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Institutional Ownership · SEC Form 13F

Who owns SVA (SVA)


Which tracked institutional funds hold SVA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SVA company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

29
Institutional holders
10,494,371
Shares held (tracked funds)
14.6%
Of shares outstanding

Conviction spread

SVA’s largest tracked holder by dollar value, ORBIMED ADVISORS LLC, sizes it at 4.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in SVA 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 29 tracked filers holding SVA, 8 increased or opened the position and 5 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

No tracked fund opened or closed a position in SVA between 2025-Q4 and 2026-Q1.

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
ORBIMED ADVISORS LLC2,718,735$184M81.9%2026-Q1
Vivo Capital, LLC5,903,000$38M17.0%2026-Q1
Neumann Advisory Hong Kong Ltd315,586$2M0.9%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP16,430$106K0.0%2026-Q1
MORGAN STANLEY9,144$59K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed4,811$31K0.0%2026-Q1
UBS Group AG trimmed2,229$14K0.0%2026-Q1
Horizon Investments, LLC added104$6730.0%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed83$5420.0%2026-Q1
Spark Investment Management LLC29,1000.0%2026-Q1
FINANCIAL CONSULATE, INC230.0%2026-Q1
IFP Advisors, Inc2000.0%2026-Q1
OSAIC HOLDINGS, INC. added2,2010.0%2026-Q1
Triumph Capital Management new140.0%2026-Q1
Financial Gravity Asset Management, Inc.230.0%2026-Q1
Western Wealth Management, LLC new10.0%2026-Q1
Atlantic Edge Private Wealth Management, LLC1,0000.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP3380.0%2026-Q1
Clearstead Advisors, LLC5000.0%2026-Q1
ROYAL BANK OF CANADA added4260.0%2026-Q1
California Public Employees Retirement System68,7320.0%2026-Q1
RENAISSANCE TECHNOLOGIES LLC1,312,5200.0%2026-Q1
MAI Capital Management30.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,0000.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC27,7170.0%2026-Q1
ASSETMARK, INC260.0%2026-Q1
Transamerica Financial Advisors, LLC10.0%2026-Q1
Tower Research Capital LLC (TRC)4240.0%2026-Q1
Skandinaviska Enskilda Banken AB (publ) added80,0000.0%2026-Q1
Aprio Wealth Management, LLC new439$284K0.1%2025-Q4 stale
Ameritas Advisory Services, LLC new30.0%2025-Q2 stale
BANK OF AMERICA CORP /DE/5,8860.0%2025-Q4 stale
RAYMOND JAMES FINANCIAL INC new2,5110.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale
NAVELLIER & ASSOCIATES INC trimmed13,0180.0%2025-Q4 stale
Financial Gravity Companies, Inc. trimmed230.0%2025-Q2 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.

Learn how to read institutional ownership