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SP Funds S&P Sharia Indu EXC (SPUS)

CUSIP: 886364801 | NYSE | 143 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Shariaportfolio, Inc.650,258
13.6% of portfolio›$38.7M
Strengthening Families & Communities, LLC260,804
3.4% of portfolio›$15.5M
Farther Finance Advisors, LLC121,102
0.1% of portfolio›$7.2M
Mission Wealth Management, LP88,657
0.1% of portfolio›$5.3M
Childress Capital Advisors, LLC74,671
0.7% of portfolio›$4.4M
rebel Financial LLC65,295
1.6% of portfolio›$3.9M
Venture Visionary Partners LLC50,478
0.1% of portfolio›$3.0M
RFG Advisory, LLC44,206
0.0% of portfolio›$2.6M
Sumitomo Mitsui Trust Group, Inc.44,039
0.0% of portfolio›$2.6M
Truist Financial Corp40,201
0.0% of portfolio›$2.4M
Cerro Pacific Wealth Advisors LLC37,212
0.5% of portfolio›$2.2M
Wealth Enhancement Advisory Services, LLC34,337
0.0% of portfolio›$2.1M
SageOak Financial, LLC34,047
1.3% of portfolio›$2.0M
Compagnie Lombard Odier SCmA24,000
0.0% of portfolio›$1.4M
Y-Intercept (Hong Kong) Ltd13,322
0.0% of portfolio›$793.2K
Arch Global Advisors, LLC13,270
0.3% of portfolio›$790.1K
Wrenne Financial Planning LLC13,001
0.3% of portfolio›$774.1K
Creative Planning12,043
0.0% of portfolio›$717.0K
Concurrent Investment Advisors, LLC8,578
0.0% of portfolio›$510.7K
Choreo, LLC8,509
0.0% of portfolio›$506.7K
Y.D. More Investments Ltd7,900
0.0% of portfolio›$470.4K
Kestra Advisory Services, LLC7,283
0.0% of portfolio›$433.6K
Emergent Wealth Advisors, LLC7,121
0.2% of portfolio›$424.0K
StoneX Group Inc.6,807
0.0% of portfolio›$401.3K
Evansbrook LLC6,592
0.2% of portfolio›$392.5K
Valeo Financial Advisors, LLC6,497
0.0% of portfolio›$386.8K
Wesbanco Bank Inc6,234
0.0% of portfolio›$371.2K
Lido Advisors, LLC5,497
0.0% of portfolio›$327.3K
WT Wealth Management5,367
0.1% of portfolio›$319.6K
Chicago Partners Investment Group LLC5,140
0.0% of portfolio›$301.5K
Commonwealth Equity Services, LLC4,896
0.0% of portfolio›$291.5K
Paulson Wealth Management Inc.4,334
0.1% of portfolio›$258.0K
Merkkuri Wealth Advisors LLC4,212
0.2% of portfolio›$250.8K
Weaver Consulting Group4,058
0.0% of portfolio›$241.6K
Stanich Group LLC3,842
0.1% of portfolio›$228.7K
Strategic Blueprint, LLC3,744
0.0% of portfolio›$222.9K
Unique Wealth Strategies, LLC3,716
0.1% of portfolio›$213.7K
TD Waterhouse Canada Inc.3,530
0.0% of portfolio›$211.2K
Gerber Kawasaki Wealth & Investment Management3,468
0.0% of portfolio›$206.5K
Pacific Center for Financial Services2,164
0.0% of portfolio›$128.8K
IFP Advisors, Inc1,902
0.0% of portfolio›$113.2K
Murphy & Mullick Capital Management Corp1,000
0.0% of portfolio›$59.5K
First Pacific Financial649
0.0% of portfolio›$38.7K
Burk Holdings LLC614
0.0% of portfolio›$36.6K
Nvwm, LLC433
0.0% of portfolio›$25.8K
Go Invest LLC152
0.0% of portfolio›$9.0K
Markowski Investments96
0.0% of portfolio›$5.7K
CX Institutional15
0.0% of portfolio›$1
High Note Wealth, LLC1
0.0% of portfolio›$60
StyleTurnoverLocationFiled
Shariaportfolio, Inc.
650,258$38.7M13.6%MomentumMediumLake Mary, FL2026-10-20
Strengthening Families & Communities, LLC
260,804$15.5M3.4%CoreMediumBoston, MA2026-10-21
Farther Finance Advisors, LLC
121,102$7.2M0.1%IndexLowSan Francisco, CA2026-10-08
Mission Wealth Management, LP
88,657$5.3M0.1%ETFLowSanta Barbara, CA2026-10-15
Childress Capital Advisors, LLC
74,671$4.4M0.7%GARPMediumHouston, TX2026-10-28
rebel Financial LLC
65,295$3.9M1.6%N/AVery LowGroveport, OH2026-11-04
Venture Visionary Partners LLC
50,478$3.0M0.1%CoreLowSylvania, OH2026-10-07
RFG Advisory, LLC
44,206$2.6M0.0%ETFMediumBirmingham, AL2026-11-03
Sumitomo Mitsui Trust Group, Inc.
