HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SLV Share Count | ||||
| American National Bank | 200 | 5,300 | +5,100 | +2550.00% |
| Vanguard Capital Wealth Advisors | 11,200 | 84,250 | +73,050 | +652.23% |
| Eudaimonia Partners LLC | 9,829 | 46,194 | +36,365 | +369.98% |
| U S Global Investors Inc. | 1,700 | 5,900 | +4,200 | +247.06% |
| CX Institutional | 8,648 | 25,437 | +16,789 | +194.14% |
| PFG Investments LLC | 11,352 | 32,637 | +21,285 | +187.50% |
| Aviance Capital Partners LLC | 10,688 | 29,188 | +18,500 | +173.09% |
| Venturi Wealth Management LLC | 5,092 | 9,981 | +4,889 | +96.01% |
| Professional Financial Advisors LLC | 23,485 | 46,034 | +22,549 | +96.01% |
| Banque Cantonale Vaudoise | 9,054 | 14,897 | +5,843 | +64.54% |
| WESPAC Advisors LLC | 10,702 | 14,669 | +3,967 | +37.07% |
| Bank of New York Mellon Corp | 391,331 | 506,743 | +115,412 | +29.49% |
| Coastal Investment Advisors Inc. | 29,556 | 37,206 | +7,650 | +25.88% |
| Wealthcare Advisory Partners LLC | 28,201 | 34,933 | +6,732 | +23.87% |
| MCF Advisors LLC | 392 | 465 | +73 | +18.62% |
| GFS Advisors LLC | 47,747 | 55,802 | +8,055 | +16.87% |
| Horizon Bancorp Inc. IN | 6,748 | 7,556 | +808 | +11.97% |
| Eagle Strategies LLC | 150,983 | 168,934 | +17,951 | +11.89% |
| Cambridge Investment Research Advisors Inc. | 643,233 | 712,079 | +68,846 | +10.70% |
| Park Avenue Securities LLC | 31,609 | 34,650 | +3,041 | +9.62% |
| Advance Capital Management Inc. | 10,273 | 11,118 | +845 | +8.23% |
| Capital Investment Advisors LLC | 14,072 | 15,222 | +1,150 | +8.17% |
| Private Trust Co. NA | 3,893 | 4,210 | +317 | +8.14% |
| PSI Advisors LLC | 47,710 | 51,335 | +3,625 | +7.60% |
| Valeo Financial Advisors LLC | 22,363 | 23,777 | +1,414 | +6.32% |
| International Assets Investment Management LLC | 10,869 | 11,528 | +659 | +6.06% |
| Cornerstone Wealth Management LLC | 37,024 | 39,203 | +2,179 | +5.89% |
| Kiley Juergens Wealth Management LLC | 17,718 | 18,688 | +970 | +5.47% |
| Dynamic Advisor Solutions LLC | 146,125 | 153,534 | +7,409 | +5.07% |
| Allworth Financial LP | 36,952 | 38,561 | +1,609 | +4.35% |
| Rooted Wealth Advisors Inc. | 32,967 | 34,264 | +1,297 | +3.93% |
| NBC Securities Inc. | 6,478 | 6,704 | +226 | +3.49% |
| Ausdal Financial Partners Inc. | 20,993 | 21,651 | +658 | +3.13% |
| Altfest L J & Co. Inc. | 113,767 | 116,105 | +2,338 | +2.06% |
| Raymond James & Associates | 1,101,372 | 1,108,451 | +7,079 | +0.64% |
| Grant GrossMendelsohn LLC | 12,100 | 12,170 | +70 | +0.58% |
| Blue Bell Private Wealth Management LLC | 9,844 | 9,889 | +45 | +0.46% |
| Fox Hill Wealth Management | 50,362 | 50,574 | +212 | +0.42% |
| Total Investment Management Inc. | 1,039,110 | 1,042,018 | +2,908 | +0.28% |
| Nicholas Hoffman & Company LLC. | 18,819 | 18,859 | +40 | +0.21% |
| Capital Asset Advisory Services LLC | 65,013 | 65,070 | +57 | +0.09% |
| 13F Filers Reporting New Positions In SLV | ||||
| Clifford Swan Investment Counsel LLC | 0 | 9,126 | +9,126 | +100% |
| Indiana Trust & Investment Management CO | 0 | 670 | +670 | +100% |
| Simplex Trading LLC | 0 | 1,469,127 | +1,469,127 | +100% |
