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Institutional Ownership · SEC Form 13F

Who owns SIVR (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

384
Institutional holders
17,905,194
Shares held (tracked funds)
22.6%
Of shares outstanding

How the tape is positioned

79 tracked funds added or opened SIVR while 86 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

SIVR’s largest tracked holder by dollar value, BANCO BILBAO VIZCAYA ARGENTARIA, S.A., sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

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 2025-Q4 and 2026-Q1, across 384 tracked filers holding SIVR, 185 increased or opened the position and 197 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 2025-Q4 and 2026-Q1 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 25

  • LaSalle St. Investment Advisors, LLC$8M
  • BYRNE FINANCIAL FREEDOM, LLC$5M
  • Virtue Capital Management, LLC$4M
  • Virtu Financial LLC$4M
  • Jump Financial, LLC$3M
  • Waverly Advisors, LLC$3M

Full exits 19

  • GUARDIAN POINT CAPITAL, LP$32M
  • Gradient Investments LLC$31M
  • Southeast Asset Advisors, LLC$30M
  • Advocacy Wealth Management, LLC$16M
  • NewEdge Advisors, LLC$10M
  • FOREFRONT WEALTH MANAGEMENT INC.$3M

Largest adds

  • CITADEL ADVISORS LLC$48M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$25M
  • BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$19M
  • Kiker Wealth Management, LLC$10M
  • Golden State Wealth Management, LLC$9M
  • LPL Financial LLC$7M

Largest trims

  • JPMORGAN CHASE & CO$199M
  • JANE STREET GROUP, LLC$165M
  • BANK OF AMERICA CORP /DE/$31M
  • HighTower Advisors, LLC$14M
  • AMG National Trust Bank$14M
  • Tradewinds Capital Management, LLC$11M

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).

