Public record / Tickers / SLV

SLV — iShares Silver Trust

Both disclosure regimes on one name: who in Congress filed about SLV, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
16
all PTR rows naming SLV
Members · 12m
1
0 buys · 3 sells · by trade date
Latest PTR
02-15
filed 2026-02-15
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

John Boozman · $1.0K–$15.0K

Sale · traded 2026-01-23 → filed 2026-02-15. Ranked over every SLV row by the provable lower bound, never a point estimate.

1 member · 0 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SLV · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SLV
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-15John Boozman R–ARSale · JT (jointly owned)Traded 01-23 +23d$1K–$15K
2026-01-13John Boozman R–ARSale · partial · JT (partial sale, jointly owned)Traded 2025-12-24 +20d$1K–$15K
2025-11-15John Boozman R–ARSale · partial · JT (partial sale, jointly owned)Traded 10-03 +43d$1K–$15K
2025-09-12John Boozman R–ARSale · partial · JT (partial sale, jointly owned)Traded 08-01 +42d$1K–$15K
2017-08-01Raul Ruiz D–CA-25SaleTraded 07-05 +27d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 16 ↗

Members active in SLV

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SLV in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
John Boozman R–AR3−$45.0K to −$3.0K6

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · SLV

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Tudor Investment Corp $47.9M held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ISHARES SILVER TR

