Who owns SLYV
Which tracked institutional funds hold SLYV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SLYV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 SLYV is one-sided between 2026-Q1 and 2026-Q2: 181 added or opened and 44 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
SLYV’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 0.7% of theirs — a 0.5pp gap the other way — the median holder sizes SLYV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SLYV 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 600 tracked filers holding SLYV, 247 increased or opened the position and 294 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 SLYV 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$62M
- CANANDAIGUA NATIONAL BANK & TRUST CO$24M
- Leicht Financial Planning & Wealth Management, Inc.$9M
- Compton Financial Group, LLC$5M
- IFG Advisory, LLC$4M
- Carolina Wealth Management Inc$4M
Full exits 24
- Evensky & Katz LLC$25M
- CANANDAIGUA NATIONAL CORP$20M
- HighTower Advisors, LLC$20M
- Cambridge Investment Research Advisors, Inc.$12M
- CWM, LLC$9M
- Palisades Hudson Asset Management, L.P.$6M
Largest adds
- LPL Financial LLC$293M
- Convergence Financial, LLC$23M
- NorthRock Partners, LLC$16M
- Cannon Financial Strategists, Inc.$14M
- Financial Engines Advisors L.L.C.$11M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$9M
Largest trims
- Goelzer Investment Management, Inc.$34M
- Independent Advisor Alliance$9M
- BALANCED WEALTH GROUP LLC$7M
- Private Advisor Group, LLC$6M
- WealthShield Partners, LLC$6M
- American Financial Advisors, LLC$6M
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 | 7,166,475 | $782M | 28.4% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 1,038,990 | $113M | 4.1% | 2026-Q2 |
| Cannon Financial Strategists, Inc. trimmed | 1,001,138 | $109M | 4.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 960,074 | $105M | 3.8% | 2026-Q2 |
| NorthRock Partners, LLC added | 834,093 | $91M | 3.3% | 2026-Q2 |
| Pacific Life Fund Advisors LLC new | 565,677 | $62M | 2.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 556,313 | $61M | 2.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 545,069 | $60M | 2.2% | 2026-Q2 |
| Convergence Financial, LLC added | 381,642 | $42M | 1.5% | 2026-Q2 |
| Goelzer Investment Management, Inc. trimmed | 374,631 | $41M | 1.5% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 367,902 | $40M | 1.5% | 2026-Q2 |
| Creative Planning trimmed | 324,356 | $35M | 1.3% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 322,641 | $35M | 1.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 318,546 | $35M | 1.3% | 2026-Q2 |
| Fragasso Financial Advisors Inc trimmed | 305,286 | $33M | 1.2% | 2026-Q2 |
| Dean, Jacobson Financial Services, LLC trimmed | 288,425 | $31M | 1.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 280,730 | $31M | 1.1% | 2026-Q2 |
| Klingman & Associates, LLC trimmed | 279,909 | $31M | 1.1% | 2026-Q2 |
| Focus Partners Wealth added | 279,896 | $31M | 1.1% | 2026-Q2 |
| BRANDYWINE OAK PRIVATE WEALTH LLC trimmed | 278,220 | $30M | 1.1% | 2026-Q2 |
| Morningstar Investment Management LLC | 255,802 | $24M | 0.9% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 230,724 | $25M | 0.9% | 2026-Q2 |
| CANANDAIGUA NATIONAL BANK & TRUST CO added | 219,319 | $24M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 219,289 | $24M | 0.9% | 2026-Q2 |
| One Day In July LLC added | 217,834 | $24M | 0.9% | 2026-Q2 |
| Wrenne Financial Planning LLC added | 211,985 | $23M | 0.8% | 2026-Q2 |
| First National Trust Co added | 210,616 | $23M | 0.8% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC trimmed | 200,367 | $22M | 0.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 197,628 | $21M | 0.8% | 2026-Q2 |
| Financial Strategies Group, Inc. added | 188,300 | $21M | 0.7% | 2026-Q2 |
| GHP Investment Advisors, Inc. added | 184,716 | $20M | 0.7% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 184,101 | $20M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 183,331 | $20M | 0.7% | 2026-Q2 |
| Key Financial Inc trimmed | 180,724 | $20M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 178,621 | $19M | 0.7% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 176,693 | $19M | 0.7% | 2026-Q2 |
| American Financial Advisors, LLC trimmed | 161,395 | $18M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 154,964 | $17M | 0.6% | 2026-Q2 |
