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There is a long list of 685 institutional holders of SPLV within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SPLV by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SPLV table below,
the initial column indicates the name of each top institutional holder of SPLV, with a link to that fund's top holdings. The next columns
indicate the amount of SPLV stock held by each of the institutional holders of SPLV, followed by the SPLV position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 10,435,279 | $653,875 | 12/31/2023 | SPLV | 10,435,279 | $653,875 | 12/31/2023 | Invesco Ltd. | 8,958,990 | $561,370 | 12/31/2023 | SPLV | 8,958,990 | $561,370 | 12/31/2023 | Bank of America Corp DE | 5,586,485 | $350,049 | 12/31/2023 | SPLV | 5,586,485 | $350,049 | 12/31/2023 | Balentine LLC | 5,362,323 | $336,003 | 12/31/2023 | SPLV | 5,362,323 | $336,003 | 12/31/2023 | Dow Chemical Co. DE | 3,998,479 | $250,545 | 12/31/2023 | SPLV | 3,998,479 | $250,545 | 12/31/2023 | Alaska Permanent Fund Corp | 3,027,451 | $199,418 | 03/31/2024 | SPLV | 3,027,451 | $199,418 | 03/31/2024 | LPL Financial LLC | | $185,336 | 12/31/2023 | SPLV | 2,963,797 | $185,712 | 12/31/2023 | Put | 6,000 | $376 | 12/31/2023 | Global Assets Advisory LLC | 2,499,503 | $164,642 | 03/31/2024 | SPLV | 2,499,503 | $164,642 | 03/31/2024 | FMR LLC | 2,269,247 | $142,191 | 12/31/2023 | SPLV | 2,269,247 | $142,191 | 12/31/2023 | Bank of Montreal Can | 1,953,143 | $122,443 | 12/31/2023 | SPLV | 1,953,143 | $122,443 | 12/31/2023 | Wells Fargo & Company MN | 1,933,775 | $121,170 | 12/31/2023 | SPLV | 1,933,775 | $121,170 | 12/31/2023 | Commonwealth Equity Services LLC | 1,552,430 | $97,275 | 12/31/2023 | SPLV | 1,552,430 | $97,275 | 12/31/2023 | Envestnet Asset Management Inc. | 1,385,562 | $86,819 | 12/31/2023 | SPLV | 1,385,562 | $86,819 | 12/31/2023 | Ameriprise Financial Inc. | 1,313,275 | $82,093 | 12/31/2023 | SPLV | 1,313,275 | $82,093 | 12/31/2023 | The PNC Financial Services Group Inc. | 1,307,465 | $81,926 | 12/31/2023 | SPLV | 1,307,465 | $81,926 | 12/31/2023 | Royal Bank of Canada | 1,107,300 | $69,383 | 12/31/2023 | SPLV | 1,107,300 | $69,383 | 12/31/2023 | Bank of New York Mellon Corp | 1,075,724 | $67,405 | 12/31/2023 | SPLV | 1,075,724 | $67,405 | 12/31/2023 | UBS Group AG | 990,210 | $62,047 | 12/31/2023 | SPLV | 990,210 | $62,047 | 12/31/2023 | Equitable Holdings Inc. | 744,296 | $46,638 | 12/31/2023 | SPLV | 744,296 | $46,638 | 12/31/2023 | Advisor Group Holdings Inc. | 699,534 | $43,835 | 12/31/2023 | SPLV | 699,534 | $43,835 | 12/31/2023 | Securian Asset Management Inc | 690,000 | $43,235 | 12/31/2023 | SPLV | 690,000 | $43,235 | 12/31/2023 | Brookstone Capital Management | 651,227 | $42,896 | 03/31/2024 | SPLV | 651,227 | $42,896 | 03/31/2024 | Kestra Advisory Services LLC | 638,265 | $39,994 | 12/31/2023 | SPLV | 638,265 | $39,994 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 