Merged timeline of congressional filings and notable-manager moves on SLV
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+45,942 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SLV for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1MORGAN STANLEY$833M1
2UBS Group AG$659M1
3JANE STREET GROUP, LLC$602M1
4BANK OF AMERICA CORP /DE/$579M1
5LPL Financial LLC$509M1
6SUSQUEHANNA INTERNATIONAL GROUP, LLP$470M1
7WELLS FARGO & COMPANY/MN$353M1
8CTC LLC$244M1
9BANK OF MONTREAL /CAN/$181M1
10ROYAL BANK OF CANADA$172M1
11RAYMOND JAMES FINANCIAL INC$171M1
12CITADEL ADVISORS LLC$153M1
13MAINSTAY CAPITAL MANAGEMENT LLC /ADV$133M1
14Cetera Investment Advisers$89.3M1
15ENVESTNET ASSET MANAGEMENT INC$89.0M1
16COMMONWEALTH EQUITY SERVICES, LLC$76.9M1
17OSAIC HOLDINGS, INC.$76.8M1
18PEAK6 LLC$76.1M1
19Rockefeller Capital Management L.P.$75.4M1
20HighTower Advisors, LLC$73.9M1
21STIFEL FINANCIAL CORP$69.1M1
22MML INVESTORS SERVICES, LLC$54.2M1
23TRUIST FINANCIAL CORP$51.8M1
24TUDOR INVESTMENT CORP ET AL$47.9M1
25Qube Research & Technologies Ltd$46.0M1
26Optiver Holding B.V.$44.8M1
27NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$44.4M1
28Richard C. Young & CO., LTD.$40.5M1
29Private Advisor Group, LLC$38.2M1
30NewEdge Advisors, LLC$31.4M1
31Bleakley Financial Group, LLC$31.4M1
32FOUNDATIONS INVESTMENT ADVISORS, LLC$31.4M1
33NORTHEAST PLANNING ASSOCIATES, INC. / NH /$30.7M1
34Schonfeld Strategic Advisors LLC$28.7M1
35Marex Group Ltd$28.4M1
36Walser Wealth Management Company, A Ltd Liability Co$27.8M1
37INSIGNEO ADVISORY SERVICES, LLC$27.6M1
38BLAIR WILLIAM & CO/IL$26.8M1
39GREAT VALLEY ADVISOR GROUP, INC.$25.9M1
40Kestra Advisory Services, LLC$25.7M1
41Wealthfront Advisers LLC$25.6M1
42Monaco Asset Management SAM$25.2M1
43New Harbor Financial Group, LLC$24.4M1
44AMG National Trust Bank$24.0M1
45MACKENZIE FINANCIAL CORP$24.0M1
46TD Waterhouse Canada Inc.$23.9M1
47Briaud Financial Planning Inc$22.4M1
48Mariner, LLC$22.1M1
49Baird Financial Group, Inc.$21.7M1
50Cadence Wealth Management LLC$21.3M1
51CITIGROUP INC$20.1M1
52Pinnacle Financial Partners, Inc.$20.1M1
53MILLENNIUM MANAGEMENT LLC$19.9M1
54INDEPENDENT FINANCIAL GROUP, LLC$19.3M1
55RIA Advisory Group LLC$18.9M1
56TSP Capital Management Group, LLC$18.1M1
57Vivaldi Capital Management LP$17.4M1
58Creative Planning$17.2M1
59Cerity Partners LLC$16.9M1
60OPPENHEIMER & CO INC$16.8M1
61Equitable Holdings, Inc.$16.7M1
62Belvedere Trading LLC$16.4M1
63BW Gestao de Investimentos Ltda.$16.4M1
64Steward Partners Investment Advisory, LLC$16.3M1
65MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$16.0M1
66Focus Partners Wealth$15.7M1
67GLOBALT Investments LLC / GA$15.7M1
68CALIBER WEALTH MANAGEMENT, LLC / KS$15.4M1
69Beacon Pointe Advisors, LLC$15.0M1
70FIFTH THIRD BANCORP$14.7M1
71Ariadne Wealth Management, LP$14.7M1
72Forest Hill Capital, LLC$14.4M1
73EVOKE WEALTH, LLC$13.7M1
74Gemsstock Ltd.$13.6M1
75RED CEDAR INVESTMENT MANAGEMENT, LLC$13.5M1
76Harvest Investment Services, LLC$13.4M1
77Brookstone Capital Management$13.1M1
78Wealthcare Advisory Partners LLC$13.1M1
79Beacon Harbor Wealth Advisors, Inc.$12.8M1
80Cresset Asset Management, LLC$12.6M1
