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Institutional Ownership · SEC Form 13F

Who owns 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-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

28
Institutional holders
10M
Shares held (tracked funds)
14.1%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on SVA is one-sided between 2026-Q1 and 2026-Q2: 0 added or opened and 1 trimmed or exited — on balance reducing.

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

SVA’s largest tracked holder by dollar value, ORBIMED ADVISORS LLC, sizes it at 3.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.5pp 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 2026-Q1 and 2026-Q2, across 28 tracked filers holding SVA, 7 increased or opened the position and 10 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 SVA 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.

Full exits 1

  • Neumann Advisory Hong Kong Ltd$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).

FundSharesReported value% of valueQuarter
ORBIMED ADVISORS LLC2,718,735$184M81.9%2026-Q2
Vivo Capital, LLC5,903,000$38M17.0%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP16,430$106K0.0%2026-Q2
MORGAN STANLEY added9,146$59K0.0%2026-Q2
WELLS FARGO & COMPANY/MN trimmed4,580$30K0.0%2026-Q2
UBS Group AG added2,479$16K0.0%2026-Q2
HARBOUR INVESTMENTS, INC. trimmed78$5030.0%2026-Q2
Horizon Investments, LLC trimmed52$3360.0%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC27,717—0.0%2026-Q2
ASSETMARK, INC added63—0.0%2026-Q2
Financial Gravity Companies, Inc. trimmed11—0.0%2026-Q2
Transamerica Financial Advisors, LLC1—0.0%2026-Q2
Tower Research Capital LLC (TRC)424—0.0%2026-Q2
Buck Wealth Strategies, LLC new7—0.0%2026-Q2
Atlantic Edge Private Wealth Management, LLC1,000—0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP338—0.0%2026-Q2
Clearstead Advisors, LLC500—0.0%2026-Q2
NAVELLIER & ASSOCIATES INC13,018—0.0%2026-Q2
California Public Employees Retirement System68,732—0.0%2026-Q2
Skandinaviska Enskilda Banken AB (publ) trimmed40,000—0.0%2026-Q2
Spark Investment Management LLC29,100—0.0%2026-Q2
FINANCIAL CONSULATE, INC23—0.0%2026-Q2
IFP Advisors, Inc200—0.0%2026-Q2
OSAIC HOLDINGS, INC. trimmed1,001—0.0%2026-Q2
Integrated Wealth Concepts LLC new366—0.0%2026-Q2
ROYAL BANK OF CANADA426—0.0%2026-Q2
RENAISSANCE TECHNOLOGIES LLC1,312,520—0.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,000—0.0%2026-Q2
Neumann Advisory Hong Kong Ltd315,586$2M0.9%2026-Q1 stale (1 quarter behind)
Triumph Capital Management new14—0.0%2026-Q1 stale (1 quarter behind)
Financial Gravity Asset Management, Inc.23—0.0%2026-Q1 stale (1 quarter behind)
Western Wealth Management, LLC new1—0.0%2026-Q1 stale (1 quarter behind)
MAI Capital Management3—0.0%2026-Q1 stale (1 quarter behind)
Aprio Wealth Management, LLC new439$284K0.1%2025-Q4 stale (2 quarters behind)
BANK OF AMERICA CORP /DE/5,886—0.0%2025-Q4 stale (2 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC. new0—0.0%2025-Q2 stale (4 quarters behind)
Ameritas Advisory Services, LLC new3—0.0%2025-Q2 stale (4 quarters behind)
RAYMOND JAMES FINANCIAL INC new2,511—0.0%2025-Q2 stale (4 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.

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