DaveManuel.com · Institutional Ownership · Who Owns It
UBS AG (SLVO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
27
Reporting holders
$7.4M
Reported value
0.0%
Calls
0.0%
Puts
-2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | $975.7K | 14,995 | 0.00% | 16q | +11.3%+$99.3K |
| EASTERN BANK | $949.4K | 14,590 | 0.01% | 6q | +6.2%+$55.3K |
| Split Rock Private Trading & Wealth Management, LLC | $795.9K | 12,232 | 0.55% | 3q | +47.5%+$256.2K |
| Belpointe Asset Management LLC | $713.2K | 10,960 | 0.02% | 6q | -30.2%-$307.9K |
| JANE STREET GROUP, LLC | $590.0K | 9,067 | 0.00% | 3q | -43.4%-$453.1K |
| Private Advisor Group, LLC | $450.3K | 6,920 | 0.00% | 3q | +53.1%+$156.2K |
| ENVESTNET ASSET MANAGEMENT INC | $445.4K | 6,845 | 0.00% | 16q | +28.2%+$97.9K |
| LPL Financial LLC | $417.7K | 6,420 | 0.00% | 5q | +23.7%+$80.1K |
| Mission Financial Group, LLC | $366.0K | 5,625 | 0.30% | 3q | +43.6%+$111.1K |
| Kestra Advisory Services, LLC | $353.2K | 5,428 | 0.00% | 7q | +1.9%+$6.5K |
| DOVER ADVISORS, LLC | $310.5K | 3,109 | 0.13% | 4q | +8.2%+$23.6K |
| Brookwood Investment Group LLC | $282.2K | 4,337 | 0.03% | new | NEW |
| Cetera Investment Advisers | $243.1K | 3,736 | 0.00% | 4q | +19.0%+$38.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $224.0K | 3,443 | 0.00% | new | NEW |
| UBS Group AG | $210.3K | 3,232 | 0.00% | 3q | +2735.1%+$202.9K |
| CoreCap Advisors, LLC | $34.7K | 533 | 0.00% | 4q | HELD |
| SWAN Capital LLC | $10.5K | 161 | 0.00% | 2q | +906.2%+$9.4K |
| City State Bank | $7.8K | 120 | 0.00% | 6q | HELD |
| FMR LLC | $5.9K | 91 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $3.9K | 60 | 0.00% | 2q | HELD |
| IFS Advisors, LLC | $2.0K | 30 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $1.6K | 25 | 0.00% | 5q | HELD |
| Grove Bank & Trust | $1.6K | 25 | 0.00% | new | NEW |
| SIGNATUREFD, LLC | $1.3K | 20 | 0.00% | 3q | HELD |
| VISION FINANCIAL MARKETS LLC | $653 | 10 | 0.00% | 6q | HELD |
| WELLS FARGO & COMPANY/MN | $97 | 1 | 0.00% | 16q | -98.9%-$8.6K |
| Allworth Financial LP | $66 | 1 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8 | $2.2M | 34,238 | 0 | 3 | 0 | 0.0% |
| Q2 2026 | 27 | $7.4M | 112,016 | 4 | 12 | 3 | 0.0% |
| Q1 2026 | 29 | $12.1M | 134,149 | 3 | 10 | 7 | 0.1% |
| Q4 2025 | 36 | $15.5M | 154,877 | 17 | 9 | 6 | 0.1% |
| Q3 2025 | 20 | $9.1M | 98,804 | 6 | 7 | 2 | 0.0% |
| Q2 2025 | 21 | $9.9M | 123,698 | 10 | 4 | 3 | 0.0% |
| Q1 2025 | 17 | $6.9M | 83,586 | 8 | 4 | 1 | 0.0% |
| Q4 2024 | 12 | $3.5M | 48,050 | 4 | 1 | 4 | 0.0% |
| Q3 2024 | 9 | $3.7M | 46,677 | 1 | 1 | 4 | 0.0% |
| Q2 2024 | 9 | $4.8M | 59,461 | 1 | 3 | 4 | 0.0% |
| Q1 2024 | 15 | $8.3M | 110,195 | 2 | 4 | 5 | 0.0% |
| Q4 2023 | 17 | $8.9M | 120,158 | 4 | 2 | 4 | 0.0% |
| Q3 2023 | 14 | $4.1M | 59,369 | 4 | 4 | 2 | 0.0% |
| Q2 2023 | 14 | $4.5M | 60,714 | 0 | 5 | 3 | 0.0% |
| Q1 2023 | 20 | $7.8M | 96,535 | 6 | 8 | 1 | 0.0% |
| Q4 2022 | 18 | $7.0M | 78,790 | 6 | 4 | 5 | 0.0% |
| Q3 2022 | 16 | $7.6M | 99,132 | 13 | 0 | 3 | 0.0% |
| Q2 2022 | 28 | $6.6M | 1,496,882 | 7 | 7 | 8 | 0.0% |
| Q1 2022 | 23 | $7.1M | 1,312,351 | 4 | 8 | 8 | 0.0% |
| Q4 2021 | 26 | $15.4M | 2,997,840 | 2 | 15 | 3 | 0.0% |
| Q3 2021 | 28 | $9.2M | 1,767,035 | 9 | 11 | 5 | 0.0% |
| Q2 2021 | 25 | $6.3M | 1,015,278 | 9 | 11 | 1 | 0.7% |
| Q1 2021 | 20 | $4.4M | 719,310 | 9 | 6 | 0 | 0.0% |
| Q4 2020 | 11 | $3.0M | 459,795 | 5 | 2 | 0 | 0.0% |
| Q3 2020 | 6 | $873.0K | 139,949 | 1 | 1 | 1 | 0.0% |
| Q2 2020 | 11 | $1.0M | 162,578 | 1 | 1 | 3 | 0.3% |
| Q1 2020 | 11 | $2.3M | 147,633 | 1 | 1 | 3 | 65.0% |
| Q4 2019 | 13 | $1.4M | 179,548 | 3 | 1 | 1 | 11.4% |
| Q3 2019 | 13 | $1.5M | 193,929 | 1 | 2 | 2 | 7.8% |
| Q2 2019 | 15 | $17.1M | 2,542,686 | 3 | 2 | 2 | 0.1% |
| Q1 2019 | 15 | $17.5M | 2,594,214 | 4 | 4 | 2 | 0.7% |
| Q4 2018 | 14 | $5.7M | 791,737 | 1 | 0 | 1 | 4.1% |