81LMR Partners LLP$12.2M1
82Cypress Capital Group$11.5M1
83Corecam Pte. Ltd.$11.5M1
84Arnhold LLC$11.2M1
85Sigma Planning Corp$11.0M1
86Jain Global LLC$10.6M1
87Sowell Financial Services LLC$10.1M1
88Proficio Capital Partners LLC$10.0M1
89J.W. COLE ADVISORS, INC.$10.0M1
90Keel Point, LLC$9.9M1
91D.A. DAVIDSON & CO.$9.8M1
92WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.7M1
93McAlvany Wealth Management LLC$9.6M1
94Corient Private Wealth LLC$9.4M1
95Twelve Points Wealth Management LLC$9.4M1
96Oxbow Advisors, LLC$9.3M1
97Faithward Advisors, LLC$9.2M1
98NATIONAL BANK OF CANADA /FI/$9.1M1
99&PARTNERS$9.0M1
100CWM, LLC$9.0M1
101Chicago Wealth Management, Inc.$9.0M1
102STEPHENS INC /AR/$8.9M1
103Grand Central Investment Group$8.5M1
104Sugar Maple Asset Management, LLC$8.3M1
105LEAVELL INVESTMENT MANAGEMENT, INC.$8.3M1
106Seven Post Investment Office LP$8.1M1
107GFS Advisors, LLC$8.0M1
108Granite Bay Wealth Management, LLC$7.9M1
109Encompass More Asset Management$7.8M1
110MGO ONE SEVEN LLC$7.8M1
111Point72 Asset Management, L.P.$7.7M1
112DRW Securities, LLC$7.7M1
113ELEVATION POINT WEALTH PARTNERS, LLC$7.7M1
114CIBC WORLD MARKET INC.$7.6M1
115Walleye Trading LLC$7.6M1
116Carrera Capital Advisors$7.6M1
117Stratos Wealth Partners, LTD.$7.5M1
118RENAISSANCE TECHNOLOGIES LLC$7.4M1
119Kovack Advisors, Inc.$7.4M1
120MERCER GLOBAL ADVISORS INC /ADV$7.4M1
121SCOTIA CAPITAL INC.$7.4M1
122NTV ASSET MANAGEMENT LLC$7.3M1
123Caption Management, LLC$7.3M1
124Kiker Wealth Management, LLC$7.3M1
125Independent Wealth Network Inc.$7.2M1
126US BANCORP \DE\$7.2M1
127Ameritas Advisory Services, LLC$7.1M1
128Bravias Capital Group, LLC$7.1M1
129Corecam AG$7.0M1
130Pettinga Financial Advisors LLC$7.0M1
131Prospera Financial Services Inc$7.0M1
132Tidal Investments LLC$7.0M1
133Independent Advisor Alliance$6.9M1
134EP Wealth Advisors, LLC$6.7M1
135AXXCESS WEALTH MANAGEMENT, LLC$6.7M1
136Empirical Asset Management, LLC$6.7M1
137Allworth Financial LP$6.7M1
138Sovran Advisors, LLC$6.7M1
139Private Harbour Investment Management & Counsel, LLC$6.6M1
140JAMISON PRIVATE WEALTH MANAGEMENT, INC.$6.5M1
141AGP FRANKLIN, LLC$6.5M1
142Kingsview Wealth Management, LLC$6.4M1
143Mirae Asset Global Investments Co., Ltd.$6.4M1
144RM Financial Services, LLC$6.4M1
145Mutual Advisors, LLC$6.3M1
146IHT Wealth Management, LLC$6.2M1
147Evanson Asset Management, LLC$6.2M1
148JAMES INVESTMENT RESEARCH, INC.$6.1M1
149Cornerstone Wealth Management, LLC$6.1M1
150NWAM LLC$6.1M1
151BFSG, LLC$6.1M1
152ARS Wealth Advisors Group, LLC$6.1M1
153Snowden Capital Advisors LLC$6.0M1
154Southeast Asset Advisors, LLC$6.0M1
155RoundAngle Advisors LLC$5.9M1
156CHELSEA COUNSEL CO$5.7M1
157Fortis Group Advisors, LLC$5.7M1
158DAVENPORT & Co LLC$5.7M1
159COMMERCE BANK$5.6M1
160AE Wealth Management LLC$5.6M1
161CREDIT AGRICOLE S A$5.6M1
162CI INVESTMENTS INC.$5.5M1
163Vontobel Holding Ltd.$5.5M1
164HUB Investment Partners, LLC$5.5M1
165MONEY CONCEPTS CAPITAL CORP$5.4M1
166KESTRA PRIVATE WEALTH SERVICES, LLC$5.4M1
167Maytree Asset Management Ltd$5.4M1
168Cavalier Investments, LLC$5.3M1
169MAI Capital Management$5.3M1
170Apollon Wealth Management, LLC$5.3M1
171Concurrent Investment Advisors, LLC$5.3M1
