SPDR S&P 1500 VALUE TILT ETF (VLU) Institutional Shareholders
SPDR S&P 1500 VALUE TILT ETF (VLU) 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 $413.57M in VLU holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of VLU tracked by InsiderSet, reporting ownership valued at approximately $91.52M 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 $104.62M, representing an estimated gain of +14.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed VLU value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Nadler Financial Group, Inc., Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in SPDR S&P 1500 VALUE TILT ETF (VLU).
This page ranks the largest institutional VLU 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
108
Total Reported Value
$413.57M
Largest Holder
Lpl Financial Llc
Largest Position
$91.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 425,715 | $91,518,718 | $104,623,335 | +$13,104,617 | +14.32% | |
| Nadler Financial Group, Inc. | 2.66% | 131,660 | $31,362,347 | $32,356,643 | +$994,296 | +3.17% | |
| Ameriprise Financial Inc | 0.01% | 143,459 | $30,840,175 | $35,256,355 | +$4,416,180 | +14.32% | |
| Envestnet Asset Management Inc | 0.01% | 104,466 | $24,884,564 | $25,673,470 | +$788,906 | +3.17% | |
| Raymond James Financial Inc | 0.01% | 99,050 | $21,293,338 | $24,342,439 | +$3,049,101 | +14.32% | |
| Osaic Holdings, Inc. | 0.03% | 97,587 | $20,980,298 | $23,982,893 | +$3,002,595 | +14.31% | |
| Bank Of America Corp | 0.00% | 69,427 | $14,925,139 | $17,062,317 | +$2,137,178 | +14.32% | |
| Systelligence, Llc | 2.46% | 61,831 | $14,728,583 | $15,195,531 | +$466,948 | +3.17% | |
| Rfg - Bristol Wealth Advisors, Llc | 3.26% | 56,553 | $13,471,398 | $13,898,414 | +$427,016 | +3.17% | |
| Mai Capital Management | 0.07% | 57,824 | $12,430,751 | $14,210,774 | +$1,780,023 | +14.32% | |
| Morgan Stanley | 0.00% | 55,716 | $11,977,758 | $13,692,714 | +$1,714,956 | +14.32% | |
| Compass Financial Services Inc | 4.36% | 48,951 | $11,660,459 | $12,030,154 | +$369,695 | +3.17% | |
| Absolute Capital Management, Llc | 2.82% | 47,453 | $11,303,708 | $11,662,007 | +$358,299 | +3.17% | |
| Graney & King, Llc | 4.21% | 36,308 | $7,805,241 | $8,923,021 | +$1,117,780 | +14.32% | |
| Stratos Wealth Advisors, Llc | 0.43% | 32,621 | $7,012,951 | $8,016,908 | +$1,003,957 | +14.32% | |
| Shorehaven Wealth Partners, Llc | 2.18% | 29,028 | $6,914,568 | $7,133,895 | +$219,327 | +3.17% | |
| J.W. Cole Advisors, Inc. | 0.10% | 24,862 | $5,922,199 | $6,110,063 | +$187,864 | +3.17% | |
| Cetera Investment Advisers | 0.01% | 27,283 | $5,865,280 | $6,705,046 | +$839,766 | +14.32% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 20,849 | $4,482,009 | $5,123,831 | +$641,822 | +14.32% | |
| Private Advisor Group, Llc | 0.02% | 17,377 | $4,139,243 | $4,270,556 | +$131,313 | +3.17% | |
| Royal Bank Of Canada | 0.00% | 15,640 | $3,362,000 | $3,843,672 | +$481,672 | +14.33% | |
| Roger Wittlin Investment Advisory, Llc | 2.43% | 12,976 | $3,091,153 | $3,188,970 | +$97,817 | +3.16% | |
