UBS AG (SLVO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
29
Reporting holders
$7.4M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| MERCER GLOBAL ADVISORS INC /ADV | $11.4K | 175 | 0.00% | new | NEW |
| SWAN Capital LLC | $10.5K | 161 | 0.00% | 2q | +906.2%+$9.4K |
| City State Bank | $7.8K | 120 | 0.00% | 6q | HELD |
| Integrated Wealth Concepts LLC | $6.1K | 93 | 0.00% | new | NEW |
| 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 | -99.4%-$17.4K |
| 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 29 | $7.4M | 112,284 | 6 | 12 | 3 | 0.0% |
| Q1 2026 | 29 | $12.2M | 134,239 | 3 | 10 | 7 | 0.1% |
| Q4 2025 | 35 | $15.2M | 151,647 | 16 | 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 | 15 | $6.5M | 78,145 | 6 | 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 | 19 | $7.8M | 96,418 | 5 | 8 | 1 | 0.0% |
| Q4 2022 | 14 | $6.3M | 70,763 | 3 | 3 | 5 | 0.0% |
| Q3 2022 | 17 | $7.7M | 99,796 | 14 | 0 | 3 | 0.0% |
| Q2 2022 | 29 | $6.6M | 1,503,432 | 7 | 8 | 7 | 0.0% |
| Q1 2022 | 25 | $7.3M | 1,355,478 | 4 | 9 | 9 | 0.0% |
| Q4 2021 | 27 | $15.5M | 3,018,827 | 2 | 15 | 4 | 0.0% |
| Q3 2021 | 29 | $9.5M | 1,829,743 | 9 | 11 | 6 | 0.0% |
| Q2 2021 | 26 | $6.8M | 1,090,966 | 9 | 12 | 1 | 0.6% |
| Q1 2021 | 21 | $4.5M | 734,668 | 10 | 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 | $2.3M | 344,886 | 3 | 2 | 2 | 1.0% |
| Q1 2019 | 15 | $2.8M | 396,414 | 4 | 4 | 2 | 4.4% |
| Q4 2018 | 14 | $5.7M | 791,737 | 1 | 0 | 1 | 4.1% |