SGVT(SGVT)

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SGVT(SGVT)

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$100.64—

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SGVT(SGVT)

SGVT

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Institutional Ownership

Top 93 Institutional Holders

Holder	Shares	Date	Change	% Held
Savant Capital, LLC	176.02K	Jun 30, 26	+92.72K	2.03%
MJP ASSOCIATES INC /ADV	137.43K	Jun 30, 26	-31.73K	1.59%
Advisor OS, LLC	137.43K	Jun 30, 26	-35.84K	1.59%
Clear Creek Financial Management, LLC	135.91K	Jun 30, 26	+57.07K	1.57%
Holistic Planning, LLC	96.51K	Jun 30, 26	-21.86K	1.12%
Addison Capital Co	88.56K	Jun 30, 26	+22.59K	1.02%
Tower Research Capital LLC (TRC)	67.59K	Jun 30, 26	+15.43K	0.78%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	43.06K	Jun 30, 26	+11.67K	0.50%
Bleakley Financial Group, LLC	26.30K	Jun 30, 26	+8.45K	0.30%
Belpointe Asset Management LLC	19.55K	Jun 30, 26	+1.11K	0.23%
JANE STREET GROUP, LLC	18.83K	Jun 30, 26	-2.48K	0.22%
Luken Investment Analytics, LLC	14.89K	Jun 30, 26	-1.47K	0.17%
Mariner, LLC	14.73K	Jun 30, 26	+14.73K	0.17%
WPG Advisers, LLC	14.12K	Jun 30, 26	+14.12K	0.16%
Farther Finance Advisors, LLC	12.87K	Jun 30, 26	+12.87K	0.15%
Compass Ion Advisors, LLC	10.93K	Jun 30, 26	+10.93K	0.13%
Mascagni Wealth Management, Inc.	10.92K	Jun 30, 26	+1.62K	0.13%
Worth Asset Management, LLC	9.96K	Jun 30, 26	-17.62K	0.12%
WPWealth LLP	9.93K	Jun 30, 26	+3.73K	0.11%
PRIVATE CLIENT SERVICES, LLC	9.53K	Jun 30, 26	+6.55K	0.11%
EP Wealth Advisors, LLC	9.48K	Jun 30, 26	+9.48K	0.11%
Vista Cima Wealth Management LLC	9.23K	Jun 30, 26	-6.48K	0.11%
WealthPlan Investment Management, LLC	8.87K	Jun 30, 26	-2.29K	0.10%
Cambridge Investment Research Advisors, Inc.	8.39K	Jun 30, 26	+5.08K	0.10%
GOLDMAN SACHS GROUP INC	8.34K	Jun 30, 26	-35.60K	0.10%
Pinnacle Family Advisors, LLC	7.50K	Jun 30, 26	--	0.09%
BNP PARIBAS ARBITRAGE, SNC	7.14K	Jun 30, 26	+1.88K	0.08%
CALTON & ASSOCIATES, INC.	7.14K	Jun 30, 26	-79.18K	0.08%
Mills Wealth Advisors LLC	6.75K	Jun 30, 26	+6.75K	0.08%
Parkwoods Wealth Partners, LLC	6.26K	Jun 30, 26	+6.26K	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6.08K	Jun 30, 26	+6.08K	0.07%
FCG Investment Co	5.88K	Jun 30, 26	+5.88K	0.07%
Main Street Financial Solutions, LLC	4.97K	Jun 30, 26	+4.97K	0.06%
KINGSWOOD WEALTH ADVISORS, LLC	4.96K	Jun 30, 26	+4.96K	0.06%
Buckingham Strategic Partners	4.49K	Jun 30, 26	-1.91K	0.05%
Creative Planning	4.35K	Jun 30, 26	+4.35K	0.05%
Aptus Capital Advisors, LLC	4.31K	Jun 30, 26	+3.42K	0.05%
United Advisor Group, LLC	4.02K	Jun 30, 26	+4.02K	0.05%
Sanctuary Advisors, LLC	3.80K	Jun 30, 26	-6.33K	0.04%
CREATIVE FINANCIAL DESIGNS INC /ADV	3.58K	Jun 30, 26	+1.54K	0.04%
Resources Investment Advisors, LLC.	3.37K	Jun 30, 26	+3.37K	0.04%
Keel Point, LLC	3.37K	Jun 30, 26	+3.37K	0.04%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	3.32K	Jun 30, 26	+720	0.04%
Skyline Advisors, Inc.	3.25K	Jun 30, 26	+3.25K	0.04%
Mirador Capital Partners LP	3.01K	Jun 30, 26	+24	0.03%
HighTower Advisors, LLC	2.86K	Jun 30, 26	+2.86K	0.03%
Balboa Wealth Partners	2.75K	Jun 30, 26	+2.75K	0.03%
Simplicity Wealth,LLC	2.75K	Jun 30, 26	+2.75K	0.03%
Richard P Slaughter Associates Inc	2.46K	Jun 30, 26	--	0.03%
IAMS WEALTH MANAGEMENT, LLC	2.43K	Jun 30, 26	-435	0.03%
Colony Group, LLC	2.24K	Jun 30, 26	-7.47K	0.03%
SRS Capital Advisors, Inc.	2.23K	Jun 30, 26	--	0.03%
HARBOUR INVESTMENTS, INC.	2.09K	Jun 30, 26	-1.46K	0.02%
Neumann Capital Management, LLC	2.03K	Jun 30, 26	+2.03K	0.02%
MGO ONE SEVEN LLC	2.02K	Jun 30, 26	-3	0.02%
Western Wealth Management, LLC	1.99K	Jun 30, 26	+1.99K	0.02%
JPMORGAN CHASE & CO	780	Jun 30, 26	+178	0.01%
ADVISOR GROUP HOLDINGS, INC.	650	Jun 30, 26	+22	0.01%
Integrated Wealth Concepts LLC	626	Jun 30, 26	+626	0.01%
Robbins Farley	599	Jun 30, 26	-1	0.01%
Vermillion Wealth Management, Inc.	495	Jun 30, 26	-2.04K	0.01%
Ulland Investment Advisors, LLC	400	Jun 30, 26	+400	0.00%
Larson Financial Group LLC	271	Jun 30, 26	+271	0.00%
West Branch Capital LLC	161	Jun 30, 26	+3	0.00%
Fairway Wealth LLC	150	Jun 30, 26	+1	0.00%
MERCER GLOBAL ADVISORS INC /ADV	140	Jun 30, 26	+140	0.00%
EverSource Wealth Advisors, LLC	105	Jun 30, 26	--	0.00%
UBS Group AG	100	Jun 30, 26	+100	0.00%
Financial Management Professionals, Inc.	28	Jun 30, 26	--	0.00%
AE Wealth Management LLC	26	Jun 30, 26	-2.94K	0.00%
Integrity Financial Corp /WA	21	Jun 30, 26	+21	0.00%
Steigerwald, Gordon & Koch Inc.	4	Jun 30, 26	+1	0.00%
BlackRock, Inc.	1	Jun 30, 26	--	0.00%
JOHNSON INVESTMENT COUNSEL INC	--	Jun 30, 26	-4.87K	--
WealthShield Partners, LLC	--	Jun 30, 26	-11.51K	--
DAYMARK WEALTH PARTNERS, LLC	--	Jun 30, 26	-2.22K	--
Mendota Financial Group, LLC	--	Jun 30, 26	-5.80K	--
MOULTON WEALTH MANAGEMENT, INC	--	Jun 30, 26	-4.61M	--
Real Talk Capital, LLC	--	Jun 30, 26	-3.41K	--
HRT FINANCIAL LP	--	Jun 30, 26	-5.83K	--
Foundations Investment Advisors, LLC	--	Jun 30, 26	-3.42K	--
Wolfstich Capital, LLC	--	Jun 30, 26	-2.47M	--
Hartford Financial Management Inc.	--	Jun 30, 26	-259	--
North Berkeley Wealth Management, LLC	49.48K	Mar 31, 26	-175.11K	0.57%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	31.39K	Mar 31, 26	+31.39K	0.36%
Beacon Pointe Advisors, LLC	12.68K	Mar 31, 26	+12.68K	0.15%
Pinnacle Family Advisors, LLC	7.50K	Mar 31, 26	+3.51K	0.09%
Claris Financial LLC	6.62K	Mar 31, 26	+2.37K	0.08%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	5.96K	Mar 31, 26	+5.96K	0.07%
HRT FINANCIAL LP	5.83K	Mar 31, 26	-4.13K	0.07%
Capital Planning Advisors, LLC	2.48K	Mar 31, 26	+2.48K	0.03%
CWM, LLC	114	Mar 31, 26	+114	0.00%
Summit X, LLC	2.73K	Jun 30, 25	+2.73K	0.03%