172ROI Financial Advisors, LLC$5.2M1
173AlTi Global, Inc.$5.2M1
174CENTRAL TRUST Co$5.2M1
175Summit Financial, LLC$5.1M1
176HB Wealth Management, LLC$5.1M1
177Eagle Strategies LLC$5.1M1
178IronBridge Private Wealth, LLC$4.9M1
179Sicart Associates LLC$4.9M1
180Benin Management CORP$4.8M1
181BALYASNY ASSET MANAGEMENT L.P.$4.8M1
182Dynamic Advisor Solutions LLC$4.8M1
183LEVEL FOUR ADVISORY SERVICES, LLC$4.8M1
184MONECO ADVISORS, LLC$4.8M1
185Orion Porfolio Solutions, LLC$4.7M1
186PGIM Custom Harvest LLC$4.7M1
187ASSETMARK, INC$4.7M1
188World Investment Advisors$4.6M1
189Plan Group Financial, LLC$4.5M1
190Pallas Capital Advisors LLC$4.4M1
191Atria Investments, Inc$4.4M1
192Robertson Stephens Wealth Management, LLC$4.4M1
193Horizon Wealth Management, LLC$4.3M1
194Pine Valley Investments Ltd Liability Co$4.3M1
195Federation des caisses Desjardins du Quebec$4.3M1
196ASSOCIATED BANC-CORP$4.3M1
197Integrated Advisors Network LLC$4.2M1
198MY Wealth Management Inc.$4.2M1
199U.S. Capital Wealth Advisors, LLC$4.2M1
200UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4.2M1
201Perigon Wealth Management, LLC$4.2M1
202Barnes Dennig Private Wealth Management LLC$4.2M1
203Pathstone Holdings, LLC$4.2M1
204AQR CAPITAL MANAGEMENT LLC$4.1M1
205PCG Wealth Advisors, LLC$4.1M1
206Lido Advisors, LLC$4.1M1
207CAPSTONE INVESTMENT ADVISORS, LLC$4.1M1
208Western Wealth Management, LLC$4.1M1
209Capstone Wealth Management Group LLC$4.0M1
210Perennial Investment Advisors, LLC$4.0M1
211AlphaStar Capital Management, LLC$3.9M1
212Jackson Hole Capital Partners, LLC$3.8M1
213MUSTICO FINANCIAL GROUP, INC.$3.8M1
214BASSO CAPITAL MANAGEMENT, L.P.$3.8M1
215Blue Trust, Inc.$3.7M1
216VestGen Advisors, LLC$3.7M1
217SAPIENT CAPITAL LLC$3.6M1
218Merit Financial Group, LLC$3.6M1
219Waverly Advisors, LLC$3.6M1
220Sequoia Financial Advisors, LLC$3.5M1
221Biltmore Family Office, LLC$3.5M1
222SageGuard Financial Group, LLC$3.5M1
223Wealth Watch Advisors, INC$3.5M1
224BlackRock, Inc.$3.5M1
225Broussard Financial Group LLC$3.5M1
226AVALON CAPITAL MANAGEMENT$3.5M1
227GUGGENHEIM CAPITAL LLC$3.5M1
228PFG Investments, LLC$3.5M1
229SILVER OAK SECURITIES, INCORPORATED$3.4M1
230Savvy Advisors, Inc.$3.4M1
231Kamunting Street Capital Management, L.P.$3.4M1
232Sound View Wealth Advisors Group, LLC$3.4M1
233Exit Wealth Advisors, LLC.$3.4M1
234National Wealth Management Group, LLC$3.3M1
235B. Riley Wealth Advisors, Inc.$3.3M1
236RIK SAYLOR FINANCIAL, INC.$3.3M1
237HSBC HOLDINGS PLC$3.3M1
238Well Done, LLC$3.2M1
239CIBC Bancorp USA Inc.$3.2M1
240Spire Wealth Management$3.2M1
241HOEY INVESTMENTS, INC$3.1M1
242Caitlin John, LLC$3.1M1
243Gemmer Asset Management LLC$3.1M1
244OneDigital Investment Advisors LLC$3.1M1
245BENJAMIN EDWARDS INC$3.1M1
246Centennial Wealth Advisory LLC$3.1M1
247WealthCare Investment Partners, LLC$3.0M1
248Lake Hills Wealth Management, LLC$3.0M1
249TCM Advisors, LLC$3.0M1
250PRINCIPAL SECURITIES, INC.$3.0M1
251INVESTMENT PARTNERS, LTD.$3.0M1
252Cadent Capital Advisors, LLC$3.0M1
253OpenArc Corporate Advisory, LLC$3.0M1
254One Charles Private Wealth Services, LLC$3.0M1
255Independent Wealth Advisors LLC$2.9M1
256Moors & Cabot, Inc.$2.9M1
