563 tracked 13F filers disclose a position in VLUE as of the latest SEC 13F filings, a combined $8.1B 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.3B | 23.0M | ▲+1.2% Added · +282K sh | Q1 2026 | |
| 2 | Mason Investment Advisory Services, Inc. | $660.5M | 4.6M | ▼−1.0% Reduced · −48K sh | Q1 2026 | |
| 3 | Matson Money. Inc. | $349.2M | 2.5M | ▼−5.6% Reduced · −146K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $229.3M | 1.6M | ▲+0.3% Added · +6K sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $221.0M | 1.6M | ▲+11% Added · +149K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $182.9M | 1.3M | ▲+884% Added · +1.2M sh | Q1 2026 | |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $168.1M | 1.2M | ▼−3.8% Reduced · −47K sh | Q1 2026 | |
| 8 | Wharton Business Group, LLC | $213.1M | 1.1M | ▼−7.5% Reduced · −87K sh | Q2 2026 | |
| 9 | LPL Financial LLC | $133.6M | 939K | ▲+75% Added · +401K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $131.8M | 927K | ▲+10% Added · +87K sh | Q1 2026 | |
| 11 | FMR LLC | $102.6M | 721K | ▲+19% Added · +114K sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $92.4M | 667K | ▲+61% Added · +254K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $87.9M | 618K | ▲+75% Added · +265K sh | Q1 2026 | |
| 14 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $117.6M | 589K | ▲+120% Added · +322K sh | Q2 2026 | |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | $79.4M | 559K | ▲+1.5% Added · +8K sh | Q1 2026 | |
| 16 | Marks Wealth, LLC | $108.2M | 541K | ▲+78% Added · +236K sh | Q2 2026 | |
| 17 | PROVIDA PENSION FUND ADMINISTRATOR | $75.5M | 531K | ▲New +531K sh | Q3 2026 | |
| 18 | Kathmere Capital Management, LLC | $85.4M | 427K | ▼−7.1% Reduced · −33K sh | Q2 2026 | |
| 19 | UBS Group AG | $49.7M | 349K | ▼−3.5% Reduced · −13K sh | Q1 2026 | |
| 20 | Focus Partners Wealth | $47.2M | 332K | ▲+0.8% Added · +3K sh | Q1 2026 | |
| 21 | PRUDENTIAL PLC | $65.9M | 330K | ▲+47% Added · +106K sh | Q2 2026 | |
| 22 | M&T BANK CORP | $44.6M | 313K | ▼−4.2% Reduced · −14K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $43.5M | 306K | ▲+75% Added · +132K sh | Q1 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $60.3M | 302K | ▼−2.3% Reduced · −7K sh | Q2 2026 | |
| 25 | CWM, LLC | $41.2M | 290K | ▲+25% Added · +58K 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.
Last quarter, 4 funds opened a new position in VLUE and 18 added to an existing one, while 25 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).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 311 funds | $53.0B |
| NVIDIA CORPNVDA | 310 funds | $79.8B |
| APPLE INCAAPL | 308 funds | $67.7B |
| AMAZON.COM INCAMZN | 302 funds | $37.2B |
| ALPHABET INC-CL AGOOGL | 301 funds | $33.0B |
| ALPHABET INC-CL CGOOG | 300 funds | $24.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 297 funds | $13.2B |
| ISHARES CORE S&P 500 ETFIVV | 292 funds | $32.1B |
| JPMORGAN CHASE & COJPM | 291 funds | $16.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 291 funds | $11.9B |
| BROADCOM INCAVGO | 288 funds | $29.7B |
| META PLATFORMS INC-CLASS AMETA | 288 funds | $20.0B |
Ranked by how many of VLUE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| IEFAmc | 2222 funds | $146.8B |
| QUALmc | 1520 funds | $38.9B |
| MTUMmc | 1102 funds | $19.3B |
| IXUScs | 959 funds | $41.9B |
| VLUEthis pagemc | 563 funds | $8.1B |
| ISTBmc | 366 funds | $2.7B |
| SIZEUIT EXCHANGE TRADED | 69 funds | $341.1M |
| IYLDmc | 49 funds | $31.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for VLUE
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VLUE/capital-change-brief"
Use Arkolith's capital_change_brief for VLUE. 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 VLUE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.