Who owns SLVP (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-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
28 tracked funds added or opened SLVP while 17 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
SLVP’s largest tracked holder by dollar value, LPL Financial LLC, 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 2025-Q4 and 2026-Q1, across 123 tracked filers holding SLVP, 65 increased or opened the position and 51 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 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 9
- CITADEL ADVISORS LLC$17M
- Systelligence, LLC$7M
- Ethic Inc.$2M
- Advisory Services Network, LLC$1M
- Y-Intercept (Hong Kong) Ltd$958K
- HRT FINANCIAL LP$928K
Full exits 5
- Horizon Wealth Management, LLC$5M
- J. Goldman & Co LP$2M
- BARCLAYS PLC$2M
- Compound Planning, Inc.$1M
- PNC Financial Services Group, Inc.$605K
Largest adds
- JANE STREET GROUP, LLC$9M
- UBS Group AG$8M
- LPL Financial LLC$5M
- COMMONWEALTH EQUITY SERVICES, LLC$5M
- AMERIPRISE FINANCIAL INC$4M
- GTS SECURITIES LLC$3M
Largest trims
- Fielder Capital Group LLC$9M
- Kovack Advisors, Inc.$7M
- HighTower Advisors, LLC$6M
- CoreCap Advisors, LLC$2M
- BANK OF AMERICA CORP /DE/$2M
- MML INVESTORS SERVICES, LLC$2M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 553,110 | $20M | 8.1% | 2026-Q1 |
| 180 WEALTH ADVISORS, LLC trimmed | 528,370 | $19M | 7.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 485,000 | $17M | 7.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 435,046 | $15M | 6.4% | 2026-Q1 |
| UBS Group AG added | 425,107 | $15M | 6.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 401,256 | $14M | 5.9% | 2026-Q1 |
| Fielder Capital Group LLC trimmed | 336,649 | $12M | 4.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 257,434 | $9M | 3.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 197,280 | $7M | 2.9% | 2026-Q1 |
| Systelligence, LLC new | 189,809 | $7M | 2.8% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 184,103 | $7M | 2.7% | 2026-Q1 |
| Belvedere Trading LLC added | 157,610 | $6M | 2.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 134,895 | $5M | 2.0% | 2026-Q1 |
| Asset One Wealth Management LLC added | 127,122 | $5M | 2.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 123,936 | $4M | 1.8% | 2026-Q1 |
| Wealthfront Advisers LLC added | 117,545 | $4M | 1.7% | 2026-Q1 |
| GTS SECURITIES LLC added | 101,017 | $4M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 90,977 | $3M | 1.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 82,387 | $3M | 1.2% | 2026-Q1 |
| Capital Wealth Alliance, LLC trimmed | 70,069 | $2M | 1.0% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC added | 70,000 | $2M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 66,127 | $2M | 1.0% | 2026-Q1 |
| Ethic Inc. new | 1,157 | $2M | 0.9% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC trimmed | 60,368 | $2M | 0.9% | 2026-Q1 |
| Cetera Investment Advisers added | 58,450 | $2M | 0.9% | 2026-Q1 |
| Turning Point Benefit Group, Inc. trimmed | 49,395 | $2M | 0.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 44,556 | $2M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 43,271 | $2M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 41,760 | $1M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 34,577 | $1M | 0.5% | 2026-Q1 |
| Mountain Capital Investment Advisors Inc. added | 32,758 | $1M | 0.5% | 2026-Q1 |
| StoneX Group Inc. added | 34,042 | $1M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 33,406 | $1M | 0.5% | 2026-Q1 |
| MAI Capital Management added | 31,561 | $1M | 0.5% | 2026-Q1 |
| Advisory Services Network, LLC added | 30,570 | $1M | 0.4% | 2026-Q1 |
| Lane Generational LLC trimmed | 28,824 | $1M | 0.4% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC | 26,519 | $1M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 27,887 | $989K | 0.4% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd new | 27,015 | $958K | 0.4% | 2026-Q1 |
| Summit Financial, LLC added | 26,400 | $936K | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 26,187 | $928K | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd new | 26,101 | $926K | 0.4% | 2026-Q1 |
