Who owns HSLV
Which tracked institutional funds hold HSLV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HSLV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
14 tracked funds added or opened HSLV while 22 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HSLV’s largest tracked holder by dollar value, Helikon Investments Ltd, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HSLV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 67 tracked filers holding HSLV, 38 increased or opened the position and 26 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HSLV between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- JPMORGAN CHASE & CO$5M
- TWO SIGMA INVESTMENTS, LP$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Swiss National Bank$1M
- Legal & General Group Plc$541K
Full exits 4
- Amundi$13M
- 1832 Asset Management L.P.$7M
- JANUS HENDERSON GROUP PLC$934K
- Cambridge Investment Research Advisors, Inc.$501K
Largest adds
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$25M
- Helikon Investments Ltd$7M
- Point72 Asset Management, L.P.$5M
- U S GLOBAL INVESTORS INC$1M
- UBS Group AG$586K
- MACKENZIE FINANCIAL CORP$496K
Largest trims
- GOLDMAN SACHS GROUP INC$10M
- NewGen Asset Management Ltd$9M
- MILLENNIUM MANAGEMENT LLC$7M
- BANK OF AMERICA CORP /DE/$5M
- JUPITER ASSET MANAGEMENT LTD$5M
- PICTON MAHONEY ASSET MANAGEMENT$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Helikon Investments Ltd added | 8,009,594 | $37M | 18.5% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 5,379,886 | $25M | 12.5% | 2026-Q2 |
| NewGen Asset Management Ltd trimmed | 4,180,000 | $19M | 9.7% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD | 4,110,340 | $19M | 9.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 2,240,101 | $10M | 5.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,425,858 | $7M | 3.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 1,201,508 | $6M | 2.8% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT trimmed | 1,053,376 | $5M | 2.5% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 1,008,392 | $5M | 2.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,027,212 | $5M | 2.4% | 2026-Q2 |
| TORONTO DOMINION BANK added | 1,006,900 | $5M | 2.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 786,441 | $4M | 1.8% | 2026-Q2 |
| RWC Asset Management LLP trimmed | 669,956 | $3M | 1.6% | 2026-Q2 |
| SPROTT INC. trimmed | 607,789 | $3M | 1.4% | 2026-Q2 |
| PenderFund Capital Management Ltd. | 587,800 | $3M | 1.4% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 496,620 | $2M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 440,849 | $2M | 1.0% | 2026-Q2 |
| Triasima Portfolio Management inc. added | 428,593 | $2M | 1.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 370,317 | $2M | 0.9% | 2026-Q2 |
| U S GLOBAL INVESTORS INC added | 325,000 | $2M | 0.8% | 2026-Q2 |
| Swiss National Bank new | 256,300 | $1M | 0.6% | 2026-Q2 |
| LGT Fund Management Co Ltd. | 250,000 | $1M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 222,053 | $1M | 0.5% | 2026-Q2 |
| TD Asset Management Inc added | 194,373 | $912K | 0.5% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 134,056 | $893K | 0.4% | 2026-Q2 |
| UBS Group AG added | 178,200 | $830K | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 151,574 | $711K | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 141,183 | $658K | 0.3% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 121,564 | $570K | 0.3% | 2026-Q2 |
| Legal & General Group Plc new | 115,349 | $541K | 0.3% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 108,895 | $510K | 0.3% | 2026-Q2 |
| Jupiter Topco LLC new | 101,961 | $484K | 0.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC new | 101,771 | $478K | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. new | 97,400 | $457K | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP added | 96,311 | $451K | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 88,207 | $414K | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 87,948 | $413K | 0.2% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) new | 69,983 | $329K | 0.2% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey new | 48,879 | $229K | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 42,032 | $196K | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO new | 30,794 | $145K | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. new | 30,324 | $142K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 29,630 | $138K | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. new | 27,589 | $129K | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. | 26,714 | $125K | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 26,583 | $124K | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 24,829 | $116K | 0.1% | 2026-Q2 |
| CIBC Asset Management Inc new | 19,062 | $89K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 18,379 | $86K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC | 17,000 | $79K | 0.0% | 2026-Q2 |
| Pictet Asset Management Holding SA new | 16,482 | $77K | 0.0% | 2026-Q2 |
| Vident Advisory, LLC new | 15,859 | $74K | 0.0% | 2026-Q2 |
| Northwest & Ethical Investments L.P. trimmed | 15,476 | $74K | 0.0% | 2026-Q2 |
| SIH Partners, LLLP new | 13,808 | $64K | 0.0% | 2026-Q2 |
| Mountain Capital Investment Advisors Inc. | 13,015 | $61K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS new | 12,754 | $59K | 0.0% | 2026-Q2 |
| Atwater Malick LLC new | 10,000 | $47K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 7,167 | $33K | 0.0% | 2026-Q2 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5,589 | $26K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) new | 5,380 | $25K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,000 | $9K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,738 | $8K | 0.0% | 2026-Q2 |
| Cheviot Value Management, LLC | 500 | $2K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 470 | $2K | 0.0% | 2026-Q2 |
| MCF Advisors LLC | 470 | $2K | 0.0% | 2026-Q2 |
| GILPIN WEALTH MANAGEMENT, LLC | 282 | $1K | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 2 | $9 | 0.0% | 2026-Q2 |
| Amundi new | 2,250,000 | $13M | 6.6% | 2026-Q1 stale (1 quarter behind) |
| 1832 Asset Management L.P. new | 1,191,110 | $7M | 3.5% | 2026-Q1 stale (1 quarter behind) |
| JANUS HENDERSON GROUP PLC new | 160,648 | $934K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. new | 85,983 | $501K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Quarry LP new | 2,401 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management new | 587 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC new | 176 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| DANSKE BANK A/S new | 6 | $35 | 0.0% | 2026-Q1 stale (1 quarter behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.