Who Owns ETF SPDR S&P 600 SMALL CAP VALUE (SLYV)? -- Institutional Holders (2026-06-30)

651 institutions reported holding $3.31B of ETF SPDR S&P 600 SMALL CAP VALUE (SLYV) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($781.9M), Financial Engines Advisors L.L.C. ($113.4M), Cannon Financial Strategists, Inc. ($109.2M), BANK OF AMERICA CORP /DE/ ($104.8M), NorthRock Partners, LLC ($91.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$781.9M	7.2M	Added
2	Financial Engines Advisors L.L.C.	$113.4M	1.0M	Trimmed
3	Cannon Financial Strategists, Inc.	$109.2M	1.0M	Trimmed
4	BANK OF AMERICA CORP /DE/	$104.8M	960,074	Trimmed
5	NorthRock Partners, LLC	$91.0M	834,093	Added
6	Pacific Life Fund Advisors LLC	$61.7M	565,677	New
7	MORGAN STANLEY	$60.7M	556,313	Trimmed
8	AMERIPRISE FINANCIAL INC	$59.6M	545,069	Trimmed
9	Convergence Financial, LLC	$41.6M	381,642	Added
10	Goelzer Investment Management, Inc.	$40.9M	374,631	Trimmed
11	WCG Wealth Advisors LLC	$40.1M	367,902	Trimmed
12	Creative Planning	$35.4M	324,356	Trimmed
13	Rodgers & Associates, LTD	$35.2M	322,641	Trimmed
14	Equitable Holdings, Inc.	$34.8M	318,546	Added
15	Fragasso Financial Advisors Inc	$33.3M	305,286	Trimmed
16	Dean, Jacobson Financial Services, LLC	$31.5M	288,425	Trimmed
17	Cerity Partners LLC	$30.6M	280,730	Trimmed
18	Klingman & Associates, LLC	$30.5M	279,909	Trimmed
19	Focus Partners Wealth	$30.5M	279,896	Added
20	BRANDYWINE OAK PRIVATE WEALTH LLC	$30.4M	278,220	Trimmed
21	Evensky & Katz LLC	$27.8M	254,349	Trimmed
22	Waverly Advisors, LLC	$25.2M	230,724	Trimmed
23	Morningstar Investment Management LLC	$24.2M	255,802	Hold
24	OSAIC HOLDINGS, INC.	$23.9M	219,289	Trimmed
25	CANANDAIGUA NATIONAL BANK & TRUST CO	$23.9M	219,319	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30