Who Owns SPDR SERIES TRUST (VLU)? -- Institutional Holders (2026-03-31)

109 institutions reported holding $434.4M of SPDR SERIES TRUST (VLU) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($91.5M), AMERIPRISE FINANCIAL INC ($30.8M), Nadler Financial Group, Inc. ($26.3M), Cambridge Investment Research Advisors, Inc. ($24.3M), ENVESTNET ASSET MANAGEMENT INC ($22.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$91.5M425,715Added
2AMERIPRISE FINANCIAL INC$30.8M143,459Added
3Nadler Financial Group, Inc.$26.3M122,270New
4Cambridge Investment Research Advisors, Inc.$24.3M112,975Added
5ENVESTNET ASSET MANAGEMENT INC$22.8M105,896Trimmed
6RAYMOND JAMES FINANCIAL INC$21.3M99,050Trimmed
7OSAIC HOLDINGS, INC.$21.0M97,587Added
8BANK OF AMERICA CORP /DE/$14.9M69,427Added
9Systelligence, LLC$12.6M58,697New
10MAI Capital Management$12.4M57,824Trimmed
11MORGAN STANLEY$12.0M55,716Added
12RFG - Bristol Wealth Advisors, LLC$11.5M53,575Added
13Compass Financial Services Inc$10.1M47,155Trimmed
14ABSOLUTE CAPITAL MANAGEMENT, LLC$10.1M47,050Added
15Graney & King, LLC$7.8M36,308Added
16Stratos Wealth Advisors, LLC$7.0M32,621Trimmed
17JPMORGAN CHASE & CO$6.4M30,561Added
18ShoreHaven Wealth Partners, LLC$6.3M29,201Added
19Cetera Investment Advisers$5.9M27,283Added
20J.W. COLE ADVISORS, INC.$5.3M24,770Added
21USAdvisors Wealth Management, LLC$4.8M22,610Added
22Roger Wittlin Investment Advisory, LLC$4.6M21,344Trimmed
23NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.5M20,849Added
24Royal Bank of Canada$3.4M15,640Trimmed
25MML INVESTORS SERVICES, LLC$3.1M14,355Trimmed

Source: SEC Form 13F filings · as of 2026-03-31