SLWS Institutional Ownership & Shareholders
SLW SHORT DURATION INC ETF (SLWS) is currently held by 5 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.64M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Delos Wealth Advisors, Llc is currently the largest disclosed institutional shareholder of SLWS tracked by InsiderSet, reporting ownership valued at approximately $3.08M in its June 30, 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 $3.06M, representing an estimated loss of -0.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SLWS value among the investors covered in this analysis. Major shareholders include Delos Wealth Advisors, Llc, Envestnet Asset Management Inc, Mml Investors Services, Llc, and several other long-term asset managers with concentrated positions in SLW SHORT DURATION INC ETF (SLWS).
This page ranks the largest institutional SLWS 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
5
Total Reported Value
$4.64M
Largest Holder
Delos Wealth Advisors, Llc
Largest Position
$3.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
5
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Delos Wealth Advisors, Llc | 1.59% | 30,535 | $3,084,753 | $3,059,299 | -$25,454 | -0.83% | |
| Envestnet Asset Management Inc | 0.00% | 5,233 | $528,614 | $524,294 | -$4,320 | -0.82% | |
| Mml Investors Services, Llc | 0.00% | 5,214 | $526,714 | $522,390 | -$4,324 | -0.82% | |
| Jane Street Group, Llc | 0.00% | 4,981 | $503,198 | $499,046 | -$4,152 | -0.83% | |
| Ubs Group Ag | 0.00% | 2 | $202 | $200 | -$2 | -0.80% |
Frequently asked questions about SLWS
Who are the largest institutional holders of SLWS?
The largest institutional holders of SLWS reported in the latest SEC Form 13F filings include Delos Wealth Advisors, Llc, Envestnet Asset Management Inc, Mml Investors Services, Llc, Jane Street Group, Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported SLWS position.
What is SLWS institutional ownership?
This page tracks SLWS positions reported by institutional investment managers through SEC Form 13F. SLW SHORT DURATION INC ETF (SLWS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SLWS?
InsiderSet currently tracks 5 institutional managers reporting SLWS 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 SLWS shareholders.
How much SLWS stock do institutions own?
Institutional investment managers disclosed approximately $4.64M in SLWS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SLWS institutional ownership last updated?
The latest SLWS 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 SLWS 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 SLWS position after the reporting date.
Are institutions buying or selling SLWS?
Institutional buying and selling can be analyzed by comparing SLWS positions across consecutive 13F reporting periods. InsiderSet's SLWS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SLWS ownership changes.
How has SLWS institutional ownership changed over time?
InsiderSet tracks SLWS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.