SLVO Institutional Ownership
UBS ETRACS Silver Shares Covered Call ETN
1W: -5.5%
1M: -7.2%
3M: -5.6%
YTD: -26.3%
1Y: -27.3%
3Y: +35.4%
5Y: +32.2%
$64.29
-0.59 (-0.91%)
Weekly Expected Move ±4.4%
$59
$61
$64
$67
$70
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SLVO
30
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
7M
Total Invested
7
New Positions
11
Increased
6
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (39 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | 14,995 | $964K | +1,526 | +11.3% | 16Q | SEC ↗ |
| 2 | EASTERN BANK | 14,590 | $938K | +850 | +6.2% | 6Q | SEC ↗ |
| 3 | Claris Financial LLC | 14,095 | $906K | +2,377 | +20.3% | 4Q | SEC ↗ |
| 4 | Split Rock Private Trading & Wealth Ma | 12,232 | $786K | +3,937 | +47.5% | 3Q | SEC ↗ |
| 5 | Belpointe Asset Management LLC | 10,960 | $705K | -4,732 | -30.2% | 6Q | SEC ↗ |
| 6 | JANE STREET GROUP, LLC | 9,067 | $583K | -6,963 | -43.4% | 3Q | SEC ↗ |
| 7 | Private Advisor Group, LLC | 6,920 | $445K | +2,400 | +53.1% | 3Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 6,845 | $440K | +1,504 | +28.2% | 16Q | SEC ↗ |
| 9 | Marmo Financial Group, LLC | 6,516 | $419K | -195 | -2.9% | 2Q | SEC ↗ |
| 10 | LPL Financial LLC | 6,420 | $413K | +1,231 | +23.7% | 5Q | SEC ↗ |
| 11 | Mission Financial Group, LLC NEW | 5,625 | $362K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Kestra Advisory Services, LLC | 5,428 | $349K | +100 | +1.9% | 7Q | SEC ↗ |
| 13 | Brookwood Investment Group LLC NEW | 4,337 | $279K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 3,736 | $240K | +596 | +19.0% | 4Q | SEC ↗ |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 3,443 | $221K | — | +0.0% | 1Q | SEC ↗ |
| 16 | UBS Group AG | 3,232 | $208K | +3,118 | +2735.1% | 3Q | SEC ↗ |
| 17 | DOVER ADVISORS, LLC | 3,109 | $200K | +236 | +8.2% | 4Q | SEC ↗ |
| 18 | MERCER GLOBAL ADVISORS INC /ADV NEW | 175 | $11K | — | +0.0% | 1Q | SEC ↗ |
| 19 | SWAN Capital LLC | 161 | $10K | +145 | +906.2% | 2Q | SEC ↗ |
| 20 | City State Bank | 120 | $8K | — | +0.0% | 6Q | SEC ↗ |
| 21 | Integrated Wealth Concepts LLC NEW | 93 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 22 | FMR LLC NEW | 91 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Grove Bank & Trust NEW | 25 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 24 | MORGAN STANLEY | 25 | $2K | — | +0.0% | 5Q | SEC ↗ |
| 25 | SIGNATUREFD, LLC | 20 | $1K | — | +0.0% | 3Q | SEC ↗ |
| 26 | VISION FINANCIAL MARKETS LLC | 10 | $1K | — | +0.0% | 6Q | SEC ↗ |
| 27 | WELLS FARGO & COMPANY/MN | 1 | $0K | -89 | -98.9% | 16Q | SEC ↗ |
| 28 | Allworth Financial LP | 1 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 29 | AXXCESS WEALTH MANAGEMENT, LLC | 0 | $0K | -2,297 | -100.0% | 1Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC | 0 | $0K | -2,559 | -100.0% | 3Q | SEC ↗ |
| 31 | HRT FINANCIAL LP | 0 | $0K | -3,230 | -100.0% | 1Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 0 | $0K | -1 | -100.0% | 1Q | SEC ↗ |
| 33 | Colonial River Investments, LLC | 0 | $0K | -2,352 | -100.0% | 2Q | SEC ↗ |
| 34 | OneAscent Family Office, LLC | 0 | $0K | -12,162 | -100.0% | 3Q | SEC ↗ |
| 35 | PNC Financial Services Group, Inc. | 0 | $0K | -2,041 | -100.0% | 1Q | SEC ↗ |
| 36 | OLD MISSION CAPITAL LLC | 0 | $0K | -9,110 | -100.0% | 1Q | SEC ↗ |
| 37 | TWO SIGMA SECURITIES, LLC | 0 | $0K | -2,469 | -100.0% | 1Q | SEC ↗ |
| 38 | Kovack Advisors, Inc. | 0 | $0K | -1,536 | -100.0% | 2Q | SEC ↗ |
| 39 | Parkside Financial Bank & Trust | 0 | $0K | -1,400 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Mission Financial Group, LLC | 5,625 | $362K |
| Brookwood Investment Group LLC | 4,337 | $279K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 3,443 | $221K |
| MERCER GLOBAL ADVISORS INC /ADV | 175 | $11K |
| Integrated Wealth Concepts LLC | 93 | $6K |
| FMR LLC | 91 | $6K |
| Grove Bank & Trust | 25 | $2K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OneAscent Family Office, LLC | 12,162 | $782K |
| OLD MISSION CAPITAL LLC | 9,110 | $586K |
| HRT FINANCIAL LP | 3,230 | $208K |
| CITADEL ADVISORS LLC | 2,559 | $165K |
| TWO SIGMA SECURITIES, LLC | 2,469 | $159K |
| Colonial River Investments, LLC | 2,352 | $151K |
| AXXCESS WEALTH MANAGEMENT, LLC | 2,297 | $148K |
| PNC Financial Services Group, Inc. | 2,041 | $131K |
| Kovack Advisors, Inc. | 1,536 | $99K |
| Parkside Financial Bank & Trust | 1,400 | $90K |
| JPMORGAN CHASE & CO | 1 | $0K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Split Rock Private Trading & Wealth | +3,937 | +47.5% | 12,232 |
| UBS Group AG | +3,118 | +2735.1% | 3,232 |
| Private Advisor Group, LLC | +2,400 | +53.1% | 6,920 |
| Claris Financial LLC | +2,377 | +20.3% | 14,095 |
| OSAIC HOLDINGS, INC. | +1,526 | +11.3% | 14,995 |
| ENVESTNET ASSET MANAGEMENT INC | +1,504 | +28.2% | 6,845 |
| LPL Financial LLC | +1,231 | +23.7% | 6,420 |
| EASTERN BANK | +850 | +6.2% | 14,590 |
| Cetera Investment Advisers | +596 | +19.0% | 3,736 |
| DOVER ADVISORS, LLC | +236 | +8.2% | 3,109 |
| SWAN Capital LLC | +145 | +906.2% | 161 |
| Kestra Advisory Services, LLC | +100 | +1.9% | 5,428 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -6,963 | -43.4% | 9,067 |
| Belpointe Asset Management LLC | -4,732 | -30.2% | 10,960 |
| Marmo Financial Group, LLC | -195 | -2.9% | 6,516 |
| WELLS FARGO & COMPANY/MN | -89 | -98.9% | 1 |