SLWS — Spend Life Wisely Funds Invt Institutional Holders · Q2 2026
Who owns Spend Life Wisely Funds Invt (SLWS)? 5 institutions reported holding $4.64M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Delos Wealth Advisors, LLC ($3.1M), Envestnet Asset Management Inc ($528,614), Mml Investors Services, LLC ($526,714).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Delos Wealth Advisors, LLC | $3.1M | 30,535 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $528,614 | 5,233 | Added |
| 3 | MML INVESTORS SERVICES, LLC | $526,714 | 5,214 | Added |
| 4 | JANE STREET GROUP, LLC | $503,198 | 4,981 | Added |
| 5 | UBS Group AG | $202 | 2 | New |
Source: SEC Form 13F filings · as of 2026-06-30