FundSharesReported value% of valueQuarter
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added1,321,475$92M7.4%2026-Q1
LPL Financial LLC added1,246,765$89M7.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed1,227,539$88M7.0%2026-Q1
WELLS FARGO & COMPANY/MN added978,377$70M5.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added940,682$67M5.4%2026-Q1
CITADEL ADVISORS LLC added692,200$50M4.0%2026-Q1
UBS Group AG trimmed668,452$48M3.8%2026-Q1
MORGAN STANLEY trimmed518,100$37M3.0%2026-Q1
Tradewinds Capital Management, LLC trimmed503,923$36M2.9%2026-Q1
AMG National Trust Bank trimmed388,864$28M2.2%2026-Q1
Cetera Investment Advisers trimmed326,591$23M1.9%2026-Q1
Capital Management Associates, Inc trimmed273,022$20M1.6%2026-Q1
Mission Creek Capital Partners, Inc. trimmed254,683$18M1.5%2026-Q1
AMERIPRISE FINANCIAL INC trimmed252,039$18M1.4%2026-Q1
McIlrath & Eck, LLC trimmed235,777$17M1.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed224,712$16M1.3%2026-Q1
JANE STREET GROUP, LLC trimmed222,930$16M1.3%2026-Q1
Vestmark Advisory Solutions, Inc. added203,224$15M1.2%2026-Q1
ELEVATION POINT WEALTH PARTNERS, LLC trimmed197,836$14M1.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed197,687$14M1.1%2026-Q1
HighTower Advisors, LLC trimmed192,659$14M1.1%2026-Q1
ROYAL BANK OF CANADA trimmed188,523$14M1.1%2026-Q1
World Investment Advisors trimmed157,802$11M0.9%2026-Q1
180 WEALTH ADVISORS, LLC trimmed156,093$11M0.9%2026-Q1
Cambridge Investment Research Advisors, Inc. added143,487$10M0.8%2026-Q1
Merit Financial Group, LLC trimmed143,348$10M0.8%2026-Q1
Kiker Wealth Management, LLC added142,935$10M0.8%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed129,971$9M0.7%2026-Q1
Golden State Wealth Management, LLC added121,426$9M0.7%2026-Q1
LaSalle St. Investment Advisors, LLC new115,844$8M0.7%2026-Q1
JPMORGAN CHASE & CO trimmed118,076$8M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed105,732$8M0.6%2026-Q1
Encompass More Asset Management trimmed83,075$6M0.5%2026-Q1
JONES FINANCIAL COMPANIES LLLP added88,595$6M0.5%2026-Q1
SEEDS INVESTOR LLC trimmed77,685$6M0.5%2026-Q1
Pettinga Financial Advisors LLC trimmed77,307$6M0.4%2026-Q1
Global Wealth Management, LLC added77,041$6M0.4%2026-Q1
Avior Wealth Management, LLC trimmed74,887$5M0.4%2026-Q1
STIFEL FINANCIAL CORP added72,296$5M0.4%2026-Q1
BYRNE FINANCIAL FREEDOM, LLC new72,184$5M0.4%2026-Q1
Mariner, LLC added72,060$5M0.4%2026-Q1
INTREPID FAMILY OFFICE LLC trimmed72,000$5M0.4%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed69,938$5M0.4%2026-Q1
OneDigital Investment Advisors LLC trimmed68,440$5M0.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added66,576$5M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed66,310$5M0.4%2026-Q1
Private Advisor Group, LLC added65,855$5M0.4%2026-Q1
AE Wealth Management LLC trimmed62,976$5M0.4%2026-Q1
Virtue Capital Management, LLC new21,208$4M0.4%2026-Q1
CWM, LLC added61,251$4M0.4%2026-Q1
Simplicity Wealth,LLC added59,624$4M0.3%2026-Q1
Arcus Capital Partners, LLC added58,078$4M0.3%2026-Q1
Richard C. Young & CO., LTD. trimmed57,950$4M0.3%2026-Q1
Apeiron RIA LLC trimmed56,100$4M0.3%2026-Q1
Systelligence, LLC trimmed55,414$4M0.3%2026-Q1
Virtu Financial LLC trimmed55,211$4M0.3%2026-Q1
New York Life Investment Management LLC added55,061$4M0.3%2026-Q1
Asset One Wealth Management LLC added53,612$4M0.3%2026-Q1
WT Wealth Management trimmed52,035$4M0.3%2026-Q1
MYECFO, LLC trimmed51,457$4M0.3%2026-Q1
Stratos Wealth Partners, LTD. trimmed51,425$4M0.3%2026-Q1
Silver Coast Investments LLC trimmed51,044$4M0.3%2026-Q1
US BANCORP \DE\ trimmed50,754$4M0.3%2026-Q1
LEVEL FOUR ADVISORY SERVICES, LLC added50,422$4M0.3%2026-Q1
Focus Partners Wealth trimmed50,104$4M0.3%2026-Q1
Wealth Watch Advisors, INC added49,012$4M0.3%2026-Q1
Marble Harbor Investment Counsel, LLC trimmed48,340$3M0.3%2026-Q1
PRINCIPAL SECURITIES, INC. trimmed46,761$3M0.3%2026-Q1
Jump Financial, LLC new45,211$3M0.3%2026-Q1
GROUP ONE TRADING LLC added43,590$3M0.2%2026-Q1
SMART Wealth LLC trimmed43,359$3M0.2%2026-Q1
Waverly Advisors, LLC new41,790$3M0.2%2026-Q1
SPROTT INC. trimmed41,243$3M0.2%2026-Q1
Sowell Financial Services LLC trimmed40,414$3M0.2%2026-Q1
Vontobel Holding Ltd. added40,320$3M0.2%2026-Q1
Empowered Funds, LLC trimmed38,666$3M0.2%2026-Q1
Fielder Capital Group LLC trimmed37,851$3M0.2%2026-Q1
Janney Montgomery Scott LLC trimmed36,672$3M0.2%2026-Q1
Cardinal Strategic Wealth Guidance trimmed36,094$3M0.2%2026-Q1
Foundations Investment Advisors, LLC added35,778$3M0.2%2026-Q1
Alpine Bank Wealth Management34,000$2M0.2%2026-Q1
Clearstead Advisors, LLC trimmed33,525$2M0.2%2026-Q1
Leo Wealth, LLC added32,858$2M0.2%2026-Q1
Kestra Advisory Services, LLC added32,282$2M0.2%2026-Q1
Farther Finance Advisors, LLC added31,713$2M0.2%2026-Q1
Prospera Financial Services Inc added30,265$2M0.2%2026-Q1
Baird Financial Group, Inc. added29,872$2M0.2%2026-Q1
Transamerica Financial Advisors, LLC added29,396$2M0.2%2026-Q1
Arta Finance Wealth Management LLC added29,186$2M0.2%2026-Q1
Belpointe Asset Management LLC added28,285$2M0.2%2026-Q1
SHEETS SMITH WEALTH MANAGEMENT trimmed27,024$2M0.2%2026-Q1
GUARDIAN POINT CAPITAL, LP added475,000$32M2.6%2025-Q4 stale
Gradient Investments LLC added462,030$31M2.5%2025-Q4 stale
Southeast Asset Advisors, LLC added442,290$30M2.4%2025-Q4 stale
Advocacy Wealth Management, LLC added242,213$16M1.3%2025-Q4 stale
NewEdge Advisors, LLC added150,288$10M0.8%2025-Q4 stale
FOREFRONT WEALTH MANAGEMENT INC. added48,510$3M0.3%2025-Q4 stale
MATAURO, LLC trimmed44,792$3M0.2%2025-Q4 stale
GTS SECURITIES LLC new44,001$3M0.2%2025-Q4 stale
Journey Advisory Group, LLC trimmed67,369$2M0.2%2025-Q2 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership