Who owns SPYV (SPYV)
Which tracked institutional funds hold SPYV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPYV 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
217 tracked funds added or opened SPYV while 209 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
SPYV’s largest tracked holder by dollar value, Financial Engines Advisors L.L.C., sizes it at 9.4% of its own reported 13F book, while the median holder sizes it at 1.9% of theirs — a 7.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPYV 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 1172 tracked filers holding SPYV, 560 increased or opened the position and 495 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 SPYV 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 28
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$210M
- Navigation Group, LLC$31M
- CIBC Bancorp USA Inc.$21M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$19M
- ARMSTRONG ADVISORY GROUP, INC$18M
- Vertrix Wealth Management, LLC$12M
Full exits 31
- NICOLET ADVISORY SERVICES, LLC$70M
- AXXCESS WEALTH MANAGEMENT, LLC$41M
- Diversify Advisory Services, LLC$29M
- Global Retirement Partners, LLC$23M
- Foguth Wealth Management, LLC.$22M
- CIBC Private Wealth Group LLC$15M
Largest adds
- GOLDMAN SACHS GROUP INC$275M
- Independent Advisor Alliance$154M
- Horizon Investments, LLC$82M
- LPL Financial LLC$67M
- NICOLET BANKSHARES INC$67M
- DIVERSIFY WEALTH MANAGEMENT, LLC$53M
Largest trims
- MORGAN STANLEY$591M
- TIAA TRUST, NATIONAL ASSOCIATION$207M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$147M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$109M
- ROYAL BANK OF CANADA$98M
- AMERIPRISE FINANCIAL INC$57M
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 |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. trimmed | 81,414,415 | $4.6B | 20.3% | 2026-Q1 |
| LPL Financial LLC added | 51,485,691 | $2.9B | 12.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 22,832,655 | $1.3B | 5.7% | 2026-Q1 |
| Allworth Financial LP added | 19,767,082 | $1.1B | 4.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 9,374,470 | $530M | 2.3% | 2026-Q1 |
| Valmark Advisers, Inc. added | 8,996,058 | $509M | 2.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 7,303,187 | $414M | 1.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 7,235,309 | $409M | 1.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 6,904,567 | $384M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 6,407,751 | $363M | 1.6% | 2026-Q1 |
| UBS Group AG trimmed | 6,155,621 | $348M | 1.5% | 2026-Q1 |
| Willis Johnson & Associates, Inc. added | 6,067,330 | $343M | 1.5% | 2026-Q1 |
| Horizon Investments, LLC added | 5,332,176 | $302M | 1.3% | 2026-Q1 |
| Advisory Alpha, LLC trimmed | 4,945,272 | $280M | 1.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 4,898,740 | $278M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,802,123 | $272M | 1.2% | 2026-Q1 |
| NorthRock Partners, LLC added | 4,586,305 | $259M | 1.1% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 4,327,273 | $245M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 4,298,247 | $243M | 1.1% | 2026-Q1 |
| Connecticut Wealth Management, LLC added | 4,294,646 | $243M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 4,205,952 | $238M | 1.0% | 2026-Q1 |
| CWM, LLC added | 4,161,823 | $235M | 1.0% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 3,971,984 | $225M | 1.0% | 2026-Q1 |
| Quotient Wealth Partners, LLC added | 3,840,648 | $217M | 1.0% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 3,714,629 | $210M | 0.9% | 2026-Q1 |
| Cerity Partners LLC added | 3,601,934 | $204M | 0.9% | 2026-Q1 |
| AE Wealth Management LLC added | 3,586,411 | $203M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 3,080,319 | $174M | 0.8% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 2,819,788 | $160M | 0.7% | 2026-Q1 |
| Independent Advisor Alliance added | 2,780,187 | $157M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 2,764,634 | $156M | 0.7% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 2,618,389 | $155M | 0.7% | 2026-Q1 |
| Octavia Wealth Advisors, LLC added | 2,722,619 | $154M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 2,721,924 | $154M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 2,662,837 | $151M | 0.7% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management added | 2,552,495 | $144M | 0.6% | 2026-Q1 |
| Lutz Financial Services LLC added | 2,434,676 | $138M | 0.6% | 2026-Q1 |
