Who owns SIVR
Which tracked institutional funds hold SIVR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SIVR 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
The tracked-fund tape on SIVR is one-sided between 2026-Q1 and 2026-Q2: 28 added or opened and 146 trimmed or exited — on balance reducing.
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
SIVR’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SIVR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SIVR 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 342 tracked filers holding SIVR, 141 increased or opened the position and 198 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 SIVR 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 11
- NewEdge Advisors, LLC$16M
- Mirae Asset Global Investments Co., Ltd.$7M
- Evelyn Partners Group Ltd$2M
- Banco BTG Pactual S.A.$874K
- BIP Wealth, LLC$826K
- Headlands Technologies LLC$824K
Full exits 30
- McIlrath & Eck, LLC$17M
- HighTower Advisors, LLC$14M
- Cambridge Investment Research Advisors, Inc.$10M
- Encompass More Asset Management$6M
- Virtue Capital Management, LLC$4M
- CWM, LLC$4M
Largest adds
- Quadrature Capital Ltd$5M
- Tidal Investments LLC$1M
- IMC-Chicago, LLC$1M
- FIFTH THIRD BANCORP$988K
- Rockefeller Capital Management L.P.$886K
- IFG Advisory, LLC$884K
Largest trims
- CITADEL ADVISORS LLC$46M
- LPL Financial LLC$26M
- BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$25M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$23M
- WELLS FARGO & COMPANY/MN$15M
- BANK OF AMERICA CORP /DE/$15M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% 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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 1,296,445 | $73M | 8.9% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. trimmed | 1,182,000 | $67M | 8.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,132,365 | $64M | 7.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 978,870 | $55M | 6.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 794,296 | $45M | 5.5% | 2026-Q2 |
| UBS Group AG trimmed | 667,659 | $38M | 4.6% | 2026-Q2 |
| Tradewinds Capital Management, LLC added | 559,479 | $31M | 3.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 501,926 | $28M | 3.5% | 2026-Q2 |
| AMG National Trust Bank trimmed | 365,641 | $21M | 2.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 308,360 | $17M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 306,497 | $17M | 2.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 289,887 | $16M | 2.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 253,753 | $14M | 1.7% | 2026-Q2 |
| Capital Management Associates, Inc trimmed | 224,604 | $13M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 202,563 | $11M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 190,154 | $11M | 1.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 189,409 | $11M | 1.3% | 2026-Q2 |
| Mission Creek Capital Partners, Inc. trimmed | 187,939 | $11M | 1.3% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 169,801 | $10M | 1.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 168,074 | $9M | 1.2% | 2026-Q2 |
| World Investment Advisors trimmed | 156,787 | $11M | 1.4% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC trimmed | 153,580 | $9M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 144,925 | $8M | 1.0% | 2026-Q2 |
| Kiker Wealth Management, LLC added | 144,275 | $8M | 1.0% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 133,994 | $8M | 0.9% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. new | 130,522 | $7M | 0.9% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 121,101 | $7M | 0.8% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 117,368 | $7M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 115,980 | $6M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 104,352 | $6M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 95,819 | $5M | 0.7% | 2026-Q2 |
| Quadrature Capital Ltd added | 93,796 | $5M | 0.6% | 2026-Q2 |
| SEEDS INVESTOR LLC added | 93,002 | $5M | 0.6% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 81,919 | $5M | 0.6% | 2026-Q2 |
| Avior Wealth Management, LLC added | 78,311 | $4M | 0.5% | 2026-Q2 |
| Global Wealth Management, LLC trimmed | 76,701 | $4M | 0.5% | 2026-Q2 |
