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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 6,142,652 | $449M | 10.7% | 2026-Q1 |
| MORGAN STANLEY added | 4,871,322 | $356M | 8.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 4,156,600 | $304M | 7.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 3,030,571 | $222M | 5.3% | 2026-Q1 |
| FMR LLC added | 2,358,055 | $172M | 4.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,794,722 | $131M | 3.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,676,849 | $123M | 2.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,484,047 | $109M | 2.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,195,886 | $87M | 2.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,124,700 | $82M | 2.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 1,024,880 | $75M | 1.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 983,247 | $72M | 1.7% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 951,612 | $70M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 937,659 | $69M | 1.6% | 2026-Q1 |
| UBS Group AG added | 855,300 | $63M | 1.5% | 2026-Q1 |
| SECURIAN ASSET MANAGEMENT, INC | 690,000 | $50M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 605,141 | $44M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 586,943 | $43M | 1.0% | 2026-Q1 |
| Brookstone Capital Management added | 560,186 | $41M | 1.0% | 2026-Q1 |
| Junto Capital Management LP new | 548,375 | $40M | 1.0% | 2026-Q1 |
| Armbruster Capital Management, Inc. added | 529,813 | $39M | 0.9% | 2026-Q1 |
| GENWORTH FINANCIAL INC added | 476,493 | $35M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 441,308 | $32M | 0.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 410,265 | $30M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 405,025 | $30M | 0.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 403,201 | $29M | 0.7% | 2026-Q1 |
| Berman McAleer LLC added | 377,051 | $28M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 369,048 | $27M | 0.6% | 2026-Q1 |
| New England Private Wealth Advisors LLC trimmed | 365,651 | $27M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 359,302 | $26M | 0.6% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 351,128 | $26M | 0.6% | 2026-Q1 |
| Painted Porch Advisors LLC added | 323,783 | $24M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 327,515 | $24M | 0.6% | 2026-Q1 |
| Dynasty Wealth Management, LLC trimmed | 319,953 | $23M | 0.6% | 2026-Q1 |
| CWM, LLC added | 301,300 | $22M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 297,219 | $22M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 284,434 | $21M | 0.5% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 280,079 | $20M | 0.5% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 274,963 | $20M | 0.5% | 2026-Q1 |
| Cambria Investment Management, L.P. trimmed | 274,758 | $20M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 267,894 | $20M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 263,123 | $19M | 0.5% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 260,979 | $19M | 0.5% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. new | 249,052 | $18M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 246,947 | $18M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 245,526 | $18M | 0.4% | 2026-Q1 |
| COMMERCE BANK new | 220,712 | $16M | 0.4% | 2026-Q1 |
| PFG Advisors added | 202,254 | $15M | 0.4% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 201,279 | $15M | 0.4% | 2026-Q1 |
| Fortune Financial Group, Inc. added | 194,258 | $14M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 186,806 | $14M | 0.3% | 2026-Q1 |
| NewSquare Capital LLC trimmed | 180,524 | $13M | 0.3% | 2026-Q1 |
| Ballast, Inc. added | 170,890 | $12M | 0.3% | 2026-Q1 |
| Dominguez Wealth Management Solutions, Inc. added | 169,255 | $12M | 0.3% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC trimmed | 163,853 | $12M | 0.3% | 2026-Q1 |
| SYKON CAPITAL LLC trimmed | 162,048 | $12M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 161,061 | $12M | 0.3% | 2026-Q1 |
| Bell Investment Advisors, Inc trimmed | 157,085 | $11M | 0.3% | 2026-Q1 |
| Capital Advisors, Ltd. LLC trimmed | 156,789 | $11M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance added | 154,147 | $11M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 151,568 | $11M | 0.3% | 2026-Q1 |
| Waterloo Capital, L.P. added | 146,450 | $11M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 146,402 | $11M | 0.3% | 2026-Q1 |
| Creative Planning added | 144,672 | $11M | 0.3% | 2026-Q1 |
| MAI Capital Management trimmed | 143,832 | $11M | 0.3% | 2026-Q1 |
| ATTICUS WEALTH MANAGEMENT, LLC trimmed | 135,924 | $10M | 0.2% | 2026-Q1 |
| O'ROURKE & COMPANY, Inc trimmed | 133,188 | $10M | 0.2% | 2026-Q1 |
| Traynor Capital Management, Inc. added | 130,017 | $9M | 0.2% | 2026-Q1 |
| Opes Wealth Management LLC added | 125,909 | $9M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 120,124 | $9M | 0.2% | 2026-Q1 |
| Nilsine Partners, LLC trimmed | 118,044 | $9M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 118,203 | $9M | 0.2% | 2026-Q1 |
| Archford Capital Strategies, LLC added | 116,865 | $9M | 0.2% | 2026-Q1 |
| Alliance Wealth Advisors, LLC /UT added | 115,672 | $8M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 113,560 | $8M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 107,139 | $8M | 0.2% | 2026-Q1 |
| Jackson, Grant Investment Advisers, Inc. trimmed | 106,996 | $8M | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 101,591 | $7M | 0.2% | 2026-Q1 |
| HB Wealth Management, LLC added | 100,901 | $7M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 97,563 | $7M | 0.2% | 2026-Q1 |
| CFG Wealth Management Services, Inc. added | 94,664 | $7M | 0.2% | 2026-Q1 |
| Alaska Permanent Fund Corp trimmed | 2,664,644 | $194M | 4.6% | 2025-Q1 stale |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO added | 941,500 | $70M | 1.7% | 2025-Q1 stale |
| AdvisorShares Investments LLC added | 748,955 | $55M | 1.3% | 2025-Q2 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 505,000 | $37M | 0.9% | 2025-Q3 stale |
| Vestmark Advisory Solutions, Inc. added | 447,398 | $33M | 0.8% | 2025-Q2 stale |
| Cartenna Capital, LP added | 400,000 | $29M | 0.7% | 2025-Q3 stale |
| FineMark National Bank & Trust added | 262,376 | $19M | 0.4% | 2025-Q4 stale |
| Financial Enhancement Group LLC added | 244,232 | $18M | 0.4% | 2025-Q1 stale |
| POTOMAC FUND MANAGEMENT INC /ADV added | 230,966 | $17M | 0.4% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 209,168 | $15M | 0.4% | 2025-Q2 stale |
| Marks Wealth, LLC added | 180,830 | $14M | 0.3% | 2025-Q1 stale |
| WELLINGTON MANAGEMENT GROUP LLP added | 183,521 | $13M | 0.3% | 2025-Q2 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 180,000 | $13M | 0.3% | 2025-Q3 stale |
| GTS SECURITIES LLC added | 172,986 | $13M | 0.3% | 2025-Q2 stale |
| Lake Hills Wealth Management, LLC added | 144,824 | $11M | 0.3% | 2025-Q3 stale |
| Matthew Goff Investment Advisor, LLC new | 417,234 | $10M | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 134,915 | $10M | 0.2% | 2025-Q4 stale |
| Ethos Financial Group, LLC | 114,955 | $8M | 0.2% | 2025-Q1 stale |
| Avidian Wealth Enterprises, LLC added | 109,699 | $8M | 0.2% | 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.
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.