SS SPDR S&P LEVERAGED LOAN (LVLN) Institutional Shareholders
SS SPDR S&P LEVERAGED LOAN (LVLN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $8.45M in LVLN holdings during the latest filing period.
Moulton Wealth Management, Inc is currently the largest disclosed institutional shareholder of LVLN tracked by InsiderSet, reporting ownership valued at approximately $5.68M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.53M, representing an estimated loss of -37.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed LVLN value among the investors covered in this analysis. Major shareholders include Moulton Wealth Management, Inc, Jane Street Group, Llc, Zega Investments, Llc, and several other long-term asset managers with concentrated positions in SS SPDR S&P LEVERAGED LOAN (LVLN).
This page ranks the largest institutional LVLN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
5
Total Reported Value
$8.45M
Largest Holder
Moulton Wealth Management, Inc
Largest Position
$5.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
10
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Moulton Wealth Management, Inc | 3.74% | 141,698 | $5,681,386 | $3,528,280 | -$2,153,106 | -37.90% | |
| Jane Street Group, Llc | 0.00% | 51,921 | $1,279,333 | $1,292,833 | +$13,500 | +1.06% | |
| Zega Investments, Llc | 0.12% | 28,332 | $698,106 | $705,467 | +$7,361 | +1.05% | |
| Value Investment Professionals, Llc | 0.42% | 12,397 | $499,475 | $308,685 | -$190,790 | -38.20% | |
| Authentikos Wealth Advisory, Llc | 0.19% | 12,015 | $296,052 | $299,174 | +$3,122 | +1.05% |
Frequently asked questions about LVLN
Who owns the most LVLN stock?
The largest holders of LVLN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SS SPDR S&P LEVERAGED LOAN (LVLN).
Is LVLN widely held by superinvestors?
Many widely followed stocks like LVLN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LVLN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.