| Cutler Group LP | 0 | 1,554 | +1,554 | +100% |
| Financial Designs Corp | 0 | 11,265 | +11,265 | +100% |
| BTC Capital Management Inc. | 0 | 22,000 | +22,000 | +100% |
| Dakota Wealth Management | 0 | 20,967 | +20,967 | +100% |
| RFG Advisory LLC | 0 | 59,889 | +59,889 | +100% |
| Gainplan LLC | 0 | 9,146 | +9,146 | +100% |
| 180 Wealth Advisors LLC | 0 | 9,597 | +9,597 | +100% |
| All Season Financial Advisors Inc. | 0 | 51,035 | +51,035 | +100% |
| N.E.W. Advisory Services LLC | 0 | 10,639 | +10,639 | +100% |
| Aprio Wealth Management LLC | 0 | 14,947 | +14,947 | +100% |
| Total Clarity Wealth Management Inc. | 0 | 10,645 | +10,645 | +100% |
| BNC Wealth Management LLC | 0 | 9,000 | +9,000 | +100% |
| Sovereign Financial Group Inc. | 0 | 14,292 | +14,292 | +100% |
| JTC Employer Solutions Trusteee Ltd | 0 | 3,260 | +3,260 | +100% |
| Newbridge Financial Services Group Inc. | 0 | 5,016 | +5,016 | +100% |
| Activest Wealth Management | 0 | 9,937 | +9,937 | +100% |
| Denver Wealth Management Inc. | 0 | 11,558 | +11,558 | +100% |
| Simplicity Wealth LLC | 0 | 1,634,422 | +1,634,422 | +100% |
| Mason & Associates Inc | 0 | 11,221 | +11,221 | +100% |
| Catalyst Financial Partners LLC | 0 | 10,000 | +10,000 | +100% |
| Global Assets Advisory LLC | 0 | 201,877 | +201,877 | +100% |
| Register Financial Advisors LLC | 0 | 500 | +500 | +100% |
| Milestone Asset Management LLC | 0 | 53,099 | +53,099 | +100% |
| Christopher J. Hasenberg Inc | 0 | 110 | +110 | +100% |
| Norden Group LLC | 0 | 9,394 | +9,394 | +100% |
| Focus Financial Network Inc. | 0 | 20,626 | +20,626 | +100% |
| Stablepoint Partners LLC | 0 | 31,084 | +31,084 | +100% |
| Foguth Wealth Management LLC. | 0 | 14,006 | +14,006 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Equitable Trust Co. | 19,752 | 19,752 | UNCH | 0.00% |
| Caldwell Sutter Capital Inc. | 160 | 160 | UNCH | 0.00% |
| City Holding Co. | 5,985 | 5,985 | UNCH | 0.00% |
| Valley National Advisers Inc. | 140 | 140 | UNCH | 0.00% |
| Papp L Roy & Associates | 19,000 | 19,000 | UNCH | 0.00% |
| Toth Financial Advisory Corp | 1,295 | 1,295 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 420 | 420 | UNCH | 0.00% |
| Godsey & Gibb Associates | 875 | 875 | UNCH | 0.00% |
| Barrett & Company Inc. | 200 | 200 | UNCH | 0.00% |
| NBT Bank N A NY | 155 | 155 | UNCH | 0.00% |
| Duncker Streett & Co. Inc. | 800 | 800 | UNCH | 0.00% |
| Investment Partners LTD. | 42,900 | 42,900 | UNCH | 0.00% |
| Adirondack Trust Co. | 3,810 | 3,810 | UNCH | 0.00% |
| Albion Financial Group UT | 3,000 | 3,000 | UNCH | 0.00% |
| Proffitt & Goodson Inc. | 1,550 | 1,550 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 20 | 20 | UNCH | 0.00% |
| Acropolis Investment Management LLC | 5,410 | 5,410 | UNCH | 0.00% |
| Founders Financial Securities LLC | 9,196 | 9,196 | UNCH | 0.00% |
| Phillips Financial Management LLC | 16,841 | 16,841 | UNCH | 0.00% |
| Horrell Capital Management Inc. | 1,680 | 1,680 | UNCH | 0.00% |
| West Oak Capital LLC | 640 | 640 | UNCH | 0.00% |
| Welch Group LLC | 17,803 | 17,803 | UNCH | 0.00% |
| Cacti Asset Management LLC | 88,600 | 88,600 | UNCH | 0.00% |
