Who owns SLYV (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-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
87 tracked funds added or opened SLYV while 53 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
SLYV’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.6% 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 2025-Q4 and 2026-Q1, across 597 tracked filers holding SLYV, 238 increased or opened the position and 286 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 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 17
- CANANDAIGUA NATIONAL CORP$20M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$14M
- TRB Wealth Management, LLC$8M
- Janney Montgomery Scott LLC$3M
- Junk Investment Group, LLC$3M
- Blue Capital, Inc.$2M
Full exits 16
- CANANDAIGUA NATIONAL BANK & TRUST CO$19M
- PURE PORTFOLIOS HOLDINGS LLC$17M
- FAS Wealth Partners, Inc.$16M
- CITADEL ADVISORS LLC$4M
- IFG Advisory, LLC$2M
- Blue Barn Wealth, LLC$2M
Largest adds
- Waverly Advisors, LLC$18M
- Private Advisor Group, LLC$10M
- Independent Advisor Alliance$9M
- MORGAN STANLEY$7M
- NorthRock Partners, LLC$4M
- Cannon Financial Strategists, Inc.$4M
Largest trims
- HighTower Advisors, LLC$29M
- BANK OF AMERICA CORP /DE/$26M
- LPL Financial LLC$25M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$18M
- TIAA TRUST, NATIONAL ASSOCIATION$14M
- Morningstar Investment Management LLC$11M
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 trimmed | 5,171,149 | $489M | 21.1% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 1,083,473 | $102M | 4.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,044,189 | $99M | 4.3% | 2026-Q1 |
| Cannon Financial Strategists, Inc. added | 1,008,055 | $95M | 4.1% | 2026-Q1 |
| NorthRock Partners, LLC added | 797,912 | $75M | 3.3% | 2026-Q1 |
| Goelzer Investment Management, Inc. trimmed | 791,132 | $75M | 3.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 596,186 | $56M | 2.4% | 2026-Q1 |
| MORGAN STANLEY added | 556,444 | $53M | 2.3% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 380,646 | $36M | 1.6% | 2026-Q1 |
| Creative Planning trimmed | 354,764 | $34M | 1.5% | 2026-Q1 |
| Rodgers & Associates, LTD trimmed | 323,904 | $31M | 1.3% | 2026-Q1 |
| Fragasso Financial Advisors Inc trimmed | 310,080 | $30M | 1.3% | 2026-Q1 |
| Dean, Jacobson Financial Services, LLC added | 290,705 | $27M | 1.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 300,150 | $27M | 1.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 286,054 | $27M | 1.2% | 2026-Q1 |
| BRANDYWINE OAK PRIVATE WEALTH LLC trimmed | 284,817 | $27M | 1.2% | 2026-Q1 |
| Klingman & Associates, LLC trimmed | 281,041 | $27M | 1.1% | 2026-Q1 |
| Evensky & Katz LLC trimmed | 266,705 | $25M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 261,675 | $25M | 1.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 257,619 | $24M | 1.1% | 2026-Q1 |
| Morningstar Investment Management LLC trimmed | 255,802 | $24M | 1.0% | 2026-Q1 |
| American Financial Advisors, LLC trimmed | 249,707 | $24M | 1.0% | 2026-Q1 |
| Waverly Advisors, LLC added | 235,509 | $22M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 230,860 | $22M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 227,746 | $22M | 0.9% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC trimmed | 218,603 | $21M | 0.9% | 2026-Q1 |
| CANANDAIGUA NATIONAL CORP new | 215,562 | $20M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 212,970 | $20M | 0.9% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 211,783 | $20M | 0.9% | 2026-Q1 |
| First National Trust Co added | 209,172 | $20M | 0.9% | 2026-Q1 |
| Wrenne Financial Planning LLC added | 202,964 | $19M | 0.8% | 2026-Q1 |
| Convergence Financial, LLC trimmed | 201,126 | $19M | 0.8% | 2026-Q1 |
| Financial Strategies Group, Inc. added | 184,749 | $19M | 0.8% | 2026-Q1 |
| One Day In July LLC added | 201,263 | $19M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 191,988 | $18M | 0.8% | 2026-Q1 |
| Avantax Planning Partners, Inc. trimmed | 183,763 | $17M | 0.8% | 2026-Q1 |
| Key Financial Inc added | 183,039 | $17M | 0.7% | 2026-Q1 |
| GHP Investment Advisors, Inc. added | 181,789 | $17M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 159,120 | $15M | 0.7% | 2026-Q1 |
| SAGE FINANCIAL GROUP INC trimmed | 159,064 | $15M | 0.7% | 2026-Q1 |
