Among active 13F managers last quarter, 11 opened and 15 added, while 11 reduced; the largest holder to move was Advisor OS, LLC (−21%).
72 tracked 13F filers disclose a position in SGVT as of the latest SEC 13F filings, a combined $128.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | 176K | $17.7M | ▲+111% Added · +93K sh | Q2 2026 | |
| 2 | Advisor OS, LLC | 137K | $13.8M | ▼−21% Reduced · −36K sh | Q2 2026 | |
| 3 | MJP Associates Inc | 137K | $13.8M | ▼−19% Reduced · −32K sh | Q2 2026 | |
| 4 | Clear Creek Financial Management, LLC | 136K | $13.7M | ▲+72% Added · +57K sh | Q2 2026 | |
| 5 | Uptick Partners, LLC | 97K | $9.7M | ▼−18% Reduced · −22K sh | Q2 2026 | |
| 6 | Addison Capital Co | 89K | $8.9M | ▲+34% Added · +23K sh | Q2 2026 | |
| 7 | Tower Research Capital LLC (TRC) | 52K | $5.3M | ▼−33% Reduced · −25K sh | Q1 2026 | |
| 8 | Goldman Sachs Group Inc | 44K | $4.4M | ▲New +44K sh | Q1 2026 | |
| 9 | Susquehanna International Group, LLP | 31K | $3.2M | ▲New +31K sh | Q1 2026 | |
| 10 | Fulcrum Wealth Advisors, LLC | 31K | $3.1M | ▲New +31K sh | Q2 2026 | |
| 11 | Bleakley Financial Group, LLC | 26K | $2.6M | ▲+47% Added · +8K sh | Q2 2026 | |
| 12 | Jane Street Group, LLC | 21K | $2.1M | ▼−79% Reduced · −80K sh | Q1 2026 | |
| 13 | Belpointe Asset Management LLC | 18K | $1.9M | ▲+58% Added · +7K sh | Q1 2026 | |
| 14 | Luken Investment Analytics, LLC | 15K | $1.5M | ▼−9.0% Reduced · −1K sh | Q2 2026 | |
| 15 | WPG Advisers, LLC | 14K | $1.4M | ▲New +14K sh | Q2 2026 | |
| 16 | Stone Loft Wealth Management LLC | 13K | $1.3M | ▼−5.2% Reduced · −690 sh | Q2 2026 | |
| 17 | Compass Ion Advisors, LLC | 11K | $1.1M | ▲New +11K sh | Q2 2026 | |
| 18 | Mascagni Wealth Management, Inc. | 11K | $1.1M | ▲+17% Added · +2K sh | Q2 2026 | |
| 19 | Worth Asset Management, LLC | 10K | $1.0M | ▼−64% Reduced · −18K sh | Q2 2026 | |
| 20 | WPWealth LLP | 10K | $1000K | ▲+60% Added · +4K sh | Q2 2026 | |
| 21 | Focus Partners Wealth | 10K | $978K | ▲New +10K sh | Q1 2026 | |
| 22 | Private Client Services, LLC | 10K | $960K | ▲+220% Added · +7K sh | Q2 2026 | |
| 23 | EP Wealth Advisors, LLC | 9K | $955K | ▲New +9K sh | Q2 2026 | |
| 24 | Vista Cima Wealth Management LLC | 9K | $930K | ▼−41% Reduced · −6K sh | Q2 2026 | |
| 25 | WealthPlan Investment Management, LLC | 9K | $894K | ▼−21% Reduced · −2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 11 funds opened a new position in SGVT and 15 added to an existing one, while 11 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 41 funds | $1.2B |
| Apple IncAAPL | 40 funds | $2.6B |
| Nvidia CorpNVDA | 40 funds | $2.3B |
| Amazon.com IncAMZN | 40 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 40 funds | $800.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 39 funds | $1.3B |
| Meta Platforms Inc-Class AMETA | 39 funds | $494.1M |
| Chevron CorpCVX | 39 funds | $240.9M |
| Vanguard S&P 500 ETFVOO | 38 funds | $1.6B |
| Invesco QQQ Trust Series 1QQQ | 38 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 38 funds | $859.6M |
| JPMorgan Chase & CoJPM | 38 funds | $604.9M |
Ranked by how many of SGVT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SGVT.
No filings captured for this ticker in the live stream yet.
Connected entities for SGVT
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SGVT/capital-change-brief"
Use Arkolith's capital_change_brief for SGVT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SGVT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.