| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $102.5M | 1.08M | Reduced | Q1 2026 |
| 2 | NorthRock Partners, LLC | $75.5M | 797.9K | Added | Q1 2026 |
| 3 | Goelzer Investment Management, Inc. | $74.8M | 791.1K | Reduced | Q1 2026 |
| 4 | Fragasso Financial Advisors Inc | $29.6M | 310.1K | Reduced | Q1 2026 |
| 5 | Equitable Holdings, Inc. | $27.3M | 300.1K | Reduced | Q1 2026 |
| 6 | Klingman & Associates, LLC | $26.6M | 281.0K | Reduced | Q1 2026 |
| 7 | Waverly Advisors, LLC | $22.3M | 235.5K | Added | Q1 2026 |
| 8 | OpenArc Corporate Advisory, LLC | $20.7M | 218.6K | Reduced | Q1 2026 |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $20.1M | 211.8K | Reduced | Q1 2026 |
| 10 | Avantax Planning Partners, Inc. | $17.4M | 183.8K | Reduced | Q1 2026 |
| 11 | Private Advisor Group, LLC | $15.0M | 159.1K | Added | Q1 2026 |
| 12 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $13.9M | 147.3K | New | Q1 2026 |
| 13 | BIP Wealth, LLC | $10.9M | 115.1K | Reduced | Q1 2026 |
| 14 | Geneos Wealth Management Inc. | $10.4M | 114.7K | New | Q4 2025 |
| 15 | CWM, LLC | $9.4M | 99.8K | Reduced | Q1 2026 |
| 16 | Focus Partners Advisor Solutions, LLC | $9.1M | 96.5K | Reduced | Q1 2026 |
| 17 | NWAM LLC | $8.4M | 89.3K | Reduced | Q1 2026 |
| 18 | Modera Wealth Management, LLC | $8.3M | 88.0K | Reduced | Q1 2026 |
| 19 | Diversified Enterprises, LLC | $8.2M | 86.6K | Added | Q1 2026 |
| 20 | Trilogy Capital Inc. | $6.8M | 71.6K | Reduced | Q1 2026 |
| 21 | Kingsview Wealth Management, LLC | $6.5M | 68.9K | Reduced | Q1 2026 |
| 22 | RITHOLTZ WEALTH MANAGEMENT | $6.3M | 66.5K | Reduced | Q1 2026 |
| 23 | IHT Wealth Management, LLC | $5.6M | 59.2K | Reduced | Q1 2026 |
| 24 | McAdam, LLC | $5.3M | 55.6K | Reduced | Q1 2026 |
| 25 | Midwest Trust Co | $5.1M | 53.8K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorpNVDA | 156 funds | $31.6B |
| Microsoft CorporationMSFT | 156 funds | $27.3B |
| Vanguard S&P 500 ETFVOO | 156 funds | $21.9B |
| Alphabet Inc. Class CGOOG | 156 funds | $12.3B |
| Broadcom IncAVGO | 156 funds | $12.0B |
| Jpmorgan Chase & CoJPM | 156 funds | $11.2B |
| Exxon Mobil CorporationXOM | 156 funds | $7.4B |
| Walmart Inc.WMT | 156 funds | $7.0B |
| Johnson & JohnsonJNJ | 156 funds | $6.4B |
| Tesla IncTSLA | 156 funds | $5.5B |
| Mastercard Inc.MA | 156 funds | $4.4B |
| The Home Depot IncHD | 156 funds | $4.3B |
Ranked by how many of SLYV's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SLYV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.