| Asset Dedication LLC | 1,442 | 1,442 | UNCH | 0.00% |
| Kessler Investment Group LLC | 1,582 | 1,582 | UNCH | 0.00% |
| Mather Group LLC. | 36,057 | 36,057 | UNCH | 0.00% |
| Westside Investment Management Inc. | 400 | 400 | UNCH | 0.00% |
| New England Professional Planning Group Inc. | 10,004 | 10,004 | UNCH | 0.00% |
| Seven Post Investment Office LP | 239,000 | 239,000 | UNCH | 0.00% |
| Lowe Wealth Advisors LLC | 2,116 | 2,116 | UNCH | 0.00% |
| Segment Wealth Management LLC | 10,600 | 10,600 | UNCH | 0.00% |
| E&G Advisors LP | 21,370 | 21,370 | UNCH | 0.00% |
| Cranbrook Wealth Management LLC | 463 | 463 | UNCH | 0.00% |
| Richardson Capital Management LLC | 1,035 | 1,035 | UNCH | 0.00% |
| Sugarloaf Wealth Management LLC | 2,500 | 2,500 | UNCH | 0.00% |
| Bristlecone Advisors LLC | 16,407 | 16,407 | UNCH | 0.00% |
| Pinnacle Bank | 12,185 | 12,185 | UNCH | 0.00% |
| Founders Capital Management | 120 | 120 | UNCH | 0.00% |
| Bogart Wealth LLC | 10,663 | 10,663 | UNCH | 0.00% |
| Security National Bank | 4,875 | 4,875 | UNCH | 0.00% |
| Ballew Advisors Inc | 25,000 | 25,000 | UNCH | 0.00% |
| Carmichael Hill & Associates Inc. | 8,119 | 8,119 | UNCH | 0.00% |
| Independence Bank of Kentucky | 2,300 | 2,300 | UNCH | 0.00% |
| Avondale Wealth Management | 2,628 | 2,628 | UNCH | 0.00% |
| Burkett Financial Services LLC | 833 | 833 | UNCH | 0.00% |
| Lindbrook Capital LLC | 4,290 | 4,290 | UNCH | 0.00% |
| Cedar Mountain Advisors LLC | 170 | 170 | UNCH | 0.00% |
| PFG Private Wealth Management LLC | 100 | 100 | UNCH | 0.00% |
| Atticus Wealth Management LLC | 436 | 436 | UNCH | 0.00% |
| General Partner Inc. | 750 | 750 | UNCH | 0.00% |
| Tsfg LLC | 1,495 | 1,495 | UNCH | 0.00% |
| Apeiron RIA LLC | 14,861 | 14,861 | UNCH | 0.00% |
| CVA Family Office LLC | 100 | 100 | UNCH | 0.00% |
| Hunter Perkins Capital Management LLC | 11,163 | 11,163 | UNCH | 0.00% |
| Royal Fund Management LLC | 10,696 | 10,696 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 20,619 | 20,619 | UNCH | 0.00% |
| IAG Wealth Partners LLC | 800 | 800 | UNCH | 0.00% |
| Rise Advisors LLC | 200 | 200 | UNCH | 0.00% |
| MTM Investment Management LLC | 10,250 | 10,250 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 500 | 500 | UNCH | 0.00% |
| GoalVest Advisory LLC | 4,412 | 4,412 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 7 | 7 | UNCH | 0.00% |
| Ironwood Wealth Management Inc. | 750 | 750 | UNCH | 0.00% |
| Kercheville Advisors LLC | 16,700 | 16,700 | UNCH | 0.00% |
| SJS Investment Consulting Inc. | 958 | 958 | UNCH | 0.00% |
| Hedges Asset Management LLC | 12,500 | 12,500 | UNCH | 0.00% |
| Ameliora Wealth Management Ltd. | 1,200 | 1,200 | UNCH | 0.00% |
| Byrne Asset Management LLC | 160 | 160 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 1,519 | 1,519 | UNCH | 0.00% |
| Horizons Wealth Management | 1,073 | 1,073 | UNCH | 0.00% |
| Stapp Wealth Management Pllc | 19,230 | 19,230 | UNCH | 0.00% |
| Compass Wealth Management LLC | 854 | 854 | UNCH | 0.00% |
| Whitaker Myers Wealth Managers LTD. | 10,772 | 10,772 | UNCH | 0.00% |