| SAGE FINANCIAL GROUP INC trimmed | 152,819 | $17M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 150,501 | $16M | 0.6% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 142,458 | $16M | 0.6% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 138,743 | $15M | 0.5% | 2026-Q2 |
| Optimist Retirement Group LLC trimmed | 136,908 | $15M | 0.5% | 2026-Q2 |
| Lutz Financial Services LLC trimmed | 136,271 | $15M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 135,160 | $15M | 0.5% | 2026-Q2 |
| Baird Financial Group, Inc. added | 130,437 | $14M | 0.5% | 2026-Q2 |
| CarsonAllaria Wealth Management, Ltd. added | 129,564 | $14M | 0.5% | 2026-Q2 |
| STEVENS CAPITAL PARTNERS added | 128,076 | $14M | 0.5% | 2026-Q2 |
| Triangle Securities Wealth Management added | 124,315 | $14M | 0.5% | 2026-Q2 |
| BIP Wealth, LLC added | 121,966 | $13M | 0.5% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 119,184 | $13M | 0.5% | 2026-Q2 |
| Asset Dedication, LLC trimmed | 106,354 | $12M | 0.4% | 2026-Q2 |
| LPWM LLC added | 101,312 | $11M | 0.4% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 99,910 | $11M | 0.4% | 2026-Q2 |
| Avior Wealth Management, LLC added | 99,126 | $11M | 0.4% | 2026-Q2 |
| N.E.W. Advisory Services LLC trimmed | 99,101 | $11M | 0.4% | 2026-Q2 |
| Capasso Planning Partners LLC trimmed | 97,845 | $11M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 97,149 | $11M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 94,166 | $10M | 0.4% | 2026-Q2 |
| Rockbridge Investment Management, LCC trimmed | 92,717 | $10M | 0.4% | 2026-Q2 |
| Savant Capital, LLC added | 90,729 | $9M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 88,473 | $10M | 0.4% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 87,923 | $10M | 0.3% | 2026-Q2 |
| Diversified Enterprises, LLC added | 87,234 | $10M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 85,389 | $9M | 0.3% | 2026-Q2 |
| TRB Wealth Management, LLC added | 83,737 | $9M | 0.3% | 2026-Q2 |
| Trilogy Capital Inc. added | 81,461 | $9M | 0.3% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 81,169 | $9M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 80,491 | $9M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 80,103 | $9M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 79,112 | $9M | 0.3% | 2026-Q2 |
| Leicht Financial Planning & Wealth Management, Inc. new | 78,485 | $9M | 0.3% | 2026-Q2 |
| Symphony Financial, Ltd. Co. added | 75,656 | $8M | 0.3% | 2026-Q2 |
| Arnold Financial Planning LLC added | 75,505 | $8M | 0.3% | 2026-Q2 |
| NWAM LLC trimmed | 74,379 | $8M | 0.3% | 2026-Q2 |
| KWB Wealth added | 71,378 | $8M | 0.3% | 2026-Q2 |
| Cambridge Financial Group, LLC trimmed | 68,669 | $7M | 0.3% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 68,241 | $7M | 0.3% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 67,943 | $7M | 0.3% | 2026-Q2 |
| AIRE ADVISORS, LLC trimmed | 66,815 | $7M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 65,181 | $7M | 0.3% | 2026-Q2 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 63,149 | $7M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 62,404 | $7M | 0.2% | 2026-Q2 |
| Roberts Financial Services LLC trimmed | 61,436 | $7M | 0.2% | 2026-Q2 |
| NORTHWEST WEALTH MANAGEMENT, LLC trimmed | 60,684 | $7M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC added | 59,287 | $6M | 0.2% | 2026-Q2 |
| Marathon Mission, Inc. added | 54,505 | $6M | 0.2% | 2026-Q2 |
| Probity Advisors, Inc. trimmed | 53,973 | $6M | 0.2% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 53,316 | $6M | 0.2% | 2026-Q2 |
| Midwest Trust Co trimmed | 52,831 | $6M | 0.2% | 2026-Q2 |
| INTERACTIVE FINANCIAL ADVISORS, INC. added | 52,529 | $6M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 51,001 | $6M | 0.2% | 2026-Q2 |
| Nvest Wealth Strategies, Inc. added | 50,259 | $5M | 0.2% | 2026-Q2 |
| Salomon & Ludwin, LLC trimmed | 50,142 | $5M | 0.2% | 2026-Q2 |
| Hamilton Capital, LLC added | 49,600 | $5M | 0.2% | 2026-Q2 |
| Sankala Group LLC added | 46,415 | $5M | 0.2% | 2026-Q2 |
| New Hampshire Trust trimmed | 46,224 | $5M | 0.2% | 2026-Q2 |
| Strategies Wealth Advisors, LLC trimmed | 44,937 | $5M | 0.2% | 2026-Q2 |
| BALANCED WEALTH GROUP LLC trimmed | 44,826 | $5M | 0.2% | 2026-Q2 |
| Compton Financial Group, LLC new | 44,658 | $5M | 0.2% | 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.