SPEND LIFE WISELY FUNDS INVT (SLWS)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
5
Reporting holders
$4.6M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Delos Wealth Advisors, LLC | $3.1M | 30,535 | 1.58% | 2q | +665.3%+$2.7M |
| ENVESTNET ASSET MANAGEMENT INC | $528.6K | 5,233 | 0.00% | 2q | +0.6%+$3.3K |
| MML INVESTORS SERVICES, LLC | $526.7K | 5,214 | 0.00% | 2q | +5.2%+$26.0K |
| JANE STREET GROUP, LLC | $503.2K | 4,981 | 0.00% | 2q | +3.2%+$15.7K |
| UBS Group AG | $202 | 2 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | $4.6M | 45,965 | 1 | 4 | 0 | 0.0% |
| Q1 2026 | 4 | $1.9M | 18,973 | 4 | 0 | 0 | 0.0% |