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SGVT

Institutional Ownership

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 98 Institutional Holders
HolderSharesDateChange% Held
PRIVATE CLIENT SERVICES, LLC--Sep 30, 26-9.53K--
Savant Capital, LLC176.02KJun 30, 26+92.72K2.03%
MJP ASSOCIATES INC /ADV137.43KJun 30, 26-31.73K1.59%
Advisor OS, LLC137.43KJun 30, 26-35.84K1.59%
Clear Creek Financial Management, LLC135.91KJun 30, 26+57.07K1.57%
Holistic Planning, LLC96.51KJun 30, 26-21.86K1.12%
Addison Capital Co88.56KJun 30, 26+22.59K1.02%
Tower Research Capital LLC (TRC)67.59KJun 30, 26+15.43K0.78%
SUSQUEHANNA INTERNATIONAL GROUP, LLP43.06KJun 30, 26+11.67K0.50%
FULCRUM WEALTH ADVISORS, LLC31.26KJun 30, 26+31.26K0.36%
Bleakley Financial Group, LLC26.30KJun 30, 26+8.45K0.30%
Belpointe Asset Management LLC19.55KJun 30, 26+1.11K0.23%
JANE STREET GROUP, LLC18.83KJun 30, 26-2.48K0.22%
PERSPECTIVE WEALTH ADVISORS LLC15.36KJun 30, 26+15.36K0.18%
Luken Investment Analytics, LLC14.89KJun 30, 26-1.47K0.17%
Mariner, LLC14.73KJun 30, 26+14.73K0.17%
WPG Advisers, LLC14.12KJun 30, 26+14.12K0.16%
Farther Finance Advisors, LLC12.87KJun 30, 26+12.87K0.15%
STONE LOFT WEALTH MANAGEMENT LLC12.65KJun 30, 26-6900.15%
Compass Ion Advisors, LLC10.93KJun 30, 26+10.93K0.13%
Mascagni Wealth Management, Inc.10.92KJun 30, 26+1.62K0.13%
Worth Asset Management, LLC9.96KJun 30, 26-17.62K0.12%
WPWealth LLP9.93KJun 30, 26+3.73K0.11%
EP Wealth Advisors, LLC9.48KJun 30, 26+9.48K0.11%
Vista Cima Wealth Management LLC9.23KJun 30, 26-6.48K0.11%
WealthPlan Investment Management, LLC8.87KJun 30, 26-2.29K0.10%
Cambridge Investment Research Advisors, Inc.8.39KJun 30, 26+5.08K0.10%
GOLDMAN SACHS GROUP INC8.34KJun 30, 26-35.60K0.10%
Pinnacle Family Advisors, LLC7.50KJun 30, 26--0.09%
BNP PARIBAS ARBITRAGE, SNC7.14KJun 30, 26+1.88K0.08%
CALTON & ASSOCIATES, INC.7.14KJun 30, 26-79.18K0.08%
Mills Wealth Advisors LLC6.75KJun 30, 26+6.75K0.08%
Parkwoods Wealth Partners, LLC6.26KJun 30, 26+6.26K0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6.08KJun 30, 26+6.08K0.07%
UNITED CAPITAL FINANCIAL ADVISERS, LLC6.01KJun 30, 26+490.07%
FCG Investment Co5.88KJun 30, 26+5.88K0.07%
OpenArc Corporate Advisory, LLC5.46KJun 30, 26+5.46K0.06%
Main Street Financial Solutions, LLC4.97KJun 30, 26+4.97K0.06%
KINGSWOOD WEALTH ADVISORS, LLC4.96KJun 30, 26+4.96K0.06%
Beacon Pointe Advisors, LLC4.90KJun 30, 26-7.78K0.06%
Buckingham Strategic Partners4.49KJun 30, 26-1.91K0.05%
Creative Planning4.35KJun 30, 26+4.35K0.05%
Aptus Capital Advisors, LLC4.31KJun 30, 26+3.42K0.05%
United Advisor Group, LLC4.02KJun 30, 26+4.02K0.05%
Sanctuary Advisors, LLC3.80KJun 30, 26-6.33K0.04%
