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Disclosery

VLU SPDR SERIES TRUST

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ST STR SP1500VT (fund)

104 managers (105 13F filers) reported a position in VLU shares at 2026-03-31, 2,026,054 shares in all. 14 filers opened a position and 4 filers sold out during the quarter.

Managers
104
13F filers
105
New
14
Added
44
Reduced
25
Sold out
4
Shares held by filers
2,026,054

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC425,715$91.5M0.02%+19,12313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC143,459$30.8M0.01%+23,58613F-HR/ATimelineGroup
Nadler Financial Group, Inc.122,270$26.3M2.53%new13F-HRTimeline
Cambridge Investment Research Advisors,…112,975$24.3M0.06%+8,03413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC105,896$22.8M0.01%-18,60113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC99,050$21.3M0.01%-59,15113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.97,587$21M0.03%+6,04613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/69,427$14.9M<0.01%+2,44813F-HRTimelineGroup
Systelligence, LLC58,697$12.6M2.45%new13F-HRTimeline
MAI Capital Management57,824$12.4M0.07%-97813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY55,716$12M<0.01%+17,28213F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC53,575$11.5M3.11%+10,69513F-HRTimeline
Compass Financial Services Inc47,155$10.1M4.39%-2,04913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC47,050$10.1M3.36%+5,74113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding42,486$9.13M-17,672Timeline
Graney & King, LLC36,308$7.81M4.21%+1,20513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO30,561$6.44M<0.01%+1,62113F-HR/ATimelineGroup
ShoreHaven Wealth Partners, LLC29,201$6.28M2.25%+37113F-HRTimeline
Cetera Investment Advisers27,283$5.87M0.01%+11,51713F-HRTimeline
J.W. COLE ADVISORS, INC.24,770$5.32M0.18%+1,28513F-HRTimeline
USAdvisors Wealth Management, LLC22,610$4.76M1.58%+57513F-HRTimeline
Roger Wittlin Investment Advisory, LLC21,344$4.59M3.75%-2,61513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,849$4.48M<0.01%+32313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,640$3.36M<0.01%-6,06413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,355$3.09M0.01%-2,38113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,655$2.94M<0.01%-1,79413F-HRTimeline
Creative Planningin group Creative Planning11,462$2.46M<0.01%+38113F-HRTimelineGroup
Janney Montgomery Scott LLC10,540$2.27M0.01%-3,85113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,049$2.16M0.12%-12713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,887$2.12M0.13%+16013F-HRTimeline
FORONJY FINANCIAL LLC8,759$1.88M0.78%+45413F-HRTimeline
Merit Financial Group, LLC8,651$1.86M0.01%+1613F-HRTimeline
Private Advisor Group, LLC8,213$1.77M0.01%-3,62613F-HRTimeline
World Investment Advisors7,986$1.72M0.03%-32813F-HRTimeline
Smartleaf Asset Management LLC8,053$1.7M0.06%-3,63613F-HRTimeline
Independent Advisor Alliance7,621$1.64M0.02%new13F-HRTimeline
NewEdge Advisors, LLC7,615$1.64M0.01%+47613F-HR/ATimeline
SHELTON CAPITAL MANAGEMENT7,234$1.56M0.03%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,163$1.54M<0.01%-31113F-HRTimelineGroup
GTS SECURITIES LLC6,269$1.35M0.05%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,239$1.31M0.01%-53613F-HRTimelineGroup
CoreCap Advisors, LLC5,632$1.21M0.04%+25513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,404$1.16M<0.01%+2,66013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…5,356$1.15M0.01%013F-HRTimelineGroup
Henderson Brothers Financial Partners, …5,046$1.08M0.27%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,548$978K0.02%+2,39813F-HRTimelineGroup
Keystone Wealth Services, LLC4,390$944K0.2%new13F-HRTimeline
HighPoint Advisor Group LLC4,181$899K0.04%+11913F-HRTimeline
SAXON INTERESTS, INC.3,666$788K0.27%-1213F-HRTimeline
MOR Wealth Management, LLC3,607$775K0.36%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,511$755K0.02%+44513F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…3,326$715K0.5%+1413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,133$674K<0.01%013F-HRTimelineGroup
Opulen Financial Group LLC2,964$637K0.45%+1313F-HRTimeline
Waterloo Capital, L.P.2,890$621K0.04%-1,92513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,609$561K0.01%+213F-HRTimelineGroup
Western Wealth Management, LLC2,520$542K0.02%-19713F-HR/ATimeline
Elevation Advisory Partners LLC2,330$509K0.48%13F-HRTimeline
Capital Square, LLC2,079$476K0.22%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,104$452K0.01%+10313F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,078$447K0.02%+19913F-HRTimelineGroup
Keystone Financial Group2,053$441K0.03%+313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC1,811$389K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC1,799$387K<0.01%+2013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,751$376K<0.01%new13F-HRTimelineGroup
Compass Planning Associates Inc1,723$370K0.24%+713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,634$354K<0.01%-54913F-HRTimeline
Argyle Capital Partners, LLC1,563$336K0.24%-4613F-HRTimeline
Aspire Capital Advisors LLC1,483$319K0.07%new13F-HRTimeline
Flagship Private Wealth, LLC1,454$313K0.13%013F-HRTimeline
COFG Advisors, LLC1,440$310K0.08%+613F-HRTimeline
Avant Capital LLC1,430$307K0.22%+313F-HRTimeline
Integrity Wealth Partners, LLC1,400$301K0.27%13F-HRTimeline
Integrated Wealth Concepts LLC1,388$298K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,243$267K0.02%+1813F-HRTimeline
Dynamic Advisor Solutions LLC1,128$243K0.01%-23513F-HRTimeline
AdvisorNet Financial, Inc1,035$223K0.01%+82513F-HRTimeline
Pacific Sun Financial Corp990$213K0.1%013F-HRTimeline
Allworth Financial LP954$205K<0.01%+413F-HRTimeline
Csenge Advisory Group950$204K0.01%-2013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC940$202K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC929$200K<0.01%+213F-HRTimelineGroup
LANARK FINANCIAL, INC.898$193K0.01%-35713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN690$148K<0.01%-8613F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…319$68.6K<0.01%+13513F-HRTimeline
SIGNATUREFD, LLC300$64.5K<0.01%+30013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.296$63.6K<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC277$59.5K0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV210$45.1K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…204$43.9K<0.01%+1113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…158$34K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC150$32.2K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust138$29.8K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC130$27.9K<0.01%013F-HRTimeline
Sound Income Strategies, LLC114$24.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC108$23.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.95$20.4K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC75$16.1K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC57$12.3K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG55$11.8K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\51$11K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC36$7.74K<0.01%013F-HRTimelineGroup
Key Capital Management, INC16$3.52K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.6$1.3K<0.01%013F-HRTimeline