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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 8,332,950 | $805M | 32.1% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 1,094,311 | $106M | 4.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 989,579 | $96M | 3.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 923,235 | $89M | 3.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 846,855 | $82M | 3.3% | 2026-Q1 |
| NorthRock Partners, LLC added | 682,296 | $66M | 2.6% | 2026-Q1 |
| Diversified Enterprises, LLC added | 539,312 | $52M | 2.1% | 2026-Q1 |
| Cetera Investment Advisers added | 474,052 | $46M | 1.8% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 433,708 | $42M | 1.7% | 2026-Q1 |
| Rodgers & Associates, LTD trimmed | 418,316 | $40M | 1.6% | 2026-Q1 |
| Krilogy Financial LLC added | 352,230 | $37M | 1.5% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 333,499 | $32M | 1.3% | 2026-Q1 |
| UBS Group AG added | 328,038 | $32M | 1.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 314,667 | $30M | 1.2% | 2026-Q1 |
| Savant Capital, LLC added | 314,310 | $30M | 1.2% | 2026-Q1 |
| Mariner, LLC added | 301,371 | $29M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 296,036 | $29M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 292,419 | $28M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 284,734 | $28M | 1.1% | 2026-Q1 |
| GHP Investment Advisors, Inc. added | 249,828 | $24M | 1.0% | 2026-Q1 |
| AIRE ADVISORS, LLC added | 227,655 | $22M | 0.9% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC trimmed | 210,881 | $20M | 0.8% | 2026-Q1 |
| Klingman & Associates, LLC trimmed | 204,106 | $20M | 0.8% | 2026-Q1 |
| First National Trust Co added | 203,681 | $20M | 0.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 207,730 | $20M | 0.8% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 200,000 | $19M | 0.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 199,052 | $19M | 0.8% | 2026-Q1 |
| Convergence Financial, LLC trimmed | 192,783 | $19M | 0.7% | 2026-Q1 |
| Shakespeare Wealth Management, LLC added | 182,277 | $18M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 182,166 | $17M | 0.7% | 2026-Q1 |
| Grey Fox Wealth Advisors, LLC added | 176,876 | $17M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 175,015 | $17M | 0.7% | 2026-Q1 |
| Baer Investment Advisory LLC new | 163,534 | $16M | 0.6% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC added | 163,534 | $16M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 158,609 | $15M | 0.6% | 2026-Q1 |
| CWM, LLC trimmed | 137,291 | $13M | 0.5% | 2026-Q1 |
| Optimist Retirement Group LLC added | 133,819 | $13M | 0.5% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 121,432 | $12M | 0.5% | 2026-Q1 |
| BALANCED WEALTH GROUP LLC added | 119,039 | $12M | 0.5% | 2026-Q1 |
| Marietta Wealth Management, LLC added | 118,237 | $11M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 115,037 | $11M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 106,014 | $10M | 0.4% | 2026-Q1 |
| Csenge Advisory Group trimmed | 104,313 | $10M | 0.4% | 2026-Q1 |
| RAINEY & RANDALL WEALTH ADVISORS INC. trimmed | 102,766 | $10M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance added | 102,570 | $10M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 100,045 | $10M | 0.4% | 2026-Q1 |
| MATHER GROUP, LLC. trimmed | 99,268 | $10M | 0.4% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 94,244 | $9M | 0.4% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 91,782 | $9M | 0.4% | 2026-Q1 |
| Financial Strategies Group, Inc. added | 82,465 | $9M | 0.4% | 2026-Q1 |
