Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

35
Institutional holders
3,357,386
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MONEY CONCEPTS CAPITAL CORP added2,753,087$99M74.6%2026-Q1
BANK OF AMERICA CORP /DE/ added158,826$6M4.3%2026-Q1
TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed131,534$5M3.6%2026-Q1
LPL Financial LLC added58,200$2M1.6%2026-Q1
TWO SIGMA INVESTMENTS, LP added36,300$1M1.0%2026-Q1
Mariner, LLC added32,962$1M0.9%2026-Q1
Apeiron RIA LLC new30,110$1M0.8%2026-Q1
CITADEL ADVISORS LLC trimmed27,741$997K0.8%2026-Q1
Well Done, LLC trimmed17,700$636K0.5%2026-Q1
ROYAL BANK OF CANADA trimmed16,930$608K0.5%2026-Q1
NovaPoint Capital, LLC added16,571$596K0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed12,408$446K0.3%2026-Q1
OpenArc Corporate Advisory, LLC new11,204$403K0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added10,013$360K0.3%2026-Q1
JANE STREET GROUP, LLC added8,624$310K0.2%2026-Q1
Chicago Partners Investment Group LLC added7,172$278K0.2%2026-Q1
Sanctuary Advisors, LLC added6,920$249K0.2%2026-Q1
Dynamic Financial Group added6,005$216K0.2%2026-Q1
MORGAN STANLEY trimmed5,845$210K0.2%2026-Q1
TD Waterhouse Canada Inc.1,820$66K0.0%2026-Q1
US BANCORP \DE\1,778$64K0.0%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed1,309$47K0.0%2026-Q1
Westside Investment Management, Inc.1,300$47K0.0%2026-Q1
OSAIC HOLDINGS, INC.1,223$44K0.0%2026-Q1
Crews Bank & Trust trimmed570$20K0.0%2026-Q1
1 NORTH WEALTH SERVICES LLC new350$13K0.0%2026-Q1
NATIONAL BANK OF CANADA /FI/310$11K0.0%2026-Q1
FMR LLC added284$10K0.0%2026-Q1
Winch Advisory Services, LLC167$6K0.0%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV trimmed63$2K0.0%2026-Q1
AE Wealth Management LLC47$2K0.0%2026-Q1
Prepared Retirement Institute LLC trimmed0$2K0.0%2026-Q1
Arax Advisory Partners new10$3600.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. new2$720.0%2026-Q1
WELLS FARGO & COMPANY/MN added1$320.0%2026-Q1
TRUIST FINANCIAL CORP added171,400$6M4.3%2025-Q3 stale
ENVESTNET ASSET MANAGEMENT INC added35,789$1M0.9%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added32,978$1M0.9%2025-Q4 stale
Global Assets Advisory, LLC added24,943$856K0.6%2025-Q4 stale
Tower Research Capital LLC (TRC) added20,539$688K0.5%2025-Q3 stale
Private Advisor Group, LLC added15,901$533K0.4%2025-Q3 stale
Orion Porfolio Solutions, LLC added10,869$373K0.3%2025-Q4 stale
Integrated Wealth Concepts LLC added11,157$335K0.3%2025-Q1 stale
GOLDMAN SACHS GROUP INC trimmed8,950$307K0.2%2025-Q4 stale
INSIGNEO ADVISORY SERVICES, LLC new7,927$266K0.2%2025-Q3 stale
Cetera Investment Advisers trimmed7,563$227K0.2%2025-Q1 stale
Ameritas Advisory Services, LLC trimmed4,667$156K0.1%2025-Q3 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new689$21K0.0%2025-Q2 stale
BOKF, NA new600$18K0.0%2025-Q1 stale
Golden State Wealth Management, LLC added254$9K0.0%2025-Q3 stale
Global Retirement Partners, LLC80$3K0.0%2025-Q4 stale
NewEdge Advisors, LLC53$2K0.0%2025-Q4 stale
Steward Partners Investment Advisory, LLC50$2K0.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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