Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on SVAL is one-sided between 2026-Q1 and 2026-Q2: 6 added or opened and 1 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 45 tracked filers holding SVAL, 21 increased or opened the position and 11 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 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.
New buyers 2
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Global Assets Advisory, LLC$1M
Full exits 1
- TOCQUEVILLE ASSET MANAGEMENT L.P.$5M
Largest adds
- MONEY CONCEPTS CAPITAL CORP$19M
- Prepared Retirement Institute LLC$2M
- BANK OF AMERICA CORP /DE/$2M
- CITADEL ADVISORS LLC$747K
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 | 2,828,726 | $118M | 75.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 179,896 | $8M | 4.8% | 2026-Q2 |
| Prepared Retirement Institute LLC added | 48,177 | $2M | 1.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 47,577 | $2M | 1.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 41,747 | $2M | 1.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP | 36,300 | $2M | 1.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 34,961 | $1M | 0.9% | 2026-Q2 |
| Mariner, LLC trimmed | 32,508 | $1M | 0.9% | 2026-Q2 |
| Global Assets Advisory, LLC added | 28,898 | $1M | 0.8% | 2026-Q2 |
| Apeiron RIA LLC trimmed | 24,271 | $1M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 19,508 | $815K | 0.5% | 2026-Q2 |
| Well Done, LLC trimmed | 17,604 | $736K | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC | 12,408 | $518K | 0.3% | 2026-Q2 |
| NovaPoint Capital, LLC trimmed | 12,218 | $511K | 0.3% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC | 11,204 | $468K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 9,174 | $383K | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 7,197 | $303K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC | 6,920 | $289K | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 6,230 | $260K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 6,012 | $251K | 0.2% | 2026-Q2 |
| Dynamic Financial Group added | 6,009 | $251K | 0.2% | 2026-Q2 |
| MORGAN STANLEY | 5,845 | $244K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 5,542 | $232K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 5,253 | $219K | 0.1% | 2026-Q2 |
| COLTON GROOME FINANCIAL ADVISORS, LLC new | 5,119 | $214K | 0.1% | 2026-Q2 |
| Worth Financial Advisory Group, LLC new | 5,090 | $213K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 1,869 | $78K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 1,820 | $76K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,770 | $74K | 0.0% | 2026-Q2 |
| UBS Group AG added | 1,323 | $55K | 0.0% | 2026-Q2 |
| Westside Investment Management, Inc. | 1,300 | $54K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 893 | $37K | 0.0% | 2026-Q2 |
| Crews Bank & Trust | 570 | $24K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 540 | $23K | 0.0% | 2026-Q2 |
| 1 NORTH WEALTH SERVICES LLC | 350 | $15K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 295 | $12K | 0.0% | 2026-Q2 |
| FMR LLC | 284 | $12K | 0.0% | 2026-Q2 |
| Winch Advisory Services, LLC added | 168 | $7K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 80 | $3K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 67 | $3K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 63 | $3K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 47 | $2K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 10 | $418 | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 2 | $84 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $24 | 0.0% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed | 131,534 | $5M | 3.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 8,624 | $310K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Orion Porfolio Solutions, LLC added | 10,869 | $373K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC trimmed | 8,950 | $307K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| TRUIST FINANCIAL CORP added | 171,400 | $6M | 3.6% | 2025-Q3 stale (3 quarters behind) |
| ENVESTNET ASSET MANAGEMENT INC added | 35,789 | $1M | 0.8% | 2025-Q3 stale (3 quarters behind) |
| INSIGNEO ADVISORY SERVICES, LLC new | 7,927 | $266K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC trimmed | 4,667 | $156K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Golden State Wealth Management, LLC added | 254 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Steward Partners Investment Advisory, LLC | 50 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 689 | $21K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.
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.