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Institutional Ownership · SEC Form 13F

Who owns SLVM


Which tracked institutional funds hold SLVM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SLVM 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.

318
Institutional holders
38M
Shares held (tracked funds)
96.5%
Of shares outstanding

How the tape is positioned

30 tracked funds added or opened SLVM while 81 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

SLVM’s largest tracked holder by dollar value, Atlas FRM LLC, sizes it at 17.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 17.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in SLVM 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 318 tracked filers holding SLVM, 117 increased or opened the position and 185 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

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 SLVM 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 15

  • VANGUARD CAPITAL MANAGEMENT LLC$64M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$43M
  • Rokos Capital Management LLP$11M
  • VANGUARD FIDUCIARY TRUST CO$9M
  • CIBC Bancorp USA Inc.$4M
  • Tejara Capital Ltd$2M

Full exits 15

  • VANGUARD GROUP INC$128M
  • J. Goldman & Co LP$5M
  • CIBC WORLD MARKETS CORP$5M
  • Dayah Capital LLC$4M
  • VIRGINIA RETIREMENT SYSTEMS ET Al$2M
  • WINTON GROUP Ltd$2M

Largest adds

  • BANK OF AMERICA CORP /DE/$4M
  • Jain Global LLC$3M
  • ADAGE CAPITAL PARTNERS GP, L.L.C.$2M
  • Cambria Investment Management, L.P.$2M
  • Hudson Bay Capital Management LP$1M
  • CITADEL ADVISORS LLC$1M

Largest trims

  • BlackRock, Inc.$96M
  • Atlas FRM LLC$37M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$15M
  • UBS Group AG$13M
  • WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$13M
  • NOMURA HOLDINGS INC$13M

