Who owns 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-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
120 tracked funds added or opened SPLV while 101 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.1% 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 2026-Q1 and 2026-Q2, across 729 tracked filers holding SPLV, 308 increased or opened the position and 359 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 2026-Q1 and 2026-Q2 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 32
- CI INVESTMENTS INC.$79M
- Commonwealth Financial Services, LLC$9M
- Stewardship Advisors, LLC$8M
- GTS SECURITIES LLC$7M
- VAQUERO PRIVATE WEALTH, LTD$7M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$7M
Full exits 43
- Junto Capital Management LP$40M
- Cambridge Investment Research Advisors, Inc.$30M
- CWM, LLC$22M
- Janney Montgomery Scott LLC$21M
- HANTZ FINANCIAL SERVICES, INC.$20M
- Redhawk Wealth Advisors, Inc.$18M
Largest adds
- BANK OF AMERICA CORP /DE/$72M
- LPL Financial LLC$65M
- Qube Research & Technologies Ltd$35M
- ROYAL BANK OF CANADA$29M
- CITIGROUP INC$29M
- PICTON MAHONEY ASSET MANAGEMENT$24M
Largest trims
- TWO SIGMA INVESTMENTS, LP$189M
- Invesco Ltd.$77M
- GOLDMAN SACHS GROUP INC$54M
- AMERIPRISE FINANCIAL INC$38M
- COMMONWEALTH EQUITY SERVICES, LLC$20M
- WELLS FARGO & COMPANY/MN$18M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 6,966,141 | $522M | 14.4% | 2026-Q2 |
| MORGAN STANLEY added | 4,943,390 | $370M | 10.2% | 2026-Q2 |
| LPL Financial LLC added | 3,827,985 | $287M | 7.9% | 2026-Q2 |
| FMR LLC trimmed | 2,186,519 | $164M | 4.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,839,172 | $138M | 3.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 1,536,900 | $115M | 3.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,396,456 | $105M | 2.9% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 1,254,188 | $94M | 2.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,240,133 | $93M | 2.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,121,670 | $84M | 2.3% | 2026-Q2 |
| CI INVESTMENTS INC. new | 1,058,154 | $79M | 2.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 990,440 | $74M | 2.0% | 2026-Q2 |
| UBS Group AG added | 949,892 | $71M | 2.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 836,710 | $63M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 740,238 | $55M | 1.5% | 2026-Q2 |
| SECURIAN ASSET MANAGEMENT, INC | 690,000 | $53M | 1.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 617,466 | $46M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 608,840 | $46M | 1.3% | 2026-Q2 |
| Armbruster Capital Management, Inc. added | 540,041 | $40M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 519,513 | $39M | 1.1% | 2026-Q2 |
| Brookstone Capital Management trimmed | 512,689 | $38M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 500,430 | $38M | 1.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 480,267 | $36M | 1.0% | 2026-Q2 |
| Genworth Financial Inc | 476,493 | $36M | 1.0% | 2026-Q2 |
| CITIGROUP INC added | 439,459 | $33M | 0.9% | 2026-Q2 |
| Berman McAleer LLC added | 402,028 | $30M | 0.8% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 366,189 | $28M | 0.8% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 331,823 | $25M | 0.7% | 2026-Q2 |
| Painted Porch Advisors LLC added | 323,825 | $24M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 309,928 | $23M | 0.6% | 2026-Q2 |
| Empowered Funds, LLC added | 297,416 | $22M | 0.6% | 2026-Q2 |
| Cambria Investment Management, L.P. added | 297,416 | $22M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 296,112 | $22M | 0.6% | 2026-Q2 |
| Scarborough Advisors, LLC added | 288,651 | $21M | 0.6% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 270,128 | $20M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 263,709 | $20M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 256,200 | $19M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 239,390 | $18M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 233,427 | $17M | 0.5% | 2026-Q2 |
| NewSquare Capital LLC added | 228,650 | $17M | 0.5% | 2026-Q2 |
| Dynasty Wealth Management, LLC trimmed | 225,564 | $17M | 0.5% | 2026-Q2 |
| Diametric Capital, LP added | 225,231 | $17M | 0.5% | 2026-Q2 |
