Who owns SGVT
Which tracked institutional funds hold SGVT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SGVT company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
21 tracked funds added or opened SGVT while 19 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SGVT’s largest tracked holder by dollar value, Advisor OS, LLC, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SGVT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 65 tracked filers holding SGVT, 45 increased or opened the position and 26 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SGVT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 12
- Advisor OS, LLC$17M
- MJP ASSOCIATES INC /ADV$17M
- Clear Creek Financial Management, LLC$8M
- MOULTON WEALTH MANAGEMENT, INC$5M
- GOLDMAN SACHS GROUP INC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
Full exits 6
- Encompass More Asset Management$5M
- Crumly & Associates Inc.$1M
- UBS Group AG$1M
- McAdam, LLC$846K
- Almanack Investment Partners, LLC.$654K
- Csenge Advisory Group$617K
Largest adds
- CALTON & ASSOCIATES, INC.$8M
- Wolfstich Capital, LLC$2M
- Worth Asset Management, LLC$2M
- Sanctuary Advisors, LLC$788K
- Belpointe Asset Management LLC$685K
- WealthShield Partners, LLC$583K
Largest trims
- North Berkeley Wealth Management, LLC$18M
- JANE STREET GROUP, LLC$8M
- WealthPlan Investment Management, LLC$6M
- MGO ONE SEVEN LLC$3M
- UPTICK PARTNERS, LLC$3M
- Tower Research Capital LLC (TRC)$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Advisor OS, LLC new | 173,271 | $17M | 11.6% | 2026-Q1 |
| MJP ASSOCIATES INC /ADV new | 169,162 | $17M | 11.4% | 2026-Q1 |
| UPTICK PARTNERS, LLC trimmed | 118,372 | $12M | 8.0% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. added | 86,322 | $9M | 5.8% | 2026-Q1 |
| Savant Capital, LLC trimmed | 83,303 | $8M | 5.6% | 2026-Q1 |
| Clear Creek Financial Management, LLC new | 78,843 | $8M | 5.3% | 2026-Q1 |
| Addison Capital Co trimmed | 65,973 | $7M | 4.4% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 52,155 | $5M | 3.5% | 2026-Q1 |
| North Berkeley Wealth Management, LLC trimmed | 49,478 | $5M | 3.3% | 2026-Q1 |
| MOULTON WEALTH MANAGEMENT, INC new | 4,610,837 | $5M | 3.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 43,932 | $4M | 3.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 31,388 | $3M | 2.1% | 2026-Q1 |
| Worth Asset Management, LLC added | 27,573 | $3M | 1.9% | 2026-Q1 |
| Wolfstich Capital, LLC added | 2,471,981 | $2M | 1.6% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 21,311 | $2M | 1.4% | 2026-Q1 |
| Belpointe Asset Management LLC added | 18,437 | $2M | 1.2% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 17,845 | $2M | 1.2% | 2026-Q1 |
| Luken Investment Analytics, LLC added | 16,361 | $2M | 1.1% | 2026-Q1 |
| Vista Cima Wealth Management LLC new | 15,714 | $2M | 1.1% | 2026-Q1 |
| STONE LOFT WEALTH MANAGEMENT LLC trimmed | 13,338 | $1M | 0.9% | 2026-Q1 |
| Beacon Pointe Advisors, LLC new | 12,680 | $1M | 0.9% | 2026-Q1 |
| WealthShield Partners, LLC added | 11,506 | $1M | 0.8% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 11,167 | $1M | 0.8% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 10,126 | $1M | 0.7% | 2026-Q1 |
| Focus Partners Wealth new | 9,708 | $978K | 0.7% | 2026-Q1 |
| Mascagni Wealth Management, Inc. trimmed | 9,293 | $936K | 0.6% | 2026-Q1 |
| Pinnacle Family Advisors, LLC added | 7,497 | $755K | 0.5% | 2026-Q1 |
| Claris Financial LLC added | 6,619 | $667K | 0.4% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 6,398 | $644K | 0.4% | 2026-Q1 |
| WPWealth LLP new | 6,198 | $624K | 0.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC new | 5,962 | $600K | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 5,827 | $586K | 0.4% | 2026-Q1 |
