UBS AG ETRACS SL SH CO C ETN (SLVO) Institutional Ownership Changes & 13F Activity
UBS AG ETRACS SL SH CO C ETN (SLVO). 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 Brookwood Investment Group Llc, Belpointe Asset Management Llc, Osaic Holdings, Inc., Eastern Bank, and Old Mission Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Claris Financial Llc | Sell | -2,289 | -16.3% | 11,718 | $1.17M | Q4 2025 | Feb 19, 2026 |
| Osaic Holdings, Inc. | Buy | +12,099 | — | 12,099 | $1.21M | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +9,110 | — | 9,110 | $909.82K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +3,500 | — | 3,500 | $349.55K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +2,818 | — | 2,818 | $281.44K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +2,559 | — | 2,559 | $255.57K | Q4 2025 | Feb 17, 2026 |
| Two Sigma Securities, Llc | Buy | +2,469 | — | 2,469 | $246.58K | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, Llc | Buy | +5,328 | — | 5,328 | $532.06K | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | Buy | +1,400 | — | 1,400 | $139.82K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +25 | — | 25 | $2.50K | Q4 2025 | Feb 13, 2026 |
| Jane Street Group, Llc | Buy | +7,377 | — | 7,377 | $736.74K | Q4 2025 | Feb 12, 2026 |
| Hrt Financial Lp | Buy | +3,230 | — | 3,230 | $322.00K | Q4 2025 | Feb 12, 2026 |
| Oneascent Family Office, Llc | Buy | +7,672 | — | 7,672 | $766.20K | Q4 2025 | Feb 11, 2026 |
| Lpl Financial Llc | Buy | +4,213 | — | 4,213 | $420.80K | Q4 2025 | Feb 11, 2026 |
| Jpmorgan Chase & Co | Buy | +1 | — | 1 | $100.00 | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +6,452 | — | 6,452 | $644.36K | Q4 2025 | Feb 10, 2026 |
| Dover Advisors, Llc | Buy | +3,109 | — | 3,109 | $310.50K | Q4 2025 | Feb 10, 2026 |
| Axxcess Wealth Management, Llc | Buy | +2,297 | — | 2,297 | $229.40K | Q4 2025 | Feb 06, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +2,041 | — | 2,041 | $203.84K | Q4 2025 | Feb 06, 2026 |
| Colonial River Investments, Llc | Buy | +2,297 | — | 2,297 | $229.40K | Q4 2025 | Feb 04, 2026 |
| Marmo Financial Group, Llc | Buy | +6,711 | — | 6,711 | $670.23K | Q4 2025 | Feb 03, 2026 |
| Ubs Group Ag | Buy | +163 | — | 163 | $16.28K | Q4 2025 | Jan 29, 2026 |
| City State Bank | Buy | +120 | — | 120 | $11.98K | Q4 2025 | Jan 28, 2026 |
| Belpointe Asset Management Llc | Buy | +15,646 | — | 15,646 | $1.56M | Q4 2025 | Jan 27, 2026 |
| Cwm, Llc | Buy | +3 | — | 3 | $0.00 | Q4 2025 | Jan 26, 2026 |
| Split Rock Private Trading & Wealth Management, Llc | Buy | +8,652 | — | 8,652 | $864.09K | Q4 2025 | Jan 23, 2026 |
| Brookwood Investment Group Llc | Buy | +16,067 | — | 16,067 | $1.60M | Q4 2025 | Jan 22, 2026 |
| Vision Financial Markets Llc | Buy | +10 | — | 10 | $999.00 | Q4 2025 | Jan 22, 2026 |
| Signaturefd, Llc | Buy | +20 | — | 20 | $2.00K | Q4 2025 | Jan 20, 2026 |
| Eastern Bank | Buy | +11,765 | — | 11,765 | $1.17M | Q4 2025 | Jan 14, 2026 |
Frequently asked questions about SLVO activity
Which institutional owners are buying SLVO?
Institutional owners buying SLVO 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 SLVO activity?
"Buy" means an investor increased their reported position in SLVO compared to the prior reporting period. This reflects growing exposure to UBS AG ETRACS SL SH CO C ETN (SLVO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SLVO increasing?
Institutional interest in SLVO 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.