§ EQUITY
USDVLU
SS SPDR S&P 1500 VALUE TILT
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 426K | 0.0% | +5% |
| Nadler Financial Group, Inc. | 122K | 2.5% | n/a |
| ENVESTNET ASSET MANAGEMENT INC | 106K | 0.0% | −15% |
| OSAIC HOLDINGS, INC. | 82K | 0.0% | +7% |
| Bank of America Corp | 63K | 0.0% | +4% |
| Systelligence, LLC | 59K | 2.5% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for VLU as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER82.6% · 88 holders
DEALER / BANK9.2% · 11 holders
QUALITY / COMPOUNDER7.2% · 3 holders
INCOME / DEFENSIVE1.0% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for VLU in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention VLU yet.