5 institutions reported holding $4.6M of SPEND LIFE WISELY FUNDS INVT (SLWS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Delos Wealth Advisors, LLC ($3.1M), ENVESTNET ASSET MANAGEMENT INC ($528,614), MML INVESTORS SERVICES, LLC ($526,714), JANE STREET GROUP, LLC ($503,198), UBS Group AG ($202). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Delos Wealth Advisors, LLC | $3.1M | 30,535 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $528,614 | 5,233 | Added |
| 3 | MML INVESTORS SERVICES, LLC | $526,714 | 5,214 | Added |
| 4 | JANE STREET GROUP, LLC | $503,198 | 4,981 | Added |
| 5 | UBS Group AG | $202 | 2 | New |
Source: SEC Form 13F filings · as of 2026-06-30