SPDR SSGA US SMALL CAP LOW (SMLV) Top Institutional Shareholders
SPDR SSGA US SMALL CAP LOW (SMLV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $102.86M in SMLV holdings during the latest filing period.
Osaic Holdings, Inc. is currently the largest disclosed institutional shareholder of SMLV tracked by InsiderSet, reporting ownership valued at approximately $11.34M in its March 31, 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 $12.50M, representing an estimated gain of +10.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed SMLV value among the investors covered in this analysis. Major shareholders include Osaic Holdings, Inc., Dorval Corp, Ieq Capital, Llc, and several other long-term asset managers with concentrated positions in SPDR SSGA US SMALL CAP LOW (SMLV).
This page ranks the largest institutional SMLV 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
94
Total Reported Value
$102.86M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$11.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
101
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | 0.02% | 82,740 | $11,342,005 | $12,500,707 | +$1,158,702 | +10.22% | |
| Dorval Corp | 3.39% | 79,718 | $10,927,508 | $12,044,130 | +$1,116,622 | +10.22% | |
| Ieq Capital, Llc | 0.04% | 62,018 | $8,501,266 | $9,369,940 | +$868,674 | +10.22% | |
| Lpl Financial Llc | 0.00% | 61,138 | $8,380,694 | $9,236,986 | +$856,292 | +10.22% | |
| Aqr Capital Management Llc | 0.00% | 57,388 | $7,866,598 | $8,670,420 | +$803,822 | +10.22% | |
| Roan Capital Partners | 4.30% | 33,938 | $4,652,081 | $5,127,496 | +$475,415 | +10.22% | |
| Cetera Investment Advisers | 0.00% | 24,982 | $3,424,531 | $3,774,385 | +$349,854 | +10.22% | |
| Royal Bank Of Canada | 0.00% | 21,658 | $2,969,000 | $3,272,182 | +$303,182 | +10.21% | |
| Ubs Group Ag | 0.00% | 21,079 | $2,889,446 | $3,184,704 | +$295,258 | +10.22% | |
| Envestnet Asset Management Inc | 0.00% | 18,876 | $2,587,521 | $2,851,865 | +$264,344 | +10.22% | |
| Mcnaughton Wealth Management, Llc | 1.07% | 18,820 | $2,579,810 | $2,843,405 | +$263,595 | +10.22% | |
| Commonwealth Equity Services, Llc | 0.00% | 15,804 | $2,166,331 | $2,387,735 | +$221,404 | +10.22% | |
| Johnson & White Wealth Management, Llc | 0.79% | 13,555 | $1,858,157 | $2,047,946 | +$189,789 | +10.21% | |
| Iag Wealth Partners, Llc | 0.18% | 11,994 | $1,644,107 | $1,812,104 | +$167,997 | +10.22% | |
| Capital Developers, Llc | 1.46% | 11,822 | $1,620,529 | $1,786,117 | +$165,588 | +10.22% | |
| Bank Of America Corp | 0.00% | 11,539 | $1,581,732 | $1,743,361 | +$161,629 | +10.22% | |
| Morgan Stanley | 0.00% | 11,126 | $1,525,123 | $1,680,963 | +$155,840 | +10.22% | |
| Northrock Partners, Llc | 0.02% | 10,812 | $1,482,081 | $1,633,522 | +$151,441 | +10.22% | |
| Pnc Financial Services Group, Inc. | 0.00% | 9,053 | $1,240,933 | $1,367,765 | +$126,832 | +10.22% | |
| Insight Advisors, Llc/ Pa | 0.23% | 8,645 | $1,185,034 | $1,306,123 | +$121,089 | +10.22% | |
| Cowa, Llc | 0.29% | 7,925 | $1,086,365 | $1,197,342 | +$110,977 | +10.22% | |