257Geneos Wealth Management Inc.$2.9M1
258RFG Advisory, LLC$2.9M1
259IEQ CAPITAL, LLC$2.9M1
260SPROTT INC.$2.8M1
261REGIONS FINANCIAL CORP$2.8M1
262Farmers & Merchants Trust Co of Long Beach$2.8M1
263Mezzasalma Advisors, LLC$2.7M1
264Robinson Value Management, Ltd.$2.7M1
265Fielder Capital Group LLC$2.7M1
266Financial Plan, Inc.$2.7M1
267DCF Advisers, LLC$2.7M1
268FLAGSHIP HARBOR ADVISORS, LLC$2.7M1
269Rakuten Securities, Inc.$2.7M1
270MCCARTER PRIVATE WEALTH SERVICES LLC$2.7M1
271Williams & Novak Wealth Management, LLC$2.7M1
272Coastal Bridge Advisors, LLC$2.6M1
273M&T BANK CORP$2.6M1
274WEALTHSPAN PARTNERS, LLC$2.6M1
275BANK OF NOVA SCOTIA$2.6M1
276CHOREO, LLC$2.6M1
277Acorn Wealth Advisors, LLC$2.6M1
278CAPITAL ADVISORS INC/OK$2.6M1
279Avior Wealth Management, LLC$2.5M1
280Ausdal Financial Partners, Inc.$2.5M1
281Revisor Wealth Management LLC$2.5M1
282Clare Market Investments LLC$2.5M1
283Symphony Financial, Ltd. Co.$2.5M1
284Patten Group, Inc.$2.5M1
285Clear Creek Financial Management, LLC$2.4M1
286Shay Capital LLC$2.4M1
287Discipline Wealth Solutions, LLC$2.4M1
288Eaton Financial Holdings Company, LLC$2.4M1
289Focus Financial Network, Inc.$2.3M1
290WNY Asset Management, LLC$2.3M1
291FLORIDA FINANCIAL ADVISORS, LLC$2.3M1
292Pekin Hardy Strauss, Inc.$2.3M1
293Alamea Verwaltungs GmbH$2.3M1
294Wealth Quarterback LLC$2.3M1
295Tudor Financial Inc.$2.3M1
296FIRST FOUNDATION ADVISORS$2.3M1
297Alphadyne Asset Management LP$2.2M1
298Stokes Family Office, LLC$2.2M1
299Cushing Capital Partners, LLC$2.2M1
300SilverOak Wealth Management LLC$2.2M1
301Linden Thomas Advisory Services, LLC$2.2M1
302BROWN ADVISORY INC$2.2M1
303Royal Fund Management, LLC$2.2M1
304Columbus Macro, LLC$2.2M1
305JOHNSON INVESTMENT COUNSEL INC$2.2M1
306KEYBANK NATIONAL ASSOCIATION/OH$2.1M1
307NORTHERN TRUST CORP$2.1M1
308PRINCIPAL FINANCIAL GROUP INC$2.1M1
309Quantinno Capital Management LP$2.1M1
310SIMON QUICK ADVISORS, LLC$2.1M1
311Wealthspire Retirement, LLC$2.1M1
312Professional Financial Advisors, LLC$2.1M1
313Brevan Howard Capital Management LP$2.0M1
314PARSONS CAPITAL MANAGEMENT INC/RI$2.0M1
315HORIZON KINETICS ASSET MANAGEMENT LLC$2.0M1
316DIVERSIFY WEALTH MANAGEMENT, LLC$2.0M1
317Point Nemo Capital, LLC$2.0M1
318Mizuho Markets Cayman LP$2.0M1
319ABBINGTON INVESTMENT GROUP$2.0M1
320E&G Advisors, LLC$2.0M1
321Essex Financial Services, Inc.$2.0M1
322Ameliora Wealth Management Ltd.$2.0M1
323Zhang Financial LLC$1.9M1
324Koshinski Asset Management, Inc.$1.9M1
325Stenham Asset Management Ltd$1.9M1
326Brookwood Investment Group LLC$1.9M1
327Cypress Wealth Services, LLC$1.9M1
328WESCAP Management Group, Inc.$1.8M1
329Regal Investment Advisors LLC$1.8M1
330Empowered Funds, LLC$1.8M1
331N.E.W. Advisory Services LLC$1.8M1
332PFG Advisors$1.8M1
333NICOLET BANKSHARES INC$1.8M1
334Texas Yale Capital Corp.$1.8M1
335Vestmark Advisory Solutions, Inc.$1.8M1
336Rooted Wealth Advisors, Inc.$1.8M1
337Hibernia Wealth Partners, LLC$1.8M1
338Quadrature Capital Ltd$1.8M1
339Ashton Thomas Private Wealth, LLC$1.8M1
340Van Hulzen Asset Management, LLC$1.8M1
341SIGNATUREFD, LLC$1.8M1
342NWF Advisory Services Inc.$1.8M1
343Bayshore Capital Advisors, LLC$1.8M1
