Among active 13F managers last quarter, 3 opened and 6 added, while 4 reduced; the largest holder to move was Money Concepts Capital Corp (+2.7%).
41 tracked 13F filers disclose a position in SVAL as of the latest SEC 13F filings, a combined $140.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Money Concepts Capital Corp | 2.8M | $118.2M | ▲+2.7% Added · +76K sh | Q2 2026 | |
| 2 | Bank Of America Corp | 159K | $5.7M | ▲+23% Added · +30K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 58K | $2.1M | ▲+50% Added · +19K sh | Q1 2026 | |
| 4 | Prepared Retirement Institute LLC | 48K | $2.0M | ▲+12% Added · +5K sh | Q2 2026 | |
| 5 | Citadel Advisors LLC | 42K | $1.7M | ▲+50% Added · +14K sh | Q2 2026 | |
| 6 | Two Sigma Investments, LP | 36K | $1.3M | ▲New +36K sh | Q1 2026 | |
| 7 | Mariner, LLC | 33K | $1.2M | ▲+0.9% Added · +286 sh | Q1 2026 | |
| 8 | Global Assets Advisory, LLC | 29K | $1.2M | ▲New +29K sh | Q2 2026 | |
| 9 | Apeiron RIA LLC | 24K | $1.0M | ▼−19% Reduced · −6K sh | Q2 2026 | |
| 10 | Well Done, LLC | 18K | $736K | ▼−0.5% Reduced · −96 sh | Q2 2026 | |
| 11 | Royal Bank Of Canada | 17K | $608K | ▼−31% Reduced · −8K sh | Q1 2026 | |
| 12 | Raymond James Financial Inc | 12K | $446K | ▼−82% Reduced · −55K sh | Q1 2026 | |
| 13 | NovaPoint Capital, LLC | 12K | $511K | ▼−26% Reduced · −4K sh | Q2 2026 | |
| 14 | OpenArc Corporate Advisory, LLC | 11K | $468K | —Held | Q2 2026 | |
| 15 | Commonwealth Equity Services, LLC | 10K | $360K | ▲+5.5% Added · +518 sh | Q1 2026 | |
| 16 | Jane Street Group, LLC | 9K | $310K | ▲New +9K sh | Q1 2026 | |
| 17 | Chicago Partners Investment Group LLC | 7K | $303K | ▲+0.3% Added · +25 sh | Q2 2026 | |
| 18 | Sanctuary Advisors, LLC | 7K | $289K | —Held | Q2 2026 | |
| 19 | Dynamic Financial Group | 6K | $251K | ▲+0.1% Added · +4 sh | Q2 2026 | |
| 20 | Morgan Stanley | 6K | $210K | ▼−26% Reduced · −2K sh | Q1 2026 | |
| 21 | Private Advisor Group, LLC | 6K | $232K | ▲New +6K sh | Q2 2026 | |
| 22 | NewEdge Advisors, LLC | 5K | $219K | ▲99× Added · +5K sh | Q2 2026 | |
| 23 | Colton Groome Financial Advisors, LLC | 5K | $214K | ▲New +5K sh | Q2 2026 | |
| 24 | Worth Financial Advisory Group, LLC | 5K | $213K | ▲New +5K sh | Q2 2026 | |
| 25 | TD Waterhouse Canada Inc. | 2K | $76K | —Held | 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, 3 funds opened a new position in SVAL and 6 added to an existing one, while 4 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 |
|---|---|---|
| Nvidia CorpNVDA | 18 funds | $5.6B |
| Apple IncAAPL | 18 funds | $4.7B |
| Amazon.com IncAMZN | 18 funds | $4.4B |
| Alphabet Inc-CL AGOOGL | 18 funds | $2.7B |
| Microsoft CorpMSFT | 18 funds | $2.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 18 funds | $1.4B |
| Invesco QQQ Trust Series 1QQQ | 18 funds | $990.1M |
| Walmart IncWMT | 18 funds | $853.9M |
| JPMorgan Chase & CoJPM | 17 funds | $1.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 17 funds | $1.6B |
| Meta Platforms Inc-Class AMETA | 17 funds | $1.3B |
| Alphabet Inc-CL CGOOG | 17 funds | $1.3B |
Ranked by how many of SVAL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SVAL.
No filings captured for this ticker in the live stream yet.
Connected entities for SVAL
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.