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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
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
Only one quarter (2026-Q1) of 13F history is available — a quarter-over-quarter accumulation delta needs two.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Helikon Investments Ltd new | 5,171,822 | $30M | 15.7% | 2026-Q1 |
| NewGen Asset Management Ltd new | 4,900,000 | $29M | 14.9% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD new | 4,110,340 | $24M | 12.3% | 2026-Q1 |
| Amundi new | 2,250,000 | $13M | 6.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 2,032,533 | $12M | 6.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ new | 1,925,094 | $11M | 5.8% | 2026-Q1 |
| DEUTSCHE BANK AG\ new | 1,809,137 | $11M | 5.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC new | 1,362,231 | $8M | 4.1% | 2026-Q1 |
| 1832 Asset Management L.P. new | 1,191,110 | $7M | 3.6% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT new | 1,183,093 | $7M | 3.6% | 2026-Q1 |
| MORGAN STANLEY new | 1,080,097 | $6M | 3.3% | 2026-Q1 |
| TORONTO DOMINION BANK new | 1,001,400 | $6M | 3.0% | 2026-Q1 |
| RWC Asset Management LLP new | 692,334 | $4M | 2.1% | 2026-Q1 |
| SPROTT INC. new | 637,184 | $4M | 1.9% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE new | 600,000 | $3M | 1.8% | 2026-Q1 |
| PenderFund Capital Management Ltd. new | 587,800 | $3M | 1.8% | 2026-Q1 |
| Triasima Portfolio Management inc. new | 422,804 | $2M | 1.3% | 2026-Q1 |
| Quadrature Capital Ltd new | 347,500 | $2M | 1.0% | 2026-Q1 |
| LGT Fund Management Co Ltd. new | 250,000 | $1M | 0.8% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ new | 192,705 | $1M | 0.6% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP new | 161,914 | $946K | 0.5% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC new | 160,648 | $934K | 0.5% | 2026-Q1 |
| MARSHALL WACE, LLP new | 144,369 | $849K | 0.4% | 2026-Q1 |
| TD Asset Management Inc new | 101,606 | $592K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 100,834 | $591K | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. new | 89,552 | $522K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. new | 85,983 | $501K | 0.3% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec new | 83,006 | $481K | 0.2% | 2026-Q1 |
| U S GLOBAL INVESTORS INC new | 280,000 | $443K | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP new | 67,887 | $397K | 0.2% | 2026-Q1 |
| UBS Group AG new | 41,500 | $244K | 0.1% | 2026-Q1 |
| Northwest & Ethical Investments L.P. new | 40,906 | $238K | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ new | 33,286 | $193K | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP new | 31,866 | $187K | 0.1% | 2026-Q1 |
| SCOTIA CAPITAL INC. new | 26,714 | $155K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 23,162 | $136K | 0.1% | 2026-Q1 |
| Bogart Wealth, LLC new | 17,000 | $100K | 0.1% | 2026-Q1 |
| Mountain Capital Investment Advisors Inc. new | 13,015 | $81K | 0.0% | 2026-Q1 |
| TD Waterhouse Canada Inc. new | 9,211 | $54K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. new | 7,167 | $42K | 0.0% | 2026-Q1 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. new | 5,589 | $33K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC new | 3,400 | $20K | 0.0% | 2026-Q1 |
| Quarry LP new | 2,401 | $14K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA new | 1,855 | $11K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. new | 1,184 | $7K | 0.0% | 2026-Q1 |
| MAI Capital Management new | 587 | $3K | 0.0% | 2026-Q1 |
| Cheviot Value Management, LLC new | 500 | $3K | 0.0% | 2026-Q1 |
| MCF Advisors LLC new | 470 | $3K | 0.0% | 2026-Q1 |
| GILPIN WEALTH MANAGEMENT, LLC new | 282 | $2K | 0.0% | 2026-Q1 |
| CWM, LLC new | 176 | $1K | 0.0% | 2026-Q1 |
| DANSKE BANK A/S new | 6 | $35 | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 1 | $6 | 0.0% | 2026-Q1 |
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.