29 tracked 13F filers disclose a position in SVAL as of the latest SEC 13F filings, a combined $120.6M 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 | MONEY CONCEPTS CAPITAL CORP | $98.9M | 2.8M | ▲2k× Added · +2.8M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $5.7M | 159K | ▲+23% Added · +30K sh | Q1 2026 | |
| 3 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $4.7M | 132K | ▼−1.3% Reduced · −2K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $2.1M | 58K | ▲+50% Added · +19K sh | Q1 2026 | |
| 5 | Prepared Retirement Institute LLC | $1.6M | 43K | ▲+19% Added · +7K sh | Q1 2026 | |
| 6 | TWO SIGMA INVESTMENTS, LP | $1.3M | 36K | ▲New +36K sh | Q1 2026 | |
| 7 | Mariner, LLC | $1.2M | 33K | ▲+0.9% Added · +286 sh | Q1 2026 | |
| 8 | CITADEL ADVISORS LLC | $997K | 28K | ▲New +28K sh | Q1 2026 | |
| 9 | Apeiron RIA LLC | $1.0M | 24K | ▼−19% Reduced · −6K sh | Q2 2026 | |
| 10 | ROYAL BANK OF CANADA | $608K | 17K | ▼−31% Reduced · −8K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $446K | 12K | ▼−82% Reduced · −55K sh | Q1 2026 | |
| 12 | OpenArc Corporate Advisory, LLC | $403K | 11K | ▲New +11K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $360K | 10K | ▲+5.5% Added · +518 sh | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $310K | 9K | ▲New +9K sh | Q1 2026 | |
| 15 | Chicago Partners Investment Group LLC | $278K | 7K | ▲+0.3% Added · +23 sh | Q1 2026 | |
| 16 | Sanctuary Advisors, LLC | $249K | 7K | ▲+1.2% Added · +85 sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $210K | 6K | ▼−26% Reduced · −2K sh | Q1 2026 | |
| 18 | TD Waterhouse Canada Inc. | $66K | 2K | —Held | Q1 2026 | |
| 19 | US BANCORP \DE\ | $64K | 2K | —Held | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $44K | 1K | —Held | Q1 2026 | |
| 21 | Crews Bank & Trust | $24K | 570 | —Held | Q2 2026 | |
| 22 | NATIONAL BANK OF CANADA /FI/ | $11K | 310 | —Held | Q1 2026 | |
| 23 | FMR LLC | $10K | 284 | ▲New +284 sh | Q1 2026 | |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2K | 63 | ▼−34% Reduced · −33 sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $2K | 53 | —Held | Q1 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, 3 funds opened a new position in SVAL and 3 added to an existing one, while 4 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 |
|---|---|---|
| NVIDIA CORPNVDA | 11 funds | $6.2B |
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $4.1B |
| MICROSOFT CORPMSFT | 11 funds | $3.2B |
| ALPHABET INC-CL AGOOGL | 11 funds | $2.2B |
| JPMORGAN CHASE & COJPM | 11 funds | $2.1B |
| BROADCOM INCAVGO | 11 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $1.9B |
| ALPHABET INC-CL CGOOG | 11 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 11 funds | $1.8B |
| SS SPDR DOW JONES INDUS AVGDIA | 11 funds | $1.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 11 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 11 funds | $1.5B |
Ranked by how many of SVAL's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/SVAL/capital-change-brief"
Use Arkolith's capital_change_brief for SVAL. 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 SVAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.