| BYRNE FINANCIAL FREEDOM, LLC added | 76,276 | $4M | 0.5% | 2026-Q2 |
| Pettinga Financial Advisors LLC trimmed | 75,432 | $4M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 74,947 | $4M | 0.5% | 2026-Q2 |
| Systelligence, LLC added | 72,304 | $4M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 70,672 | $4M | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 67,057 | $4M | 0.5% | 2026-Q2 |
| Mariner, LLC trimmed | 65,074 | $4M | 0.4% | 2026-Q2 |
| Empowered Funds, LLC added | 63,157 | $4M | 0.4% | 2026-Q2 |
| Asset One Wealth Management LLC added | 61,129 | $3M | 0.4% | 2026-Q2 |
| Simplicity Wealth,LLC added | 60,819 | $3M | 0.4% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 60,355 | $3M | 0.4% | 2026-Q2 |
| Silver Coast Investments LLC added | 59,579 | $3M | 0.4% | 2026-Q2 |
| Richard C. Young & CO., LTD. trimmed | 56,546 | $3M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 54,667 | $3M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 53,639 | $3M | 0.4% | 2026-Q2 |
| IMC-Chicago, LLC added | 52,609 | $3M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 52,210 | $3M | 0.4% | 2026-Q2 |
| MYECFO, LLC trimmed | 51,427 | $3M | 0.4% | 2026-Q2 |
| WT Wealth Management trimmed | 50,827 | $3M | 0.3% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 50,520 | $3M | 0.3% | 2026-Q2 |
| INTREPID FAMILY OFFICE LLC trimmed | 50,000 | $3M | 0.3% | 2026-Q2 |
| Marble Harbor Investment Counsel, LLC | 48,340 | $3M | 0.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 46,674 | $3M | 0.3% | 2026-Q2 |
| Apeiron RIA LLC trimmed | 44,860 | $3M | 0.3% | 2026-Q2 |
| Wealth Watch Advisors, INC trimmed | 41,624 | $2M | 0.3% | 2026-Q2 |
| Sowell Financial Services LLC added | 41,539 | $2M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 41,421 | $2M | 0.3% | 2026-Q2 |
| SMART Wealth LLC trimmed | 40,592 | $2M | 0.3% | 2026-Q2 |
| SPROTT INC. trimmed | 40,453 | $2M | 0.3% | 2026-Q2 |
| FLP Wealth Management, LLC added | 40,215 | $2M | 0.3% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 38,937 | $2M | 0.3% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 37,875 | $2M | 0.3% | 2026-Q2 |
| Fielder Capital Group LLC trimmed | 37,715 | $2M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 36,975 | $2M | 0.3% | 2026-Q2 |
| Allworth Financial LP added | 36,018 | $2M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 35,722 | $2M | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 35,360 | $2M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 34,278 | $2M | 0.2% | 2026-Q2 |
| Alpine Bank Wealth Management | 34,000 | $2M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 33,517 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 33,277 | $2M | 0.2% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 33,276 | $2M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 33,088 | $2M | 0.2% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 31,704 | $2M | 0.2% | 2026-Q2 |
| Tidal Investments LLC added | 31,640 | $2M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 31,586 | $2M | 0.2% | 2026-Q2 |
| Arta Finance Wealth Management LLC added | 30,582 | $2M | 0.2% | 2026-Q2 |
| Blue Capital, Inc. added | 30,368 | $2M | 0.2% | 2026-Q2 |
| Copley Financial Group, Inc. added | 30,100 | $2M | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 28,282 | $2M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 27,539 | $2M | 0.2% | 2026-Q2 |
| Inspire Advisors, LLC added | 26,666 | $1M | 0.2% | 2026-Q2 |
| NewEdge Wealth, LLC | 26,500 | $1M | 0.2% | 2026-Q2 |
| Acorn Wealth Advisors, LLC trimmed | 26,339 | $1M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENT MANAGEMENT LLC | 26,000 | $1M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 25,957 | $1M | 0.2% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 25,232 | $1M | 0.2% | 2026-Q2 |
| Nikulski Financial, Inc. added | 24,140 | $1M | 0.2% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT trimmed | 24,000 | $1M | 0.2% | 2026-Q2 |
| Tactive Advisors, LLC added | 23,395 | $1M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC | 23,378 | $1M | 0.2% | 2026-Q2 |
| Hegarty Advisors, LLC trimmed | 23,025 | $1M | 0.2% | 2026-Q2 |
| M&T Bank Corp | 22,600 | $1M | 0.2% | 2026-Q2 |
| Summit Trail Advisors, LLC | 22,183 | $1M | 0.2% | 2026-Q2 |
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.