SLYV

SS SPDR S&P 600 SC Val ETFETF
UnclassifiedUSCUSIP 78464A300◍ Confluence graph
Tracked 13F Holders
576
-78 QoQ
13F Value (tracked)
$2.8B
13F Moves · latest Q
18 added
24 trimmed
Recent Filings
0

Who owns SLYV?

576 tracked 13F filers

576 tracked 13F filers disclose a position in SLYV as of the latest SEC 13F filings, a combined $2.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$489.1M
5.2M
−8.5%
Reduced · −482K sh
Q1 2026
2BANK OF AMERICA CORP /DE/
$98.8M
1.0M
−24%
Reduced · −325K sh
Q1 2026
3Financial Engines Advisors L.L.C.
$113.4M
1.0M
−4.1%
Reduced · −44K sh
Q2 2026
4Cannon Financial Strategists, Inc.
$109.2M
1.0M
−0.7%
Reduced · −7K sh
Q2 2026
5NorthRock Partners, LLC
$91.0M
834K
+4.5%
Added · +36K sh
Q2 2026
6AMERIPRISE FINANCIAL INC
$56.5M
596K
−16%
Reduced · −117K sh
Q1 2026
7Pacific Life Fund Advisors LLC
$61.7M
566K
New
+566K sh
Q2 2026
8MORGAN STANLEY
$52.6M
556K
+12%
Added · +58K sh
Q1 2026
9Convergence Financial, LLC
$41.6M
382K
+90%
Added · +181K sh
Q2 2026
10WCG Wealth Advisors LLC
$36.0M
381K
+2.8%
Added · +10K sh
Q1 2026
11Goelzer Investment Management, Inc.
$40.9M
375K
−53%
Reduced · −417K sh
Q2 2026
12Creative Planning
$33.6M
355K
−23%
Reduced · −103K sh
Q1 2026
13Rodgers & Associates, LTD
$35.2M
323K
−0.4%
Reduced · −1K sh
Q2 2026
14Equitable Holdings, Inc.
$34.8M
319K
+6.1%
Added · +18K sh
Q2 2026
15Fragasso Financial Advisors Inc
$33.3M
305K
−1.5%
Reduced · −5K sh
Q2 2026
16Dean, Jacobson Financial Services, LLC
$31.5M
288K
−0.8%
Reduced · −2K sh
Q2 2026
17Cerity Partners LLC
$27.1M
286K
−1.2%
Reduced · −4K sh
Q1 2026
18Klingman & Associates, LLC
$30.5M
280K
−0.4%
Reduced · −1K sh
Q2 2026
19BRANDYWINE OAK PRIVATE WEALTH LLC
$30.4M
278K
−2.3%
Reduced · −7K sh
Q2 2026
20WELLS FARGO & COMPANY/MN
$24.7M
262K
+3.4%
Added · +8K sh
Q1 2026
21Focus Partners Wealth
$24.4M
258K
−4.1%
Reduced · −11K sh
Q1 2026
22Morningstar Investment Management LLC
$24.2M
256K
Held
Q2 2026
23Waverly Advisors, LLC
$22.3M
236K
+418%
Added · +190K sh
Q1 2026
24ENVESTNET ASSET MANAGEMENT INC
$21.8M
231K
+6.7%
Added · +15K sh
Q1 2026
25OSAIC HOLDINGS, INC.
$21.5M
228K
+9.5%
Added · +20K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SLYV being bought or sold by institutions?

Last quarter, 2 funds opened a new position in SLYV and 16 added to an existing one, while 24 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
16
funds
Reduced
24
funds
Exited
0
funds

Funds that own SLYV also own

CompanyCo-held byCombined value
APPLE INCAAPL324 funds$65.9B
MICROSOFT CORPMSFT318 funds$52.2B
NVIDIA CORPNVDA316 funds$75.0B
AMAZON.COM INCAMZN315 funds$36.4B
ALPHABET INC-CL AGOOGL308 funds$30.9B
JPMORGAN CHASE & COJPM307 funds$14.8B
SS SPDR S&P 500 ETF TRUST-USSPY306 funds$11.1B
BERKSHIRE HATHAWAY INC-CL BBRK/B304 funds$12.0B
ALPHABET INC-CL CGOOG299 funds$23.9B
BROADCOM INCAVGO297 funds$27.1B
JOHNSON & JOHNSONJNJ297 funds$10.7B
META PLATFORMS INC-CLASS AMETA296 funds$18.1B

Ranked by how many of SLYV's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

466 funds+96 since Q3 2024
0272544Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.6B · 1 values withheld

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for SLYV

Browse more

Build

Ask your agent what changed in SLYV

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SLYV/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SLYV.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SLYV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.