Who owns State Street SPDR S&P 600 Small Cap Value ETF?
Institutional ownership of SLYV from SEC Form 13F filings across 333 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
333
13F holders
$2.16B
value, 2026 filers
45.1%
of shares outstanding (20.1M sh)
28
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SLYV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 7.2M | $781.9M | 0.2% | 16.1% | +38.6% |
| 2 | Cannon Financial Strategists, Inc. | 1.0M | $109.2M | 12.4% | 2.2% | -0.7% |
| 3 | BANK OF AMERICA CORP /DE/ | 960,074 | $104.8M | 0.0% | 2.2% | -8.1% |
| 4 | NorthRock Partners, LLC | 834,093 | $91.0M | 1.3% | 1.9% | +4.5% |
| 5 | MORGAN STANLEY | 556,313 | $60.7M | 0.0% | 1.2% | 0.0% |
| 6 | AMERIPRISE FINANCIAL INC | 545,069 | $59.6M | 0.0% | 1.2% | -8.6% |
| 7 | Convergence Financial, LLC | 381,642 | $41.6M | 3.3% | 0.9% | +89.8% |
| 8 | WCG Wealth Advisors LLC | 367,902 | $40.1M | 1.0% | 0.8% | -3.3% |
| 9 | Creative Planning | 324,356 | $35.4M | 0.0% | 0.7% | -8.6% |
| 10 | Cerity Partners LLC | 280,730 | $30.6M | 0.0% | 0.6% | -1.9% |
| 11 | Focus Partners Wealth | 279,896 | $30.5M | 0.0% | 0.6% | +8.6% |
| 12 | Cambridge Investment Research Advisors, Inc. | 231,734 | $25,284 | 0.1% | 0.5% | +88.5% |
| 13 | Waverly Advisors, LLC | 230,724 | $25.2M | 0.1% | 0.5% | -2.0% |
| 14 | OSAIC HOLDINGS, INC. | 219,289 | $23.9M | 0.0% | 0.5% | -3.7% |
| 15 | First National Trust Co | 210,616 | $23.0M | 0.8% | 0.5% | +0.7% |
| 16 | OpenArc Corporate Advisory, LLC | 200,367 | $21.9M | 0.3% | 0.4% | -8.3% |
| 17 | HighTower Advisors, LLC | 199,840 | $21.8M | 0.0% | 0.4% | -6.2% |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 197,628 | $21.1M | 0.0% | 0.4% | -6.7% |
| 19 | GHP Investment Advisors, Inc. | 184,716 | $20.2M | 0.7% | 0.4% | +1.6% |
| 20 | WELLS FARGO & COMPANY/MN | 183,331 | $20.0M | 0.0% | 0.4% | -29.9% |
| 21 | Key Financial Inc | 180,724 | $19.7M | 3.2% | 0.4% | -1.3% |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 178,621 | $19.5M | 0.0% | 0.4% | -7.0% |
| 23 | Avantax Planning Partners, Inc. | 176,693 | $19.3M | 0.5% | 0.4% | -3.8% |
| 24 | American Financial Advisors, LLC | 161,395 | $17.6M | 2.1% | 0.4% | -35.4% |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 154,964 | $16.9M | 0.0% | 0.3% | -32.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.