344Focus Partners Advisor Solutions, LLC$1.7M1
345Wealthspire Advisors, LLC$1.7M1
346Stablepoint Partners, LLC$1.7M1
347Fifth Third Wealth Advisors LLC$1.7M1
348EVERMAY WEALTH MANAGEMENT LLC$1.7M1
349GLENMEDE TRUST CO NA$1.7M1
350OneAscent Financial Services LLC$1.7M1
351Kera Capital Partners, Inc.$1.7M1
352Rehmann Capital Advisory Group$1.7M1
353Fox Hill Wealth Management$1.7M1
354CATHY PARETO & ASSOCIATES, INC$1.6M1
355FMR LLC$1.6M1
356TopTier Wealth Management, LLC$1.6M1
357Callan Family Office, LLC$1.6M1
358Vanguard Capital Wealth Advisors$1.6M1
359Dakota Wealth Management$1.6M1
360Global View Capital Management LLC$1.6M1
361CSS LLC/IL$1.6M1
362LifeWealth Investments, LLC$1.6M1
363Larson Financial Group LLC$1.6M1
364London & Capital Asset Management Ltd$1.6M1
365Herold Advisors, Inc.$1.6M1
366MOULTON WEALTH MANAGEMENT, INC$1.6M1
367Founders Financial Alliance, LLC$1.6M1
368UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.6M1
369Broyhill Asset Management, LLC$1.6M1
370Terra Nova Asset Management LLC$1.6M1
371Capital Investment Advisors, LLC$1.6M1
372Signal Advisors Wealth, LLC$1.5M1
373Quadcap Wealth Management, LLC$1.5M1
374Pinnacle Family Advisors, LLC$1.5M1
375Retirement Planning Group, LLC$1.5M1
376RETIREMENT CAPITAL STRATEGIES$1.5M1
377BOS Asset Management, LLC$1.5M1
378WJ Financial Advisors LLC$1.5M1
379Bison Wealth, LLC$1.5M1
380Hyposwiss Advisors SA$1.5M1
381BALDWIN WEALTH PARTNERS LLC/MA$1.5M1
382BTC Capital Management, Inc.$1.5M1
383Kercheville Advisors, LLC$1.5M1
384LexAurum Advisors, LLC$1.5M1
385CPR Investments Inc.$1.5M1
386IMG Wealth Management, Inc.$1.5M1
387Conservest Capital Advisors, Inc.$1.4M1
388Elevation Wealth Management LLC$1.4M1
389Soltis Investment Advisors LLC$1.4M1
390Impact Partnership Wealth, LLC$1.4M1
391FIDUCIARY TRUST CO$1.4M1
392Gladstone Institutional Advisory LLC$1.4M1
393Bridgewealth Advisory Group, LLC$1.4M1
394NewEdge Wealth, LLC$1.4M1
395TITLEIST ASSET MANAGEMENT, LLC$1.4M1
396Procyon Advisors, LLC$1.4M1
397Daiwa Securities Group Inc.$1.4M1
398Ellis Investment Partners, LLC$1.4M1
399FOUNDERS FINANCIAL SECURITIES LLC$1.4M1
400ION Fund Management Ltd$1.4M1
401Csenge Advisory Group$1.4M1
402ALTFEST L J & CO INC$1.4M1
403Foguth Wealth Management, LLC.$1.4M1
404PINNACLE ASSOCIATES LTD$1.3M1
405Forvis Mazars Wealth Advisors, LLC$1.3M1
406Financial Sense Advisors, Inc.$1.3M1
407EVERGREEN CAPITAL MANAGEMENT LLC$1.3M1
408Simplicity Wealth,LLC$1.3M1
409Wealth Management Associates, Inc.$1.3M1
410Evercore Wealth Management, LLC$1.3M1
411FIDUCIARY FINANCIAL GROUP, LLC$1.3M1
412L. Roy Papp & Associates, LLP$1.3M1
413ADAMSBROWN WEALTH CONSULTANTS LLC$1.3M1
414PKS Advisory Services, LLC$1.3M1
415Realta Investment Advisors$1.3M1
416Hudock, Inc.$1.3M1
417CALTON & ASSOCIATES, INC.$1.3M1
418Advisory Alpha, LLC$1.3M1
419FIRST NATIONAL TRUST CO$1.3M1
420Bienville Capital Management, LLC$1.3M1
421SeaCrest Wealth Management, LLC$1.2M1
422VERUS CAPITAL PARTNERS, LLC$1.2M1
423Stratos Wealth Advisors, LLC$1.2M1
424CLIFFORD SWAN INVESTMENT COUNSEL LLC$1.2M1
425New England Professional Planning Group Inc.$1.2M1
426Tepp RIA, LLC$1.2M1
427Aprio Wealth Management, LLC$1.2M1
