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Institutional Ownership · SEC Form 13F

Who owns SLYG (SLYG)


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

514
Institutional holders
28,804,945
Shares held (tracked funds)

How the tape is positioned

95 tracked funds added or opened SLYG while 49 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

SLYG’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.3pp gap the other way — the median holder sizes SLYG more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in SLYG 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 514 tracked filers holding SLYG, 241 increased or opened the position and 218 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 SLYG 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 18

  • Baer Investment Advisory LLC$16M
  • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$12M
  • Junk Investment Group, LLC$5M
  • Financial Concepts Unlimited, Inc.$5M
  • Roan Capital Partners$4M
  • CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$3M

Full exits 15

  • FAS Wealth Partners, Inc.$31M
  • IFG Advisory, LLC$3M
  • Wealth Watch Advisors, INC$3M
  • Global Retirement Partners, LLC$2M
  • Blue Barn Wealth, LLC$2M
  • Advisor OS, LLC$2M

Largest adds

  • LPL Financial LLC$364M
  • BNP PARIBAS FINANCIAL MARKETS$19M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$17M
  • Independent Advisor Alliance$9M
  • Cetera Investment Advisers$5M
  • Summit Financial, LLC$4M

Largest trims

  • Equitable Holdings, Inc.$15M
  • TIAA TRUST, NATIONAL ASSOCIATION$13M
  • BANK OF AMERICA CORP /DE/$12M
  • AMERIPRISE FINANCIAL INC$9M
  • MORGAN STANLEY$8M
  • Roberts Financial Services LLC$6M