Strait & Sound Wealth Management LLC3.60KJun 30, 26+3.60K0.04%
CREATIVE FINANCIAL DESIGNS INC /ADV3.58KJun 30, 26+1.54K0.04%
Flagship Capital Management Inc.3.53KJun 30, 26+290.04%
Resources Investment Advisors, LLC.3.37KJun 30, 26+3.37K0.04%
Keel Point, LLC3.37KJun 30, 26+3.37K0.04%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.3.32KJun 30, 26+7200.04%
Skyline Advisors, Inc.3.25KJun 30, 26+3.25K0.04%
Walsky Investment Management, Inc.3.21KJun 30, 26+3.21K0.04%
Mirador Capital Partners LP3.01KJun 30, 26+240.03%
HighTower Advisors, LLC2.86KJun 30, 26+2.86K0.03%
Balboa Wealth Partners2.75KJun 30, 26+2.75K0.03%
Simplicity Wealth,LLC2.75KJun 30, 26+2.75K0.03%
Richard P Slaughter Associates Inc2.46KJun 30, 26--0.03%
IAMS WEALTH MANAGEMENT, LLC2.43KJun 30, 26-4350.03%
Colony Group, LLC2.24KJun 30, 26-7.47K0.03%
SRS Capital Advisors, Inc.2.23KJun 30, 26--0.03%
HARBOUR INVESTMENTS, INC.2.09KJun 30, 26-1.46K0.02%
Neumann Capital Management, LLC2.03KJun 30, 26+2.03K0.02%
MGO ONE SEVEN LLC2.02KJun 30, 26-30.02%
Western Wealth Management, LLC1.99KJun 30, 26+1.99K0.02%
JPMORGAN CHASE & CO780Jun 30, 26+1780.01%
ADVISOR GROUP HOLDINGS, INC.650Jun 30, 26+220.01%
Integrated Wealth Concepts LLC626Jun 30, 26+6260.01%
Robbins Farley599Jun 30, 26-10.01%
Vermillion Wealth Management, Inc.495Jun 30, 26-2.04K0.01%
Ulland Investment Advisors, LLC400Jun 30, 26+4000.00%
Larson Financial Group LLC271Jun 30, 26+2710.00%
West Branch Capital LLC161Jun 30, 26+30.00%
Fairway Wealth LLC150Jun 30, 26+10.00%
MERCER GLOBAL ADVISORS INC /ADV140Jun 30, 26+1400.00%
FIDUCIARY FINANCIAL ADVISORS115Jun 30, 26+1150.00%
EverSource Wealth Advisors, LLC105Jun 30, 26--0.00%
UBS Group AG100Jun 30, 26+1000.00%
Financial Management Professionals, Inc.28Jun 30, 26--0.00%
AE Wealth Management LLC26Jun 30, 26-2.94K0.00%
Integrity Financial Corp /WA21Jun 30, 26+210.00%
Steigerwald, Gordon & Koch Inc.4Jun 30, 26+10.00%
BlackRock, Inc.1Jun 30, 26--0.00%
WealthShield Partners, LLC--Jun 30, 26-11.51K--
Real Talk Capital, LLC--Jun 30, 26-3.41K--
DAYMARK WEALTH PARTNERS, LLC--Jun 30, 26-2.22K--
Foundations Investment Advisors, LLC--Jun 30, 26-3.42K--
Wolfstich Capital, LLC--Jun 30, 26-2.47M--
JOHNSON INVESTMENT COUNSEL INC--Jun 30, 26-4.87K--
Mendota Financial Group, LLC--Jun 30, 26-5.80K--
MOULTON WEALTH MANAGEMENT, INC--Jun 30, 26-4.61M--
HRT FINANCIAL LP--Jun 30, 26-5.83K--
Hartford Financial Management Inc.--Jun 30, 26-259--
North Berkeley Wealth Management, LLC49.48KMar 31, 26-175.11K0.57%
Claris Financial LLC6.62KMar 31, 26+2.37K0.08%
Capital Planning Advisors, LLC2.48KMar 31, 26+2.48K0.03%
CWM, LLC114Mar 31, 26+1140.00%
Summit X, LLC2.73KJun 30, 25+2.73K0.03%

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.