Among active 13F managers last quarter, 6 opened and 20 added, while 12 reduced; the largest holder to move was Owen LaRue, LLC (+99%). No recent Form 4 insider filings for SVOL.
Funds lean in and no leg opposes.
74 tracked 13F filers disclose a position in SVOL as of the latest SEC 13F filings, a combined $61.4M 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 | AE Wealth Management LLC | 700K | $10.7M | ▼−8.4% Reduced · −64K sh | Q1 2026 | |
| 2 | Owen LaRue, LLC | 463K | $7.4M | ▲+99% Added · +230K sh | Q2 2026 | |
| 3 | Elevated Capital Advisors, LLC | 346K | $5.6M | ▲+14% Added · +42K sh | Q2 2026 | |
| 4 | Cavalier Investments, LLC | 260K | $4.0M | ▲New +260K sh | Q1 2026 | |
| 5 | Key Capital Management, INC | 186K | $3.0M | ▲+9.0% Added · +15K sh | Q2 2026 | |
| 6 | Visionary Wealth Advisors | 162K | $2.6M | ▼−9.1% Reduced · −16K sh | Q2 2026 | |
| 7 | One Capital Management, LLC | 130K | $2.0M | —Held | Q2 2026 | |
| 8 | Howard Bailey Securities, LLC | 123K | $2.0M | ▲+1.3% Added · +2K sh | Q2 2026 | |
| 9 | Commonwealth Equity Services, LLC | 123K | $1.9M | ▼−23% Reduced · −36K sh | Q1 2026 | |
| 10 | Park Edge Advisors, LLC | 119K | $1.9M | ▲+22% Added · +21K sh | Q2 2026 | |
| 11 | B.O.S.S. Retirement Advisors, LLC | 109K | $1.7M | ▲+8.5% Added · +9K sh | Q2 2026 | |
| 12 | FSA Advisors, Inc. | 99K | $1.6M | ▲+14% Added · +12K sh | Q2 2026 | |
| 13 | Authentikos Wealth Advisory, LLC | 58K | $932K | ▼−3.8% Reduced · −2K sh | Q2 2026 | |
| 14 | Blackston Financial Advisory Group, LLC | 57K | $910K | ▲+7.1% Added · +4K sh | Q2 2026 | |
| 15 | Greenberg Financial Group | 56K | $985K | ▲+48% Added · +18K sh | Q4 2025 | |
| 16 | Claris Financial LLC | 53K | $807K | ▲+8.5% Added · +4K sh | Q1 2026 | |
| 17 | Tactive Advisors, LLC | 52K | $836K | ▼−9.9% Reduced · −6K sh | Q2 2026 | |
| 18 | Beacon Capital Management, LLC | 52K | $833K | ▼−27% Reduced · −19K sh | Q2 2026 | |
| 19 | Cambridge Advisors Inc. | 52K | $828K | ▲+4.3% Added · +2K sh | Q2 2026 | |
| 20 | Mosley Wealth Management | 46K | $741K | ▲+347% Added · +36K sh | Q2 2026 | |
| 21 | Legacy Wealth Managment, LLC | 45K | $719K | ▼−55% Reduced · −55K sh | Q2 2026 | |
| 22 | Jane Street Group, LLC | 44K | $669K | ▲Added Added · +44K sh | Q1 2026 | |
| 23 | Discipline Wealth Solutions, LLC | 44K | $700K | ▲+25% Added · +9K sh | Q2 2026 | |
| 24 | Networth Advisors, LLC | 41K | $657K | ▲+13% Added · +5K sh | Q2 2026 | |
| 25 | Sigma Planning Corp | 40K | $647K | ▲+3.8% Added · +1K 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, 6 funds opened a new position in SVOL and 20 added to an existing one, while 12 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 | 42 funds | $4.4B |
| Microsoft CorpMSFT | 41 funds | $2.7B |
| Vanguard S&P 500 ETFVOO | 41 funds | $2.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 41 funds | $2.0B |
| Alphabet Inc-CL AGOOGL | 41 funds | $1.8B |
| Meta Platforms Inc-Class AMETA | 41 funds | $1.1B |
| Tesla IncTSLA | 41 funds | $924.8M |
| Johnson & JohnsonJNJ | 41 funds | $761.3M |
| Apple IncAAPL | 40 funds | $4.5B |
| Amazon.com IncAMZN | 40 funds | $3.6B |
| JPMorgan Chase & CoJPM | 40 funds | $1.3B |
| Invesco QQQ Trust Series 1QQQ | 40 funds | $1.1B |
Ranked by how many of SVOL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SVOL.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 30 | 21 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 227 funds | $1.0B |
| MTBAcommon | 143 funds | $962.3M |
| BUCKTREASURY OPT INC | 89 funds | $224.9M |
| AGGHUIT EXCHANGE TRADED | 83 funds | $350.8M |
| CDXMF Closed and MF Open | 82 funds | $273.5M |
| HEQTMF Closed and MF Open | 81 funds | $201.9M |
| TUASHORT TERM TREA | 75 funds | $459.3M |
| SVOLthis pagemc | 74 funds | $61.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SVOL
This stock 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/SVOL/capital-change-brief"
Use Arkolith's capital_change_brief for SVOL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SVOL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.