Who owns 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-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 SLYG is one-sided between 2026-Q1 and 2026-Q2: 207 added or opened and 31 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 543 tracked filers holding SLYG, 256 increased or opened the position and 239 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 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 15
- Pacific Life Fund Advisors LLC$34M
- Coppell Advisory Solutions LLC$10M
- IFG Advisory, LLC$7M
- OPPENHEIMER & CO INC$6M
- Carolina Wealth Management Inc$5M
- Global Retirement Partners, LLC$4M
Full exits 15
- HighTower Advisors, LLC$30M
- Baer Investment Advisory LLC$16M
- CWM, LLC$13M
- Cambridge Investment Research Advisors, Inc.$7M
- SIGNET FINANCIAL MANAGEMENT, LLC$5M
- Gibbs Wealth Management$4M
Largest adds
- LPL Financial LLC$250M
- Everhart Financial Group, Inc.$60M
- Savant Capital, LLC$37M
- Convergence Financial, LLC$25M
- NorthRock Partners, LLC$21M
- Financial Engines Advisors L.L.C.$21M
Largest trims
- BNP PARIBAS FINANCIAL MARKETS$13M
- Independent Advisor Alliance$9M
- BALANCED WEALTH GROUP LLC$6M
- WealthShield Partners, LLC$5M
- Steward Partners Investment Advisory, LLC$4M
- Shakespeare Wealth Management, LLC$3M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 8,857,722 | $1.1B | 33.5% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 1,062,120 | $127M | 4.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 939,694 | $112M | 3.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 882,645 | $105M | 3.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 804,140 | $96M | 3.0% | 2026-Q2 |
| NorthRock Partners, LLC added | 732,397 | $87M | 2.8% | 2026-Q2 |
| Savant Capital, LLC added | 626,233 | $68M | 2.1% | 2026-Q2 |
| Diversified Enterprises, LLC added | 554,547 | $66M | 2.1% | 2026-Q2 |
| Everhart Financial Group, Inc. added | 538,759 | $64M | 2.0% | 2026-Q2 |
| Cetera Investment Advisers added | 518,242 | $62M | 2.0% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 403,762 | $48M | 1.5% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 403,692 | $48M | 1.5% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 380,346 | $45M | 1.4% | 2026-Q2 |
| Convergence Financial, LLC added | 365,342 | $44M | 1.4% | 2026-Q2 |
| Avantax Planning Partners, Inc. added | 352,536 | $42M | 1.3% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 352,106 | $42M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 317,677 | $38M | 1.2% | 2026-Q2 |
| Pacific Life Fund Advisors LLC new | 286,594 | $34M | 1.1% | 2026-Q2 |
| UBS Group AG trimmed | 281,801 | $34M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 273,222 | $33M | 1.0% | 2026-Q2 |
| Mariner, LLC trimmed | 256,942 | $31M | 1.0% | 2026-Q2 |
| GHP Investment Advisors, Inc. added | 254,137 | $30M | 1.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 232,974 | $27M | 0.9% | 2026-Q2 |
| AIRE ADVISORS, LLC added | 230,151 | $27M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 216,097 | $26M | 0.8% | 2026-Q2 |
| First National Trust Co added | 206,257 | $25M | 0.8% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC trimmed | 205,387 | $24M | 0.8% | 2026-Q2 |
| Klingman & Associates, LLC trimmed | 203,898 | $24M | 0.8% | 2026-Q2 |
| Grey Fox Wealth Advisors, LLC added | 179,787 | $21M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 179,671 | $21M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 168,328 | $20M | 0.6% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC added | 164,987 | $20M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 164,196 | $20M | 0.6% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 151,367 | $18M | 0.6% | 2026-Q2 |
| Optimist Retirement Group LLC trimmed | 131,839 | $16M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 125,342 | $15M | 0.5% | 2026-Q2 |
| Marietta Wealth Management, LLC added | 120,589 | $14M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 120,013 | $14M | 0.5% | 2026-Q2 |
