13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex
SLYV

SS SPDR S&P 600 SC VAL ETF

626 institutions still hold SS SPDR S&P 600 SC VAL ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A300·Exchange Traded Fund·626 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.6%
vs prior quarter
13F value held
$1.4B
51.0% inst. owned
of float
Holders
626
-98 QoQ
filers reporting
Activity
+101 / −60
+865 added · −954 reduced
this quarter
Concentration
35.35%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

626 institutions reported SLYV in Q1 2026. LPL Financial LLC leads at 35.3% of the visible book. -98 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$489M5.2M0.13%Q1 202602
Financial Engines Advisors L.L.C.
CIK 0001420473
$102M1.1M0.21%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$99M1.0M0.01%Q1 202604
Cannon Financial Strategists, Inc.
CIK 0002031123
$95M1.0M12.53%Q1 202605
NorthRock Partners, LLC
CIK 0001632097
$75M798K1.22%Q1 202606
Goelzer Investment Management, Inc.
CIK 0001550057
$75M791K3.62%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$56M596K0.01%Q1 202608
MORGAN STANLEY
CIK 0000895421
$53M556K0.00%Q1 202609
WCG Wealth Advisors LLC
CIK 0001855713
$36M381K1.01%Q1 202610
Creative Planning
CIK 0001540235
$34M355K0.02%Q1 202611
Rodgers & Associates, LTD
CIK 0001846515
$31M324K3.12%Q1 202612
Fragasso Financial Advisors Inc
CIK 0001613331
$30M310K1.79%Q1 202613
Dean, Jacobson Financial Services, LLC
CIK 0001869456
$27M291K16.89%Q1 202614
Equitable Holdings, Inc.
CIK 0001333986
$27M300K0.18%Q1 202615
Cerity Partners LLC
CIK 0001566475
$27M286K0.04%Q1 202616
BRANDYWINE OAK PRIVATE WEALTH LLC
CIK 0001764694
$27M285K2.26%Q1 202617
Klingman & Associates, LLC
CIK 0001662449
$27M281K1.27%Q1 202618
WELLS FARGO & COMPANY/MN
CIK 0000072971
$25M262K0.00%Q1 202619
Focus Partners Wealth
CIK 0001542153
$24M269K0.03%Q4 202520
Morningstar Investment Management LLC
CIK 0001673385
$24M256K1.50%Q1 2026
Page 1 of 32
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