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Institutional Ownership · SEC Form 13F

Who owns SPLV (SPLV)


Which tracked institutional funds hold SPLV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPLV company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

755
Institutional holders
58,580,591
Shares held (tracked funds)

How the tape is positioned

115 tracked funds added or opened SPLV while 98 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

SPLV’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes SPLV more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in SPLV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 755 tracked filers holding SPLV, 306 increased or opened the position and 352 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in SPLV between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 26

  • Junto Capital Management LP$40M
  • Redhawk Wealth Advisors, Inc.$18M
  • COMMERCE BANK$16M
  • Archford Capital Strategies, LLC$9M
  • Jump Financial, LLC$6M
  • Value Investment Professionals, LLC$5M

Full exits 33

  • FineMark National Bank & Trust$19M
  • Matthew Goff Investment Advisor, LLC$10M
  • JANE STREET GROUP, LLC$10M
  • Avidian Wealth Enterprises, LLC$8M
  • Banco BTG Pactual S.A.$6M
  • Trek Financial, LLC$5M

Largest adds

  • TWO SIGMA INVESTMENTS, LP$116M
  • PICTON MAHONEY ASSET MANAGEMENT$58M
  • AMERIPRISE FINANCIAL INC$43M
  • MORGAN STANLEY$31M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$26M
  • FMR LLC$16M

