Who owns SVAL (SVAL)
Which tracked institutional funds hold SVAL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SVAL 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.
How the tape is positioned
6 tracked funds added or opened SVAL while 4 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
SVAL’s largest tracked holder by dollar value, MONEY CONCEPTS CAPITAL CORP, sizes it at 5.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SVAL 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 35 tracked filers holding SVAL, 19 increased or opened the position and 15 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 SVAL 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 4
- MONEY CONCEPTS CAPITAL CORP$99M
- TWO SIGMA INVESTMENTS, LP$1M
- Apeiron RIA LLC$1M
- CITADEL ADVISORS LLC$997K
Full exits 2
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Global Assets Advisory, LLC$856K
Largest adds
- BANK OF AMERICA CORP /DE/$1M
- LPL Financial LLC$761K
Largest trims
- RAYMOND JAMES FINANCIAL INC$2M
- Prepared Retirement Institute LLC$1M
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 |
|---|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP added | 2,753,087 | $99M | 74.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 158,826 | $6M | 4.3% | 2026-Q1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed | 131,534 | $5M | 3.6% | 2026-Q1 |
| LPL Financial LLC added | 58,200 | $2M | 1.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 36,300 | $1M | 1.0% | 2026-Q1 |
| Mariner, LLC added | 32,962 | $1M | 0.9% | 2026-Q1 |
| Apeiron RIA LLC new | 30,110 | $1M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 27,741 | $997K | 0.8% | 2026-Q1 |
| Well Done, LLC trimmed | 17,700 | $636K | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 16,930 | $608K | 0.5% | 2026-Q1 |
| NovaPoint Capital, LLC added | 16,571 | $596K | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 12,408 | $446K | 0.3% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC new | 11,204 | $403K | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 10,013 | $360K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 8,624 | $310K | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 7,172 | $278K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 6,920 | $249K | 0.2% | 2026-Q1 |
| Dynamic Financial Group added | 6,005 | $216K | 0.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 5,845 | $210K | 0.2% | 2026-Q1 |
| TD Waterhouse Canada Inc. | 1,820 | $66K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ | 1,778 | $64K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 1,309 | $47K | 0.0% | 2026-Q1 |
| Westside Investment Management, Inc. | 1,300 | $47K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 1,223 | $44K | 0.0% | 2026-Q1 |
| Crews Bank & Trust trimmed | 570 | $20K | 0.0% | 2026-Q1 |
| 1 NORTH WEALTH SERVICES LLC new | 350 | $13K | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | 310 | $11K | 0.0% | 2026-Q1 |
| FMR LLC added | 284 | $10K | 0.0% | 2026-Q1 |
| Winch Advisory Services, LLC | 167 | $6K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 63 | $2K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 47 | $2K | 0.0% | 2026-Q1 |
| Prepared Retirement Institute LLC trimmed | 0 | $2K | 0.0% | 2026-Q1 |
| Arax Advisory Partners new | 10 | $360 | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. new | 2 | $72 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1 | $32 | 0.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 171,400 | $6M | 4.3% | 2025-Q3 stale |
| ENVESTNET ASSET MANAGEMENT INC added | 35,789 | $1M | 0.9% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 32,978 | $1M | 0.9% | 2025-Q4 stale |
| Global Assets Advisory, LLC added | 24,943 | $856K | 0.6% | 2025-Q4 stale |
| Tower Research Capital LLC (TRC) added | 20,539 | $688K | 0.5% | 2025-Q3 stale |
| Private Advisor Group, LLC added | 15,901 | $533K | 0.4% | 2025-Q3 stale |
| Orion Porfolio Solutions, LLC added | 10,869 | $373K | 0.3% | 2025-Q4 stale |
| Integrated Wealth Concepts LLC added | 11,157 | $335K | 0.3% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC trimmed | 8,950 | $307K | 0.2% | 2025-Q4 stale |
| INSIGNEO ADVISORY SERVICES, LLC new | 7,927 | $266K | 0.2% | 2025-Q3 stale |
| Cetera Investment Advisers trimmed | 7,563 | $227K | 0.2% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC trimmed | 4,667 | $156K | 0.1% | 2025-Q3 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 689 | $21K | 0.0% | 2025-Q2 stale |
| BOKF, NA new | 600 | $18K | 0.0% | 2025-Q1 stale |
| Golden State Wealth Management, LLC added | 254 | $9K | 0.0% | 2025-Q3 stale |
| Global Retirement Partners, LLC | 80 | $3K | 0.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC | 53 | $2K | 0.0% | 2025-Q4 stale |
| Steward Partners Investment Advisory, LLC | 50 | $2K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.