Who Owns UBS AG (SLVO)? -- Institutional Holders (2026-06-30)
33 institutions reported holding $7.4M of UBS AG (SLVO) in SEC 13F filings for 2026-06-30. Largest institutional holders: OSAIC HOLDINGS, INC. ($975,738), EASTERN BANK ($949,371), Split Rock Private Trading & Wealth Management, LLC ($795,930), Belpointe Asset Management LLC ($713,167), JANE STREET GROUP, LLC ($589,990). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | OSAIC HOLDINGS, INC. | $975,738 | 14,995 | Added |
| 2 | EASTERN BANK | $949,371 | 14,590 | Added |
| 3 | Split Rock Private Trading & Wealth Management, LLC | $795,930 | 12,232 | Added |
| 4 | Belpointe Asset Management LLC | $713,167 | 10,960 | Trimmed |
| 5 | JANE STREET GROUP, LLC | $589,990 | 9,067 | Trimmed |
| 6 | Private Advisor Group, LLC | $450,286 | 6,920 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $445,404 | 6,845 | Added |
| 8 | LPL Financial LLC | $417,749 | 6,420 | Added |
| 9 | Mission Financial Group, LLC | $366,033 | 5,625 | Added |
| 10 | Kestra Advisory Services, LLC | $353,172 | 5,428 | Added |
| 11 | DOVER ADVISORS, LLC | $310,496 | 3,109 | Added |
| 12 | Brookwood Investment Group LLC | $282,209 | 4,337 | New |
| 13 | Cetera Investment Advisers | $243,083 | 3,736 | Added |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $224,036 | 3,443 | New |
| 15 | UBS Group AG | $210,306 | 3,232 | Added |
| 16 | CoreCap Advisors, LLC | $34,682 | 533 | Trimmed |
| 17 | SWAN Capital LLC | $10,476 | 161 | Added |
| 18 | City State Bank | $7,808 | 120 | Hold |
| 19 | Integrated Wealth Concepts LLC | $6,052 | 93 | New |
| 20 | FMR LLC | $5,921 | 91 | New |
| 21 | HARBOUR INVESTMENTS, INC. | $3,904 | 60 | Hold |
| 22 | IFS Advisors, LLC | $1,952 | 30 | Hold |
| 23 | MORGAN STANLEY | $1,627 | 25 | Hold |
| 24 | Grove Bank & Trust | $1,627 | 25 | New |
| 25 | SIGNATUREFD, LLC | $1,301 | 20 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30