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-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
16 tracked funds added or opened SPSK while 7 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 10.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 10.6pp 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 2026-Q1 and 2026-Q2, across 75 tracked filers holding SPSK, 57 increased or opened the position and 13 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 2026-Q1 and 2026-Q2 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 3
- GOLDMAN SACHS GROUP INC$9M
- Turner Financial Group, Inc.$939K
- Creative Planning$652K
Full exits 5
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$20M
- rebel Financial LLC$4M
- CWM, LLC$3M
- True Vision MN LLC$2M
- TWO SIGMA SECURITIES, LLC$523K
Largest adds
- JANE STREET GROUP, LLC$4M
- Mariner, LLC$2M
- ROYAL BANK OF CANADA$2M
- LPL Financial LLC$2M
- Advocacy Wealth Management, LLC$2M
- REGIONS FINANCIAL CORP$1M
Largest trims
- Cerro Pacific Wealth Advisors LLC$307K
- Apollon Wealth Management, LLC$263K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SHARIAPORTFOLIO, INC. added | 1,671,422 | $30M | 19.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 496,990 | $9M | 5.8% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 336,773 | $6M | 3.9% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 335,960 | $6M | 3.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 308,888 | $6M | 3.6% | 2026-Q2 |
| Mariner, LLC added | 280,067 | $5M | 3.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 278,823 | $5M | 3.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 224,756 | $4M | 2.6% | 2026-Q2 |
| LPL Financial LLC added | 201,580 | $4M | 2.4% | 2026-Q2 |
| Advocacy Wealth Management, LLC added | 201,545 | $4M | 2.4% | 2026-Q2 |
| Tidal Investments LLC added | 193,074 | $3M | 2.3% | 2026-Q2 |
| Fisher Asset Management, LLC added | 169,612 | $3M | 2.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 164,405 | $3M | 1.9% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 152,501 | $3M | 1.8% | 2026-Q2 |
| REGIONS FINANCIAL CORP added | 127,712 | $2M | 1.5% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC added | 113,790 | $2M | 1.3% | 2026-Q2 |
| Cerro Pacific Wealth Advisors LLC trimmed | 111,372 | $2M | 1.3% | 2026-Q2 |
| CHILDRESS CAPITAL ADVISORS, LLC | 100,570 | $2M | 1.2% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 99,076 | $2M | 1.2% | 2026-Q2 |
| Cresset Asset Management, LLC added | 80,813 | $1M | 0.9% | 2026-Q2 |
| Strategic Family Wealth Counselors, L.L.C. added | 67,931 | $1M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 64,509 | $1M | 0.8% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 57,602 | $1M | 0.7% | 2026-Q2 |
| Turner Financial Group, Inc. new | 52,132 | $939K | 0.6% | 2026-Q2 |
| Allworth Financial LP added | 48,299 | $870K | 0.6% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 43,181 | $778K | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 43,132 | $777K | 0.5% | 2026-Q2 |
| Smartleaf Asset Management LLC | 42,867 | $772K | 0.5% | 2026-Q2 |
| Empower Advisory Group, LLC added | 39,238 | $707K | 0.5% | 2026-Q2 |
| Creative Planning new | 36,218 | $652K | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 28,656 | $516K | 0.3% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 27,759 | $500K | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 27,728 | $499K | 0.3% | 2026-Q2 |
| JMG Financial Group, Ltd. new | 27,720 | $499K | 0.3% | 2026-Q2 |
| Y.D. More Investments Ltd added | 24,887 | $448K | 0.3% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 23,914 | $431K | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 23,874 | $430K | 0.3% | 2026-Q2 |
| MONECO ADVISORS, LLC trimmed | 23,141 | $417K | 0.3% | 2026-Q2 |
| AZZAD ASSET MANAGEMENT INC /ADV added | 21,119 | $380K | 0.2% | 2026-Q2 |
| Heartwood Wealth Advisors LLC added | 20,788 | $374K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC new | 18,448 | $332K | 0.2% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 17,602 | $317K | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 17,570 | $316K | 0.2% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC | 17,019 | $307K | 0.2% | 2026-Q2 |
| Emergent Wealth Advisors, LLC | 16,629 | $299K | 0.2% | 2026-Q2 |
| Wall Street Financial Group, Inc. added | 16,262 | $293K | 0.2% | 2026-Q2 |
| SageOak Financial, LLC added | 14,944 | $269K | 0.2% | 2026-Q2 |
| NorthCoast Asset Management LLC | 14,858 | $268K | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC added | 14,390 | $259K | 0.2% | 2026-Q2 |
| BWM Planning, LLC added | 14,214 | $256K | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 14,199 | $253K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 13,943 | $251K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP | 13,620 | $245K | 0.2% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. new | 13,504 | $243K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 13,428 | $242K | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 13,172 | $237K | 0.2% | 2026-Q2 |
| Strengthening Families & Communities, LLC added | 12,495 | $225K | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 12,134 | $218K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 11,569 | $208K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 10,874 | $196K | 0.1% | 2026-Q2 |
| &PARTNERS added | 10,803 | $195K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 10,617 | $191K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 7,550 | $136K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ | 5,956 | $107K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 5,201 | $94K | 0.1% | 2026-Q2 |
| Larson Financial Group LLC added | 3,419 | $62K | 0.0% | 2026-Q2 |
| Timbuktu Capital Management, LLC new | 3,000 | $54K | 0.0% | 2026-Q2 |
| Providence Capital Advisors, LLC added | 2,027 | $37K | 0.0% | 2026-Q2 |
| Operose Advisors LLC new | 551 | $10K | 0.0% | 2026-Q2 |
| Guardian Partners Inc. new | 235 | $4K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 128 | $2K | 0.0% | 2026-Q2 |
| NVWM, LLC | 31 | $558 | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 1 | $18 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $18 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 0 | $4 | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,099,763 | $20M | 12.8% | 2026-Q1 stale (1 quarter behind) |
| rebel Financial LLC added | 219,648 | $4M | 2.5% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 169,578 | $3M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| True Vision MN LLC | 91,385 | $2M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA SECURITIES, LLC added | 29,203 | $523K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| DGS Capital Management, LLC added | 27,505 | $492K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| NOMURA ASSET MANAGEMENT CO LTD added | 52,141 | $952K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| SYNOVUS FINANCIAL CORP | 78,337 | $1M | 0.9% | 2025-Q3 stale (3 quarters behind) |
| Vertex Planning Partners, LLC | 29,898 | $553K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG added | 44,486 | $811K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.
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.