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
LPL Financial LLC added8,332,950$805M32.1%2026-Q1
Financial Engines Advisors L.L.C. trimmed1,094,311$106M4.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed989,579$96M3.8%2026-Q1
MORGAN STANLEY trimmed923,235$89M3.6%2026-Q1
AMERIPRISE FINANCIAL INC trimmed846,855$82M3.3%2026-Q1
NorthRock Partners, LLC added682,296$66M2.6%2026-Q1
Diversified Enterprises, LLC added539,312$52M2.1%2026-Q1
Cetera Investment Advisers added474,052$46M1.8%2026-Q1
WCG Wealth Advisors LLC added433,708$42M1.7%2026-Q1
Rodgers & Associates, LTD trimmed418,316$40M1.6%2026-Q1
Krilogy Financial LLC added352,230$37M1.5%2026-Q1
Avantax Planning Partners, Inc. added333,499$32M1.3%2026-Q1
UBS Group AG added328,038$32M1.3%2026-Q1
HighTower Advisors, LLC trimmed314,667$30M1.2%2026-Q1
Savant Capital, LLC added314,310$30M1.2%2026-Q1
Mariner, LLC added301,371$29M1.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added296,036$29M1.1%2026-Q1
WELLS FARGO & COMPANY/MN added292,419$28M1.1%2026-Q1
OSAIC HOLDINGS, INC. added284,734$28M1.1%2026-Q1
GHP Investment Advisors, Inc. added249,828$24M1.0%2026-Q1
AIRE ADVISORS, LLC added227,655$22M0.9%2026-Q1
OpenArc Corporate Advisory, LLC trimmed210,881$20M0.8%2026-Q1
Klingman & Associates, LLC trimmed204,106$20M0.8%2026-Q1
First National Trust Co added203,681$20M0.8%2026-Q1
JONES FINANCIAL COMPANIES LLLP added207,730$20M0.8%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added200,000$19M0.8%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added199,052$19M0.8%2026-Q1
Convergence Financial, LLC trimmed192,783$19M0.7%2026-Q1
Shakespeare Wealth Management, LLC added182,277$18M0.7%2026-Q1
Equitable Holdings, Inc. trimmed182,166$17M0.7%2026-Q1
Grey Fox Wealth Advisors, LLC added176,876$17M0.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added175,015$17M0.7%2026-Q1
Baer Investment Advisory LLC new163,534$16M0.6%2026-Q1
VICTORY FINANCIAL GROUP, LLC added163,534$16M0.6%2026-Q1
Private Advisor Group, LLC trimmed158,609$15M0.6%2026-Q1
CWM, LLC trimmed137,291$13M0.5%2026-Q1
Optimist Retirement Group LLC added133,819$13M0.5%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new121,432$12M0.5%2026-Q1
BALANCED WEALTH GROUP LLC added119,039$12M0.5%2026-Q1
Marietta Wealth Management, LLC added118,237$11M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed115,037$11M0.4%2026-Q1
Integrated Wealth Concepts LLC added106,014$10M0.4%2026-Q1
Csenge Advisory Group trimmed104,313$10M0.4%2026-Q1
RAINEY & RANDALL WEALTH ADVISORS INC. trimmed102,766$10M0.4%2026-Q1
Independent Advisor Alliance added102,570$10M0.4%2026-Q1
ROYAL BANK OF CANADA added100,045$10M0.4%2026-Q1
MATHER GROUP, LLC. trimmed99,268$10M0.4%2026-Q1
BIP Wealth, LLC trimmed94,244$9M0.4%2026-Q1
MONECO ADVISORS, LLC added91,782$9M0.4%2026-Q1
Financial Strategies Group, Inc. added82,465$9M0.4%2026-Q1
MAI Capital Management trimmed84,587$8M0.3%2026-Q1
Key Financial Inc added83,127$8M0.3%2026-Q1
Mutual Advisors, LLC trimmed82,372$8M0.3%2026-Q1
Baird Financial Group, Inc. added80,456$8M0.3%2026-Q1
Integrity Wealth Solutions LLC trimmed78,421$8M0.3%2026-Q1
EARNED WEALTH ADVISORS, LLC added77,064$7M0.3%2026-Q1
Tradition Wealth Management, LLC added76,557$7M0.3%2026-Q1
HRC WEALTH MANAGEMENT, LLC added76,120$7M0.3%2026-Q1
Focus Partners Wealth trimmed76,001$7M0.3%2026-Q1
Cerro Pacific Wealth Advisors LLC added75,440$7M0.3%2026-Q1
KWB Wealth trimmed75,973$7M0.3%2026-Q1
Aptus Capital Advisors, LLC added73,946$7M0.3%2026-Q1
Strategies Wealth Advisors, LLC trimmed72,912$7M0.3%2026-Q1
Pathstone Holdings, LLC added71,926$7M0.3%2026-Q1
Wealthcare Advisory Partners LLC trimmed71,493$7M0.3%2026-Q1
Nvest Wealth Strategies, Inc. trimmed70,163$7M0.3%2026-Q1
Fragasso Financial Advisors Inc trimmed67,047$7M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed67,752$7M0.3%2026-Q1
New England Capital Financial Advisors LLC added66,530$6M0.3%2026-Q1
TRUIST FINANCIAL CORP added64,394$6M0.2%2026-Q1
Compton Financial Group, LLC trimmed62,143$6M0.2%2026-Q1
Roberts Financial Services LLC trimmed60,482$6M0.2%2026-Q1
Leslie Global Wealth, LLC trimmed59,161$6M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed57,783$6M0.2%2026-Q1
Financial Security Advisor, Inc. trimmed58,336$6M0.2%2026-Q1
Creative Planning added57,759$6M0.2%2026-Q1
Leicht Financial Planning & Wealth Management, Inc. trimmed57,090$6M0.2%2026-Q1
ASSETMARK, INC added56,680$5M0.2%2026-Q1
Junk Investment Group, LLC new55,642$5M0.2%2026-Q1
WealthShield Partners, LLC trimmed54,992$5M0.2%2026-Q1
Pacific Sun Financial Corp added52,043$5M0.2%2026-Q1
Summit Financial, LLC added51,946$5M0.2%2026-Q1
BARRETT & COMPANY, INC. added51,266$5M0.2%2026-Q1
Midwest Financial Group LLC added50,960$5M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed50,463$5M0.2%2026-Q1
GOLDMAN SACHS GROUP INC added50,352$5M0.2%2026-Q1
J.W. COLE ADVISORS, INC. added49,776$5M0.2%2026-Q1
Financial Concepts Unlimited, Inc. new49,524$5M0.2%2026-Q1
ERn Financial, LLC trimmed49,256$5M0.2%2026-Q1
INTERACTIVE FINANCIAL ADVISORS, INC. added48,634$5M0.2%2026-Q1
SIGNET FINANCIAL MANAGEMENT, LLC trimmed48,588$5M0.2%2026-Q1
Geneos Wealth Management Inc. trimmed47,842$5M0.2%2026-Q1
Marathon Mission, Inc. added46,669$5M0.2%2026-Q1
FAS Wealth Partners, Inc. added330,955$31M1.2%2025-Q4 stale
Fortitude Financial, LLC trimmed250,745$20M0.8%2025-Q3 stale
CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed126,762$11M0.4%2025-Q1 stale
O'Dell Group, LLC trimmed89,677$8M0.3%2025-Q3 stale
Strategic Financial Concepts, LLC trimmed77,260$7M0.3%2025-Q3 stale
PFG Private Wealth Management, LLC added75,524$7M0.3%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. added77,643$7M0.3%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.

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