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Disclosery

VLU SPDR SERIES TRUST

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ST STR SP1500VT (fund)

117 managers (118 13F filers) reported a position in VLU shares at 2026-06-30, 2,103,008 shares in all. 17 filers opened a position and 4 filers sold out during the quarter.

Managers
117
13F filers
118
New
17
Added
46
Reduced
33
Sold out
4
Shares held by filers
2,103,008

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC425,520$101M0.02%-19513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC143,736$34.2M0.01%+27713F-HRTimelineGroup
Nadler Financial Group, Inc.131,660$31.4M2.66%+9,39013F-HRTimeline
Cambridge Investment Research Advisors,…112,828$26.9M0.06%-14713F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.106,043$25.3M0.03%+8,45613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC104,466$24.9M0.01%-1,43013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC103,727$24.7M0.01%+4,67713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/69,572$16.6M<0.01%+14513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY66,710$15.9M<0.01%+10,99413F-HRTimelineGroup
Systelligence, LLC61,831$14.7M2.46%+3,13413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC56,553$13.5M3.26%+2,97813F-HRTimeline
MAI Capital Management53,398$12.7M0.05%-4,42613F-HRTimeline
Compass Financial Services Inc48,951$11.7M4.36%+1,79613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC47,453$11.3M2.82%+40313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding43,380$10.3M+894Timeline
Graney & King, LLC37,868$9.02M3.24%+1,56013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO31,017$7.39M<0.01%+45613F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC29,028$6.91M2.18%-17313F-HRTimeline
Cetera Investment Advisers27,943$6.66M0.01%+66013F-HRTimeline
J.W. COLE ADVISORS, INC.24,862$5.92M0.1%+9213F-HRTimeline
USAdvisors Wealth Management, LLC22,049$5.25M1.51%-56113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,494$4.64M<0.01%+3,85413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,266$4.35M<0.01%-2,58313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC17,669$4.21M0.01%+3,31413F-HRTimeline
Private Advisor Group, LLC17,377$4.14M0.02%+9,16413F-HRTimeline
Roger Wittlin Investment Advisory, LLC12,976$3.09M2.43%-8,36813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,298$2.93M<0.01%-1,35713F-HRTimeline
Janney Montgomery Scott LLC12,240$2.92M0.01%+1,70013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,848$2.82M0.14%+1,96113F-HRTimeline
Creative Planningin group Creative Planning11,260$2.68M<0.01%-20213F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP9,739$2.32M0.11%-31013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,598$2.29M0.05%+7,52013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC9,251$2.2M0.28%+8,97413F-HRTimeline
FORONJY FINANCIAL LLC8,755$2.09M0.77%-413F-HRTimeline
Merit Financial Group, LLC8,377$2M0.01%-27413F-HR/ATimeline
SHELTON CAPITAL MANAGEMENT8,173$1.95M0.04%+93913F-HRTimeline
Smartleaf Asset Management LLC8,053$1.92M0.06%013F-HRTimeline
World Investment Advisors8,119$1.77M0.03%+13313F-HRTimeline
NewEdge Advisors, LLC6,417$1.53M<0.01%-1,19813F-HRTimeline
GTS SECURITIES LLC6,268$1.49M0.03%-113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,216$1.48M<0.01%-94713F-HRTimelineGroup
CoreCap Advisors, LLC5,806$1.38M0.04%+17413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,141$1.22M0.01%-21513F-HRTimelineGroup
Aspire Capital Advisors LLC5,028$1.2M0.23%+3,54513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,795$1.14M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,776$1.14M<0.01%+3,02513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,760$1.13M0.01%-1,47913F-HRTimelineGroup
HighPoint Advisor Group LLC4,603$1.1M0.04%+42213F-HRTimeline
Global Retirement Partners, LLC4,248$1.01M0.02%13F-HRTimeline
Keystone Wealth Services, LLC4,161$991K0.18%-22913F-HRTimeline
MOR Wealth Management, LLC3,607$859K0.34%013F-HRTimeline
SAXON INTERESTS, INC.3,515$837K0.23%-15113F-HRTimeline
HUB Investment Partners, LLC3,506$835K0.02%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,501$834K0.02%-1013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…3,266$778K0.41%-6013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,133$746K<0.01%013F-HRTimelineGroup
Waterloo Capital, L.P.3,108$740K0.04%+21813F-HRTimeline
Opulen Financial Group LLC2,976$709K0.45%+1213F-HRTimeline
Henderson Brothers Financial Partners, …2,937$700K0.33%-2,10913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,844$677K0.01%+23513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,765$659K<0.01%-2,63913F-HRTimelineGroup
Capital Square, LLC2,256$544K0.24%+17713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,267$540K0.01%+16313F-HRTimelineGroup
Integrated Wealth Concepts LLC2,189$522K<0.01%+80113F-HRTimeline
Western Wealth Management, LLC2,137$509K0.02%-38313F-HRTimeline
Keystone Financial Group2,037$485K0.03%-1613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.1,910$455K0.01%-2,63813F-HRTimeline
HighTower Advisors, LLC1,880$448K<0.01%+8113F-HRTimeline
FMR LLCin group FMR LLC1,811$431K<0.01%+88213F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC1,811$431K<0.01%013F-HRTimelineGroup
Compass Planning Associates Inc1,731$412K0.22%+813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,720$410K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,696$409K<0.01%+6213F-HRTimeline
Savant Capital, LLC1,705$386K<0.01%new13F-HRTimeline
Argyle Capital Partners, LLC1,563$372K0.23%013F-HRTimeline
Flagship Private Wealth, LLC1,454$346K0.12%013F-HRTimeline
COFG Advisors, LLC1,446$344K0.06%+613F-HRTimeline
Avant Capital LLC1,431$341K0.21%+113F-HRTimeline
SAX WEALTH ADVISORS, LLC1,417$305K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,270$303K0.01%+23513F-HRTimeline
PRIVATE TRUST CO NA1,243$296K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,242$296K0.07%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,200$286K<0.01%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC1,177$280K0.01%+4913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,141$272K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1,086$259K0.02%+18813F-HRTimeline
Csenge Advisory Group1,053$251K0.01%+10313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,022$242K0.01%new13F-HRTimelineGroup
Pacific Sun Financial Corp990$236K0.1%013F-HRTimeline
Focus Financial Network, Inc.990$236K0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC940$224K<0.01%013F-HRTimelineGroup
Allworth Financial LP884$211K<0.01%-7013F-HRTimeline
Professional Financial Advisors, LLC870$207K0.04%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.857$204K0.02%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …851$203K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners650$155K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.615$146K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC566$135K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…354$84.3K<0.01%+3513F-HRTimeline
SIGNATUREFD, LLC300$71.5K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG298$71K<0.01%+24313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.296$70.5K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV210$50K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…158$37.6K<0.01%013F-HRTimelineGroup
Planning Strategies Inc.131$31.1K0.02%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC130$31K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.95$22.6K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC75$17.9K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…71$16.9K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC68$16.2K<0.01%-4013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC57$13.7K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…56$13.4K<0.01%-14813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN47$11.2K<0.01%-64313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC36$8.57K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\31$7.38K<0.01%-2013F-HRTimelineGroup
Key Capital Management, INC16$3.92K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.6$1.43K<0.01%013F-HRTimeline