UBS AG
SLVO • NASDAQ
UBS AG is an exchange-traded fund on NASDAQ. As of Q3 2025, 19 institutional investors hold shares in this ETF, with total holdings valued at $7.8M. Belpointe Asset Management LLC is the largest holder with a position valued at $1.7M.
Overview
Overview of institutional ownership in SLVO as of Q3 2025
All Institutions
- Institutions
- 19
- Value Held
- $7.8M
- Shares Held
- 84.8K
- Avg Position
- $408.9K
- Median Position
- $287.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $698.7K
- Shares Held
- 7.6K
- Avg Position
- $698.7K
- Median Position
- $698.7K
Biggest Investors
Institutions with the largest positions in SLVO as of Q3 2025
| Institution | Position Value |
|---|---|
 Belpointe Asset Management LLC RIA/Wealth | $1.7M 0.06% of portfolio |
A Advisor Group Holdings, Inc. Institution | $896.1K 0.00% of portfolio |
 Brookwood Investment Group LLC RIA/Wealth | $852.3K 0.12% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $698.7K 0.00% of portfolio |
O OneAscent Family Office, LLC Institution | $642.9K 0.54% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $597.4K 0.00% of portfolio |
 BCS Wealth Management RIA/Wealth | $588.5K 0.13% of portfolio |
L LPL Financial LLC Institution | $505.8K 0.00% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $371.6K 0.00% of portfolio |
E EASTERN BANK Institution | $287.0K 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SLVO in Q3 2025
- Traded
- −$878.4K
- Buyers
- 14
- Sellers
- 7
- Total Bought
- +$3.2M
- Total Sold
- −$4.1M
- Avg Position
- $310.8K
Biggest Buyers
| Institution | Net Bought |
|---|---|
O OneAscent Family Office, LLC Institution | +$642.9K +7.0K shares |
BCS Wealth Management RIA/Wealth | +$588.5K +6.4K shares |
L LPL Financial LLC Institution | +$274.3K +3.0K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$270.9K +2.9K shares |
 Cetera Investment Advisers RIA/Wealth | +$255.9K +2.8K shares |
 DOVER ADVISORS, LLC RIA/Wealth | +$255.5K +2.8K shares |
A Advisor Group Holdings, Inc. Institution | +$254.3K +2.9K shares |
Belpointe Asset Management LLC RIA/Wealth | +$240.0K +2.6K shares |
Brookwood Investment Group LLC RIA/Wealth | +$221.9K +2.4K shares |
P Parkside Financial Bank & Trust Institution | +$92.3K +1.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
O OLD MISSION CAPITAL LLC Institution | −$2.3M −28.1K shares |
J JANE STREET GROUP, LLC Institution | −$1.4M −17.6K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$372.1K −4.6K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$67.1K −727.0 shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$4.1K −51.0 shares |
 Mount Yale Investment Advisors, LLC RIA/Wealth | −$1.8K −23.0 shares |
H HighMark Wealth Management LLC RIA/Wealth | −$34.0 −0.4 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SLVO in Q3 2025
- New Positions
- 6
- New Value
- $1.9M
- Exited Positions
- 6
- Exited Value
- $4.0M
New Positions
| Institution | Position Value |
|---|---|
O OneAscent Family Office, LLC Institution | $642.9K 7.0K shares |
BCS Wealth Management RIA/Wealth | $588.5K 6.4K shares |
Cetera Investment Advisers RIA/Wealth | $255.9K 2.8K shares |
DOVER ADVISORS, LLC RIA/Wealth | $255.5K 2.8K shares |
P Parkside Financial Bank & Trust Institution | $92.3K 1.0K shares |
 CoreCap Advisors, LLC RIA/Wealth | $43.6K 473.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
O OLD MISSION CAPITAL LLC Institution | $2.3M 28.1K shares |
J JANE STREET GROUP, LLC Institution | $1.4M 17.6K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $372.1K 4.6K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $4.1K 51.0 shares |
Mount Yale Investment Advisors, LLC RIA/Wealth | $1.8K 23.0 shares |
H HighMark Wealth Management LLC RIA/Wealth | $34.0 0.4 shares |
Options Activity
Institutions with the largest Call and Put options positions in SLVO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SLVO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
O OneAscent Family Office, LLC Institution | 0.54% $642.9K |
BCS Wealth Management RIA/Wealth | 0.13% $588.5K |
Brookwood Investment Group LLC RIA/Wealth | 0.12% $852.3K |
DOVER ADVISORS, LLC RIA/Wealth | 0.10% $255.5K |
Belpointe Asset Management LLC RIA/Wealth | 0.06% $1.7M |
P Parkside Financial Bank & Trust Institution | 0.01% $92.3K |
E EASTERN BANK Institution | 0.01% $287.0K |
C City State Bank Institution | 0.00% $11.1K |
Kestra Advisory Services, LLC RIA/Wealth | 0.00% $371.6K |
CoreCap Advisors, LLC RIA/Wealth | 0.00% $43.6K |
Hedge Fund Spotlight
Discover hedge funds investing in SLVO
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in UBS AG
- Market Value
- $698.7K
- Shares Held
- 7.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
