SS SPDR S&P 1500 VALUE TILT VLU
$239.74
+0.4% 52w: $183.54 – $239.74
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data183.54211.64239.74
Jun 20, 2025 Jul 2, 2026
Institutional holders
104
+11 QoQ
13F value
$435.2M
+11.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $38.4M puts
Institutional value by quarter
Number of holders
Who owns VLU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 425.7K | $91.5M | 0.0% | +4.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 143.5K | $30.8M | 0.0% | +19.7% |
| Nadler Financial Group, Inc. | Wealth advisor | 122.3K | $26.3M | 2.5% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 113.0K | $24.3M | 0.1% | +7.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 105.9K | $22.8M | 0.0% | -14.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 99.0K | $21.3M | 0.0% | -37.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 97.6K | $21.0M | 0.0% | +6.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 69.4K | $14.9M | 0.0% | +3.7% |
| Systelligence, LLC | Wealth advisor | 58.7K | $12.6M | 2.5% | New |
| MAI Capital Management | Wealth advisor | 57.8K | $12.4M | 0.1% | -1.7% |
| MORGAN STANLEY | Bank broker | 55.7K | $12.0M | 0.0% | +45.0% |
| RFG - Bristol Wealth Advisors, LLC | Wealth advisor | 53.6K | $11.5M | 3.1% | +24.9% |
| Compass Financial Services Inc | Wealth advisor | 47.2K | $10.1M | 4.4% | -4.2% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | Wealth advisor | 47.0K | $10.1M | 3.4% | +13.9% |
| Graney & King, LLC | Wealth advisor | 36.3K | $7.8M | 4.2% | +3.4% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 32.6K | $7.0M | 0.4% | -35.7% |
| JPMORGAN CHASE & CO | Bank broker | 30.6K | $6.4M | 0.0% | +5.6% |
| ShoreHaven Wealth Partners, LLC | Wealth advisor | 29.2K | $6.3M | 2.3% | +1.3% |
| Cetera Investment Advisers | Wealth advisor | 27.3K | $5.9M | 0.0% | +73.0% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 24.8K | $5.3M | 0.2% | +5.5% |
| USAdvisors Wealth Management, LLC | Wealth advisor | 22.6K | $4.8M | 1.6% | +2.6% |
| Roger Wittlin Investment Advisory, LLC | Wealth advisor | 21.3K | $4.6M | 3.8% | -10.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 20.8K | $4.5M | 0.0% | +1.6% |
| ROYAL BANK OF CANADA | Bank broker | 15.6K | $3.4M | 0.0% | -27.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 14.4K | $3.1M | 0.0% | -14.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 13.7K | $2.9M | 0.0% | -11.6% |
| Creative Planning | Wealth advisor | 11.5K | $2.5M | 0.0% | +3.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 10.5K | $2.3M | 0.0% | -26.8% |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 10.0K | $2.2M | 0.1% | -1.2% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 9.9K | $2.1M | 0.1% | +1.6% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 9.9K | $2.1M | 0.0% | +4.6% |
| FORONJY FINANCIAL LLC | Wealth advisor | 8.8K | $1.9M | 0.8% | +5.5% |
| Merit Financial Group, LLC | Wealth advisor | 8.7K | $1.9M | 0.0% | +0.2% |
| Private Advisor Group, LLC | Wealth advisor | 8.2K | $1.8M | 0.0% | -30.6% |
| World Investment Advisors | Wealth advisor | 8.0K | $1.7M | 0.0% | -3.9% |
| Smartleaf Asset Management LLC | Wealth advisor | 8.1K | $1.7M | 0.1% | -31.1% |
| Independent Advisor Alliance | Wealth advisor | 7.6K | $1.6M | 0.0% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 7.6K | $1.6M | 0.0% | +6.7% |
| SHELTON CAPITAL MANAGEMENT | Other | 7.2K | $1.6M | 0.0% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 7.2K | $1.5M | 0.0% | -4.2% |
| GTS SECURITIES LLC | Market maker | 6.3K | $1.3M | 0.0% | New |
| Equitable Holdings, Inc. | Wealth advisor | 6.2K | $1.3M | 0.0% | -7.9% |
| CoreCap Advisors, LLC | Wealth advisor | 5.6K | $1.2M | 0.0% | +4.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 5.4K | $1.2M | 0.0% | +96.9% |
| STEPHENS INC /AR/ | Diversified mechanical | 5.4K | $1.2M | 0.0% | Held |
| Henderson Brothers Financial Partners, LLC | Wealth advisor | 5.0K | $1.1M | 0.3% | — |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 4.5K | $978K | 0.0% | +111.5% |
| Keystone Wealth Services, LLC | Wealth advisor | 4.4K | $944K | 0.2% | New |
| HighPoint Advisor Group LLC | Wealth advisor | 4.2K | $899K | 0.0% | +2.9% |
| SAXON INTERESTS, INC. | Wealth advisor | 3.7K | $788K | 0.3% | -0.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.