| Williams & Novak LLC | 83,569 | 83,569 | UNCH | 0.00% |
| Sapient Capital LLC | 63,285 | 63,285 | UNCH | 0.00% |
| Financial Perspectives Inc | 200 | 200 | UNCH | 0.00% |
| Everpar Advisors LLC | 9,200 | 9,200 | UNCH | 0.00% |
| Transcendent Capital Group LLC | 1,200 | 1,200 | UNCH | 0.00% |
| 13F Filers Decreasing SLV Share Count | ||||
| Wiley BROS. Aintree Capital LLC | 18,873 | 9,103 | -9,770 | -51.77% |
| Stratos Wealth Advisors LLC | 294,018 | 144,655 | -149,363 | -50.80% |
| Chesley Taft & Associates LLC | 55,915 | 31,100 | -24,815 | -44.38% |
| Peoples Bank KS | 656 | 435 | -221 | -33.69% |
| Fifth Third Bancorp | 114,798 | 80,987 | -33,811 | -29.45% |
| Sound Income Strategies LLC | 5,149 | 3,889 | -1,260 | -24.47% |
| Walkner Condon Financial Advisors LLC | 13,714 | 10,414 | -3,300 | -24.06% |
| IMC Chicago LLC | 302,004 | 230,391 | -71,613 | -23.71% |
| Financial Management Professionals Inc. | 875 | 700 | -175 | -20.00% |
| Signal Advisors Wealth LLC | 17,690 | 14,181 | -3,509 | -19.84% |
| Wealth Enhancement Advisory Services LLC | 80,653 | 64,701 | -15,952 | -19.78% |
| Brookstone Capital Management | 90,845 | 73,816 | -17,029 | -18.75% |
| Radnor Capital Management LLC | 11,500 | 9,500 | -2,000 | -17.39% |
| CGC Financial Services LLC | 3,382 | 2,800 | -582 | -17.21% |
| Kovack Advisors Inc. | 31,577 | 26,335 | -5,242 | -16.60% |
| Mid American Wealth Advisory Group Inc. | 16,324 | 13,831 | -2,493 | -15.27% |
| Gradient Investments LLC | 5,669 | 4,856 | -813 | -14.34% |
| AdvisorNet Financial Inc | 4,178 | 3,596 | -582 | -13.93% |
| Grandview Asset Management LLC | 11,412 | 9,869 | -1,543 | -13.52% |
| Flagship Harbor Advisors LLC | 27,212 | 23,700 | -3,512 | -12.91% |
| Anderson Fisher LLC | 10,760 | 9,372 | -1,388 | -12.90% |
| CWM LLC | 70,673 | 61,882 | -8,791 | -12.44% |
| Essex Financial Services Inc. | 48,176 | 42,325 | -5,851 | -12.15% |
| Stratos Wealth Partners LTD. | 183,483 | 161,506 | -21,977 | -11.98% |
| Raymond James Financial Services Advisors Inc. | 1,298,815 | 1,147,408 | -151,407 | -11.66% |
| Leavell Investment Management Inc. | 75,903 | 67,953 | -7,950 | -10.47% |
| Baldwin Brothers Inc. MA | 7,393 | 6,650 | -743 | -10.05% |
| Doliver Advisors LP | 29,819 | 26,983 | -2,836 | -9.51% |
| CENTRAL TRUST Co | 109,710 | 99,672 | -10,038 | -9.15% |
| Worth Asset Management LLC | 15,183 | 13,830 | -1,353 | -8.91% |
| Main Street Financial Solutions LLC | 66,321 | 60,821 | -5,500 | -8.29% |
| Wealthfront Advisers LLC | 118,525 | 109,058 | -9,467 | -7.99% |
| Wolff Wiese Magana LLC | 16,802 | 15,477 | -1,325 | -7.89% |
| Tompkins Financial Corp | 8,275 | 7,632 | -643 | -7.77% |
| AlphaMark Advisors LLC | 700 | 650 | -50 | -7.14% |
| SeaCrest Wealth Management LLC | 21,669 | 20,311 | -1,358 | -6.27% |
| Kingswood Wealth Advisors LLC | 34,235 | 32,305 | -1,930 | -5.64% |
| City State Bank | 5,680 | 5,366 | -314 | -5.53% |
| Montis Financial LLC | 19,409 | 18,409 | -1,000 | -5.15% |
| Stephens Consulting LLC | 3,444 | 3,269 | -175 | -5.08% |
| Pettinga Financial Advisors LLC | 132,620 | 126,043 | -6,577 | -4.96% |
| Spire Wealth Management | 17,161 | 16,336 | -825 | -4.81% |
