Who owns State Street SPDR S&P 1500 Value Tilt ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VLU from SEC Form 13F filings across 119 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.
As of the 2026-06-30 reporting period, 119 institutions disclosed 2.1M shares of State Street SPDR S&P 1500 Value Tilt ETF worth $500.7M — about 70.4% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
119
13F holders
$500.7M
value, 2026 filers
70.4%
of shares outstanding (2.1M sh)
20
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 VLU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 425,520 | $101.4M | 0.0% | 14.2% | 0.0% |
| 2 | AMERIPRISE FINANCIAL INC | 143,736 | $34.2M | 0.0% | 4.8% | +0.2% |
| 3 | Nadler Financial Group, Inc. | 131,660 | $31.4M | 2.7% | 4.4% | +7.7% |
| 4 | Cambridge Investment Research Advisors, Inc. | 112,828 | $26.9M | 0.1% | 3.8% | -0.1% |
| 5 | OSAIC HOLDINGS, INC. | 106,043 | $25.3M | 0.0% | 3.6% | +8.7% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 104,466 | $24.9M | 0.0% | 3.5% | -1.4% |
| 7 | RAYMOND JAMES FINANCIAL INC | 103,727 | $24.7M | 0.0% | 3.5% | +4.7% |
| 8 | BANK OF AMERICA CORP /DE/ | 69,572 | $16.6M | 0.0% | 2.3% | +0.2% |
| 9 | MORGAN STANLEY | 66,710 | $15.9M | 0.0% | 2.2% | +19.7% |
| 10 | Systelligence, LLC | 61,831 | $14.7M | 2.5% | 2.1% | +5.3% |
| 11 | RFG - Bristol Wealth Advisors, LLC | 56,553 | $13.5M | 3.3% | 1.9% | +5.6% |
| 12 | MAI Capital Management | 53,398 | $12.7M | 0.0% | 1.8% | -7.7% |
| 13 | Compass Financial Services Inc | 48,951 | $11.7M | 4.4% | 1.6% | +3.8% |
| 14 | ABSOLUTE CAPITAL MANAGEMENT, LLC | 47,453 | $11.3M | 2.8% | 1.6% | +0.9% |
| 15 | Graney & King, LLC | 37,868 | $9.0M | 3.2% | 1.3% | +4.3% |
| 16 | Stratos Wealth Advisors, LLC | 32,485 | $7.7M | 0.4% | 1.1% | -0.4% |
| 17 | JPMORGAN CHASE & CO | 31,017 | $7.4M | 0.0% | 1% | +1.5% |
| 18 | ShoreHaven Wealth Partners, LLC | 29,028 | $6.9M | 2.2% | 1% | -0.6% |
| 19 | Cetera Investment Advisers | 27,943 | $6.7M | 0.0% | 0.9% | +2.4% |
| 20 | J.W. COLE ADVISORS, INC. | 24,862 | $5.9M | 0.1% | 0.8% | +0.4% |
| 21 | USAdvisors Wealth Management, LLC | 22,049 | $5.3M | 1.5% | 0.7% | -2.5% |
| 22 | ROYAL BANK OF CANADA | 19,494 | $4.6M | 0.0% | 0.7% | +24.6% |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18,266 | $4.4M | 0.0% | 0.6% | -12.4% |
| 24 | MML INVESTORS SERVICES, LLC | 17,669 | $4.2M | 0.0% | 0.6% | +23.1% |
| 25 | Private Advisor Group, LLC | 17,377 | $4.1M | 0.0% | 0.6% | +111.6% |
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.