| UBS Group AG added | 151,055 | $14M | 0.6% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 147,316 | $14M | 0.6% | 2026-Q1 |
| Lutz Financial Services LLC trimmed | 138,450 | $13M | 0.6% | 2026-Q1 |
| Optimist Retirement Group LLC trimmed | 137,102 | $13M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 132,901 | $12M | 0.5% | 2026-Q1 |
| Rothschild Wealth LLC added | 128,808 | $12M | 0.5% | 2026-Q1 |
| BALANCED WEALTH GROUP LLC trimmed | 127,046 | $12M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 125,097 | $12M | 0.5% | 2026-Q1 |
| CarsonAllaria Wealth Management, Ltd. added | 124,435 | $12M | 0.5% | 2026-Q1 |
| Triangle Securities Wealth Management trimmed | 124,281 | $12M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 122,929 | $12M | 0.5% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 116,557 | $11M | 0.5% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 115,051 | $11M | 0.5% | 2026-Q1 |
| Asset Dedication, LLC trimmed | 111,199 | $11M | 0.5% | 2026-Q1 |
| N.E.W. Advisory Services LLC trimmed | 104,203 | $10M | 0.4% | 2026-Q1 |
| STEVENS CAPITAL PARTNERS added | 101,150 | $10M | 0.4% | 2026-Q1 |
| LPWM LLC trimmed | 100,823 | $10M | 0.4% | 2026-Q1 |
| CWM, LLC trimmed | 99,810 | $9M | 0.4% | 2026-Q1 |
| Capasso Planning Partners LLC added | 99,183 | $9M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 98,386 | $9M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance added | 97,343 | $9M | 0.4% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 96,522 | $9M | 0.4% | 2026-Q1 |
| Rockbridge Investment Management, LCC trimmed | 94,382 | $9M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 91,777 | $9M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 91,209 | $9M | 0.4% | 2026-Q1 |
| NWAM LLC trimmed | 89,267 | $8M | 0.4% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 87,966 | $8M | 0.4% | 2026-Q1 |
| Diversified Enterprises, LLC added | 86,591 | $8M | 0.4% | 2026-Q1 |
| TRB Wealth Management, LLC new | 82,728 | $8M | 0.3% | 2026-Q1 |
| MATHER GROUP, LLC. trimmed | 82,626 | $8M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 75,468 | $7M | 0.3% | 2026-Q1 |
| Arnold Financial Planning LLC trimmed | 74,257 | $7M | 0.3% | 2026-Q1 |
| Trilogy Capital Inc. trimmed | 71,596 | $7M | 0.3% | 2026-Q1 |
| Symphony Financial, Ltd. Co. added | 70,741 | $7M | 0.3% | 2026-Q1 |
| Cambridge Financial Group, LLC trimmed | 69,786 | $7M | 0.3% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 69,224 | $7M | 0.3% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 68,930 | $7M | 0.3% | 2026-Q1 |
| AIRE ADVISORS, LLC trimmed | 67,092 | $6M | 0.3% | 2026-Q1 |
| WealthShield Partners, LLC trimmed | 66,515 | $6M | 0.3% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 66,472 | $6M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 64,802 | $6M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 64,788 | $6M | 0.3% | 2026-Q1 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 63,149 | $6M | 0.3% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 62,155 | $6M | 0.3% | 2026-Q1 |
| Palisades Hudson Asset Management, L.P. added | 62,074 | $6M | 0.3% | 2026-Q1 |
| Roberts Financial Services LLC trimmed | 61,537 | $6M | 0.3% | 2026-Q1 |
| NORTHWEST WEALTH MANAGEMENT, LLC trimmed | 61,535 | $6M | 0.3% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 61,156 | $6M | 0.3% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 59,211 | $6M | 0.2% | 2026-Q1 |
| Probity Advisors, Inc. trimmed | 55,958 | $5M | 0.2% | 2026-Q1 |
| McAdam, LLC trimmed | 55,589 | $5M | 0.2% | 2026-Q1 |
| Midwest Trust Co trimmed | 53,793 | $5M | 0.2% | 2026-Q1 |
| CANANDAIGUA NATIONAL BANK & TRUST CO added | 209,249 | $19M | 0.8% | 2025-Q4 stale |
| PURE PORTFOLIOS HOLDINGS LLC added | 189,409 | $17M | 0.7% | 2025-Q4 stale |
| FAS Wealth Partners, Inc. added | 174,641 | $16M | 0.7% | 2025-Q4 stale |
| Perritt Capital Management Inc added | 126,526 | $11M | 0.5% | 2025-Q3 stale |
| SPX Gestao de Recursos Ltda trimmed | 104,095 | $8M | 0.4% | 2025-Q2 stale |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 87,599 | $7M | 0.3% | 2025-Q1 stale |
| Clark Capital Management Group, Inc. added | 79,563 | $6M | 0.3% | 2025-Q1 stale |
| FINANCIAL COUNSELORS INC trimmed | 73,943 | $6M | 0.3% | 2025-Q1 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.