Who owns SLVP
Which tracked institutional funds hold SLVP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SLVP 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 SLVP is one-sided between 2026-Q1 and 2026-Q2: 7 added or opened and 32 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
SLVP’s largest tracked holder by dollar value, MORGAN STANLEY, 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 SLVP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SLVP 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 120 tracked filers holding SLVP, 54 increased or opened the position and 64 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 SLVP 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 3
- RFG Advisory, LLC$2M
- IMC-Chicago, LLC$1M
- D. E. Shaw & Co., Inc.$1M
Full exits 6
- CITADEL ADVISORS LLC$17M
- Ethic Inc.$2M
- HighTower Advisors, LLC$2M
- Y-Intercept (Hong Kong) Ltd$958K
- HRT FINANCIAL LP$928K
- MARSHALL WACE, LLP$524K
Largest adds
- Kovack Advisors, Inc.$3M
- MORGAN STANLEY$985K
- Lane Generational LLC$740K
- Systelligence, LLC$278K
Largest trims
- UBS Group AG$12M
- JANE STREET GROUP, LLC$11M
- Belvedere Trading LLC$4M
- LPL Financial LLC$4M
- SIMPLEX TRADING, LLC$4M
- AMERIPRISE FINANCIAL INC$4M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 532,323 | $16M | 10.8% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC trimmed | 524,854 | $16M | 10.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 493,335 | $15M | 10.0% | 2026-Q2 |
| Fielder Capital Group LLC added | 351,499 | $11M | 7.1% | 2026-Q2 |
| Systelligence, LLC added | 227,328 | $7M | 4.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 187,217 | $6M | 3.8% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 184,102 | $6M | 3.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 176,684 | $5M | 3.6% | 2026-Q2 |
| Asset One Wealth Management LLC added | 136,768 | $4M | 2.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 123,308 | $4M | 2.5% | 2026-Q2 |
| UBS Group AG trimmed | 115,788 | $4M | 2.3% | 2026-Q2 |
| GTS SECURITIES LLC added | 108,027 | $3M | 2.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 103,755 | $3M | 2.1% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 97,628 | $3M | 2.0% | 2026-Q2 |
| Kovack Advisors, Inc. added | 90,419 | $3M | 1.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 72,297 | $2M | 1.5% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC | 70,000 | $2M | 1.4% | 2026-Q2 |
| Capital Wealth Alliance, LLC trimmed | 69,871 | $2M | 1.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 65,728 | $2M | 1.3% | 2026-Q2 |
| Turning Point Benefit Group, Inc. added | 65,065 | $2M | 1.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 64,150 | $2M | 1.3% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC trimmed | 60,213 | $2M | 1.2% | 2026-Q2 |
| Lane Generational LLC added | 57,167 | $2M | 1.2% | 2026-Q2 |
| RFG Advisory, LLC new | 56,411 | $2M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 49,815 | $2M | 1.0% | 2026-Q2 |
| IMC-Chicago, LLC new | 46,154 | $1M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 46,048 | $1M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 43,992 | $1M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 39,657 | $1M | 0.8% | 2026-Q2 |
| MAI Capital Management added | 37,512 | $1M | 0.8% | 2026-Q2 |
| Belvedere Trading LLC trimmed | 36,929 | $1M | 0.7% | 2026-Q2 |
| Mountain Capital Investment Advisors Inc. added | 33,262 | $1M | 0.7% | 2026-Q2 |
| StoneX Group Inc. trimmed | 33,201 | $1M | 0.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 32,972 | $1M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 28,879 | $890K | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 28,642 | $883K | 0.6% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 26,878 | $829K | 0.5% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC | 26,519 | $818K | 0.5% | 2026-Q2 |
| Summit Financial, LLC | 26,400 | $814K | 0.5% | 2026-Q2 |
| Portfolio Strategies, Inc. | 21,790 | $672K | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 19,554 | $603K | 0.4% | 2026-Q2 |
| Entruity Wealth, LLC | 17,925 | $553K | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 17,579 | $542K | 0.4% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 17,392 | $536K | 0.4% | 2026-Q2 |
| SFG Wealth Management, LLC. added | 15,812 | $487K | 0.3% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 12,787 | $394K | 0.3% | 2026-Q2 |
| GK Wealth Management LLC new | 11,801 | $364K | 0.2% | 2026-Q2 |
| PKS Advisory Services, LLC new | 11,431 | $352K | 0.2% | 2026-Q2 |
| US BANCORP \DE\ | 11,372 | $351K | 0.2% | 2026-Q2 |
| AVALON CAPITAL MANAGEMENT trimmed | 10,943 | $337K | 0.2% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 10,790 | $333K | 0.2% | 2026-Q2 |
| BALDWIN WEALTH PARTNERS LLC/MA | 10,610 | $327K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 10,000 | $308K | 0.2% | 2026-Q2 |
| Allianz SE added | 9,828 | $303K | 0.2% | 2026-Q2 |
| Advyzon Investment Management, LLC new | 9,588 | $296K | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 9,400 | $290K | 0.2% | 2026-Q2 |
| TigerOak Management, L.L.C. | 9,000 | $277K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 8,820 | $272K | 0.2% | 2026-Q2 |
| OneAscent Family Office, LLC new | 8,700 | $268K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 8,700 | $268K | 0.2% | 2026-Q2 |
| Perennial Investment Advisors, LLC | 8,020 | $247K | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 7,880 | $243K | 0.2% | 2026-Q2 |
| Up Capital Management, Inc. trimmed | 7,552 | $233K | 0.2% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new | 7,351 | $227K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 7,212 | $222K | 0.1% | 2026-Q2 |
| Discipline Wealth Solutions, LLC trimmed | 6,805 | $210K | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 5,441 | $168K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 5,359 | $165K | 0.1% | 2026-Q2 |
| EFG International AG trimmed | 5,175 | $160K | 0.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC trimmed | 4,874 | $150K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 4,347 | $134K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 3,491 | $108K | 0.1% | 2026-Q2 |
| Salomon & Ludwin, LLC added | 3,308 | $102K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 3,156 | $97K | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 3,000 | $92K | 0.1% | 2026-Q2 |
| FMR LLC added | 2,762 | $85K | 0.1% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 2,210 | $68K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 2,000 | $62K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 2,000 | $62K | 0.0% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1,400 | $43K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 1,311 | $40K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO | 1,259 | $41K | 0.0% | 2026-Q2 |
| Dunhill Financial, LLC new | 1,200 | $37K | 0.0% | 2026-Q2 |
| City State Bank | 1,125 | $35K | 0.0% | 2026-Q2 |
| Main Street Group, LTD trimmed | 1,040 | $32K | 0.0% | 2026-Q2 |
| Spire Wealth Management added | 1,004 | $31K | 0.0% | 2026-Q2 |
| HighMark Wealth Management LLC added | 905 | $28K | 0.0% | 2026-Q2 |
| FINANCIAL CONSULATE, INC | 877 | $27K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 800 | $25K | 0.0% | 2026-Q2 |
| FIRST HORIZON CORP | 787 | $24K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 782 | $24K | 0.0% | 2026-Q2 |
| Accordant Advisory Group Inc trimmed | 619 | $19K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC added | 510 | $16K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 510 | $16K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 488 | $15K | 0.0% | 2026-Q2 |
| Bangor Savings Bank | 460 | $14K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 448 | $14K | 0.0% | 2026-Q2 |
| Ritter Daniher Financial Advisory LLC / DE new | 430 | $13K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. | 400 | $12K | 0.0% | 2026-Q2 |
| CBIZ Investment Advisory Services, LLC | 318 | $11K | 0.0% | 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.