| MAI Capital Management trimmed | 84,587 | $8M | 0.3% | 2026-Q1 |
| Key Financial Inc added | 83,127 | $8M | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 82,372 | $8M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 80,456 | $8M | 0.3% | 2026-Q1 |
| Integrity Wealth Solutions LLC trimmed | 78,421 | $8M | 0.3% | 2026-Q1 |
| EARNED WEALTH ADVISORS, LLC added | 77,064 | $7M | 0.3% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 76,557 | $7M | 0.3% | 2026-Q1 |
| HRC WEALTH MANAGEMENT, LLC added | 76,120 | $7M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 76,001 | $7M | 0.3% | 2026-Q1 |
| Cerro Pacific Wealth Advisors LLC added | 75,440 | $7M | 0.3% | 2026-Q1 |
| KWB Wealth trimmed | 75,973 | $7M | 0.3% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 73,946 | $7M | 0.3% | 2026-Q1 |
| Strategies Wealth Advisors, LLC trimmed | 72,912 | $7M | 0.3% | 2026-Q1 |
| Pathstone Holdings, LLC added | 71,926 | $7M | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 71,493 | $7M | 0.3% | 2026-Q1 |
| Nvest Wealth Strategies, Inc. trimmed | 70,163 | $7M | 0.3% | 2026-Q1 |
| Fragasso Financial Advisors Inc trimmed | 67,047 | $7M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 67,752 | $7M | 0.3% | 2026-Q1 |
| New England Capital Financial Advisors LLC added | 66,530 | $6M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 64,394 | $6M | 0.2% | 2026-Q1 |
| Compton Financial Group, LLC trimmed | 62,143 | $6M | 0.2% | 2026-Q1 |
| Roberts Financial Services LLC trimmed | 60,482 | $6M | 0.2% | 2026-Q1 |
| Leslie Global Wealth, LLC trimmed | 59,161 | $6M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 57,783 | $6M | 0.2% | 2026-Q1 |
| Financial Security Advisor, Inc. trimmed | 58,336 | $6M | 0.2% | 2026-Q1 |
| Creative Planning added | 57,759 | $6M | 0.2% | 2026-Q1 |
| Leicht Financial Planning & Wealth Management, Inc. trimmed | 57,090 | $6M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 56,680 | $5M | 0.2% | 2026-Q1 |
| Junk Investment Group, LLC new | 55,642 | $5M | 0.2% | 2026-Q1 |
| WealthShield Partners, LLC trimmed | 54,992 | $5M | 0.2% | 2026-Q1 |
| Pacific Sun Financial Corp added | 52,043 | $5M | 0.2% | 2026-Q1 |
| Summit Financial, LLC added | 51,946 | $5M | 0.2% | 2026-Q1 |
| BARRETT & COMPANY, INC. added | 51,266 | $5M | 0.2% | 2026-Q1 |
| Midwest Financial Group LLC added | 50,960 | $5M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 50,463 | $5M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 50,352 | $5M | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 49,776 | $5M | 0.2% | 2026-Q1 |
| Financial Concepts Unlimited, Inc. new | 49,524 | $5M | 0.2% | 2026-Q1 |
| ERn Financial, LLC trimmed | 49,256 | $5M | 0.2% | 2026-Q1 |
| INTERACTIVE FINANCIAL ADVISORS, INC. added | 48,634 | $5M | 0.2% | 2026-Q1 |
| SIGNET FINANCIAL MANAGEMENT, LLC trimmed | 48,588 | $5M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 47,842 | $5M | 0.2% | 2026-Q1 |
| Marathon Mission, Inc. added | 46,669 | $5M | 0.2% | 2026-Q1 |
| FAS Wealth Partners, Inc. added | 330,955 | $31M | 1.2% | 2025-Q4 stale |
| Fortitude Financial, LLC trimmed | 250,745 | $20M | 0.8% | 2025-Q3 stale |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 126,762 | $11M | 0.4% | 2025-Q1 stale |
| O'Dell Group, LLC trimmed | 89,677 | $8M | 0.3% | 2025-Q3 stale |
| Strategic Financial Concepts, LLC trimmed | 77,260 | $7M | 0.3% | 2025-Q3 stale |
| PFG Private Wealth Management, LLC added | 75,524 | $7M | 0.3% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 77,643 | $7M | 0.3% | 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.
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.