ISHARES SILVER TRUST (SLV) Institutional Ownership Changes & 13F Activity
ISHARES SILVER TRUST (SLV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mcalvany Wealth Management Llc, Independent Financial Group, Llc, National Philanthropic Trust, Arete Wealth Advisors, Llc, and Hsbc Holdings Plc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Buy | +1,075 | +3.7% | 29,773 | $1.92M | Q4 2025 | Oct 27, 2026 |
| Elm Partners Management Llc | Buy | +3,427 | — | 3,427 | $220.77K | Q4 2025 | Oct 07, 2026 |
| Dakota Wealth Management | Buy | +3,452 | +17.4% | 23,256 | $1.50M | Q4 2025 | Aug 26, 2026 |
| Arete Wealth Advisors, Llc | Buy | +81,302 | — | 81,302 | $5.24M | Q4 2025 | Aug 11, 2026 |
| Verus Capital Partners, Llc | Buy | +2,835 | +13.4% | 24,060 | $1.55M | Q4 2025 | Jul 09, 2026 |
| Kerr Financial Planning Corp | Buy | +13 | — | 13 | $880.00 | Q4 2025 | Jul 01, 2026 |
| Bannerstone Capital Management, Llc | Buy | +4,810 | — | 4,810 | $309.86K | Q4 2025 | May 28, 2026 |
| Cedrus Wealth Group Llc | Buy | +4,218 | — | 4,218 | $271.72K | Q4 2025 | May 27, 2026 |
| Norris Financial Group, Llc | Sell | -1,485 | -16.3% | 7,641 | $492.23K | Q4 2025 | May 20, 2026 |
| Causey Wealth Llc | Sell | -21,748 | -100.0% | 0 | $0.00 | Q4 2025 | May 19, 2026 |
| Independent Financial Group, Llc | Buy | +149,562 | +58.9% | 403,492 | $25.99M | Q4 2025 | May 15, 2026 |
| National Philanthropic Trust | Buy | +91,657 | — | 91,657 | $5.90M | Q4 2025 | May 15, 2026 |
| Point Nemo Capital, Llc | Buy | +22,507 | — | 22,507 | $1.45M | Q4 2025 | May 15, 2026 |
| Everest Financial Group Llc | Buy | +6,947 | — | 6,947 | $447.53K | Q4 2025 | May 14, 2026 |
| Decker Wealth Management Llc | Buy | +8,125 | — | 8,125 | $523.41K | Q4 2025 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +5,057 | — | 5,057 | $325.77K | Q4 2025 | May 12, 2026 |
| Bucket List Wealth Management, Llc | Buy | +15,259 | — | 15,259 | $982.98K | Q4 2025 | May 07, 2026 |
| Vision Retirement, Llc | Buy | +430 | — | 430 | $27.70K | Q4 2025 | May 07, 2026 |
| Alessandra Capital Management, Llc | Buy | +5,400 | — | 5,400 | $347.87K | Q4 2025 | Apr 30, 2026 |
| Willow Financial Llc | Buy | +3,136 | — | 3,136 | $202.02K | Q4 2025 | Apr 21, 2026 |
| Estate Planners Group, Llc | Buy | +2,030 | — | 2,030 | $130.77K | Q4 2025 | Apr 07, 2026 |
| Msrh, Llc | Buy | +8 | — | 8 | $515.00 | Q4 2025 | Apr 06, 2026 |
| Northavenue Llc | Buy | +1,109 | — | 1,109 | $71.44K | Q4 2025 | Apr 02, 2026 |
| Fell Capital Management | Buy | +4,200 | — | 4,200 | $270.56K | Q4 2025 | Mar 27, 2026 |
| Mcalvany Wealth Management Llc | Buy | +355,505 | — | 355,505 | $22.90M | Q4 2025 | Mar 25, 2026 |
| Bison Wealth, Llc | Buy | +17,983 | — | 17,983 | $1.11M | Q4 2025 | Mar 24, 2026 |
| Fund Advisors Of America Inc/Fl | Buy | +3,590 | — | 3,590 | $231.27K | Q4 2025 | Mar 13, 2026 |
| Meadowbrook Advisors Group, Llc | Buy | +5,625 | — | 5,625 | $362.36K | Q4 2025 | Mar 11, 2026 |
| Hsbc Holdings Plc | Buy | +48,000 | — | 48,000 | $3.09M | Q4 2025 | Mar 06, 2026 |
| Union Savings Bank | Buy | +1,761 | — | 1,761 | $113.44K | Q4 2025 | Mar 06, 2026 |
Frequently asked questions about SLV activity
Which institutional owners are buying SLV?
Institutional owners buying SLV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SLV activity?
"Buy" means an investor increased their reported position in SLV compared to the prior reporting period. This reflects growing exposure to ISHARES SILVER TRUST (SLV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SLV increasing?
Institutional interest in SLV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.