Who Owns SPDR S&P 1500 Value Tilt ETF (VLU)? -- Institutional Holders (2026-06-30)

50 institutions reported holding $210.7M of SPDR S&P 1500 Value Tilt ETF (VLU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($53.8M), Nadler Financial Group, Inc. ($31.4M), ENVESTNET ASSET MANAGEMENT INC ($24.9M), Systelligence, LLC ($14.7M), RFG - Bristol Wealth Advisors, LLC ($13.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cambridge Investment Research Advisors, Inc.$53.8M225,656Added
2Nadler Financial Group, Inc.$31.4M131,660Added
3ENVESTNET ASSET MANAGEMENT INC$24.9M104,466Trimmed
4Systelligence, LLC$14.7M61,831Added
5RFG - Bristol Wealth Advisors, LLC$13.5M56,553Added
6Compass Financial Services Inc$11.7M48,951Added
7ABSOLUTE CAPITAL MANAGEMENT, LLC$11.3M47,453Added
8ShoreHaven Wealth Partners, LLC$6.9M29,028Trimmed
9J.W. COLE ADVISORS, INC.$5.9M24,862Added
10USAdvisors Wealth Management, LLC$5.3M22,049Trimmed
11Private Advisor Group, LLC$4.1M17,377Added
12Roger Wittlin Investment Advisory, LLC$3.1M12,976Trimmed
13COMMONWEALTH EQUITY SERVICES, LLC$2.9M12,298Trimmed
14MONEY CONCEPTS CAPITAL CORP$2.3M9,739Trimmed
15RAFFA WEALTH MANAGEMENT, LLC$2.2M9,251Added
16FORONJY FINANCIAL LLC$2.1M8,755Trimmed
17Merit Financial Group, LLC$2.0M8,377Trimmed
18TRUIST FINANCIAL CORP$1.5M6,216Trimmed
19CoreCap Advisors, LLC$1.4M5,806Added
20STEPHENS INC /AR/$1.2M5,141Trimmed
21HUB Investment Partners, LLC$835,2463,506New
22Waterloo Capital, L.P.$740,2703,108Added
23Opulen Financial Group LLC$708,9562,976Added
24Concurrent Investment Advisors, LLC$677,3852,844Added
25Kestra Advisory Services, LLC$658,7382,765Trimmed

Source: SEC Form 13F filings · as of 2026-06-30