SLVO Institutional Ownership & Shareholders
UBS AG ETRACS SL SH CO C ETN (SLVO) is currently held by 26 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.44M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Claris Financial Llc is currently the largest disclosed institutional shareholder of SLVO tracked by InsiderSet, reporting ownership valued at approximately $1.25M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $734,913.3, representing an estimated loss of -41.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed SLVO value among the investors covered in this analysis. Major shareholders include Claris Financial Llc, Osaic Holdings, Inc., Eastern Bank, and several other long-term asset managers with concentrated positions in UBS AG ETRACS SL SH CO C ETN (SLVO).
This page ranks the largest institutional SLVO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
26
Total Reported Value
$9.44M
Largest Holder
Claris Financial Llc
Largest Position
$1.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Claris Financial Llc | 0.69% | 14,095 | $1,252,487 | $734,913 | -$517,574 | -41.32% | |
| Osaic Holdings, Inc. | 0.00% | 14,995 | $975,738 | $781,839 | -$193,899 | -19.87% | |
| Eastern Bank | 0.01% | 14,590 | $943,535 | $760,723 | -$182,812 | -19.38% | |
| Split Rock Private Trading & Wealth Management, Llc | 0.54% | 12,531 | $810,369 | $653,366 | -$157,003 | -19.37% | |
| Belpointe Asset Management Llc | 0.02% | 10,960 | $713,167 | $571,454 | -$141,713 | -19.87% | |
| Jane Street Group, Llc | 0.00% | 9,067 | $589,990 | $472,753 | -$117,237 | -19.87% | |
| Marmo Financial Group, Llc | 0.29% | 6,516 | $579,014 | $339,744 | -$239,270 | -41.32% | |
| Kestra Advisory Services, Llc | 0.00% | 8,528 | $551,478 | $444,650 | -$106,828 | -19.37% | |
| Private Advisor Group, Llc | 0.00% | 6,920 | $450,286 | $360,809 | -$89,477 | -19.87% | |
| Envestnet Asset Management Inc | 0.00% | 6,845 | $445,404 | $356,898 | -$88,506 | -19.87% | |
| Lpl Financial Llc | 0.00% | 6,420 | $417,749 | $334,739 | -$83,010 | -19.87% | |
| Mission Financial Group, Llc | 0.32% | 6,306 | $407,835 | $328,795 | -$79,040 | -19.38% | |
| Dover Advisors, Llc | 0.13% | 3,109 | $310,496 | $162,103 | -$148,393 | -47.79% | |
| Brookwood Investment Group Llc | 0.03% | 4,337 | $282,209 | $226,131 | -$56,078 | -19.87% | |
| Cetera Investment Advisers | 0.00% | 3,736 | $243,083 | $194,795 | -$48,288 | -19.86% | |
| Susquehanna International Group, Llp | 0.00% | 3,443 | $224,036 | $179,518 | -$44,518 | -19.87% | |
| Ubs Group Ag | 0.00% | 3,232 | $210,306 | $168,516 | -$41,790 | -19.87% | |
| Swan Capital Llc | 0.00% | 161 | $10,476 | $8,395 | -$2,081 | -19.87% | |
| City State Bank | 0.00% | 120 | $7,760 | $6,257 | -$1,503 | -19.37% | |
| Fmr Llc | 0.00% | 91 | $5,921 | $4,745 | -$1,176 | -19.87% | |
| Morgan Stanley | 0.00% | 25 | $1,627 | $1,304 | -$324 | -19.88% | |
| Grove Bank & Trust | 0.00% | 25 | $1,617 | $1,304 | -$314 | -19.39% | |
| Signaturefd, Llc | 0.00% | 20 | $1,293 | $1,043 | -$250 | -19.35% | |
| Vision Financial Markets Llc | 0.00% | 10 | $648 | $521 | -$127 | -19.54% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $97 | $52 | -$45 | -46.25% | |
| Allworth Financial Lp | 0.00% | 1 | $66 | $52 | -$14 | -21.00% |
Frequently asked questions about SLVO
Who are the largest institutional holders of SLVO?
The largest institutional holders of SLVO reported in the latest SEC Form 13F filings include Claris Financial Llc, Osaic Holdings, Inc., Eastern Bank, Split Rock Private Trading & Wealth Management, Llc, and Belpointe Asset Management Llc. InsiderSet ranks institutional holders by their latest reported SLVO position.
What is SLVO institutional ownership?
This page tracks SLVO positions reported by institutional investment managers through SEC Form 13F. UBS AG ETRACS SL SH CO C ETN (SLVO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SLVO?
InsiderSet currently tracks 26 institutional managers reporting SLVO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SLVO shareholders.
How much SLVO stock do institutions own?
Institutional investment managers disclosed approximately $9.44M in SLVO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SLVO institutional ownership last updated?
The latest SLVO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SLVO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SLVO position after the reporting date.
Are institutions buying or selling SLVO?
Institutional buying and selling can be analyzed by comparing SLVO positions across consecutive 13F reporting periods. InsiderSet's SLVO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SLVO ownership changes.
How has SLVO institutional ownership changed over time?
InsiderSet tracks SLVO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.