| Mml Investors Services, Llc | 0.01% | 14,355 | $3,086,072 | $3,527,872 | +$441,800 | +14.32% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,298 | $2,929,447 | $3,022,345 | +$92,898 | +3.17% | |
| Creative Planning | 0.00% | 11,462 | $2,464,031 | $2,816,891 | +$352,860 | +14.32% | |
| Money Concepts Capital Corp | 0.12% | 10,049 | $2,160,317 | $2,469,633 | +$309,316 | +14.32% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 9,865 | $2,120,891 | $2,424,414 | +$303,523 | +14.31% | |
| Foronjy Financial Llc | 0.77% | 8,755 | $2,085,448 | $2,151,621 | +$66,173 | +3.17% | |
| Merit Financial Group, Llc | 0.01% | 8,377 | $1,995,402 | $2,058,724 | +$63,322 | +3.17% | |
| World Investment Advisors | 0.03% | 7,986 | $1,716,709 | $1,962,632 | +$245,923 | +14.33% | |
| Smartleaf Asset Management Llc | 0.06% | 8,053 | $1,696,557 | $1,979,098 | +$282,541 | +16.65% | |
| Independent Advisor Alliance | 0.02% | 7,621 | $1,638,361 | $1,872,930 | +$234,569 | +14.32% | |
| Shelton Capital Management | 0.03% | 7,234 | $1,555,225 | $1,777,821 | +$222,596 | +14.31% | |
| Truist Financial Corp | 0.00% | 6,216 | $1,480,675 | $1,527,639 | +$46,964 | +3.17% | |
| Corecap Advisors, Llc | 0.04% | 5,806 | $1,382,969 | $1,426,877 | +$43,908 | +3.17% | |
| Gts Securities Llc | 0.05% | 6,269 | $1,347,685 | $1,540,664 | +$192,979 | +14.32% | |
| Equitable Holdings, Inc. | 0.01% | 6,239 | $1,314,174 | $1,533,291 | +$219,117 | +16.67% | |
| Stephens Inc | 0.01% | 5,141 | $1,224,623 | $1,263,448 | +$38,825 | +3.17% | |
| Henderson Brothers Financial Partners, Llc | 0.27% | 5,046 | $1,084,780 | $1,240,100 | +$155,320 | +14.32% | |
| Great Valley Advisor Group, Inc. | 0.02% | 4,548 | $977,784 | $1,117,712 | +$139,928 | +14.31% | |
| Keystone Wealth Services, Llc | 0.20% | 4,390 | $943,786 | $1,078,882 | +$135,096 | +14.31% | |
| Highpoint Advisor Group Llc | 0.04% | 4,181 | $898,754 | $1,027,519 | +$128,765 | +14.33% | |
| Hub Investment Partners, Llc | 0.02% | 3,506 | $835,246 | $861,631 | +$26,385 | +3.16% | |
| Saxon Interests, Inc. | 0.27% | 3,666 | $788,103 | $900,953 | +$112,850 | +14.32% | |
| Mor Wealth Management, Llc | 0.36% | 3,607 | $775,420 | $886,453 | +$111,033 | +14.32% | |
| Newedge Advisors, Llc | 0.04% | 4,028 | $775,211 | $989,918 | +$214,707 | +27.70% | |
| Level Four Advisory Services, Llc | 0.02% | 3,511 | $754,877 | $862,860 | +$107,983 | +14.30% | |
| Waterloo Capital, L.P. | 0.04% | 3,108 | $740,270 | $763,819 | +$23,549 | +3.18% | |
| Comprehensive Financial Planning, Inc./Pa | 0.50% | 3,326 | $715,065 | $817,395 | +$102,330 | +14.31% | |
| Opulen Financial Group Llc | 0.45% | 2,976 | $708,956 | $731,379 | +$22,423 | +3.16% |
Frequently asked questions about VLU
Who owns the most VLU stock?
The largest holders of VLU 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 S&P 1500 VALUE TILT ETF (VLU).
Is VLU widely held by superinvestors?
Many widely followed stocks like VLU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VLU 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.