59 tracked 13F filers disclose a position in SGVT as of the latest SEC 13F filings, a combined $89.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Advisor OS, LLC | $13.8M | 137K | ▼−21% Reduced · −36K sh | Q2 2026 | |
| 2 | Clear Creek Financial Management, LLC | $13.7M | 136K | ▲+72% Added · +57K sh | Q2 2026 | |
| 3 | Addison Capital Co | $8.9M | 89K | ▲+34% Added · +23K sh | Q2 2026 | |
| 4 | Savant Capital, LLC | $8.4M | 83K | ▼−12% Reduced · −12K sh | Q1 2026 | |
| 5 | Tower Research Capital LLC (TRC) | $5.3M | 52K | ▼−33% Reduced · −25K sh | Q1 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $4.4M | 44K | ▲New +44K sh | Q1 2026 | |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.2M | 31K | ▲New +31K sh | Q1 2026 | |
| 8 | FULCRUM WEALTH ADVISORS, LLC | $3.1M | 31K | ▲New +31K sh | Q2 2026 | |
| 9 | Bleakley Financial Group, LLC | $2.6M | 26K | ▲+47% Added · +8K sh | Q2 2026 | |
| 10 | JANE STREET GROUP, LLC | $2.1M | 21K | ▼−79% Reduced · −80K sh | Q1 2026 | |
| 11 | Belpointe Asset Management LLC | $1.9M | 18K | ▲+58% Added · +7K sh | Q1 2026 | |
| 12 | Luken Investment Analytics, LLC | $1.5M | 15K | ▼−9.0% Reduced · −1K sh | Q2 2026 | |
| 13 | Beacon Pointe Advisors, LLC | $1.3M | 13K | ▲New +13K sh | Q1 2026 | |
| 14 | STONE LOFT WEALTH MANAGEMENT LLC | $1.3M | 13K | ▼−5.2% Reduced · −690 sh | Q2 2026 | |
| 15 | Mascagni Wealth Management, Inc. | $1.1M | 11K | ▲+17% Added · +2K sh | Q2 2026 | |
| 16 | Sanctuary Advisors, LLC | $1.0M | 10K | ▲+338% Added · +8K sh | Q1 2026 | |
| 17 | Worth Asset Management, LLC | $1.0M | 10K | ▼−64% Reduced · −18K sh | Q2 2026 | |
| 18 | Focus Partners Wealth | $978K | 10K | ▲New +10K sh | Q1 2026 | |
| 19 | PRIVATE CLIENT SERVICES, LLC | $960K | 10K | ▲+220% Added · +7K sh | Q2 2026 | |
| 20 | WealthPlan Investment Management, LLC | $894K | 9K | ▼−21% Reduced · −2K sh | Q2 2026 | |
| 21 | Pinnacle Family Advisors, LLC | $755K | 7K | ▲+88% Added · +4K sh | Q1 2026 | |
| 22 | Mills Wealth Advisors LLC | $680K | 7K | ▲New +7K sh | Q2 2026 | |
| 23 | Claris Financial LLC | $667K | 7K | ▲+56% Added · +2K sh | Q1 2026 | |
| 24 | Focus Partners Advisor Solutions, LLC | $644K | 6K | ▼−36% Reduced · −4K sh | Q1 2026 | |
| 25 | Parkwoods Wealth Partners, LLC | $631K | 6K | ▲New +6K 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, 8 funds opened a new position in SGVT and 14 added to an existing one, while 10 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 33 funds | $1.1B |
| APPLE INCAAPL | 32 funds | $1.9B |
| NVIDIA CORPNVDA | 32 funds | $1.9B |
| AMAZON.COM INCAMZN | 32 funds | $902.0M |
| ALPHABET INC-CL CGOOG | 32 funds | $575.7M |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $446.8M |
| JOHNSON & JOHNSONJNJ | 31 funds | $300.6M |
| CHEVRON CORPCVX | 31 funds | $192.9M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 30 funds | $910.3M |
| VANGUARD S&P 500 ETFVOO | 30 funds | $870.8M |
| ALPHABET INC-CL AGOOGL | 30 funds | $725.1M |
| JPMORGAN CHASE & COJPM | 30 funds | $527.4M |
Ranked by how many of SGVT's institutional holders also hold each name, a cross-fund conviction signal.
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.