| Citigroup Inc | 0.00% | 7,342 | $1,006,422 | $1,109,260 | +$102,838 | +10.22% | |
| Hf Advisory Group, Llc | 0.34% | 7,193 | $985,963 | $1,086,749 | +$100,786 | +10.22% | |
| Pathfinder Wealth Consulting, Inc. | 0.61% | 6,893 | $944,875 | $1,041,423 | +$96,548 | +10.22% | |
| Jones Financial Companies Lllp | 0.00% | 6,749 | $914,280 | $1,019,667 | +$105,387 | +11.53% | |
| Ameriprise Financial Inc | 0.00% | 6,294 | $862,733 | $950,924 | +$88,191 | +10.22% | |
| Navis Wealth Advisors, Llc | 0.43% | 6,169 | $845,685 | $932,038 | +$86,353 | +10.21% | |
| Citadel Advisors Llc | 0.00% | 6,117 | $838,502 | $924,182 | +$85,680 | +10.22% | |
| Pacific Sun Financial Corp | 0.38% | 5,772 | $791,211 | $872,058 | +$80,847 | +10.22% | |
| Two Sigma Investments, Lp | 0.00% | 5,300 | $726,510 | $800,746 | +$74,236 | +10.22% | |
| United Capital Financial Advisors, Llc | 0.00% | 5,158 | $707,846 | $779,292 | +$71,446 | +10.09% | |
| Clearview Wealth Management Llc | 0.41% | 4,239 | $581,071 | $640,446 | +$59,375 | +10.22% | |
| Beacon Pointe Advisors, Llc | 0.00% | 4,221 | $578,541 | $637,726 | +$59,185 | +10.23% | |
| Portland Financial Advisors Inc | 1.20% | 4,215 | $577,781 | $636,820 | +$59,039 | +10.22% | |
| Savant Capital, Llc | 0.00% | 4,180 | $572,985 | $631,532 | +$58,547 | +10.22% | |
| Hightower Advisors, Llc | 0.00% | 3,923 | $537,655 | $592,703 | +$55,048 | +10.24% | |
| Mml Investors Services, Llc | 0.00% | 3,902 | $534,849 | $589,531 | +$54,682 | +10.22% | |
| Raymond James Financial Inc | 0.00% | 3,869 | $530,304 | $584,545 | +$54,241 | +10.23% | |
| Mcadam, Llc | 0.02% | 3,850 | $527,748 | $581,674 | +$53,926 | +10.22% | |
| Summit Wealth Group Llc / Co | 0.05% | 3,795 | $520,209 | $573,365 | +$53,156 | +10.22% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 3,582 | $491,079 | $541,184 | +$50,105 | +10.20% | |
| Strategic Blueprint, Llc | 0.02% | 3,110 | $426,311 | $469,872 | +$43,561 | +10.22% | |
| Jaffetilchin Investment Partners, Llc | 0.02% | 3,003 | $411,676 | $453,706 | +$42,030 | +10.21% | |
| Susquehanna International Group, Llp | 0.00% | 2,980 | $408,491 | $450,231 | +$41,740 | +10.22% | |
| Fragasso Financial Advisors Inc | 0.02% | 2,814 | $391,833 | $425,151 | +$33,318 | +8.50% | |
| Waverly Advisors, Llc | 0.00% | 2,754 | $377,524 | $416,086 | +$38,562 | +10.21% | |
| Roffman Miller Associates Inc | 0.02% | 2,706 | $370,917 | $408,834 | +$37,917 | +10.22% | |
| Ausdal Financial Partners, Inc. | 0.02% | 2,548 | $349,328 | $384,963 | +$35,635 | +10.20% | |
| Swisher Financial Concepts, Inc. | 0.19% | 2,525 | $346,183 | $381,488 | +$35,305 | +10.20% | |
| Advisornet Financial, Inc | 0.02% | 2,395 | $328,329 | $361,847 | +$33,518 | +10.21% |
Frequently asked questions about SMLV
Who owns the most SMLV stock?
The largest holders of SMLV 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 SPDR SSGA US SMALL CAP LOW (SMLV).
Is SMLV widely held by superinvestors?
Many widely followed stocks like SMLV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SMLV 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.