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SLWS · SLW Short Duration Income ETF · Holdings ETF

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$100.14 -0.04 (-0.03%) At close · Oct 2
Volume · Oct 2 17 Avg daily vol (3M) 3364

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 5
Total Value: $4,643,566
Total Shares: 45,965

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026
Top Holder
66.4%
Mar 2026 → Jun 2026 · range 27.4% – 66.4%
+39.0 pts
Top 5
100.0%
Mar 2026 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2026 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
4,789
Mar 2026 → Jun 2026 · range 2,523 – 4,789
Highly concentrated+2,266

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
4
Decreased
0
Sold Out
0
Unchanged
0
Holder count: +1
Institutional value: +143.2%
Shares held: +142.3%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Delos Wealth Advisors, LLC +26,545 30,535
MML INVESTORS SERVICES, LLC +257 5,214
JANE STREET GROUP, LLC +155 4,981
ENVESTNET ASSET MANAGEMENT INC +33 5,233

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
UBS Group AG 2 $202

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 1 Increased 4 Reduced 0 Sold out 0 Unchanged 0
Showing 5 of 5
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Delos Wealth Advisors, LLC $3,084,767 66.43% 30,535
ENVESTNET ASSET MANAGEMENT INC $528,658 11.38% 5,233
MML INVESTORS SERVICES, LLC $526,739 11.34% 5,214
JANE STREET GROUP, LLC $503,200 10.84% 4,981
UBS Group AG $202 0.00% 2