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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 1,321,475 | $92M | 7.4% | 2026-Q1 |
| LPL Financial LLC added | 1,246,765 | $89M | 7.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,227,539 | $88M | 7.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 978,377 | $70M | 5.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 940,682 | $67M | 5.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 692,200 | $50M | 4.0% | 2026-Q1 |
| UBS Group AG trimmed | 668,452 | $48M | 3.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 518,100 | $37M | 3.0% | 2026-Q1 |
| Tradewinds Capital Management, LLC trimmed | 503,923 | $36M | 2.9% | 2026-Q1 |
| AMG National Trust Bank trimmed | 388,864 | $28M | 2.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 326,591 | $23M | 1.9% | 2026-Q1 |
| Capital Management Associates, Inc trimmed | 273,022 | $20M | 1.6% | 2026-Q1 |
| Mission Creek Capital Partners, Inc. trimmed | 254,683 | $18M | 1.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 252,039 | $18M | 1.4% | 2026-Q1 |
| McIlrath & Eck, LLC trimmed | 235,777 | $17M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 224,712 | $16M | 1.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 222,930 | $16M | 1.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 203,224 | $15M | 1.2% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 197,836 | $14M | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 197,687 | $14M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 192,659 | $14M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 188,523 | $14M | 1.1% | 2026-Q1 |
| World Investment Advisors trimmed | 157,802 | $11M | 0.9% | 2026-Q1 |
| 180 WEALTH ADVISORS, LLC trimmed | 156,093 | $11M | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 143,487 | $10M | 0.8% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 143,348 | $10M | 0.8% | 2026-Q1 |
| Kiker Wealth Management, LLC added | 142,935 | $10M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 129,971 | $9M | 0.7% | 2026-Q1 |
| Golden State Wealth Management, LLC added | 121,426 | $9M | 0.7% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC new | 115,844 | $8M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 118,076 | $8M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 105,732 | $8M | 0.6% | 2026-Q1 |
| Encompass More Asset Management trimmed | 83,075 | $6M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 88,595 | $6M | 0.5% | 2026-Q1 |
| SEEDS INVESTOR LLC trimmed | 77,685 | $6M | 0.5% | 2026-Q1 |
| Pettinga Financial Advisors LLC trimmed | 77,307 | $6M | 0.4% | 2026-Q1 |
| Global Wealth Management, LLC added | 77,041 | $6M | 0.4% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 74,887 | $5M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 72,296 | $5M | 0.4% | 2026-Q1 |
| BYRNE FINANCIAL FREEDOM, LLC new | 72,184 | $5M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 72,060 | $5M | 0.4% | 2026-Q1 |
| INTREPID FAMILY OFFICE LLC trimmed | 72,000 | $5M | 0.4% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 69,938 | $5M | 0.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 68,440 | $5M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 66,576 | $5M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 66,310 | $5M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 65,855 | $5M | 0.4% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 62,976 | $5M | 0.4% | 2026-Q1 |
| Virtue Capital Management, LLC new | 21,208 | $4M | 0.4% | 2026-Q1 |
| CWM, LLC added | 61,251 | $4M | 0.4% | 2026-Q1 |
| Simplicity Wealth,LLC added | 59,624 | $4M | 0.3% | 2026-Q1 |
| Arcus Capital Partners, LLC added | 58,078 | $4M | 0.3% | 2026-Q1 |
| Richard C. Young & CO., LTD. trimmed | 57,950 | $4M | 0.3% | 2026-Q1 |
| Apeiron RIA LLC trimmed | 56,100 | $4M | 0.3% | 2026-Q1 |
| Systelligence, LLC trimmed | 55,414 | $4M | 0.3% | 2026-Q1 |
| Virtu Financial LLC trimmed | 55,211 | $4M | 0.3% | 2026-Q1 |
| New York Life Investment Management LLC added | 55,061 | $4M | 0.3% | 2026-Q1 |
| Asset One Wealth Management LLC added | 53,612 | $4M | 0.3% | 2026-Q1 |
| WT Wealth Management trimmed | 52,035 | $4M | 0.3% | 2026-Q1 |
| MYECFO, LLC trimmed | 51,457 | $4M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 51,425 | $4M | 0.3% | 2026-Q1 |
| Silver Coast Investments LLC trimmed | 51,044 | $4M | 0.3% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 50,754 | $4M | 0.3% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 50,422 | $4M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 50,104 | $4M | 0.3% | 2026-Q1 |
| Wealth Watch Advisors, INC added | 49,012 | $4M | 0.3% | 2026-Q1 |
| Marble Harbor Investment Counsel, LLC trimmed | 48,340 | $3M | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 46,761 | $3M | 0.3% | 2026-Q1 |
| Jump Financial, LLC new | 45,211 | $3M | 0.3% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 43,590 | $3M | 0.2% | 2026-Q1 |
| SMART Wealth LLC trimmed | 43,359 | $3M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC new | 41,790 | $3M | 0.2% | 2026-Q1 |
| SPROTT INC. trimmed | 41,243 | $3M | 0.2% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 40,414 | $3M | 0.2% | 2026-Q1 |
| Vontobel Holding Ltd. added | 40,320 | $3M | 0.2% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 38,666 | $3M | 0.2% | 2026-Q1 |
| Fielder Capital Group LLC trimmed | 37,851 | $3M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 36,672 | $3M | 0.2% | 2026-Q1 |
| Cardinal Strategic Wealth Guidance trimmed | 36,094 | $3M | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 35,778 | $3M | 0.2% | 2026-Q1 |
| Alpine Bank Wealth Management | 34,000 | $2M | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC trimmed | 33,525 | $2M | 0.2% | 2026-Q1 |
| Leo Wealth, LLC added | 32,858 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 32,282 | $2M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 31,713 | $2M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 30,265 | $2M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 29,872 | $2M | 0.2% | 2026-Q1 |
| Transamerica Financial Advisors, LLC added | 29,396 | $2M | 0.2% | 2026-Q1 |
| Arta Finance Wealth Management LLC added | 29,186 | $2M | 0.2% | 2026-Q1 |
| Belpointe Asset Management LLC added | 28,285 | $2M | 0.2% | 2026-Q1 |
| SHEETS SMITH WEALTH MANAGEMENT trimmed | 27,024 | $2M | 0.2% | 2026-Q1 |
| GUARDIAN POINT CAPITAL, LP added | 475,000 | $32M | 2.6% | 2025-Q4 stale |
| Gradient Investments LLC added | 462,030 | $31M | 2.5% | 2025-Q4 stale |
| Southeast Asset Advisors, LLC added | 442,290 | $30M | 2.4% | 2025-Q4 stale |
| Advocacy Wealth Management, LLC added | 242,213 | $16M | 1.3% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 150,288 | $10M | 0.8% | 2025-Q4 stale |
| FOREFRONT WEALTH MANAGEMENT INC. added | 48,510 | $3M | 0.3% | 2025-Q4 stale |
| MATAURO, LLC trimmed | 44,792 | $3M | 0.2% | 2025-Q4 stale |
| GTS SECURITIES LLC new | 44,001 | $3M | 0.2% | 2025-Q4 stale |
| Journey Advisory Group, LLC trimmed | 67,369 | $2M | 0.2% | 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.
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.