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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,099,763 | $20M | 15.1% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 349,672 | $6M | 4.8% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 306,967 | $5M | 4.2% | 2026-Q1 |
| rebel Financial LLC added | 219,648 | $4M | 3.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 196,739 | $4M | 2.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 180,452 | $3M | 2.5% | 2026-Q1 |
| Tidal Investments LLC added | 174,963 | $3M | 2.4% | 2026-Q1 |
| CWM, LLC added | 169,578 | $3M | 2.3% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 167,961 | $3M | 2.3% | 2026-Q1 |
| Mariner, LLC trimmed | 166,635 | $3M | 2.3% | 2026-Q1 |
| Fisher Asset Management, LLC added | 149,703 | $3M | 2.0% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 141,280 | $3M | 1.9% | 2026-Q1 |
| Cerro Pacific Wealth Advisors LLC added | 129,186 | $2M | 1.8% | 2026-Q1 |
| Advocacy Wealth Management, LLC added | 118,917 | $2M | 1.6% | 2026-Q1 |
| LPL Financial LLC added | 106,210 | $2M | 1.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 103,527 | $2M | 1.4% | 2026-Q1 |
| CHILDRESS CAPITAL ADVISORS, LLC | 100,570 | $2M | 1.4% | 2026-Q1 |
| True Vision MN LLC | 91,385 | $2M | 1.3% | 2026-Q1 |
| Cresset Asset Management, LLC added | 80,118 | $1M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 59,662 | $1M | 0.8% | 2026-Q1 |
| Strategic Family Wealth Counselors, L.L.C. added | 58,638 | $1M | 0.8% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 56,845 | $1M | 0.8% | 2026-Q1 |
| REGIONS FINANCIAL CORP added | 55,552 | $994K | 0.8% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 54,262 | $971K | 0.7% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC new | 45,899 | $822K | 0.6% | 2026-Q1 |
| Allworth Financial LP new | 45,729 | $819K | 0.6% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 42,930 | $768K | 0.6% | 2026-Q1 |
| EARNED WEALTH ADVISORS, LLC | 42,867 | $767K | 0.6% | 2026-Q1 |
| Smartleaf Asset Management LLC | 42,867 | $766K | 0.6% | 2026-Q1 |
| Empower Advisory Group, LLC | 38,197 | $684K | 0.5% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC added | 29,203 | $523K | 0.4% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 27,959 | $500K | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 27,616 | $494K | 0.4% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 27,600 | $494K | 0.4% | 2026-Q1 |
| DGS Capital Management, LLC added | 27,505 | $492K | 0.4% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 27,341 | $489K | 0.4% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 26,517 | $475K | 0.4% | 2026-Q1 |
| Y.D. More Investments Ltd | 24,180 | $433K | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC | 23,874 | $427K | 0.3% | 2026-Q1 |
| Heartwood Wealth Advisors LLC added | 19,401 | $347K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 17,190 | $308K | 0.2% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC new | 17,019 | $305K | 0.2% | 2026-Q1 |
| Emergent Wealth Advisors, LLC added | 16,629 | $298K | 0.2% | 2026-Q1 |
| NorthCoast Asset Management LLC new | 14,858 | $266K | 0.2% | 2026-Q1 |
| SageOak Financial, LLC added | 14,824 | $265K | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 14,077 | $255K | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC added | 14,200 | $254K | 0.2% | 2026-Q1 |
| BWM Planning, LLC added | 14,092 | $252K | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC new | 13,620 | $244K | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 13,152 | $235K | 0.2% | 2026-Q1 |
| Wall Street Financial Group, Inc. added | 12,862 | $230K | 0.2% | 2026-Q1 |
| Strengthening Families & Communities, LLC new | 12,472 | $223K | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 11,859 | $212K | 0.2% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP added | 11,407 | $204K | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 10,940 | $196K | 0.1% | 2026-Q1 |
| AZZAD ASSET MANAGEMENT INC /ADV | 10,789 | $193K | 0.1% | 2026-Q1 |
| &PARTNERS added | 10,710 | $192K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 10,195 | $182K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 7,109 | $127K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ | 5,956 | $107K | 0.1% | 2026-Q1 |
| Larson Financial Group LLC added | 2,387 | $43K | 0.0% | 2026-Q1 |
| NVWM, LLC new | 31 | $555 | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1 | $27 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 0 | $2 | 0.0% | 2026-Q1 |
| SHARIAPORTFOLIO, INC. added | 1,832,039 | $33M | 25.6% | 2025-Q4 stale |
| SYNOVUS FINANCIAL CORP | 78,337 | $1M | 1.1% | 2025-Q3 stale |
| NOMURA ASSET MANAGEMENT CO LTD added | 52,141 | $952K | 0.7% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC new | 51,702 | $944K | 0.7% | 2025-Q4 stale |
| UBS Group AG added | 44,486 | $811K | 0.6% | 2025-Q2 stale |
| Vertex Planning Partners, LLC | 29,898 | $553K | 0.4% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 18,335 | $330K | 0.3% | 2025-Q1 stale |
| Main Street Financial Solutions, LLC trimmed | 14,416 | $263K | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 10,436 | $191K | 0.1% | 2025-Q4 stale |
| Financial Advocates Investment Management new | 10,175 | $183K | 0.1% | 2025-Q1 stale |
| Federation des caisses Desjardins du Quebec | 5,155 | $93K | 0.1% | 2025-Q1 stale |
| FMR LLC added | 201 | $4K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.