| Mendota Financial Group, LLC new | 5,797 | $584K | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 5,269 | $531K | 0.4% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC new | 4,869 | $490K | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 3,557 | $358K | 0.2% | 2026-Q1 |
| Flagship Capital Management Inc. added | 3,504 | $353K | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 3,417 | $344K | 0.2% | 2026-Q1 |
| Valtrion Capital Management, LLC trimmed | 3,414 | $344K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 3,308 | $333K | 0.2% | 2026-Q1 |
| Mirador Capital Partners LP new | 2,982 | $300K | 0.2% | 2026-Q1 |
| PRIVATE CLIENT SERVICES, LLC new | 2,980 | $300K | 0.2% | 2026-Q1 |
| AE Wealth Management LLC new | 2,969 | $299K | 0.2% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC new | 2,867 | $289K | 0.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. new | 2,596 | $261K | 0.2% | 2026-Q1 |
| Vermillion Wealth Management, Inc. | 2,538 | $256K | 0.2% | 2026-Q1 |
| Capital Planning Advisors, LLC new | 2,480 | $250K | 0.2% | 2026-Q1 |
| Richard P Slaughter Associates Inc new | 2,460 | $248K | 0.2% | 2026-Q1 |
| Arax Advisory Partners new | 2,226 | $224K | 0.1% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC new | 2,220 | $224K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 2,037 | $205K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 2,024 | $204K | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC new | 890 | $90K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 628 | $63K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 602 | $61K | 0.0% | 2026-Q1 |
| Robbins Farley new | 600 | $60K | 0.0% | 2026-Q1 |
| Hartford Financial Management Inc. trimmed | 259 | $26K | 0.0% | 2026-Q1 |
| West Branch Capital LLC added | 158 | $16K | 0.0% | 2026-Q1 |
| Fairway Wealth LLC new | 149 | $15K | 0.0% | 2026-Q1 |
| CWM, LLC new | 114 | $11K | 0.0% | 2026-Q1 |
| Financial Management Professionals, Inc. | 28 | $3K | 0.0% | 2026-Q1 |
| Steigerwald, Gordon & Koch Inc. new | 3 | $303 | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC new | 8 | $291 | 0.0% | 2026-Q1 |
| BlackRock, Inc. new | 1 | $70 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 0 | — | 0.0% | 2026-Q1 |
| Encompass More Asset Management added | 49,794 | $5M | 3.3% | 2025-Q4 stale |
| Crumly & Associates Inc. trimmed | 13,617 | $1M | 0.9% | 2025-Q4 stale |
| UBS Group AG added | 13,051 | $1M | 0.9% | 2025-Q4 stale |
| Spinnaker Investment Group, LLC new | 12,977 | $1M | 0.9% | 2025-Q3 stale |
| Able Wealth Management LLC new | 9,939 | $1M | 0.7% | 2025-Q3 stale |
| Keystone Financial Group | 920,223 | $920K | 0.6% | 2025-Q3 stale |
| McAdam, LLC trimmed | 8,421 | $846K | 0.6% | 2025-Q4 stale |
| MERCER GLOBAL ADVISORS INC /ADV new | 6,790 | $683K | 0.5% | 2025-Q3 stale |
| Almanack Investment Partners, LLC. new | 6,505 | $654K | 0.4% | 2025-Q4 stale |
| Csenge Advisory Group new | 6,136 | $617K | 0.4% | 2025-Q4 stale |
| Golden State Equity Partners new | 5,849 | $589K | 0.4% | 2025-Q3 stale |
| ROMAN BUTLER FULLERTON & CO new | 5,148 | $518K | 0.3% | 2025-Q3 stale |
| Comprehensive Financial Consultants Institutional, Inc. new | 3,562 | $358K | 0.2% | 2025-Q3 stale |
| AssuredPartners Investment Advisors, LLC new | 3,316 | $334K | 0.2% | 2025-Q3 stale |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed | 2,742 | $276K | 0.2% | 2025-Q4 stale |
| Summit X, LLC new | 2,726 | $273K | 0.2% | 2025-Q2 stale |
| United Advisor Group, LLC new | 2,395 | $241K | 0.2% | 2025-Q4 stale |
| EVERGREEN CAPITAL MANAGEMENT LLC new | 2,000 | $201K | 0.1% | 2025-Q4 stale |
| Farther Finance Advisors, LLC new | 1,238 | $125K | 0.1% | 2025-Q3 stale |
| GW&K Investment Management, LLC new | 258 | $26K | 0.0% | 2025-Q3 stale |
| Johnson Financial Group, Inc. new | 245 | $25K | 0.0% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.