| Portfolio Strategies, Inc. added | 21,790 | $773K | 0.3% | 2026-Q1 |
| AVALON CAPITAL MANAGEMENT trimmed | 18,593 | $659K | 0.3% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 18,068 | $641K | 0.3% | 2026-Q1 |
| Entruity Wealth, LLC | 17,925 | $636K | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP new | 14,782 | $524K | 0.2% | 2026-Q1 |
| SFG Wealth Management, LLC. new | 14,400 | $511K | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 14,003 | $497K | 0.2% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC new | 12,230 | $434K | 0.2% | 2026-Q1 |
| US BANCORP \DE\ | 11,372 | $403K | 0.2% | 2026-Q1 |
| BALDWIN WEALTH PARTNERS LLC/MA | 10,610 | $376K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 10,262 | $364K | 0.2% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC trimmed | 9,946 | $353K | 0.1% | 2026-Q1 |
| TigerOak Management, L.L.C. | 9,000 | $319K | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 8,855 | $314K | 0.1% | 2026-Q1 |
| Allianz SE | 8,065 | $286K | 0.1% | 2026-Q1 |
| Creative Planning added | 8,022 | $284K | 0.1% | 2026-Q1 |
| Perennial Investment Advisors, LLC new | 8,020 | $284K | 0.1% | 2026-Q1 |
| Discipline Wealth Solutions, LLC new | 8,005 | $284K | 0.1% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 7,680 | $272K | 0.1% | 2026-Q1 |
| Mariner, LLC new | 7,646 | $271K | 0.1% | 2026-Q1 |
| Accordant Advisory Group Inc trimmed | 6,778 | $240K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 6,378 | $226K | 0.1% | 2026-Q1 |
| EVOKE WEALTH, LLC trimmed | 6,341 | $225K | 0.1% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. trimmed | 6,313 | $224K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. new | 6,265 | $222K | 0.1% | 2026-Q1 |
| Harbour Trust & Investment Management Co trimmed | 5,929 | $210K | 0.1% | 2026-Q1 |
| Private Advisory Group LLC trimmed | 5,865 | $208K | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 5,564 | $206K | 0.1% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 5,682 | $201K | 0.1% | 2026-Q1 |
| JTC Employer Solutions Trustee Ltd trimmed | 5,450 | $194K | 0.1% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC new | 5,369 | $190K | 0.1% | 2026-Q1 |
| EFG International AG trimmed | 5,355 | $190K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 4,709 | $167K | 0.1% | 2026-Q1 |
| Horizon Wealth Management, LLC new | 149,068 | $5M | 2.1% | 2025-Q4 stale |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added | 101,633 | $3M | 1.2% | 2025-Q3 stale |
| J. Goldman & Co LP new | 61,069 | $2M | 0.9% | 2025-Q4 stale |
| BARCLAYS PLC new | 57,325 | $2M | 0.8% | 2025-Q4 stale |
| Synergy Asset Management, LLC added | 104,422 | $2M | 0.6% | 2025-Q1 stale |
| Compound Planning, Inc. trimmed | 37,251 | $1M | 0.5% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 35,081 | $960K | 0.4% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. new | 31,400 | $859K | 0.4% | 2025-Q3 stale |
| PNC Financial Services Group, Inc. | 17,665 | $605K | 0.3% | 2025-Q4 stale |
| Advisory Alpha, LLC added | 13,240 | $454K | 0.2% | 2025-Q4 stale |
| South Shore Capital Advisors new | 12,000 | $411K | 0.2% | 2025-Q4 stale |
| Bluesphere Advisors LLC new | 10,918 | $374K | 0.2% | 2025-Q4 stale |
| HUB Investment Partners, LLC added | 10,840 | $371K | 0.2% | 2025-Q4 stale |
| Up Capital Management, Inc. new | 9,702 | $332K | 0.1% | 2025-Q4 stale |
| HB Wealth Management, LLC new | 8,362 | $287K | 0.1% | 2025-Q4 stale |
| Brookwood Investment Group LLC new | 17,420 | $261K | 0.1% | 2025-Q1 stale |
| Kathmere Capital Management, LLC new | 7,363 | $252K | 0.1% | 2025-Q4 stale |
| INDEPENDENT FINANCIAL GROUP, LLC new | 14,045 | $250K | 0.1% | 2025-Q2 stale |
| WINNOW WEALTH LLC new | 12,905 | $230K | 0.1% | 2025-Q2 stale |
| JEPPSON WEALTH MANAGEMENT, LLC new | 6,266 | $215K | 0.1% | 2025-Q4 stale |
| Kera Capital Partners, Inc. new | 5,355 | $207K | 0.1% | 2025-Q4 stale |
| Bank of New York Mellon Corp added | 13,404 | $201K | 0.1% | 2025-Q1 stale |
| Kestra Advisory Services, LLC trimmed | 5,628 | $193K | 0.1% | 2025-Q4 stale |
| COMERICA BANK trimmed | 4,483 | $154K | 0.1% | 2025-Q4 stale |
| CANTOR FITZGERALD, L. P. new | 8,600 | $153K | 0.1% | 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.