLC$822K
  • Allworth Financial LP$819K

Full exits 3

  • SHARIAPORTFOLIO, INC.$33M
  • NOMURA ASSET MANAGEMENT CO LTD$952K
  • GOLDMAN SACHS GROUP INC$944K

Largest adds

  • TD Waterhouse Canada Inc.$2M
  • Cetera Investment Advisers$795K
  • Cerro Pacific Wealth Advisors LLC$570K
  • Fisher Asset Management, LLC$433K
  • CIBC WORLD MARKET INC.$408K
  • REGIONS FINANCIAL CORP$361K

Largest trims

  • RFG Advisory, LLC$16M
  • ROYAL BANK OF CANADA$2M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,099,763$20M15.1%2026-Q1
RFG Advisory, LLC trimmed349,672$6M4.8%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added306,967$5M4.2%2026-Q1
rebel Financial LLC added219,648$4M3.0%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added196,739$4M2.7%2026-Q1
ROYAL BANK OF CANADA trimmed180,452$3M2.5%2026-Q1
Tidal Investments LLC added174,963$3M2.4%2026-Q1
CWM, LLC added169,578$3M2.3%2026-Q1
TD Waterhouse Canada Inc. added167,961$3M2.3%2026-Q1
Mariner, LLC trimmed166,635$3M2.3%2026-Q1
Fisher Asset Management, LLC added149,703$3M2.0%2026-Q1
CIBC WORLD MARKET INC. added141,280$3M1.9%2026-Q1
Cerro Pacific Wealth Advisors LLC added129,186$2M1.8%2026-Q1
Advocacy Wealth Management, LLC added118,917$2M1.6%2026-Q1
LPL Financial LLC added106,210$2M1.5%2026-Q1
JANE STREET GROUP, LLC added103,527$2M1.4%2026-Q1
CHILDRESS CAPITAL ADVISORS, LLC100,570$2M1.4%2026-Q1
True Vision MN LLC91,385$2M1.3%2026-Q1
Cresset Asset Management, LLC added80,118$1M1.1%2026-Q1
Cetera Investment Advisers added59,662$1M0.8%2026-Q1
Strategic Family Wealth Counselors, L.L.C. added58,638$1M0.8%2026-Q1
Farther Finance Advisors, LLC added56,845$1M0.8%2026-Q1
REGIONS FINANCIAL CORP added55,552$994K0.8%2026-Q1
SCOTIA CAPITAL INC. trimmed54,262$971K0.7%2026-Q1
RWA WEALTH PARTNERS, LLC new45,899$822K0.6%2026-Q1
Allworth Financial LP new45,729$819K0.6%2026-Q1
BANK OF MONTREAL /CAN/ added42,930$768K0.6%2026-Q1
EARNED WEALTH ADVISORS, LLC42,867$767K0.6%2026-Q1
Smartleaf Asset Management LLC42,867$766K0.6%2026-Q1
Empower Advisory Group, LLC38,197$684K0.5%2026-Q1
TWO SIGMA SECURITIES, LLC added29,203$523K0.4%2026-Q1
Apollon Wealth Management, LLC added27,959$500K0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added27,616$494K0.4%2026-Q1
Snowden Capital Advisors LLC added27,600$494K0.4%2026-Q1
DGS Capital Management, LLC added27,505$492K0.4%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added27,341$489K0.4%2026-Q1
MONECO ADVISORS, LLC added26,517$475K0.4%2026-Q1
Y.D. More Investments Ltd24,180$433K0.3%2026-Q1
FRANKLIN RESOURCES INC23,874$427K0.3%2026-Q1
Heartwood Wealth Advisors LLC added19,401$347K0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added17,190$308K0.2%2026-Q1
Avidian Wealth Enterprises, LLC new17,019$305K0.2%2026-Q1
Emergent Wealth Advisors, LLC added16,629$298K0.2%2026-Q1
NorthCoast Asset Management LLC new14,858$266K0.2%2026-Q1
SageOak Financial, LLC added14,824$265K0.2%2026-Q1
Chicago Partners Investment Group LLC trimmed14,077$255K0.2%2026-Q1
Strategic Blueprint, LLC added14,200$254K0.2%2026-Q1
BWM Planning, LLC added14,092$252K0.2%2026-Q1
Corient Private Wealth LLC new13,620$244K0.2%2026-Q1
TRUIST FINANCIAL CORP added13,152$235K0.2%2026-Q1
Wall Street Financial Group, Inc. added12,862$230K0.2%2026-Q1
Strengthening Families & Communities, LLC new12,472$223K0.2%2026-Q1
NATIONAL BANK OF CANADA /FI/ added11,859$212K0.2%2026-Q1
MISSION WEALTH MANAGEMENT, LP added11,407$204K0.2%2026-Q1
Gladstone Institutional Advisory LLC added10,940$196K0.1%2026-Q1
AZZAD ASSET MANAGEMENT INC /ADV10,789$193K0.1%2026-Q1
&PARTNERS added10,710$192K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC new10,195$182K0.1%2026-Q1
IFP Advisors, Inc added7,109$127K0.1%2026-Q1
US BANCORP \DE\5,956$107K0.1%2026-Q1
Larson Financial Group LLC added2,387$43K0.0%2026-Q1
NVWM, LLC new31$5550.0%2026-Q1
MORGAN STANLEY1$270.0%2026-Q1
WELLS FARGO & COMPANY/MN0$20.0%2026-Q1
SHARIAPORTFOLIO, INC. added1,832,039$33M25.6%2025-Q4 stale
SYNOVUS FINANCIAL CORP78,337$1M1.1%2025-Q3 stale
NOMURA ASSET MANAGEMENT CO LTD added52,141$952K0.7%2025-Q4 stale
GOLDMAN SACHS GROUP INC new51,702$944K0.7%2025-Q4 stale
UBS Group AG added44,486$811K0.6%2025-Q2 stale
Vertex Planning Partners, LLC29,898$553K0.4%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP new18,335$330K0.3%2025-Q1 stale
Main Street Financial Solutions, LLC trimmed14,416$263K0.2%2025-Q4 stale
NewEdge Advisors, LLC added10,436$191K0.1%2025-Q4 stale
Financial Advocates Investment Management new10,175$183K0.1%2025-Q1 stale
Federation des caisses Desjardins du Quebec5,155$93K0.1%2025-Q1 stale
FMR LLC added201$4K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership