Who Owns UBS AG ETRACS Silver Shares Covered Call ETN (SLVO)?Hedge Fund & Institutional Holders

$96.50-3.32 (-3.33%)Financial ServicesNASDAQ

Institutional Holders

34

as of Q4 2025

Total Institutional Value

$1.6040001562000115e+91T

% of Float Held

QoQ Change in Holders

+13 / -0

Price History

$73.06$81.65$90.23$98.82$107.41Sep 24Jun 25Mar 26

SLVO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Brookwood Investment Group LLCNew Position+16K+$1.6B
Belpointe Asset Management LLCNew Position+16K+$1.6B
EASTERN BANKNew Position+12K+$1.2B
Claris Financial LLCNew Position+12K+$1.2B
OLD MISSION CAPITAL LLCNew Position+9K+$909.0M
Marmo Financial Group, LLCNew Position+7K+$670.0M
Colonial River Investments, LLCNew Position+2K+$229.0M
Parkside Financial Bank & TrustNew Position+1K+$139.0M
OSAIC HOLDINGS, INC.Increased+2K+$103.9M
DOVER ADVISORS, LLCIncreased+340+$54.5M
UBS Group AGNew Position+163+$16.0M
City State BankNew Position+120+$11.0M
Split Rock Private Trading & Wealth Management, LLCNew Position+9K+$864K
AXXCESS WEALTH MANAGEMENT, LLCNew Position+2K+$229K
Grove Bank & TrustNew Position+100+$9K

SLVO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCDecreased-5K-$698.7M
LPL Financial LLCDecreased-1K-$505.8M
WELLS FARGO & COMPANY/MNDecreased-1-$66K
MORGAN STANLEYDecreased-55-$7K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Brookwood Investment Group LLC16,067$1.6B0.19%Share
2Belpointe Asset Management LLC15,646$1.6B0.06%Share
3EASTERN BANK11,765$1.2B20.26%Share
4Claris Financial LLC11,718$1.2B0.62%Share
5OSAIC HOLDINGS, INC.11,752$1.0B1.46%Share
6OLD MISSION CAPITAL LLC9,110$909.0M0.02%Share
7Marmo Financial Group, LLC6,711$670.0M0.32%Share
8DOVER ADVISORS, LLC3,109$310.0M0.12%Share
9Colonial River Investments, LLC2,297$229.0M0.08%Share
10Parkside Financial Bank & Trust1,400$139.0M0.01%Share
11UBS Group AG163$16.0M0.00%Share
12City State Bank120$11.0M0.00%Share
13Split Rock Private Trading & Wealth Management, LLC8,652$864K0.69%Share
14AXXCESS WEALTH MANAGEMENT, LLC2,297$229K0.00%Share
15Grove Bank & Trust100$9K0.00%Share
16SIGNATUREFD, LLC20$1K0.00%Share
17MORGAN STANLEY25$00.00%Share
18Kestra Advisory Services, LLC5,328$00.00%Share
19Private Advisor Group, LLC3,500$00.00%Share
20CITADEL ADVISORS LLC2,559$00.00%Share
21OSAIC HOLDINGS, INC.347$00.00%Share
22TWO SIGMA SECURITIES, LLC2,469$00.00%Share
23WELLS FARGO & COMPANY/MN0$00.00%Share
24CWM, LLC3$00.00%Share
25PNC FINANCIAL SERVICES GROUP, INC.2,041$00.00%Share
26JANE STREET GROUP, LLC7,377$00.00%Share
27HighTower Advisors, LLC11,394$00.00%Call
28Cetera Investment Advisers2,818$00.00%Share
29HRT FINANCIAL LP3,230$00.00%Share
30JPMORGAN CHASE & CO1$00.00%Share
31LPL Financial LLC4,213$00.00%Share
32VISION FINANCIAL MARKETS LLC10$00.00%Share
33OneAscent Family Office, LLC7,672$00.00%Share
34ENVESTNET ASSET MANAGEMENT INC6,452$00.00%Share

SLVO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202532$8.8B+23
Q3 20259$2.6B-9
Q2 202518$9.0B+2
Q1 202516$6.1B+4
Q4 202412$3.2B+4
Q3 20248$2.4T-1
Q2 20249$2.0T-4
Q1 202413$259.4T

Similar Stocks by Institutional Ownership

As of Q4 2025, 34 institutional investors hold SLVO (UBS AG ETRACS Silver Shares Covered Call ETN). The largest holder is Brookwood Investment Group LLC with $1.6B in shares. This quarter, 13 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own SLVO?

As of Q4 2025, 34 institutional investors report holding SLVO (UBS AG ETRACS Silver Shares Covered Call ETN) in their 13F filings.

Who is the largest institutional holder of SLVO?

The largest institutional holder of SLVO is Brookwood Investment Group LLC with $1.6B in shares.

Is institutional ownership of SLVO increasing or decreasing?

This quarter, 13 institutions opened new positions in SLVO and 0 closed their positions.