| Evanson Asset Management LLC | 90,554 | 86,253 | -4,301 | -4.75% |
| Harbor Investment Advisory LLC | 28,849 | 27,700 | -1,149 | -3.98% |
| Bfsg LLC | 97,916 | 94,342 | -3,574 | -3.65% |
| Regions Financial Corp | 55,555 | 53,555 | -2,000 | -3.60% |
| Centennial Wealth Advisory LLC | 59,781 | 57,890 | -1,891 | -3.16% |
| LexAurum Advisors LLC | 17,000 | 16,510 | -490 | -2.88% |
| Patten Group Inc. | 18,262 | 17,762 | -500 | -2.74% |
| Financial Sense Advisors Inc. | 407,591 | 396,911 | -10,680 | -2.62% |
| Fielder Capital Group LLC | 98,951 | 96,877 | -2,074 | -2.10% |
| Sunbelt Securities Inc. | 15,195 | 14,895 | -300 | -1.97% |
| Summit Financial Group Inc. | 10,575 | 10,385 | -190 | -1.80% |
| Guidance Capital Inc. | 203,032 | 200,191 | -2,841 | -1.40% |
| Swisher Financial Concepts Inc. | 16,720 | 16,520 | -200 | -1.20% |
| Midwest Financial Group LLC | 54,620 | 53,990 | -630 | -1.15% |
| Nations Financial Group Inc. IA ADV | 156,553 | 154,824 | -1,729 | -1.10% |
| Fifth Third Securities Inc. | 284,224 | 281,261 | -2,963 | -1.04% |
| Financial Synergies Wealth Advisors Inc. | 977 | 967 | -10 | -1.02% |
| Pallas Capital Advisors LLC | 64,339 | 63,770 | -569 | -0.88% |
| Keel Point LLC | 92,563 | 91,788 | -775 | -0.84% |
| Global Retirement Partners LLC | 62,405 | 61,891 | -514 | -0.82% |
| Parsons Capital Management Inc. RI | 27,725 | 27,525 | -200 | -0.72% |
| Arvest Investments Inc. | 73,384 | 73,192 | -192 | -0.26% |
| S.A. Mason LLC | 12,481 | 12,451 | -30 | -0.24% |
| Wesbanco Bank Inc. | 11,425 | 11,404 | -21 | -0.18% |
| Confluence Wealth Services Inc. | 38,025 | 37,976 | -49 | -0.13% |
| Robinson Value Management Ltd. | 91,278 | 91,201 | -77 | -0.08% |
| 13F Filers Exiting SLV | ||||
| BKM Wealth Management LLC | 1,740 | 0 | -1,740 | -100.00% |
| AFG Fiduciary Services Limited Partnership | 89,853 | 0 | -89,853 | -100.00% |
| Independent Wealth Network Inc. | 83,867 | 0 | -83,867 | -100.00% |
| MBL Wealth LLC | 77,319 | 0 | -77,319 | -100.00% |
| Tennessee Valley Asset Management Partners | 1,567 | 0 | -1,567 | -100.00% |
| Advisor Resource Council | 16,768 | 0 | -16,768 | -100.00% |
| Game Plan Financial Advisors LLC | 50 | 0 | -50 | -100.00% |
| Bridgewealth Advisory Group LLC | 11,838 | 0 | -11,838 | -100.00% |
| Zhang Financial LLC | 9,224 | 0 | -9,224 | -100.00% |
| MONECO Advisors LLC | 15,385 | 0 | -15,385 | -100.00% |
| MinichMacGregor Wealth Management LLC | 15,599 | 0 | -15,599 | -100.00% |
| Meridian Wealth Management LLC | 136,917 | 0 | -136,917 | -100.00% |
| Well Done LLC | 175,920 | 0 | -175,920 | -100.00% |
| Arlington Capital Management Inc. | 126,617 | 0 | -126,617 | -100.00% |
| JJJ Advisors Inc. | 50 | 0 | -50 | -100.00% |
| Oakworth Capital Inc. | 10,400 | 0 | -10,400 | -100.00% |
| Alpha Cubed Investments LLC | 35,761 | 0 | -35,761 | -100.00% |
| Beacon Capital Management Inc. | 277 | 0 | -277 | -100.00% |
| GHP Investment Advisors Inc. | 147 | 0 | -147 | -100.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 14,000 | 0 | -14,000 | -100.00% |
See Summary: Institutional Holders of SLV
See Details: Top 10 Hedge Funds Holding SLV
