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

$1.60415621174117e+55T

% of Float Held

QoQ Change in Holders

+15 / -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+$1.6M
Belpointe Asset Management LLCNew Position+16K+$1.6M
EASTERN BANKNew Position+12K+$1.2M
Claris Financial LLCNew Position+12K+$1.2M
OLD MISSION CAPITAL LLCNew Position+9K+$909K
Split Rock Private Trading & Wealth Management, LLCNew Position+9K+$864K
Marmo Financial Group, LLCNew Position+7K+$670K
Colonial River Investments, LLCNew Position+2K+$229K
AXXCESS WEALTH MANAGEMENT, LLCNew Position+2K+$229K
Parkside Financial Bank & TrustNew Position+1K+$139K
UBS Group AGNew Position+163+$16K
City State BankNew Position+120+$11K
Grove Bank & TrustNew Position+100+$9K
SIGNATUREFD, LLCNew Position+20+$1K
ENVESTNET ASSET MANAGEMENT INCNew Position+6K+$0

SLVO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCDecreased-5K-$698.7M
LPL Financial LLCDecreased-1K-$505.8M
MORGAN STANLEYDecreased-55-$7.4M
WELLS FARGO & COMPANY/MNDecreased-1-$66K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Brookwood Investment Group LLC16,067$1.6M0.19%Share
2Belpointe Asset Management LLC15,646$1.6M0.06%Share
3EASTERN BANK11,765$1.2M0.02%Share
4Claris Financial LLC11,718$1.2M0.62%Share
5OSAIC HOLDINGS, INC.11,752$1.0M0.00%Share
6OLD MISSION CAPITAL LLC9,110$909K0.02%Share
7Split Rock Private Trading & Wealth Management, LLC8,652$864K0.69%Share
8Marmo Financial Group, LLC6,711$670K0.32%Share
9DOVER ADVISORS, LLC3,109$310K0.12%Share
10Colonial River Investments, LLC2,297$229K0.08%Share
11AXXCESS WEALTH MANAGEMENT, LLC2,297$229K0.00%Share
12Parkside Financial Bank & Trust1,400$139K0.01%Share
13UBS Group AG163$16K0.00%Share
14City State Bank120$11K0.00%Share
15Grove Bank & Trust100$9K0.00%Share
16SIGNATUREFD, LLC20$1K0.00%Share
17HighTower Advisors, LLC11,394$00.00%Call
18JANE STREET GROUP, LLC7,377$00.00%Share
19CITADEL ADVISORS LLC2,559$00.00%Share
20CWM, LLC3$00.00%Share
21TWO SIGMA SECURITIES, LLC2,469$00.00%Share
22WELLS FARGO & COMPANY/MN0$00.00%Share
23HRT FINANCIAL LP3,230$00.00%Share
24Cetera Investment Advisers2,818$00.00%Share
25OSAIC HOLDINGS, INC.347$00.00%Share
26PNC FINANCIAL SERVICES GROUP, INC.2,041$00.00%Share
27MORGAN STANLEY25$00.00%Share
28JPMORGAN CHASE & CO1$00.00%Share
29OneAscent Family Office, LLC7,672$00.00%Share
30ENVESTNET ASSET MANAGEMENT INC6,452$00.00%Share
31Kestra Advisory Services, LLC5,328$00.00%Share
32Private Advisor Group, LLC3,500$00.00%Share
33VISION FINANCIAL MARKETS LLC10$00.00%Share
34LPL Financial LLC4,213$00.00%Share

SLVO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202532$9.9M+23
Q3 20259$3.0B-9
Q2 202518$9.3B+2
Q1 202516$6.1B+4
Q4 202412$3.4B+4
Q3 20248$3.6T-2
Q2 202410$4.6T-3
Q1 202413$3.6T

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 $1.6M in shares. This quarter, 15 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 $1.6M in shares.

Is institutional ownership of SLVO increasing or decreasing?

This quarter, 15 institutions opened new positions in SLVO and 0 closed their positions.