| Shakespeare Wealth Management, LLC trimmed | 119,563 | $14M | 0.5% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 115,518 | $14M | 0.4% | 2026-Q2 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added | 111,228 | $13M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 109,766 | $13M | 0.4% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 104,727 | $12M | 0.4% | 2026-Q2 |
| RAINEY & RANDALL WEALTH ADVISORS INC. trimmed | 102,047 | $12M | 0.4% | 2026-Q2 |
| Csenge Advisory Group trimmed | 101,204 | $12M | 0.4% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 98,823 | $12M | 0.4% | 2026-Q2 |
| BIP Wealth, LLC added | 95,010 | $11M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 88,793 | $11M | 0.3% | 2026-Q2 |
| Mutual Advisors, LLC added | 85,532 | $10M | 0.3% | 2026-Q2 |
| MAI Capital Management added | 85,007 | $10M | 0.3% | 2026-Q2 |
| Financial Strategies Group, Inc. added | 83,841 | $10M | 0.3% | 2026-Q2 |
| Key Financial Inc trimmed | 80,325 | $10M | 0.3% | 2026-Q2 |
| Integrity Wealth Solutions LLC added | 79,642 | $9M | 0.3% | 2026-Q2 |
| HRC WEALTH MANAGEMENT, LLC added | 78,831 | $9M | 0.3% | 2026-Q2 |
| Cerro Pacific Wealth Advisors LLC added | 78,256 | $9M | 0.3% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC added | 77,246 | $9M | 0.3% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 76,893 | $9M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 76,168 | $9M | 0.3% | 2026-Q2 |
| Leicht Financial Planning & Wealth Management, Inc. added | 75,788 | $9M | 0.3% | 2026-Q2 |
| KWB Wealth trimmed | 75,460 | $9M | 0.3% | 2026-Q2 |
| Leslie Global Wealth, LLC added | 74,342 | $9M | 0.3% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 74,006 | $9M | 0.3% | 2026-Q2 |
| Pathstone Holdings, LLC added | 72,747 | $9M | 0.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 72,105 | $9M | 0.3% | 2026-Q2 |
| Nvest Wealth Strategies, Inc. added | 70,704 | $8M | 0.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 70,377 | $8M | 0.3% | 2026-Q2 |
| Strategies Wealth Advisors, LLC trimmed | 69,785 | $8M | 0.3% | 2026-Q2 |
| Fragasso Financial Advisors Inc trimmed | 67,025 | $8M | 0.3% | 2026-Q2 |
| New England Capital Financial Advisors LLC trimmed | 66,065 | $8M | 0.2% | 2026-Q2 |
| Roberts Financial Services LLC trimmed | 60,445 | $7M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 60,148 | $7M | 0.2% | 2026-Q2 |
| IFG Advisory, LLC added | 59,885 | $7M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 59,507 | $7M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 59,426 | $7M | 0.2% | 2026-Q2 |
| Creative Planning added | 58,994 | $7M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 58,309 | $7M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 58,013 | $7M | 0.2% | 2026-Q2 |
| Financial Security Advisor, Inc. trimmed | 56,967 | $7M | 0.2% | 2026-Q2 |
| Junk Investment Group, LLC trimmed | 55,293 | $7M | 0.2% | 2026-Q2 |
| ASSETMARK, INC trimmed | 53,910 | $6M | 0.2% | 2026-Q2 |
| BARRETT & COMPANY, INC. added | 53,858 | $6M | 0.2% | 2026-Q2 |
| Midwest Financial Group LLC added | 53,306 | $6M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 51,100 | $6M | 0.2% | 2026-Q2 |
| Summit Financial, LLC trimmed | 50,899 | $6M | 0.2% | 2026-Q2 |
| Pacific Sun Financial Corp trimmed | 50,818 | $6M | 0.2% | 2026-Q2 |
| Financial Concepts Unlimited, Inc. added | 49,817 | $6M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 49,741 | $6M | 0.2% | 2026-Q2 |
| INTERACTIVE FINANCIAL ADVISORS, INC. added | 49,303 | $6M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 48,753 | $6M | 0.2% | 2026-Q2 |
| ERn Financial, LLC trimmed | 48,685 | $6M | 0.2% | 2026-Q2 |
| Quent Capital, LLC added | 48,626 | $6M | 0.2% | 2026-Q2 |
| TME FINANCIAL, INC. added | 48,447 | $6M | 0.2% | 2026-Q2 |
| Marathon Mission, Inc. added | 48,442 | $6M | 0.2% | 2026-Q2 |
| BALANCED WEALTH GROUP LLC trimmed | 48,384 | $6M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 47,644 | $6M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 47,404 | $6M | 0.2% | 2026-Q2 |
| Graney & King, LLC added | 46,919 | $6M | 0.2% | 2026-Q2 |
| Livet Wealth, LLC trimmed | 45,748 | $5M | 0.2% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 45,422 | $5M | 0.2% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 2,540 | $10M | 0.3% | 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.