44,039$2.6M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Truist Financial Corp
40,201$2.4M0.0%CoreLowCharlotte, NC2026-10-30
Cerro Pacific Wealth Advisors LLC
37,212$2.2M0.5%GrowthLowSan Luis Obispo, CA2026-10-22
Wealth Enhancement Advisory Services, LLC
34,337$2.1M0.0%CoreLowPlymouth, MN2026-10-13
SageOak Financial, LLC
34,047$2.0M1.3%ETFLowTulsa, OK2026-10-19
Compagnie Lombard Odier SCmA
24,000$1.4M0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Y-Intercept (Hong Kong) Ltd
13,322$793.2K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Arch Global Advisors, LLC
13,270$790.1K0.3%ETFLowNew York, NY2026-10-23
Wrenne Financial Planning LLC
13,001$774.1K0.3%ETFVery LowLexington, KY2026-10-30
Creative Planning
12,043$717.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Concurrent Investment Advisors, LLC
8,578$510.7K0.0%GrowthMediumTampa, FL2026-10-16
Choreo, LLC
8,509$506.7K0.0%IndexLowRockford, IL2026-10-28
Y.D. More Investments Ltd
7,900$470.4K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Kestra Advisory Services, LLC
7,283$433.6K0.0%CoreLowAustin, TX2026-11-02
Emergent Wealth Advisors, LLC
7,121$424.0K0.2%ETFMediumWilliamsville, NY2026-10-09
StoneX Group Inc.
6,807$401.3K0.0%ETFMediumNew York, NY2026-11-03
Evansbrook LLC
6,592$392.5K0.2%GrowthLowBolingbrook, IL2026-10-16
Valeo Financial Advisors, LLC
6,497$386.8K0.0%ETFLowCarmel, IN2026-10-08
Wesbanco Bank Inc
6,234$371.2K0.0%CoreLowWheeling, WV2026-11-04
Lido Advisors, LLC
5,497$327.3K0.0%GrowthLowLos Angeles, CA2026-11-04
WT Wealth Management
5,367$319.6K0.1%ETFMediumScottsdale, AZ2026-10-13
Chicago Partners Investment Group LLC
5,140$301.5K0.0%GARPLowChicago, IL2026-10-27
Commonwealth Equity Services, LLC
4,896$291.5K0.0%ETFLowWaltham, MA2026-11-02
Paulson Wealth Management Inc.
4,334$258.0K0.1%ETFLowWest Palm Beach, FL2026-11-02
Merkkuri Wealth Advisors LLC
4,212$250.8K0.2%ETFMediumHicksville, NY2026-11-03
Weaver Consulting Group
4,058$241.6K0.0%ETFLowHuntington Beach, CA2026-10-07
Stanich Group LLC
3,842$228.7K0.1%ETFVery LowMontauk, NY2026-10-16
Strategic Blueprint, LLC
3,744$222.9K0.0%ETFLowAtlanta, GA2026-10-22
Unique Wealth Strategies, LLC
3,716$213.7K0.1%CoreMediumBurr Ridge, IL2026-10-13
TD Waterhouse Canada Inc.
3,530$211.2K0.0%CoreLowToronto, Australia2026-10-16
Gerber Kawasaki Wealth & Investment Management
3,468$206.5K0.0%ETFLowSanta Monica, CA2026-10-29
Pacific Center for Financial Services
2,164$128.8K0.0%ETFMediumDanville, CA2026-10-15
IFP Advisors, Inc
1,902$113.2K0.0%GrowthLowTampa, FL2026-10-16
Murphy & Mullick Capital Management Corp
1,000$59.5K0.0%GrowthLowSmithtown, NY2026-11-02
First Pacific Financial
649$38.7K0.0%ETFLowVancouver, WA2026-10-14
Burk Holdings LLC
614$36.6K0.0%ETFVery LowTulsa, OK2026-11-05
Nvwm, LLC
433$25.8K0.0%GrowthMediumYardley, PA2026-10-14
Go Invest LLC
152$9.0K0.0%ETFN/AWest Jordan, UT2026-10-09
Markowski Investments
96$5.7K0.0%ETFN/ATampa, FL2026-10-30
CX Institutional
15$10.0%CoreMediumAuburn, IN2026-10-02
High Note Wealth, LLC
1$600.0%ETFVery LowDeephaven, MN2026-10-27