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SPWO SP FUNDS TRUST

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CMN (fund)

25 managers (25 13F filers) reported a position in SPWO shares at 2026-03-31, 1,547,910 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
25
13F filers
25
New
8
Added
8
Reduced
4
Sold out
2
Shares held by filers
1,547,910

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SHARIAPORTFOLIO, INC.779,660$22M9.74%-29,60913F-HRTimeline
rebel Financial LLC173,896$4.9M2.13%-77813F-HRTimeline
RFG Advisory, LLC137,693$3.88M0.07%-189,73913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC100,604$2.84M<0.01%+50,58713F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC95,326$2.69M0.01%+20,25213F-HRTimelineGroup
Advocacy Wealth Management, LLC76,806$2.17M0.1%new13F-HRTimeline
TD Waterhouse Canada Inc.49,944$1.42M<0.01%-31,34913F-HRTimeline
Cetera Investment Advisers17,218$486K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning15,384$434K<0.01%+3713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC12,762$360K<0.01%+1,26713F-HRTimelineGroup
Strengthening Families & Communities, L…12,735$359K0.09%+5,78013F-HRTimeline
Federation des caisses Desjardins du Qu…10,740$303K<0.01%013F-HRTimeline
Valeo Financial Advisors, LLC10,610$299K0.01%new13F-HRTimeline
HighTower Advisors, LLC10,522$297K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC9,859$278K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC8,275$233K<0.01%+1,53813F-HRTimelineGroup
Range Advisory, LLC7,917$223K0.04%new13F-HRTimeline
Cerro Pacific Wealth Advisors LLC7,829$221K0.06%new13F-HRTimeline
Farther Finance Advisors, LLC4,386$125K<0.01%+2,46813F-HRTimeline
Pacific Center for Financial Services2,143$60.4K0.02%+1,10313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,464$41.2K<0.01%013F-HRTimelineGroup
Burk Holdings LLC838$23.6K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA750$21K<0.01%013F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.366$10.3K<0.01%013F-HRTimeline
Advisory Services Network, LLC183$5.16K<0.01%new13F-HRTimeline