| Betterment LLC trimmed | 2,247,354 | $127M | 0.6% | 2026-Q1 |
| ANGELES WEALTH MANAGEMENT, LLC added | 2,198,037 | $124M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,157,934 | $122M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,154,706 | $122M | 0.5% | 2026-Q1 |
| Mariner, LLC trimmed | 2,094,975 | $119M | 0.5% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 1,981,597 | $112M | 0.5% | 2026-Q1 |
| AlphaStar Capital Management, LLC trimmed | 1,953,318 | $111M | 0.5% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ added | 1,942,042 | $110M | 0.5% | 2026-Q1 |
| First National Trust Co trimmed | 1,904,362 | $108M | 0.5% | 2026-Q1 |
| NICOLET BANKSHARES INC added | 1,885,561 | $107M | 0.5% | 2026-Q1 |
| Magnus Financial Group LLC added | 1,837,787 | $104M | 0.5% | 2026-Q1 |
| Bell Bank added | 1,753,318 | $99M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,684,483 | $95M | 0.4% | 2026-Q1 |
| IHT Wealth Management, LLC added | 1,646,902 | $93M | 0.4% | 2026-Q1 |
| KWB Wealth trimmed | 1,627,559 | $92M | 0.4% | 2026-Q1 |
| Convergence Financial, LLC added | 1,601,814 | $91M | 0.4% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC added | 1,529,979 | $87M | 0.4% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 1,450,889 | $84M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 1,482,888 | $84M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,477,537 | $82M | 0.4% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 1,301,850 | $74M | 0.3% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 1,299,997 | $74M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 1,203,318 | $68M | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC added | 1,195,478 | $68M | 0.3% | 2026-Q1 |
| Klingman & Associates, LLC trimmed | 1,173,507 | $66M | 0.3% | 2026-Q1 |
| Dakota Wealth Management added | 1,145,536 | $65M | 0.3% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 1,101,717 | $62M | 0.3% | 2026-Q1 |
| Compton Financial Group, LLC trimmed | 1,086,214 | $61M | 0.3% | 2026-Q1 |
| 71 West Capital Partners added | 1,079,182 | $61M | 0.3% | 2026-Q1 |
| FMR LLC added | 1,048,809 | $59M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 1,033,446 | $57M | 0.3% | 2026-Q1 |
| N.E.W. Advisory Services LLC trimmed | 988,476 | $56M | 0.2% | 2026-Q1 |
| Summit Financial, LLC added | 965,471 | $55M | 0.2% | 2026-Q1 |
| Whitcomb & Hess, Inc. added | 963,988 | $55M | 0.2% | 2026-Q1 |
| Facet Wealth, Inc. added | 881,334 | $50M | 0.2% | 2026-Q1 |
| CGN Advisors LLC trimmed | 879,172 | $50M | 0.2% | 2026-Q1 |
| NOTTINGHAM ADVISORS, INC. added | 868,602 | $49M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 845,713 | $48M | 0.2% | 2026-Q1 |
| Perennial Investment Advisors, LLC trimmed | 841,900 | $48M | 0.2% | 2026-Q1 |
| Leicht Financial Planning & Wealth Management, Inc. trimmed | 820,882 | $46M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 812,663 | $46M | 0.2% | 2026-Q1 |
| BALANCED WEALTH GROUP LLC added | 811,411 | $46M | 0.2% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 790,404 | $45M | 0.2% | 2026-Q1 |
| COURIER CAPITAL LLC added | 784,446 | $44M | 0.2% | 2026-Q1 |
| Arrow Financial Corp trimmed | 781,325 | $44M | 0.2% | 2026-Q1 |
| TSFG, LLC added | 779,970 | $44M | 0.2% | 2026-Q1 |
| Tennessee Valley Asset Management Partners added | 750,134 | $42M | 0.2% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 743,606 | $42M | 0.2% | 2026-Q1 |
| Avior Wealth Management, LLC added | 738,755 | $42M | 0.2% | 2026-Q1 |
| Accredited Investors Inc. trimmed | 723,052 | $41M | 0.2% | 2026-Q1 |
| Shepherd Financial Partners LLC added | 712,981 | $40M | 0.2% | 2026-Q1 |
| Constellation Investments, Inc. | 712,000 | $40M | 0.2% | 2026-Q1 |
| VICUS CAPITAL trimmed | 711,625 | $40M | 0.2% | 2026-Q1 |
| ERn Financial, LLC added | 698,504 | $40M | 0.2% | 2026-Q1 |
| Creative Planning added | 695,802 | $39M | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 677,459 | $38M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 669,773 | $38M | 0.2% | 2026-Q1 |
| Alta Wealth Advisors LLC added | 641,702 | $36M | 0.2% | 2026-Q1 |
| NICOLET ADVISORY SERVICES, LLC trimmed | 1,208,677 | $70M | 0.3% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP new | 1,244,355 | $69M | 0.3% | 2025-Q3 stale |
| Good Life Advisors, LLC trimmed | 1,284,416 | $67M | 0.3% | 2025-Q2 stale |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 815,592 | $43M | 0.2% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 719,812 | $41M | 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.