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Institutional Ownership · SEC Form 13F

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.

191
Institutional holders
118,150,683
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Helikon Investments Ltd new16,115,414$173M13.1%2026-Q1
Tidal Investments LLC trimmed10,448,884$112M8.5%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed9,844,601$106M8.0%2026-Q1
VAN ECK ASSOCIATES CORP added7,066,611$76M5.8%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new6,081,326$65M5.0%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed5,189,057$56M4.2%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added4,868,106$52M4.0%2026-Q1
MORGAN STANLEY trimmed4,545,413$49M3.7%2026-Q1
ALPS ADVISORS INC added4,470,157$48M3.6%2026-Q1
TWO SIGMA INVESTMENTS, LP added4,434,648$48M3.6%2026-Q1
BAILLIE GIFFORD & CO added4,235,160$46M3.5%2026-Q1
BlackRock, Inc. trimmed3,316,898$36M2.7%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC added3,304,663$35M2.7%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added2,812,396$30M2.3%2026-Q1
JPMORGAN CHASE & CO added2,933,916$29M2.2%2026-Q1
Cederberg Capital Ltd new2,219,100$24M1.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new1,849,283$20M1.5%2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed1,600,000$17M1.3%2026-Q1
Man Group plc added1,238,439$13M1.0%2026-Q1
UBS Group AG trimmed1,143,172$12M0.9%2026-Q1
CANADA LIFE ASSURANCE Co added1,016,597$11M0.8%2026-Q1
PDT Partners, LLC added844,555$9M0.7%2026-Q1
BANK OF MONTREAL /CAN/ added781,466$8M0.6%2026-Q1
TD Asset Management Inc added727,786$8M0.6%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed700,100$8M0.6%2026-Q1
CIBC WORLD MARKET INC. added687,059$7M0.6%2026-Q1
Orion Resource Partners LP added661,970$7M0.5%2026-Q1
Vanguard Global Advisers, LLC new661,470$7M0.5%2026-Q1
U S GLOBAL INVESTORS INC added617,663$7M0.5%2026-Q1
AMERICAN CENTURY COMPANIES INC added593,785$6M0.5%2026-Q1
Purpose Unlimited Inc. new593,602$6M0.5%2026-Q1
GOLDMAN SACHS GROUP INC trimmed540,623$6M0.4%2026-Q1
BARCLAYS PLC added497,806$5M0.4%2026-Q1
Swiss National Bank added438,700$5M0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC new433,403$5M0.4%2026-Q1
683 Capital Management, LLC added406,000$4M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed377,387$4M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed374,411$4M0.3%2026-Q1
Vontobel Holding Ltd. trimmed297,017$3M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed285,721$3M0.2%2026-Q1
SG Americas Securities, LLC added277,449$3M0.2%2026-Q1
SPROTT INC. trimmed250,740$3M0.2%2026-Q1
MACKENZIE FINANCIAL CORP added240,166$3M0.2%2026-Q1
NATIONAL BANK OF CANADA /FI/ added239,543$3M0.2%2026-Q1
Sava Infond d.o.o. trimmed224,300$2M0.2%2026-Q1
SIG North Trading, ULC trimmed219,828$2M0.2%2026-Q1
LOM Asset Management Ltd157,000$2M0.2%2026-Q1
Legal & General Group Plc added213,683$2M0.2%2026-Q1
CIBC Asset Management Inc added210,586$2M0.2%2026-Q1
HRT FINANCIAL LP added208,461$2M0.2%2026-Q1
Parvin Asset Management, LLC added205,225$2M0.2%2026-Q1
GUGGENHEIM CAPITAL LLC trimmed202,548$2M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new197,773$2M0.2%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed197,101$2M0.2%2026-Q1
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added188,807$2M0.2%2026-Q1
TORONTO DOMINION BANK added188,692$2M0.2%2026-Q1
Amundi added181,860$2M0.1%2026-Q1
Fiscal Wisdom Wealth Management, LLC trimmed174,589$2M0.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added160,223$2M0.1%2026-Q1
INTACT INVESTMENT MANAGEMENT INC. new162,700$2M0.1%2026-Q1
Nuveen, LLC162,896$2M0.1%2026-Q1
CREDIT AGRICOLE S A154,443$2M0.1%2026-Q1
TUDOR INVESTMENT CORP ET AL trimmed143,856$2M0.1%2026-Q1
Harvest Investment Services, LLC new142,643$2M0.1%2026-Q1
HOLLENCREST CAPITAL MANAGEMENT140,900$2M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added139,845$2M0.1%2026-Q1
Numerai GP LLC new126,538$1M0.1%2026-Q1
Aquatic Capital Management LLC trimmed121,876$1M0.1%2026-Q1
PICTON MAHONEY ASSET MANAGEMENT added121,322$1M0.1%2026-Q1
Northwest & Ethical Investments L.P. added117,228$1M0.1%2026-Q1
IMC-Chicago, LLC added115,764$1M0.1%2026-Q1
JANE STREET GROUP, LLC trimmed110,219$1M0.1%2026-Q1
Auxano Advisors, LLC trimmed104,000$1M0.1%2026-Q1
Channing Global Advisors, LLC new98,720$1M0.1%2026-Q1
LPL Financial LLC added96,600$1M0.1%2026-Q1
Zurcher Kantonalbank (Zurich Cantonalbank) added91,746$984K0.1%2026-Q1
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. trimmed88,000$944K0.1%2026-Q1
Sigma Planning Corp trimmed84,150$904K0.1%2026-Q1
ROYAL BANK OF CANADA trimmed82,116$882K0.1%2026-Q1
NEUBERGER BERMAN GROUP LLC added86,578$870K0.1%2026-Q1
BLAIR WILLIAM & CO/IL trimmed80,000$859K0.1%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed77,699$833K0.1%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC new71,520$768K0.1%2026-Q1
TT International Asset Management LTD new70,000$752K0.1%2026-Q1
Vident Advisory, LLC added69,525$747K0.1%2026-Q1
Pictet Asset Management Holding SA trimmed67,391$722K0.1%2026-Q1
D. E. Shaw & Co., Inc. trimmed61,900$665K0.1%2026-Q1
Kiker Wealth Management, LLC new61,019$655K0.0%2026-Q1
Alberta Investment Management Corp trimmed59,228$637K0.0%2026-Q1
TWO SIGMA ADVISERS, LP added3,322,900$28M2.1%2025-Q4 stale
MILLENNIUM MANAGEMENT LLC trimmed2,999,671$25M1.9%2025-Q4 stale
MARSHALL WACE, LLP added1,690,473$7M0.5%2025-Q1 stale
Balyasny Asset Management L.P. added353,243$3M0.2%2025-Q4 stale
SUSQUEHANNA ADVISORS GROUP, INC. new326,100$3M0.2%2025-Q4 stale
VANGUARD GROUP INC187,506$2M0.1%2025-Q4 stale
AXA S.A.357,773$2M0.1%2025-Q2 stale
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added310,612$1M0.1%2025-Q2 stale
Qube Research & Technologies Ltd trimmed88,150$735K0.1%2025-Q4 stale
OMERS ADMINISTRATION Corp new115,600$730K0.1%2025-Q3 stale
Stonehage Fleming Financial Services Holdings Ltd trimmed107,204$676K0.1%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.

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