533,967 | $35,172 | 03/31/2024 | SPLV | 533,967 | $35,172 | 03/31/2024 | Sei Investments Co. | 514,367 | $32,230 | 12/31/2023 | SPLV | 514,367 | $32,230 | 12/31/2023 | Huntington National Bank | 484,219 | $30,341 | 12/31/2023 | SPLV | 484,219 | $30,341 | 12/31/2023 | Genworth Financial Inc. | 455,287 | $28,528 | 12/31/2023 | SPLV | 455,287 | $28,528 | 12/31/2023 | Hantz Financial Services Inc. | 451,155 | $28,269 | 12/31/2023 | SPLV | 451,155 | $28,269 | 12/31/2023 | Armbruster Capital Management Inc. | 407,529 | $25,536 | 12/31/2023 | SPLV | 407,529 | $25,536 | 12/31/2023 | JPMorgan Chase & Co. | 406,507 | $25,472 | 12/31/2023 | SPLV | 406,507 | $25,472 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 369,828 | $24,361 | 03/31/2024 | SPLV | 369,828 | $24,361 | 03/31/2024 | Cliftonlarsonallen Wealth Advisors LLC | 386,108 | $24,194 | 12/31/2023 | SPLV | 386,108 | $24,194 | 12/31/2023 | New England Private Wealth Advisors LLC | 372,899 | $23,366 | 12/31/2023 | SPLV | 372,899 | $23,366 | 12/31/2023 | NewSquare Capital LLC | 371,696 | $23,290 | 12/31/2023 | SPLV | 371,696 | $23,290 | 12/31/2023 | Raymond James & Associates | 346,176 | $22,803 | 03/31/2024 | SPLV | 346,176 | $22,803 | 03/31/2024 | Janney Montgomery Scott LLC | 353,907 | $22,176 | 12/31/2023 | SPLV | 353,907 | $22,176 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 330,057 | $21,741 | 03/31/2024 | SPLV | 330,057 | $21,741 | 03/31/2024 | Lido Advisors LLC | 336,439 | $21,081 | 12/31/2023 | SPLV | 336,439 | $21,081 | 12/31/2023 | Private Advisor Group LLC | 333,372 | $20,889 | 12/31/2023 | SPLV | 333,372 | $20,889 | 12/31/2023 | Prospera Financial Services Inc | 303,514 | $19,018 | 12/31/2023 | SPLV | 303,514 | $19,018 | 12/31/2023 | Spinnaker Trust | 277,026 | $17,358 | 12/31/2023 | SPLV | 277,026 | $17,358 | 12/31/2023 | Csenge Advisory Group | 245,977 | $15,413 | 12/31/2023 | SPLV | 245,977 | $15,413 | 12/31/2023 | Picton Mahoney Asset Management | 229,469 | $14,378 | 12/31/2023 | SPLV | 229,469 | $14,378 | 12/31/2023 | Stifel Financial Corp | 224,354 | $14,058 | 12/31/2023 | SPLV | 224,354 | $14,058 | 12/31/2023 | JFS Wealth Advisors LLC | 224,067 | $14,040 | 12/31/2023 | SPLV | 224,067 | $14,040 | 12/31/2023 | FineMark National Bank & Trust | 220,937 | $13,844 | 12/31/2023 | SPLV | 220,937 | $13,844 | 12/31/2023 | Capital Advisors Ltd. LLC | 208,614 | $13,741 | 03/31/2024 | SPLV | 208,614 | $13,741 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 217,467 | $13,626 | 12/31/2023 | SPLV | 217,467 | $13,626 | 12/31/2023 | Qube Research & Technologies Ltd | 215,547 | $13,506 | 12/31/2023 | SPLV | 215,547 | $13,506 | 12/31/2023 | Banco BTG Pactual S.A. | | $12,399 | 12/31/2023 | SPLV | 178,132 | $11,142 | 12/31/2023 | Call | 20,100 | $1,257 | 12/31/2023 |
See All: Funds Holding SPLV
See Details: Top 10 Hedge Funds Holding SPLV
Also See: SPLV Holdings Changes
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