428Swisher Financial Concepts, Inc.$1.2M1
429Human Investing LLC$1.2M1
430INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.2M1
431NATIXIS$1.2M1
432Kurv Investment Management LLC$1.2M1
433FLC Capital Advisors$1.2M1
434KILEY JUERGENS WEALTH MANAGEMENT, LLC$1.2M1
435Prosperity Consulting Group, LLC$1.2M1
436FIDELIS CAPITAL PARTNERS, LLC$1.1M1
437Clarus Group, Inc.$1.1M1
438DDFG, Inc$1.1M1
439Beacon Capital Management, LLC$1.1M1
440Praxis Capital Management LLC$1.1M1
441Artesa Financial Group, LLC$1.1M1
442Sharkey, Howes & Javer$1.1M1
443RAHLFS CAPITAL, LLC$1.1M1
444Curran Financial Partners, LLC$1.1M1
445CORDA Investment Management, LLC.$1.1M1
446PW Nova Financial Services LLC$1.1M1
447Portfolio Strategies, Inc.$1.1M1
448MISSION WEALTH MANAGEMENT, LP$1.1M1
449Miller Financial Services LLC$1.1M1
450Sovereign Financial Group, Inc.$1.1M1
451SFG Wealth Management, LLC.$1.1M1
452SCS Capital Management LLC$1.1M1
453MCF Advisors LLC$1.1M1
454AGH Wealth Advisors, LLC$1.1M1
455Savant Capital, LLC$1.1M1
456STEPHEN J. GARRY & ASSOCIATES, LLC$1.1M1
457Wealthstar Advisors, LLC$1.1M1
458Laird Norton Wetherby Trust Company, LLC$1.0M1
459DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$1.0M1
460Bluesphere Advisors LLC$1.0M1
461WINMILL & CO. INC$1.0M1
462SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$1.0M1
463Cinctive Capital Management LP$1.0M1
464Murchinson Ltd.$1.0M1
465Wilmar Advisors LLC$1.0M1
466C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.0M1
467Advyzon Investment Management, LLC$1.0M1
468WCG Wealth Advisors LLC$1.0M1
469Pathfinder Wealth Consulting, Inc.$1.0M1
470Wealth Enhancement Trust Services, Inc.$1.0M1
471TWO SIGMA SECURITIES, LLC$1.0M1
472Hilltop Holdings Inc.$1.0M1
473INTEGRITY ALLIANCE, LLC.$1.0M1
474Taylor & Morgan Wealth Management, LLC$1.0M1
475MUIRFIELD WEALTH ADVISORS LLC$1.0M1
476Clear Street Group Inc.$1.0M1
477SteelPeak Wealth, LLC$999K1
478Grandview Asset Management LLC$998K1
479CARDIFF PARK ADVISORS, LLC$986K1
480URS Advisory LLC$984K1
481ISTHMUS PARTNERS, LLC$982K1
482Avantax Planning Partners, Inc.$981K1
483MONETA GROUP INVESTMENT ADVISORS LLC$971K1
484Abacus Planning Group, Inc.$964K1
485ZACKS INVESTMENT MANAGEMENT$963K1
486FOCUSED ALPHA, LLC$959K1
487Everest Financial Group LLC$951K1
488Aviance Capital Partners, LLC$946K1
489HUNTINGTON NATIONAL BANK$945K1
490Activest Wealth Management$938K1
491Insight Advisors, LLC/ PA$935K1
492Delta Investment Management, LLC$930K1
493Apeiron RIA LLC$928K1
494StoneX Group Inc.$927K1
495FIRST TRUST ADVISORS LP$926K1
496Paller Financial Services Inc$920K1
497CITIZENS FINANCIAL GROUP INC/RI$918K1
498O'SHAUGHNESSY ASSET MANAGEMENT, LLC$915K1
499Union Bancaire Privee, UBP SA$899K1
500CIBC Asset Management Inc$898K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 3 sell
Congress net ($ bound)−$45.0K to −$3.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SLV

RETAINED WINDOW · ACTIVE HITS

Zero hits on SLV in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SLV · financials and macro

Financials — as filed PLANNED

SLV's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SLV on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing