Who owns SVM (SVM)
Which tracked institutional funds hold SVM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SVM 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
71 tracked funds added or opened SVM while 33 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
SVM’s largest tracked holder by dollar value, Helikon Investments Ltd, sizes it at 6.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SVM 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 191 tracked filers holding SVM, 114 increased or opened the position and 84 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 SVM 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 23
- Helikon Investments Ltd$173M
- VANGUARD CAPITAL MANAGEMENT LLC$65M
- Cederberg Capital Ltd$24M
- VANGUARD FIDUCIARY TRUST CO$20M
- Vanguard Global Advisers, LLC$7M
- Purpose Unlimited Inc.$6M
Full exits 8
- TWO SIGMA ADVISERS, LP$28M
- MILLENNIUM MANAGEMENT LLC$25M
- Balyasny Asset Management L.P.$3M
- SUSQUEHANNA ADVISORS GROUP, INC.$3M
- VANGUARD GROUP INC$2M
- Qube Research & Technologies Ltd$735K
Largest adds
- TWO SIGMA INVESTMENTS, LP$32M
- JPMORGAN CHASE & CO$26M
- Connor, Clark & Lunn Investment Management Ltd.$23M
- Tidal Investments LLC$22M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$20M
- VAN ECK ASSOCIATES CORP$19M
Largest trims
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$21M
- JANE STREET GROUP, LLC$12M
- UBS Group AG$11M
- BlackRock, Inc.$11M
- CITADEL ADVISORS LLC$10M
- TUDOR INVESTMENT CORP ET AL$10M
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 |
|---|---|---|---|---|
| Helikon Investments Ltd new | 16,115,414 | $173M | 13.1% | 2026-Q1 |
| Tidal Investments LLC trimmed | 10,448,884 | $112M | 8.5% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 9,844,601 | $106M | 8.0% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 7,066,611 | $76M | 5.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 6,081,326 | $65M | 5.0% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 5,189,057 | $56M | 4.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 4,868,106 | $52M | 4.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 4,545,413 | $49M | 3.7% | 2026-Q1 |
| ALPS ADVISORS INC added | 4,470,157 | $48M | 3.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 4,434,648 | $48M | 3.6% | 2026-Q1 |
| BAILLIE GIFFORD & CO added | 4,235,160 | $46M | 3.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 3,316,898 | $36M | 2.7% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 3,304,663 | $35M | 2.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 2,812,396 | $30M | 2.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,933,916 | $29M | 2.2% | 2026-Q1 |
| Cederberg Capital Ltd new | 2,219,100 | $24M | 1.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,849,283 | $20M | 1.5% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 1,600,000 | $17M | 1.3% | 2026-Q1 |
| Man Group plc added | 1,238,439 | $13M | 1.0% | 2026-Q1 |
| UBS Group AG trimmed | 1,143,172 | $12M | 0.9% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 1,016,597 | $11M | 0.8% | 2026-Q1 |
| PDT Partners, LLC added | 844,555 | $9M | 0.7% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 781,466 | $8M | 0.6% | 2026-Q1 |
| TD Asset Management Inc added | 727,786 | $8M | 0.6% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 700,100 | $8M | 0.6% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 687,059 | $7M | 0.6% | 2026-Q1 |
| Orion Resource Partners LP added | 661,970 | $7M | 0.5% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 661,470 | $7M | 0.5% | 2026-Q1 |
| U S GLOBAL INVESTORS INC added | 617,663 | $7M | 0.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 593,785 | $6M | 0.5% | 2026-Q1 |
| Purpose Unlimited Inc. new | 593,602 | $6M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 540,623 | $6M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 497,806 | $5M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 438,700 | $5M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 433,403 | $5M | 0.4% | 2026-Q1 |
| 683 Capital Management, LLC added | 406,000 | $4M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 377,387 | $4M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 374,411 | $4M | 0.3% | 2026-Q1 |
| Vontobel Holding Ltd. trimmed | 297,017 | $3M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 285,721 | $3M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 277,449 | $3M | 0.2% | 2026-Q1 |
| SPROTT INC. trimmed | 250,740 | $3M | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 240,166 | $3M | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 239,543 | $3M | 0.2% | 2026-Q1 |
| Sava Infond d.o.o. trimmed | 224,300 | $2M | 0.2% | 2026-Q1 |
| SIG North Trading, ULC trimmed | 219,828 | $2M | 0.2% | 2026-Q1 |
| LOM Asset Management Ltd | 157,000 | $2M | 0.2% | 2026-Q1 |
| Legal & General Group Plc added | 213,683 | $2M | 0.2% | 2026-Q1 |
| CIBC Asset Management Inc added | 210,586 | $2M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 208,461 | $2M | 0.2% | 2026-Q1 |
| Parvin Asset Management, LLC added | 205,225 | $2M | 0.2% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 202,548 | $2M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 197,773 | $2M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 197,101 | $2M | 0.2% | 2026-Q1 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 188,807 | $2M | 0.2% | 2026-Q1 |
| TORONTO DOMINION BANK added | 188,692 | $2M | 0.2% | 2026-Q1 |
| Amundi added | 181,860 | $2M | 0.1% | 2026-Q1 |
| Fiscal Wisdom Wealth Management, LLC trimmed | 174,589 | $2M | 0.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 160,223 | $2M | 0.1% | 2026-Q1 |
| INTACT INVESTMENT MANAGEMENT INC. new | 162,700 | $2M | 0.1% | 2026-Q1 |
| Nuveen, LLC | 162,896 | $2M | 0.1% | 2026-Q1 |
| CREDIT AGRICOLE S A | 154,443 | $2M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 143,856 | $2M | 0.1% | 2026-Q1 |
| Harvest Investment Services, LLC new | 142,643 | $2M | 0.1% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT | 140,900 | $2M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 139,845 | $2M | 0.1% | 2026-Q1 |
| Numerai GP LLC new | 126,538 | $1M | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC trimmed | 121,876 | $1M | 0.1% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 121,322 | $1M | 0.1% | 2026-Q1 |
| Northwest & Ethical Investments L.P. added | 117,228 | $1M | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC added | 115,764 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 110,219 | $1M | 0.1% | 2026-Q1 |
| Auxano Advisors, LLC trimmed | 104,000 | $1M | 0.1% | 2026-Q1 |
| Channing Global Advisors, LLC new | 98,720 | $1M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 96,600 | $1M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 91,746 | $984K | 0.1% | 2026-Q1 |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. trimmed | 88,000 | $944K | 0.1% | 2026-Q1 |
| Sigma Planning Corp trimmed | 84,150 | $904K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 82,116 | $882K | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 86,578 | $870K | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 80,000 | $859K | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 77,699 | $833K | 0.1% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC new | 71,520 | $768K | 0.1% | 2026-Q1 |
| TT International Asset Management LTD new | 70,000 | $752K | 0.1% | 2026-Q1 |
| Vident Advisory, LLC added | 69,525 | $747K | 0.1% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 67,391 | $722K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 61,900 | $665K | 0.1% | 2026-Q1 |
| Kiker Wealth Management, LLC new | 61,019 | $655K | 0.0% | 2026-Q1 |
| Alberta Investment Management Corp trimmed | 59,228 | $637K | 0.0% | 2026-Q1 |
| TWO SIGMA ADVISERS, LP added | 3,322,900 | $28M | 2.1% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 2,999,671 | $25M | 1.9% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 1,690,473 | $7M | 0.5% | 2025-Q1 stale |
| Balyasny Asset Management L.P. added | 353,243 | $3M | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA ADVISORS GROUP, INC. new | 326,100 | $3M | 0.2% | 2025-Q4 stale |
| VANGUARD GROUP INC | 187,506 | $2M | 0.1% | 2025-Q4 stale |
| AXA S.A. | 357,773 | $2M | 0.1% | 2025-Q2 stale |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added | 310,612 | $1M | 0.1% | 2025-Q2 stale |
| Qube Research & Technologies Ltd trimmed | 88,150 | $735K | 0.1% | 2025-Q4 stale |
| OMERS ADMINISTRATION Corp new | 115,600 | $730K | 0.1% | 2025-Q3 stale |
| Stonehage Fleming Financial Services Holdings Ltd trimmed | 107,204 | $676K | 0.1% | 2025-Q3 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.