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Institutional Holders of SPLV

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley10,435,279$653,875 12/31/2023
     SPLV10,435,279$653,875 12/31/2023
Invesco Ltd.8,958,990$561,370 12/31/2023
     SPLV8,958,990$561,370 12/31/2023
Bank of America Corp DE5,586,485$350,049 12/31/2023
     SPLV5,586,485$350,049 12/31/2023
Balentine LLC5,362,323$336,003 12/31/2023
     SPLV5,362,323$336,003 12/31/2023
Dow Chemical Co. DE3,998,479$250,545 12/31/2023
     SPLV3,998,479$250,545 12/31/2023
Alaska Permanent Fund Corp3,027,451$199,418 03/31/2024
     SPLV3,027,451$199,418 03/31/2024
LPL Financial LLC $185,336 12/31/2023
     SPLV2,963,797$185,712 12/31/2023
     Put6,000$376 12/31/2023
Global Assets Advisory LLC2,499,503$164,642 03/31/2024
     SPLV2,499,503$164,642 03/31/2024
FMR LLC2,269,247$142,191 12/31/2023
     SPLV2,269,247$142,191 12/31/2023
Bank of Montreal Can1,953,143$122,443 12/31/2023
     SPLV1,953,143$122,443 12/31/2023
Wells Fargo & Company MN1,933,775$121,170 12/31/2023
     SPLV1,933,775$121,170 12/31/2023
Commonwealth Equity Services LLC1,552,430$97,275 12/31/2023
     SPLV1,552,430$97,275 12/31/2023
Envestnet Asset Management Inc.1,385,562$86,819 12/31/2023
     SPLV1,385,562$86,819 12/31/2023
Ameriprise Financial Inc.1,313,275$82,093 12/31/2023
     SPLV1,313,275$82,093 12/31/2023
The PNC Financial Services Group Inc.1,307,465$81,926 12/31/2023
     SPLV1,307,465$81,926 12/31/2023
Royal Bank of Canada1,107,300$69,383 12/31/2023
     SPLV1,107,300$69,383 12/31/2023
Bank of New York Mellon Corp1,075,724$67,405 12/31/2023
     SPLV1,075,724$67,405 12/31/2023
UBS Group AG990,210$62,047 12/31/2023
     SPLV990,210$62,047 12/31/2023
Equitable Holdings Inc.744,296$46,638 12/31/2023
     SPLV744,296$46,638 12/31/2023
Advisor Group Holdings Inc.699,534$43,835 12/31/2023
     SPLV699,534$43,835 12/31/2023
Securian Asset Management Inc690,000$43,235 12/31/2023
     SPLV690,000$43,235 12/31/2023
Brookstone Capital Management651,227$42,896 03/31/2024
     SPLV651,227$42,896 03/31/2024
Kestra Advisory Services LLC638,265$39,994 12/31/2023
     SPLV638,265$39,994 12/31/2023
Raymond James Financial Services Advisors Inc.533,967$35,172 03/31/2024
     SPLV533,967$35,172 03/31/2024
Sei Investments Co.514,367$32,230 12/31/2023
     SPLV514,367$32,230 12/31/2023
Huntington National Bank484,219$30,341 12/31/2023
     SPLV484,219$30,341 12/31/2023
Genworth Financial Inc.455,287$28,528 12/31/2023
     SPLV455,287$28,528 12/31/2023
Hantz Financial Services Inc.451,155$28,269 12/31/2023
     SPLV451,155$28,269 12/31/2023
Armbruster Capital Management Inc.407,529$25,536 12/31/2023
     SPLV407,529$25,536 12/31/2023
JPMorgan Chase & Co.406,507$25,472 12/31/2023
     SPLV406,507$25,472 12/31/2023
Wealth Enhancement Advisory Services LLC369,828$24,361 03/31/2024
     SPLV369,828$24,361 03/31/2024
Cliftonlarsonallen Wealth Advisors LLC386,108$24,194 12/31/2023
     SPLV386,108$24,194 12/31/2023
New England Private Wealth Advisors LLC372,899$23,366 12/31/2023
     SPLV372,899$23,366 12/31/2023
NewSquare Capital LLC371,696$23,290 12/31/2023
     SPLV371,696$23,290 12/31/2023
Raymond James & Associates346,176$22,803 03/31/2024
     SPLV346,176$22,803 03/31/2024
Janney Montgomery Scott LLC353,907$22,176 12/31/2023
     SPLV353,907$22,176 12/31/2023
Cambridge Investment Research Advisors Inc.330,057$21,741 03/31/2024
     SPLV330,057$21,741 03/31/2024
Lido Advisors LLC336,439$21,081 12/31/2023
     SPLV336,439$21,081 12/31/2023
Private Advisor Group LLC333,372$20,889 12/31/2023
     SPLV333,372$20,889 12/31/2023
Prospera Financial Services Inc303,514$19,018 12/31/2023
     SPLV303,514$19,018 12/31/2023
Spinnaker Trust277,026$17,358 12/31/2023
     SPLV277,026$17,358 12/31/2023
Csenge Advisory Group245,977$15,413 12/31/2023
     SPLV245,977$15,413 12/31/2023
Picton Mahoney Asset Management229,469$14,378 12/31/2023
     SPLV229,469$14,378 12/31/2023
Stifel Financial Corp224,354$14,058 12/31/2023
     SPLV224,354$14,058 12/31/2023
JFS Wealth Advisors LLC224,067$14,040 12/31/2023
     SPLV224,067$14,040 12/31/2023
FineMark National Bank & Trust220,937$13,844 12/31/2023
     SPLV220,937$13,844 12/31/2023
Capital Advisors Ltd. LLC208,614$13,741 03/31/2024
     SPLV208,614$13,741 03/31/2024
Northwestern Mutual Wealth Management Co.217,467$13,626 12/31/2023
     SPLV217,467$13,626 12/31/2023
Qube Research & Technologies Ltd215,547$13,506 12/31/2023
     SPLV215,547$13,506 12/31/2023
Banco BTG Pactual S.A. $12,399 12/31/2023
     SPLV178,132$11,142 12/31/2023
     Call20,100$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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