| Arax Advisory Partners added | 220,966 | $17M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 216,756 | $16M | 0.4% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 198,593 | $15M | 0.4% | 2026-Q2 |
| COMMERCE BANK trimmed | 193,882 | $15M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 187,615 | $14M | 0.4% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 185,854 | $14M | 0.4% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 181,182 | $14M | 0.4% | 2026-Q2 |
| Ballast, Inc. added | 173,437 | $13M | 0.4% | 2026-Q2 |
| Jump Financial, LLC added | 170,504 | $13M | 0.4% | 2026-Q2 |
| Dominguez Wealth Management Solutions, Inc. added | 170,427 | $13M | 0.4% | 2026-Q2 |
| Bell Investment Advisors, Inc added | 167,698 | $13M | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 162,597 | $12M | 0.3% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC trimmed | 161,837 | $12M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 160,018 | $12M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 157,048 | $12M | 0.3% | 2026-Q2 |
| Alliance Wealth Advisors, LLC /UT added | 153,535 | $11M | 0.3% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 152,649 | $11M | 0.3% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 150,473 | $11M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 149,779 | $11M | 0.3% | 2026-Q2 |
| MAI Capital Management added | 144,495 | $11M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 142,474 | $11M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 140,523 | $11M | 0.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 134,003 | $10M | 0.3% | 2026-Q2 |
| O'ROURKE & COMPANY, Inc trimmed | 131,930 | $10M | 0.3% | 2026-Q2 |
| Traynor Capital Management, Inc. added | 130,074 | $10M | 0.3% | 2026-Q2 |
| Nilsine Partners, LLC added | 122,667 | $9M | 0.3% | 2026-Q2 |
| Commonwealth Financial Services, LLC new | 117,275 | $9M | 0.2% | 2026-Q2 |
| Vigilare Wealth Management added | 114,391 | $9M | 0.2% | 2026-Q2 |
| Waterloo Capital, L.P. trimmed | 113,513 | $9M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 111,868 | $8M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 111,620 | $8M | 0.2% | 2026-Q2 |
| Fortune Financial Group, Inc. trimmed | 110,796 | $8M | 0.2% | 2026-Q2 |
| Stewardship Advisors, LLC new | 108,029 | $8M | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 101,327 | $8M | 0.2% | 2026-Q2 |
| HB Wealth Management, LLC added | 100,929 | $8M | 0.2% | 2026-Q2 |
| Jackson, Grant Investment Advisers, Inc. trimmed | 100,808 | $8M | 0.2% | 2026-Q2 |
| STRATEGIC ADVISORY PARTNERS, LLC added | 96,573 | $7M | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 95,221 | $7M | 0.2% | 2026-Q2 |
| CFG Wealth Management Services, Inc. | 94,664 | $7M | 0.2% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 93,086 | $7M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 91,819 | $7M | 0.2% | 2026-Q2 |
| PETRA FINANCIAL ADVISORS INC added | 89,546 | $7M | 0.2% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 88,300 | $7M | 0.2% | 2026-Q2 |
| SteelPeak Wealth, LLC added | 85,394 | $6M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 84,895 | $6M | 0.2% | 2026-Q2 |
| Strategic Family Wealth Counselors, L.L.C. trimmed | 84,613 | $6M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 83,931 | $6M | 0.2% | 2026-Q2 |
| Essex Financial Services, Inc. added | 81,890 | $6M | 0.2% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 81,484 | $6M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 80,047 | $6M | 0.2% | 2026-Q2 |
| Curi Capital, LLC added | 79,817 | $6M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 77,631 | $6M | 0.2% | 2026-Q2 |
| Allworth Financial LP trimmed | 76,779 | $6M | 0.2% | 2026-Q2 |
| Value Investment Professionals, LLC trimmed | 74,417 | $6M | 0.2% | 2026-Q2 |
| Israel Discount Bank of New York added | 73,385 | $5M | 0.2% | 2026-Q2 |
| GLENMEDE TRUST CO NA | 72,480 | $5M | 0.1% | 2026-Q2 |
| Pinnacle Wealth Management Group, Inc. added | 71,724 | $5M | 0.1% | 2026-Q2 |
| Coppell Advisory Solutions LLC trimmed | 1,752 | $6M | 0.2% | 2026-Q2 |
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.
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.