SP/F S&P Global REIT Sharia (SPRE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Shariaportfolio, Inc.

DECREASED

Shares505,283 from 592,038

Change-86,755 (-15%)

Value$9.6M (-$2.9M)

Filed 2026-10-20

RFG Advisory, LLC

INCREASED

Shares141,553 from 90,165

Change+51,388 (+57%)

Value$2.7M (+$775.4K)

Filed 2026-11-03

Creative Planning

NEW

Shares19,923

Change+19,923

Value$377.6K

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares18,916 from 16,024

Change+2,892 (+18%)

Value$358.5K (+$19.5K)

Filed 2026-10-08

Apollon Wealth Management, LLC

INCREASED

Shares16,350 from 15,993

Change+357 (+2%)

Value$309.8K (-$28.4K)

Filed 2026-10-23

Compagnie Lombard Odier SCmA

UNCHANGED

Shares8,600 from 8,600

Change0 (0%)

Value$163.0K (-$18.9K)

Filed 2026-11-04

IFP Advisors, Inc

INCREASED

Shares3,263 from 2,922

Change+341 (+12%)

Value$61.8K (+$34)

Filed 2026-10-16

Gables Capital Management Inc.

UNCHANGED

Shares993 from 993

Change0 (0%)

Value$18.8K (-$2.2K)

Filed 2026-11-04

Guardian Partners Inc.

UNCHANGED

Shares470 from 470

Change0 (0%)

Value$8.9K (-$1.0K)

Filed 2026-10-21

Burk Holdings LLC

INCREASED

Shares413 from 376

Change+37 (+10%)

Value$7.8K (-$117)

Filed 2026-11-05

Strengthening Families & Communities, LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$2.8K (-$330)

Filed 2026-10-21

TD Waterhouse Canada Inc.

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$709 (-$94)

Filed 2026-10-16

ArchPoint Investors

N/A

Shares— from 69,220

Change-69,220 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 59,205

Change-59,205 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 57,925

Change-57,925 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 52,535

Change-52,535 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 29,290

Change-29,290 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 21,783

Change-21,783 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 15,009

Change-15,009 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 10,257

Change-10,257 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 10,257

Change-10,257 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 3,803

Change-3,803 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,995

Change-2,995 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,411

Change-2,411 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 883

Change-883 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 708

Change-708 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Shariaportfolio, Inc.	DECREASED	505,283	592,038	-86,755	-15%	$12.5M	$9.6M	-$2.9M	2026-10-20
RFG Advisory, LLC	INCREASED	141,553	90,165	+51,388	+57%	$1.9M	$2.7M	+$775.4K	2026-11-03
Creative Planning	NEW	19,923	—	+19,923	—	—	$377.6K	—	2026-11-02
Farther Finance Advisors, LLC	INCREASED	18,916	16,024	+2,892	+18%	$339.0K	$358.5K	+$19.5K	2026-10-08
Apollon Wealth Management, LLC	INCREASED	16,350	15,993	+357	+2%	$338.2K	$309.8K	-$28.4K	2026-10-23
Compagnie Lombard Odier SCmA	UNCHANGED	8,600	8,600	0	0%	$181.9K	$163.0K	-$18.9K	2026-11-04
IFP Advisors, Inc	INCREASED	3,263	2,922	+341	+12%	$61.8K	$61.8K	+$34	2026-10-16
Gables Capital Management Inc.	UNCHANGED	993	993	0	0%	$21.0K	$18.8K	-$2.2K	2026-11-04
Guardian Partners Inc.	UNCHANGED	470	470	0	0%	$9.9K	$8.9K	-$1.0K	2026-10-21
Burk Holdings LLC	INCREASED	413	376	+37	+10%	$8.0K	$7.8K	-$117	2026-11-05
Strengthening Families & Communities, LLC	UNCHANGED	150	150	0	0%	$3.2K	$2.8K	-$330	2026-10-21
TD Waterhouse Canada Inc.	UNCHANGED	38	38	0	0%	$803	$709	-$94	2026-10-16
ArchPoint Investors	N/A	—	69,220	-69,220	-100%	$1.5M	—	—	—
Tidal Investments LLC	N/A	—	59,205	-59,205	-100%	$1.3M	—	—	—
Jane Street Group, LLC	N/A	—	57,925	-57,925	-100%	$1.2M	—	—	—
Mariner, LLC	N/A	—	52,535	-52,535	-100%	$1.1M	—	—	—
Royal Bank of Canada	N/A	—	29,290	-29,290	-100%	$619.0K	—	—	—
GTS Securities LLC	N/A	—	21,783	-21,783	-100%	$460.7K	—	—	—
HRT Financial LP	N/A	—	15,009	-15,009	-100%	$317.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	10,257	-10,257	-100%	$216.9K	—	—	—
MML Investors Services, LLC	N/A	—	10,257	-10,257	-100%	$216.9K	—	—	—
Bank of Montreal	N/A	—	3,803	-3,803	-100%	$80.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,995	-2,995	-100%	$63.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,411	-2,411	-100%	$51.0K	—	—	—
National Bank of Canada	N/A	—	1,400	-1,400	-100%	$29.6K	—	—	—
Smartleaf Asset Management LLC	N/A	—	883	-883	-100%	$19.0K	—	—	—
Providence Capital Advisors, LLC	N/A	—	708	-708	-100%	$15.0K	—	—	—
Bogart Wealth, LLC	N/A	—	100	-100	-100%	$2.1K	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$22	—	—	—

Showing 29 of 29 institutions