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
Atlas FRM LLC6,312,454$267M14.9%2026-Q1
BlackRock, Inc. trimmed3,811,114$161M9.0%2026-Q1
MILLENNIUM MANAGEMENT LLC added2,385,431$101M5.6%2026-Q1
NOMURA HOLDINGS INC2,150,000$91M5.1%2026-Q1
LSV ASSET MANAGEMENT trimmed1,594,370$67M3.8%2026-Q1
AMERICAN CENTURY COMPANIES INC added1,540,824$65M3.6%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,509,269$64M3.6%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,362,474$58M3.2%2026-Q1
STATE STREET CORP trimmed1,320,450$56M3.1%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,020,112$43M2.4%2026-Q1
Jain Global LLC added987,332$42M2.3%2026-Q1
ROYAL LONDON ASSET MANAGEMENT LTD added903,234$38M2.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added848,254$36M2.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed612,977$26M1.4%2026-Q1
MORGAN STANLEY trimmed546,727$23M1.3%2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed498,331$21M1.2%2026-Q1
ROYCE & ASSOCIATES LP added475,842$20M1.1%2026-Q1
Bank of New York Mellon Corp trimmed468,934$20M1.1%2026-Q1
Allianz Asset Management GmbH added436,952$18M1.0%2026-Q1
Fourth Sail Capital LP added427,510$18M1.0%2026-Q1
FMR LLC added419,866$18M1.0%2026-Q1
NORTHERN TRUST CORP trimmed362,054$15M0.9%2026-Q1
Life Cycle Investment Partners Ltd added343,568$15M0.8%2026-Q1
Pictet Asset Management Holding SA trimmed338,435$14M0.8%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD300,000$13M0.7%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. added270,000$11M0.6%2026-Q1
GOLDMAN SACHS GROUP INC trimmed267,010$11M0.6%2026-Q1
Rokos Capital Management LLP new255,671$11M0.6%2026-Q1
Point72 Asset Management, L.P. trimmed244,086$10M0.6%2026-Q1
SG Americas Securities, LLC added242,221$10M0.6%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added238,225$10M0.6%2026-Q1
Cambria Investment Management, L.P. added230,172$10M0.5%2026-Q1
BANK OF AMERICA CORP /DE/ added224,199$9M0.5%2026-Q1
VANGUARD FIDUCIARY TRUST CO new219,374$9M0.5%2026-Q1
D. E. Shaw & Co., Inc. trimmed193,201$8M0.5%2026-Q1
Invesco Ltd. trimmed184,920$8M0.4%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed161,181$7M0.4%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed156,842$7M0.4%2026-Q1
Empowered Funds, LLC added152,602$6M0.4%2026-Q1
JPMORGAN CHASE & CO added142,714$6M0.3%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed139,697$6M0.3%2026-Q1
FIRST TRUST ADVISORS LP added136,605$6M0.3%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added128,136$5M0.3%2026-Q1
ING GROEP NV120,001$5M0.3%2026-Q1
Public Sector Pension Investment Board added118,382$5M0.3%2026-Q1
Beacon Pointe Advisors, LLC added101,047$4M0.2%2026-Q1
CIBC Bancorp USA Inc. trimmed96,891$4M0.2%2026-Q1
RHUMBLINE ADVISERS added95,810$4M0.2%2026-Q1
CITADEL ADVISORS LLC added82,686$3M0.2%2026-Q1
Rock Point Advisors, LLC trimmed82,039$3M0.2%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed81,168$3M0.2%2026-Q1
Hudson Bay Capital Management LP added81,162$3M0.2%2026-Q1
MARSHALL WACE, LLP trimmed79,251$3M0.2%2026-Q1
Legal & General Group Plc trimmed76,436$3M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed76,286$3M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed76,515$3M0.2%2026-Q1
UBS Group AG trimmed73,489$3M0.2%2026-Q1
Nuveen, LLC trimmed71,881$3M0.2%2026-Q1
Swiss National Bank trimmed66,300$3M0.2%2026-Q1
Creative Planning trimmed60,902$3M0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added60,095$3M0.1%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed59,952$3M0.1%2026-Q1
Tejara Capital Ltd new56,805$2M0.1%2026-Q1
DENALI ADVISORS LLC56,500$2M0.1%2026-Q1
SummitTX Capital, L.P. new53,652$2M0.1%2026-Q1
LAZARD ASSET MANAGEMENT LLC added45,097$2M0.1%2026-Q1
FRANKLIN RESOURCES INC trimmed42,556$2M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added42,074$2M0.1%2026-Q1
NORGES BANK trimmed25,098$2M0.1%2026-Q1
WEDGE CAPITAL MANAGEMENT L L P/NC added38,020$2M0.1%2026-Q1
SEI INVESTMENTS CO added37,800$2M0.1%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed37,325$2M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added37,125$2M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed31,541$2M0.1%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added35,633$2M0.1%2026-Q1
VANGUARD GROUP INC trimmed2,660,676$128M7.2%2025-Q4 stale
WASATCH ADVISORS LP added941,999$42M2.3%2025-Q3 stale
Brandywine Global Investment Management, LLC added147,902$10M0.6%2025-Q1 stale
Qube Research & Technologies Ltd trimmed145,383$6M0.4%2025-Q3 stale
J. Goldman & Co LP trimmed104,708$5M0.3%2025-Q4 stale
CIBC WORLD MARKETS CORP added97,276$5M0.3%2025-Q4 stale
JANE STREET GROUP, LLC trimmed97,742$4M0.2%2025-Q3 stale
TWINBEECH CAPITAL LP added83,848$4M0.2%2025-Q2 stale
Dayah Capital LLC new82,157$4M0.2%2025-Q4 stale
Edgestream Partners, L.P. added57,643$4M0.2%2025-Q1 stale
Mitsubishi UFJ Trust & Banking Corp trimmed47,928$3M0.2%2025-Q1 stale
VOLORIDGE INVESTMENT MANAGEMENT, LLC added68,497$3M0.2%2025-Q3 stale
SEGALL BRYANT & HAMILL, LLC trimmed58,605$3M0.2%2025-Q2 stale
VIRGINIA RETIREMENT SYSTEMS ET Al trimmed41,875$2M0.1%2025-Q4 stale
WINTON GROUP Ltd trimmed40,864$2M0.1%2025-Q4 stale
State of New Jersey Common Pension Fund D added28,399$2M0.1%2025-Q1 stale
TWO SIGMA ADVISERS, LP trimmed41,000$2M0.1%2025-Q3 stale
Squarepoint Ops LLC trimmed39,949$2M0.1%2025-Q3 stale
MEEDER ASSET MANAGEMENT INC25,800$2M0.1%2025-Q1 stale
MIRABELLA FINANCIAL SERVICES LLP added38,351$2M0.1%2025-Q3 stale
ALGERT GLOBAL LLC added32,934$2M0.1%2025-Q2 stale
Jefferies Financial Group Inc. trimmed24,264$2M0.1%2025-Q1 stale
HRT FINANCIAL LP added32,718$2M0.1%2025-Q4 stale
Skandinaviska Enskilda Banken AB (publ) trimmed23,140$2M0.1%2025-Q1 stale
Verition Fund Management LLC added30,383$1M0.1%2025-Q4 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