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Institutional Ownership · SEC Form 13F

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.

65
Institutional holders
8M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Advisor OS, LLC new173,271$17M11.6%2026-Q1
MJP ASSOCIATES INC /ADV new169,162$17M11.4%2026-Q1
UPTICK PARTNERS, LLC trimmed118,372$12M8.0%2026-Q1
CALTON & ASSOCIATES, INC. added86,322$9M5.8%2026-Q1
Savant Capital, LLC trimmed83,303$8M5.6%2026-Q1
Clear Creek Financial Management, LLC new78,843$8M5.3%2026-Q1
Addison Capital Co trimmed65,973$7M4.4%2026-Q1
Tower Research Capital LLC (TRC) trimmed52,155$5M3.5%2026-Q1
North Berkeley Wealth Management, LLC trimmed49,478$5M3.3%2026-Q1
MOULTON WEALTH MANAGEMENT, INC new4,610,837$5M3.1%2026-Q1
GOLDMAN SACHS GROUP INC new43,932$4M3.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed31,388$3M2.1%2026-Q1
Worth Asset Management, LLC added27,573$3M1.9%2026-Q1
Wolfstich Capital, LLC added2,471,981$2M1.6%2026-Q1
JANE STREET GROUP, LLC trimmed21,311$2M1.4%2026-Q1
Belpointe Asset Management LLC added18,437$2M1.2%2026-Q1
Bleakley Financial Group, LLC added17,845$2M1.2%2026-Q1
Luken Investment Analytics, LLC added16,361$2M1.1%2026-Q1
Vista Cima Wealth Management LLC new15,714$2M1.1%2026-Q1
STONE LOFT WEALTH MANAGEMENT LLC trimmed13,338$1M0.9%2026-Q1
Beacon Pointe Advisors, LLC new12,680$1M0.9%2026-Q1
WealthShield Partners, LLC added11,506$1M0.8%2026-Q1
WealthPlan Investment Management, LLC trimmed11,167$1M0.8%2026-Q1
Sanctuary Advisors, LLC added10,126$1M0.7%2026-Q1
Focus Partners Wealth new9,708$978K0.7%2026-Q1
Mascagni Wealth Management, Inc. trimmed9,293$936K0.6%2026-Q1
Pinnacle Family Advisors, LLC added7,497$755K0.5%2026-Q1
Claris Financial LLC added6,619$667K0.4%2026-Q1
Focus Partners Advisor Solutions, LLC trimmed6,398$644K0.4%2026-Q1
WPWealth LLP new6,198$624K0.4%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC new5,962$600K0.4%2026-Q1
HRT FINANCIAL LP trimmed5,827$586K0.4%2026-Q1
Mendota Financial Group, LLC new5,797$584K0.4%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added5,269$531K0.4%2026-Q1
JOHNSON INVESTMENT COUNSEL INC new4,869$490K0.3%2026-Q1
HARBOUR INVESTMENTS, INC. added3,557$358K0.2%2026-Q1
Flagship Capital Management Inc. added3,504$353K0.2%2026-Q1
Foundations Investment Advisors, LLC trimmed3,417$344K0.2%2026-Q1
Valtrion Capital Management, LLC trimmed3,414$344K0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed3,308$333K0.2%2026-Q1
Mirador Capital Partners LP new2,982$300K0.2%2026-Q1
PRIVATE CLIENT SERVICES, LLC new2,980$300K0.2%2026-Q1
AE Wealth Management LLC new2,969$299K0.2%2026-Q1
IAMS WEALTH MANAGEMENT, LLC new2,867$289K0.2%2026-Q1
INTEGRITY ALLIANCE, LLC. new2,596$261K0.2%2026-Q1
Vermillion Wealth Management, Inc.2,538$256K0.2%2026-Q1
Capital Planning Advisors, LLC new2,480$250K0.2%2026-Q1
Richard P Slaughter Associates Inc new2,460$248K0.2%2026-Q1
Arax Advisory Partners new2,226$224K0.1%2026-Q1
DAYMARK WEALTH PARTNERS, LLC new2,220$224K0.1%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added2,037$205K0.1%2026-Q1
MGO ONE SEVEN LLC trimmed2,024$204K0.1%2026-Q1
Aptus Capital Advisors, LLC new890$90K0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed628$63K0.0%2026-Q1
JPMORGAN CHASE & CO602$61K0.0%2026-Q1
Robbins Farley new600$60K0.0%2026-Q1
Hartford Financial Management Inc. trimmed259$26K0.0%2026-Q1
West Branch Capital LLC added158$16K0.0%2026-Q1
Fairway Wealth LLC new149$15K0.0%2026-Q1
CWM, LLC new114$11K0.0%2026-Q1
Financial Management Professionals, Inc.28$3K0.0%2026-Q1
Steigerwald, Gordon & Koch Inc. new3$3030.0%2026-Q1
EverSource Wealth Advisors, LLC new8$2910.0%2026-Q1
BlackRock, Inc. new1$700.0%2026-Q1
WELLS FARGO & COMPANY/MN new00.0%2026-Q1
Encompass More Asset Management added49,794$5M3.3%2025-Q4 stale
Crumly & Associates Inc. trimmed13,617$1M0.9%2025-Q4 stale
UBS Group AG added13,051$1M0.9%2025-Q4 stale
Spinnaker Investment Group, LLC new12,977$1M0.9%2025-Q3 stale
Able Wealth Management LLC new9,939$1M0.7%2025-Q3 stale
Keystone Financial Group920,223$920K0.6%2025-Q3 stale
McAdam, LLC trimmed8,421$846K0.6%2025-Q4 stale
MERCER GLOBAL ADVISORS INC /ADV new6,790$683K0.5%2025-Q3 stale
Almanack Investment Partners, LLC. new6,505$654K0.4%2025-Q4 stale
Csenge Advisory Group new6,136$617K0.4%2025-Q4 stale
Golden State Equity Partners new5,849$589K0.4%2025-Q3 stale
ROMAN BUTLER FULLERTON & CO new5,148$518K0.3%2025-Q3 stale
Comprehensive Financial Consultants Institutional, Inc. new3,562$358K0.2%2025-Q3 stale
AssuredPartners Investment Advisors, LLC new3,316$334K0.2%2025-Q3 stale
ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed2,742$276K0.2%2025-Q4 stale
Summit X, LLC new2,726$273K0.2%2025-Q2 stale
United Advisor Group, LLC new2,395$241K0.2%2025-Q4 stale
EVERGREEN CAPITAL MANAGEMENT LLC new2,000$201K0.1%2025-Q4 stale
Farther Finance Advisors, LLC new1,238$125K0.1%2025-Q3 stale
GW&K Investment Management, LLC new258$26K0.0%2025-Q3 stale
Johnson Financial Group, Inc. new245$25K0.0%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.

HoldersTotal shares

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.

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