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-Q2 13F filings (latest filed 2026-08-18). 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
22 tracked funds added or opened SGVT while 18 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, Savant Capital, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 79 tracked filers holding SGVT, 53 increased or opened the position and 37 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 2026-Q1 and 2026-Q2 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 13
- FULCRUM WEALTH ADVISORS, LLC$3M
- PERSPECTIVE WEALTH ADVISORS LLC$2M
- Mariner, LLC$1M
- WPG Advisers, LLC$1M
- Farther Finance Advisors, LLC$1M
- Compass Ion Advisors, LLC$1M
Full exits 7
- North Berkeley Wealth Management, LLC$5M
- MOULTON WEALTH MANAGEMENT, INC$5M
- Wolfstich Capital, LLC$2M
- WealthShield Partners, LLC$1M
- Claris Financial LLC$667K
- HRT FINANCIAL LP$586K
Largest adds
- Savant Capital, LLC$9M
- Clear Creek Financial Management, LLC$6M
- Addison Capital Co$2M
- Tower Research Capital LLC (TRC)$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Bleakley Financial Group, LLC$852K
Largest trims
- CALTON & ASSOCIATES, INC.$8M
- Advisor OS, LLC$4M
- GOLDMAN SACHS GROUP INC$4M
- MJP ASSOCIATES INC /ADV$3M
- UPTICK PARTNERS, LLC$2M
- Worth Asset Management, LLC$2M
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 |
|---|---|---|---|---|
| Savant Capital, LLC added | 176,019 | $18M | 10.9% | 2026-Q2 |
| MJP ASSOCIATES INC /ADV trimmed | 137,430 | $14M | 8.5% | 2026-Q2 |
| Advisor OS, LLC trimmed | 137,430 | $14M | 8.5% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 135,911 | $14M | 8.4% | 2026-Q2 |
| UPTICK PARTNERS, LLC trimmed | 96,513 | $10M | 6.0% | 2026-Q2 |
| Addison Capital Co added | 88,563 | $9M | 5.5% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 67,586 | $7M | 4.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 43,059 | $4M | 2.7% | 2026-Q2 |
| FULCRUM WEALTH ADVISORS, LLC new | 31,257 | $3M | 1.9% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 26,295 | $3M | 1.6% | 2026-Q2 |
| Belpointe Asset Management LLC added | 19,546 | $2M | 1.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 18,833 | $2M | 1.2% | 2026-Q2 |
| PERSPECTIVE WEALTH ADVISORS LLC new | 15,362 | $2M | 0.9% | 2026-Q2 |
| Luken Investment Analytics, LLC trimmed | 14,891 | $2M | 0.9% | 2026-Q2 |
| Mariner, LLC new | 14,734 | $1M | 0.9% | 2026-Q2 |
| WPG Advisers, LLC new | 14,121 | $1M | 0.9% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 12,871 | $1M | 0.8% | 2026-Q2 |
| STONE LOFT WEALTH MANAGEMENT LLC trimmed | 12,648 | $1M | 0.8% | 2026-Q2 |
| Compass Ion Advisors, LLC new | 10,927 | $1M | 0.7% | 2026-Q2 |
| Mascagni Wealth Management, Inc. added | 10,916 | $1M | 0.7% | 2026-Q2 |
| Worth Asset Management, LLC trimmed | 9,957 | $1M | 0.6% | 2026-Q2 |
| WPWealth LLP added | 9,926 | $1,000K | 0.6% | 2026-Q2 |
| PRIVATE CLIENT SERVICES, LLC added | 9,527 | $960K | 0.6% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 9,482 | $955K | 0.6% | 2026-Q2 |
| Vista Cima Wealth Management LLC trimmed | 9,232 | $930K | 0.6% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 8,872 | $894K | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 8,336 | $840K | 0.5% | 2026-Q2 |
| Pinnacle Family Advisors, LLC | 7,497 | $755K | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 7,144 | $720K | 0.4% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. trimmed | 7,143 | $720K | 0.4% | 2026-Q2 |
| Mills Wealth Advisors LLC new | 6,753 | $680K | 0.4% | 2026-Q2 |
| Parkwoods Wealth Partners, LLC new | 6,260 | $631K | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 6,085 | $612K | 0.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 6,011 | $605K | 0.4% | 2026-Q2 |
| FCG Investment Co new | 5,884 | $593K | 0.4% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC new | 5,459 | $550K | 0.3% | 2026-Q2 |
| Main Street Financial Solutions, LLC new | 4,975 | $501K | 0.3% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC new | 4,957 | $499K | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 4,900 | $494K | 0.3% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 4,487 | $452K | 0.3% | 2026-Q2 |
| Creative Planning new | 4,349 | $438K | 0.3% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 4,306 | $434K | 0.3% | 2026-Q2 |
| United Advisor Group, LLC added | 4,022 | $405K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 3,800 | $383K | 0.2% | 2026-Q2 |
| Strait & Sound Wealth Management LLC new | 3,603 | $363K | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 3,581 | $361K | 0.2% | 2026-Q2 |
