SLVO

Institutional Ownership

Top 38 Institutional Holders
HolderSharesDateChange% Held
Belpointe Asset Management LLC44.75KSep 30, 26+33.79K1.44%
LPL Financial LLC9.21KSep 30, 26+2.79K0.30%
Kestra Advisory Services, LLC8.53KSep 30, 26+3.10K0.27%
Private Advisor Group, LLC7.87KSep 30, 26+9500.25%
Global Retirement Partners, LLC2.35KSep 30, 26+2.35K0.08%
UBS Group AG593Sep 30, 26-2.64K0.02%
SIGNATUREFD, LLC20Sep 30, 26--0.00%
Jacobi Capital Management LLC18Sep 30, 26+180.00%
FMR LLC1Sep 30, 26-900.00%
Allworth Financial LP1Sep 30, 26--0.00%
OSAIC HOLDINGS, INC.14.99KJun 30, 26+1.53K0.48%
JANE STREET GROUP, LLC9.07KJun 30, 26-6.96K0.29%
ENVESTNET ASSET MANAGEMENT INC6.84KJun 30, 26+1.50K0.22%
Brookwood Investment Group LLC4.34KJun 30, 26+4.34K0.14%
Cetera Investment Advisers3.74KJun 30, 26+5960.12%
SUSQUEHANNA INTERNATIONAL GROUP, LLP3.44KJun 30, 26+3.44K0.11%
UBS Group AG3.23KJun 30, 26+3.12K0.10%
DOVER ADVISORS, LLC3.11KJun 30, 26+2360.10%
MERCER GLOBAL ADVISORS INC /ADV175Jun 30, 26+1750.01%
SWAN Capital LLC161Jun 30, 26+1450.01%
Integrated Wealth Concepts LLC93Jun 30, 26+930.00%
MORGAN STANLEY25Jun 30, 26--0.00%
WELLS FARGO & COMPANY/MN1Jun 30, 26-890.00%
Kovack Advisors, Inc.--Jun 30, 26-1.54K--
OneAscent Family Office, LLC--Jun 30, 26-12.16K--
Claris Financial LLC14.10KMar 31, 26+2.38K0.45%
Marmo Financial Group, LLC6.52KMar 31, 26-1950.21%
AVANTAX ADVISORY SERVICES, INC.3.36KJun 30, 25-1780.11%
Planning Capital Management Corp119Sep 30, 24+1190.00%
CREDIT SUISSE AG/6.06KMar 31, 24--0.20%
Baystate Wealth Management LLC50Dec 31, 23+500.00%
DUBUQUE BANK & TRUST CO19.73KSep 30, 23+5.22K0.63%
B. Riley Wealth Management, Inc.186.47KJun 30, 22+119.97K6.00%
OLD MISSION CAPITAL, LLC214.57KDec 31, 20+214.57K6.90%
LADENBURG THALMANN FINANCIAL SERVICES INC.1.50KDec 31, 19--0.05%
Advisor Group, Inc.171Dec 31, 19+1710.01%
Valentine Capital Asset Management, Inc.442.26KDec 31, 15+236.51K14.23%
UBS AG1.22KSep 30, 14-280.04%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.