Who Owns SPDR S&P 1500 Value Tilt ETF (VLU)? -- Institutional Holders (2026-06-30)

123 institutions reported holding $500.7M of SPDR S&P 1500 Value Tilt ETF (VLU) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($101.4M), AMERIPRISE FINANCIAL INC ($34.2M), Nadler Financial Group, Inc. ($31.4M), Cambridge Investment Research Advisors, Inc. ($26.9M), OSAIC HOLDINGS, INC. ($25.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$101.4M425,520Trimmed
2AMERIPRISE FINANCIAL INC$34.2M143,736Added
3Nadler Financial Group, Inc.$31.4M131,660Added
4Cambridge Investment Research Advisors, Inc.$26.9M112,828Trimmed
5OSAIC HOLDINGS, INC.$25.3M106,043Added
6ENVESTNET ASSET MANAGEMENT INC$24.9M104,466Trimmed
7RAYMOND JAMES FINANCIAL INC$24.7M103,727Added
8BANK OF AMERICA CORP /DE/$16.6M69,572Added
9MORGAN STANLEY$15.9M66,710Added
10Systelligence, LLC$14.7M61,831Added
11RFG - Bristol Wealth Advisors, LLC$13.5M56,553Added
12MAI Capital Management$12.7M53,398Trimmed
13Compass Financial Services Inc$11.7M48,951Added
14ABSOLUTE CAPITAL MANAGEMENT, LLC$11.3M47,453Added
15Graney & King, LLC$9.0M37,868Added
16Stratos Wealth Advisors, LLC$7.7M32,485Trimmed
17JPMORGAN CHASE & CO$7.4M31,017Added
18ShoreHaven Wealth Partners, LLC$6.9M29,028Trimmed
19Cetera Investment Advisers$6.7M27,943Added
20J.W. COLE ADVISORS, INC.$5.9M24,862Added
21USAdvisors Wealth Management, LLC$5.3M22,049Trimmed
22Royal Bank of Canada$4.6M19,494Added
23NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.4M18,266Trimmed
24MML INVESTORS SERVICES, LLC$4.2M17,669Added
25Private Advisor Group, LLC$4.1M17,377Added

Source: SEC Form 13F filings · as of 2026-06-30