Largest trims

  • BANK OF MONTREAL /CAN/$185M
  • Bank of New York Mellon Corp$61M
  • BANK OF AMERICA CORP /DE/$23M
  • Qube Research & Technologies Ltd$23M
  • Equitable Holdings, Inc.$21M
  • GOLDMAN SACHS GROUP INC$19M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ trimmed6,142,652$449M10.7%2026-Q1
MORGAN STANLEY added4,871,322$356M8.5%2026-Q1
TWO SIGMA INVESTMENTS, LP added4,156,600$304M7.2%2026-Q1
LPL Financial LLC trimmed3,030,571$222M5.3%2026-Q1
FMR LLC added2,358,055$172M4.1%2026-Q1
AMERIPRISE FINANCIAL INC added1,794,722$131M3.1%2026-Q1
WELLS FARGO & COMPANY/MN added1,676,849$123M2.9%2026-Q1
ROYAL BANK OF CANADA trimmed1,484,047$109M2.6%2026-Q1
Invesco Ltd. trimmed1,195,886$87M2.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed1,124,700$82M2.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed1,024,880$75M1.8%2026-Q1
GOLDMAN SACHS GROUP INC trimmed983,247$72M1.7%2026-Q1
PICTON MAHONEY ASSET MANAGEMENT added951,612$70M1.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added937,659$69M1.6%2026-Q1
UBS Group AG added855,300$63M1.5%2026-Q1
SECURIAN ASSET MANAGEMENT, INC690,000$50M1.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added605,141$44M1.1%2026-Q1
OSAIC HOLDINGS, INC. added586,943$43M1.0%2026-Q1
Brookstone Capital Management added560,186$41M1.0%2026-Q1
Junto Capital Management LP new548,375$40M1.0%2026-Q1
Armbruster Capital Management, Inc. added529,813$39M0.9%2026-Q1
GENWORTH FINANCIAL INC added476,493$35M0.8%2026-Q1
Cetera Investment Advisers trimmed441,308$32M0.8%2026-Q1
Kestra Advisory Services, LLC added410,265$30M0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. added405,025$30M0.7%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added403,201$29M0.7%2026-Q1
Berman McAleer LLC added377,051$28M0.7%2026-Q1
Private Advisor Group, LLC added369,048$27M0.6%2026-Q1
New England Private Wealth Advisors LLC trimmed365,651$27M0.6%2026-Q1
JPMORGAN CHASE & CO added359,302$26M0.6%2026-Q1
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed351,128$26M0.6%2026-Q1
Painted Porch Advisors LLC added323,783$24M0.6%2026-Q1
JONES FINANCIAL COMPANIES LLLP added327,515$24M0.6%2026-Q1
Dynasty Wealth Management, LLC trimmed319,953$23M0.6%2026-Q1
CWM, LLC added301,300$22M0.5%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed297,219$22M0.5%2026-Q1
Janney Montgomery Scott LLC trimmed284,434$21M0.5%2026-Q1
HANTZ FINANCIAL SERVICES, INC. trimmed280,079$20M0.5%2026-Q1
Empowered Funds, LLC trimmed274,963$20M0.5%2026-Q1
Cambria Investment Management, L.P. trimmed274,758$20M0.5%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed267,894$20M0.5%2026-Q1
STIFEL FINANCIAL CORP added263,123$19M0.5%2026-Q1
Capital Investment Advisory Services, LLC added260,979$19M0.5%2026-Q1
Redhawk Wealth Advisors, Inc. new249,052$18M0.4%2026-Q1
SEI INVESTMENTS CO trimmed246,947$18M0.4%2026-Q1
Equitable Holdings, Inc. trimmed245,526$18M0.4%2026-Q1
COMMERCE BANK new220,712$16M0.4%2026-Q1
PFG Advisors added202,254$15M0.4%2026-Q1
Prospera Financial Services Inc trimmed201,279$15M0.4%2026-Q1
Fortune Financial Group, Inc. added194,258$14M0.3%2026-Q1
Lido Advisors, LLC trimmed186,806$14M0.3%2026-Q1
NewSquare Capital LLC trimmed180,524$13M0.3%2026-Q1
Ballast, Inc. added170,890$12M0.3%2026-Q1
Dominguez Wealth Management Solutions, Inc. added169,255$12M0.3%2026-Q1
JFS WEALTH ADVISORS, LLC trimmed163,853$12M0.3%2026-Q1
SYKON CAPITAL LLC trimmed162,048$12M0.3%2026-Q1
Corient Private Wealth LLC trimmed161,061$12M0.3%2026-Q1
Bell Investment Advisors, Inc trimmed157,085$11M0.3%2026-Q1
Capital Advisors, Ltd. LLC trimmed156,789$11M0.3%2026-Q1
Independent Advisor Alliance added154,147$11M0.3%2026-Q1
Qube Research & Technologies Ltd trimmed151,568$11M0.3%2026-Q1
Waterloo Capital, L.P. added146,450$11M0.3%2026-Q1
HighTower Advisors, LLC added146,402$11M0.3%2026-Q1
Creative Planning added144,672$11M0.3%2026-Q1
MAI Capital Management trimmed143,832$11M0.3%2026-Q1
ATTICUS WEALTH MANAGEMENT, LLC trimmed135,924$10M0.2%2026-Q1
O'ROURKE & COMPANY, Inc trimmed133,188$10M0.2%2026-Q1
Traynor Capital Management, Inc. added130,017$9M0.2%2026-Q1
Opes Wealth Management LLC added125,909$9M0.2%2026-Q1
Mariner, LLC trimmed120,124$9M0.2%2026-Q1
Nilsine Partners, LLC trimmed118,044$9M0.2%2026-Q1
Geneos Wealth Management Inc. trimmed118,203$9M0.2%2026-Q1
Archford Capital Strategies, LLC added116,865$9M0.2%2026-Q1
Alliance Wealth Advisors, LLC /UT added115,672$8M0.2%2026-Q1
Rockefeller Capital Management L.P. added113,560$8M0.2%2026-Q1
TRUIST FINANCIAL CORP trimmed107,139$8M0.2%2026-Q1
Jackson, Grant Investment Advisers, Inc. trimmed106,996$8M0.2%2026-Q1
Sequoia Financial Advisors, LLC trimmed101,591$7M0.2%2026-Q1
HB Wealth Management, LLC added100,901$7M0.2%2026-Q1
AE Wealth Management LLC added97,563$7M0.2%2026-Q1
CFG Wealth Management Services, Inc. added94,664$7M0.2%2026-Q1
Alaska Permanent Fund Corp trimmed2,664,644$194M4.6%2025-Q1 stale
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO added941,500$70M1.7%2025-Q1 stale
AdvisorShares Investments LLC added748,955$55M1.3%2025-Q2 stale
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added505,000$37M0.9%2025-Q3 stale
Vestmark Advisory Solutions, Inc. added447,398$33M0.8%2025-Q2 stale
Cartenna Capital, LP added400,000$29M0.7%2025-Q3 stale
FineMark National Bank & Trust added262,376$19M0.4%2025-Q4 stale
Financial Enhancement Group LLC added244,232$18M0.4%2025-Q1 stale
POTOMAC FUND MANAGEMENT INC /ADV added230,966$17M0.4%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added209,168$15M0.4%2025-Q2 stale
Marks Wealth, LLC added180,830$14M0.3%2025-Q1 stale
WELLINGTON MANAGEMENT GROUP LLP added183,521$13M0.3%2025-Q2 stale
ADAGE CAPITAL PARTNERS GP, L.L.C. added180,000$13M0.3%2025-Q3 stale
GTS SECURITIES LLC added172,986$13M0.3%2025-Q2 stale
Lake Hills Wealth Management, LLC added144,824$11M0.3%2025-Q3 stale
Matthew Goff Investment Advisor, LLC new417,234$10M0.2%2025-Q4 stale
JANE STREET GROUP, LLC added134,915$10M0.2%2025-Q4 stale
Ethos Financial Group, LLC114,955$8M0.2%2025-Q1 stale
Avidian Wealth Enterprises, LLC added109,699$8M0.2%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership