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 $450.67M 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 $101.36M 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 $106.65M, representing an estimated gain of +5.21% 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, Ameriprise Financial Inc, Nadler Financial Group, 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
114
Total Reported Value
$450.67M
Largest Holder
Lpl Financial Llc
Largest Position
$101.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
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% | 425,520 | $101,361,788 | $106,645,056 | +$5,283,268 | +5.21% | |
| Ameriprise Financial Inc | 0.01% | 143,736 | $34,241,380 | $36,023,533 | +$1,782,153 | +5.20% | |
| Nadler Financial Group, Inc. | 2.66% | 131,660 | $31,362,347 | $32,997,011 | +$1,634,664 | +5.21% | |
| Osaic Holdings, Inc. | 0.03% | 106,043 | $25,261,895 | $26,576,804 | +$1,314,909 | +5.21% | |
| Envestnet Asset Management Inc | 0.01% | 104,466 | $24,884,564 | $26,181,572 | +$1,297,008 | +5.21% | |
| Raymond James Financial Inc | 0.01% | 103,727 | $24,708,685 | $25,996,362 | +$1,287,677 | +5.21% | |
| Bank Of America Corp | 0.00% | 69,572 | $16,572,537 | $17,436,336 | +$863,799 | +5.21% | |
| Morgan Stanley | 0.00% | 66,710 | $15,891,010 | $16,719,054 | +$828,044 | +5.21% | |
| Systelligence, Llc | 2.46% | 61,831 | $14,728,583 | $15,496,265 | +$767,682 | +5.21% | |
| Rfg - Bristol Wealth Advisors, Llc | 3.26% | 56,553 | $13,471,398 | $14,173,477 | +$702,079 | +5.21% | |
| Mai Capital Management | 0.05% | 53,398 | $12,719,715 | $13,382,762 | +$663,047 | +5.21% | |
| Compass Financial Services Inc | 4.36% | 48,951 | $11,660,459 | $12,268,242 | +$607,783 | +5.21% | |
| Absolute Capital Management, Llc | 2.82% | 47,453 | $11,303,708 | $11,892,808 | +$589,100 | +5.21% | |
| Graney & King, Llc | 3.24% | 37,868 | $9,020,322 | $9,490,588 | +$470,266 | +5.21% | |
| Stratos Wealth Advisors, Llc | 0.42% | 32,485 | $7,738,263 | $8,141,485 | +$403,222 | +5.21% | |
| Jpmorgan Chase & Co | 0.00% | 31,017 | $7,390,082 | $7,773,570 | +$383,488 | +5.19% | |
| Shorehaven Wealth Partners, Llc | 2.18% | 29,028 | $6,914,568 | $7,275,082 | +$360,514 | +5.21% | |
| Cetera Investment Advisers | 0.01% | 27,943 | $6,656,239 | $7,003,156 | +$346,917 | +5.21% | |
| J.W. Cole Advisors, Inc. | 0.10% | 24,862 | $5,922,199 | $6,230,987 | +$308,788 | +5.21% | |
| Royal Bank Of Canada | 0.00% | 19,494 | $4,644,000 | $4,885,643 | +$241,643 | +5.20% | |
| Mml Investors Services, Llc | 0.01% | 17,669 | $4,208,763 | $4,428,256 | +$219,493 | +5.22% | |
| Private Advisor Group, Llc | 0.02% | 17,377 | $4,139,243 | $4,355,074 | +$215,831 | +5.21% | |
| Roger Wittlin Investment Advisory, Llc | 2.43% | 12,976 | $3,091,153 | $3,252,083 | +$160,930 | +5.21% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,298 | $2,929,447 | $3,082,160 | +$152,713 | +5.21% | |
| Stratos Wealth Partners, Ltd. | 0.03% | 10,895 | $2,595,501 | $2,730,536 | +$135,035 | +5.20% | |
| Ameritas Advisory Services, Llc | 0.05% | 9,598 | $2,286,312 | $2,405,479 | +$119,167 | +5.21% | |
| Foronjy Financial Llc | 0.77% | 8,755 | $2,085,448 | $2,194,203 | +$108,755 | +5.21% | |
| Merit Financial Group, Llc | 0.01% | 8,377 | $1,995,402 | $2,099,468 | +$104,066 | +5.22% | |
| Shelton Capital Management | 0.04% | 8,173 | $1,946,789 | $2,048,341 | +$101,552 | +5.22% | |
| Smartleaf Asset Management Llc | 0.06% | 8,053 | $1,918,664 | $2,018,266 | +$99,602 | +5.19% | |
| World Investment Advisors | 0.03% | 8,119 | $1,769,205 | $2,034,807 | +$265,602 | +15.01% | |
| Newedge Advisors, Llc | 0.00% | 6,417 | $1,528,571 | $1,608,247 | +$79,676 | +5.21% | |
| Gts Securities Llc | 0.03% | 6,268 | $1,493,081 | $1,570,904 | +$77,823 | +5.21% | |
| Truist Financial Corp | 0.00% | 6,216 | $1,480,675 | $1,557,872 | +$77,197 | +5.21% | |
| Corecap Advisors, Llc | 0.04% | 5,806 | $1,382,969 | $1,455,117 | +$72,148 | +5.22% | |
| Equitable Holdings, Inc. | 0.01% | 6,239 | $1,314,174 | $1,563,636 | +$249,462 | +18.98% | |
| Stephens Inc | 0.01% | 5,141 | $1,224,623 | $1,288,452 | +$63,829 | +5.21% | |
| Aspire Capital Advisors Llc | 0.23% | 5,028 | $1,197,705 | $1,260,132 | +$62,427 | +5.21% | |
| Pnc Financial Services Group, Inc. | 0.00% | 4,795 | $1,142,203 | $1,201,737 | +$59,534 | +5.21% | |
| Susquehanna International Group, Llp | 0.00% | 4,776 | $1,137,677 | $1,196,975 | +$59,298 | +5.21% | |
| Highpoint Advisor Group Llc | 0.04% | 4,603 | $1,096,481 | $1,153,617 | +$57,136 | +5.21% | |
| Keystone Wealth Services, Llc | 0.18% | 4,161 | $991,252 | $1,042,842 | +$51,590 | +5.20% | |
| Mor Wealth Management, Llc | 0.34% | 3,607 | $859,213 | $903,997 | +$44,784 | +5.21% | |
| Saxon Interests, Inc. | 0.23% | 3,515 | $837,298 | $880,939 | +$43,641 | +5.21% | |
| Hub Investment Partners, Llc | 0.02% | 3,506 | $835,246 | $878,684 | +$43,438 | +5.20% | |
| Level Four Advisory Services, Llc | 0.02% | 3,501 | $834,068 | $877,431 | +$43,363 | +5.20% | |
| Comprehensive Financial Planning, Inc./Pa | 0.41% | 3,266 | $777,982 | $818,534 | +$40,552 | +5.21% | |
| Waterloo Capital, L.P. | 0.04% | 3,108 | $740,270 | $778,936 | +$38,666 | +5.22% | |
| Opulen Financial Group Llc | 0.45% | 2,976 | $708,956 | $745,854 | +$36,898 | +5.20% | |
| Henderson Brothers Financial Partners, Llc | 0.33% | 2,937 | $699,613 | $736,079 | +$36,466 | +5.21% |
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.