Who owns VLU?
State Street SPDR S&P 1500 Value Tilt ETF · State Street
118 institutions reported holding VLU, worth $527.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of VLU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $101.4M | 425,520 | −195 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $53.8M | 225,656 | +112,681 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $34.2M | 143,736 | +277 shares |
| Nadler Financial Group, Inc. | Deerfield, IL | $31.4M | 131,660 | +9,390 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $25.3M | 106,043 | +8,456 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $24.9M | 104,466 | −1,430 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $24.7M | 103,727 | +4,677 shares |
| Bank of America Corp. | Charlotte, NC | $16.6M | 69,572 | +145 shares |
| Morgan Stanley | New York, NY | $15.9M | 66,710 | +10,994 shares |
| Systelligence, LLC | Bloomington, MN | $14.7M | 61,831 | +3,134 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns VLU?
118 institutional managers reported holding VLU in Form 13F filings for June 30, 2026, worth $527.6M in total. The largest reported position was held by LPL Financial LLC, at $101.4M.
Did institutions buy or sell VLU last quarter?
Reported 13F value rose 21.6% from March 31, 2026, which includes price moves as well as buying and selling. 20 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is VLU ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.