VLU

SS SPDR S&P 1500 Value Tilt$236.01 1.15%
UnclassifiedUSCUSIP 78464A128· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
65
+6 QoQ
13F Value (tracked)
$304.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)15 adding · 5 trimming
Insider net (180d)$0

Price & smart-money activity

$236.01 1.15%5Y +62.7%
$118.17$150.55$182.93$215.31$247.692021202220232024202520264272641045995777549685811567669414279125155155
Hover for who · click for detailEnd-of-day closing prices52w $185.48 – $238.76
Build

Use VLU data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns VLU

This stock page is the Follow view. The Build view lets your agent query VLU owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/VLU"
Ask your agent
Use Arkolith to show who owns VLU,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

65 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$91.5M
426K
+4.7%
Added · +19K sh
Q1 2026
2AMERIPRISE FINANCIAL INC
$30.8M
143K
+20%
Added · +24K sh
Q1 2026
3ENVESTNET ASSET MANAGEMENT INC
$22.8M
106K
−15%
Reduced · −19K sh
Q1 2026
4RAYMOND JAMES FINANCIAL INC
$21.3M
99K
−37%
Reduced · −59K sh
Q1 2026
5OSAIC HOLDINGS, INC.
$21.0M
98K
+6.6%
Added · +6K sh
Q1 2026
6BANK OF AMERICA CORP /DE/
$14.9M
69K
+3.6%
Added · +2K sh
Q1 2026
7MAI Capital Management
$12.4M
58K
−1.7%
Reduced · −978 sh
Q1 2026
8MORGAN STANLEY
$12.0M
56K
+45%
Added · +17K sh
Q1 2026
9Graney & King, LLC
$7.8M
36K
+3.4%
Added · +1K sh
Q1 2026
10Stratos Wealth Advisors, LLC
$7.0M
33K
−36%
Reduced · −18K sh
Q1 2026
11JPMORGAN CHASE & CO
$6.4M
31K
+5.6%
Added · +2K sh
Q1 2026
12Cetera Investment Advisers
$5.9M
27K
+73%
Added · +12K sh
Q1 2026
13J.W. COLE ADVISORS, INC.
$5.3M
25K
+5.5%
Added · +1K sh
Q1 2026
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$4.5M
21K
+1.6%
Added · +323 sh
Q1 2026
15ROYAL BANK OF CANADA
$3.4M
16K
−28%
Reduced · −6K sh
Q1 2026
16MML INVESTORS SERVICES, LLC
$3.1M
14K
−14%
Reduced · −2K sh
Q1 2026
17COMMONWEALTH EQUITY SERVICES, LLC
$2.9M
14K
−12%
Reduced · −2K sh
Q1 2026
18Creative Planning
$2.5M
11K
+3.4%
Added · +381 sh
Q1 2026
19MONEY CONCEPTS CAPITAL CORP
$2.2M
10K
−1.2%
Reduced · −127 sh
Q1 2026
20Stratos Wealth Partners, LTD.
$2.1M
10K
+4.6%
Added · +436 sh
Q1 2026
21Merit Financial Group, LLC
$1.9M
9K
+0.2%
Added · +16 sh
Q1 2026
22Private Advisor Group, LLC
$1.8M
8K
−31%
Reduced · −4K sh
Q1 2026
23Smartleaf Asset Management LLC
$1.7M
8K
−31%
Reduced · −4K sh
Q1 2026
24NewEdge Advisors, LLC
$1.6M
8K
+6.7%
Added · +476 sh
Q1 2026
25SHELTON CAPITAL MANAGEMENT
$1.6M
7K
New
+7K 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.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
14
funds
Reduced
5
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

66 funds+32 since Q2 2022
03366Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $305.0M

Funds that own VLU also own

CompanyCo-held byCombined value
APPLE INCAAPL37 funds$11.1B
NVIDIA CORPNVDA37 funds$9.3B
MICROSOFT CORPMSFT37 funds$7.9B
VANGUARD S&P 500 ETFVOO37 funds$6.8B
SS SPDR S&P 500 ETF TRUST-USSPY37 funds$6.2B
AMAZON.COM INCAMZN37 funds$5.8B
ALPHABET INC-CL AGOOGL37 funds$5.2B
VANGUARD TOTAL STOCK MKT ETFVTI37 funds$3.9B
JPMORGAN CHASE & COJPM37 funds$3.7B
INVESCO QQQ TRUST SERIES 1QQQ37 funds$3.7B
BROADCOM INCAVGO37 funds$3.5B
META PLATFORMS INC-CLASS AMETA37 funds$3.4B

Ranked by how many of VLU's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

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

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VLU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.