| Flagship Capital Management Inc. added | 3,533 | $356K | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC new | 3,371 | $340K | 0.2% | 2026-Q2 |
| Keel Point, LLC new | 3,370 | $339K | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 3,316 | $334K | 0.2% | 2026-Q2 |
| Skyline Advisors, Inc. new | 3,247 | $327K | 0.2% | 2026-Q2 |
| Walsky Investment Management, Inc. new | 3,206 | $323K | 0.2% | 2026-Q2 |
| Mirador Capital Partners LP added | 3,006 | $303K | 0.2% | 2026-Q2 |
| Balboa Wealth Partners new | 2,753 | $277K | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC new | 2,748 | $277K | 0.2% | 2026-Q2 |
| Richard P Slaughter Associates Inc | 2,460 | $248K | 0.2% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 2,432 | $245K | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 2,236 | $225K | 0.1% | 2026-Q2 |
| Arax Advisory Partners | 2,226 | $224K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 2,094 | $211K | 0.1% | 2026-Q2 |
| Neumann Capital Management, LLC new | 2,030 | $205K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 2,021 | $204K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC new | 1,989 | $200K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 780 | $79K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 650 | $66K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 626 | $63K | 0.0% | 2026-Q2 |
| Robbins Farley trimmed | 599 | $60K | 0.0% | 2026-Q2 |
| Vermillion Wealth Management, Inc. trimmed | 495 | $50K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC new | 271 | $27K | 0.0% | 2026-Q2 |
| Encompass More Asset Management added | 49,794 | $5M | 3.1% | 2025-Q4 stale (2 quarters behind) |
| North Berkeley Wealth Management, LLC trimmed | 49,478 | $5M | 3.1% | 2026-Q1 stale (1 quarter behind) |
| MOULTON WEALTH MANAGEMENT, INC new | 4,610,837 | $5M | 2.8% | 2026-Q1 stale (1 quarter behind) |
| Wolfstich Capital, LLC added | 2,471,981 | $2M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Crumly & Associates Inc. trimmed | 13,617 | $1M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| Spinnaker Investment Group, LLC new | 12,977 | $1M | 0.8% | 2025-Q3 stale (3 quarters behind) |
| WealthShield Partners, LLC added | 11,506 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Able Wealth Management LLC new | 9,939 | $1M | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Keystone Financial Group | 920,223 | $920K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| McAdam, LLC trimmed | 8,421 | $846K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| MERCER GLOBAL ADVISORS INC /ADV new | 6,790 | $683K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Claris Financial LLC added | 6,619 | $667K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Almanack Investment Partners, LLC. new | 6,505 | $654K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Csenge Advisory Group new | 6,136 | $617K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Golden State Equity Partners new | 5,849 | $589K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP trimmed | 5,827 | $586K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Mendota Financial Group, LLC new | 5,797 | $584K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| ROMAN BUTLER FULLERTON & CO new | 5,148 | $518K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| JOHNSON INVESTMENT COUNSEL INC new | 4,869 | $490K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Comprehensive Financial Consultants Institutional, Inc. new | 3,562 | $358K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Foundations Investment Advisors, LLC trimmed | 3,417 | $344K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Valtrion Capital Management, LLC trimmed | 3,414 | $344K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| AssuredPartners Investment Advisors, LLC new | 3,316 | $334K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 3,308 | $333K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed | 2,742 | $276K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Summit X, LLC new | 2,726 | $273K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Capital Planning Advisors, LLC new | 2,480 | $250K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| DAYMARK WEALTH PARTNERS, LLC new | 2,220 | $224K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| EVERGREEN CAPITAL MANAGEMENT LLC new | 2,000 | $201K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Hartford Financial Management Inc. trimmed | 259 | $26K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GW&K Investment Management, LLC new | 258 | $26K | 0.0% | 2025-Q3 stale (3 quarters behind) |
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.