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Holder

Date

Change

% Held

Savant Capital, LLC

176.02K

Jun 30, 26

+92.72K

2.03%

MJP ASSOCIATES INC /ADV

137.43K

Jun 30, 26

-31.73K

1.59%

Advisor OS, LLC

137.43K

Jun 30, 26

-35.84K

1.59%

Clear Creek Financial Management, LLC

135.91K

Jun 30, 26

+57.07K

1.57%

Holistic Planning, LLC

96.51K

Jun 30, 26

-21.86K

1.12%

Addison Capital Co

88.56K

Jun 30, 26

+22.59K

1.02%

Tower Research Capital LLC (TRC)

67.59K

Jun 30, 26

+15.43K

0.78%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

43.06K

Jun 30, 26

+11.67K

0.50%

Bleakley Financial Group, LLC

26.30K

Jun 30, 26

+8.45K

0.30%

Belpointe Asset Management LLC

19.55K

Jun 30, 26

+1.11K

0.23%

JANE STREET GROUP, LLC

18.83K

Jun 30, 26

-2.48K

0.22%

Luken Investment Analytics, LLC

14.89K

Jun 30, 26

-1.47K

0.17%

Mariner, LLC

14.73K

Jun 30, 26

+14.73K

0.17%

WPG Advisers, LLC

14.12K

Jun 30, 26

+14.12K

0.16%

Farther Finance Advisors, LLC

12.87K

Jun 30, 26

+12.87K

0.15%

Compass Ion Advisors, LLC

10.93K

Jun 30, 26

+10.93K

0.13%

Mascagni Wealth Management, Inc.

10.92K

Jun 30, 26

+1.62K

0.13%

Worth Asset Management, LLC

9.96K

Jun 30, 26

-17.62K

0.12%

WPWealth LLP

9.93K

Jun 30, 26

+3.73K

0.11%

PRIVATE CLIENT SERVICES, LLC

9.53K

Jun 30, 26

+6.55K

0.11%

EP Wealth Advisors, LLC

9.48K

Jun 30, 26

+9.48K

0.11%

Vista Cima Wealth Management LLC

9.23K

Jun 30, 26

-6.48K

0.11%

WealthPlan Investment Management, LLC

8.87K

Jun 30, 26

-2.29K

0.10%

Cambridge Investment Research Advisors, Inc.

8.39K

Jun 30, 26

+5.08K

0.10%

GOLDMAN SACHS GROUP INC

8.34K

Jun 30, 26

-35.60K

0.10%

Pinnacle Family Advisors, LLC

7.50K

Jun 30, 26

0.09%

BNP PARIBAS ARBITRAGE, SNC

7.14K

Jun 30, 26

+1.88K

0.08%

CALTON & ASSOCIATES, INC.

7.14K

Jun 30, 26

-79.18K

0.08%

Mills Wealth Advisors LLC

6.75K

Jun 30, 26

+6.75K

0.08%

Parkwoods Wealth Partners, LLC

6.26K

Jun 30, 26

+6.26K

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

6.08K

Jun 30, 26

+6.08K

0.07%

FCG Investment Co

5.88K

Jun 30, 26

+5.88K

0.07%

Main Street Financial Solutions, LLC

4.97K

Jun 30, 26

+4.97K

0.06%

KINGSWOOD WEALTH ADVISORS, LLC

4.96K

Jun 30, 26

+4.96K

0.06%

Buckingham Strategic Partners

4.49K

Jun 30, 26

-1.91K

0.05%

Creative Planning

4.35K

Jun 30, 26

+4.35K

0.05%

Aptus Capital Advisors, LLC

4.31K

Jun 30, 26

+3.42K

0.05%

United Advisor Group, LLC

4.02K

Jun 30, 26

+4.02K

0.05%

Sanctuary Advisors, LLC

3.80K

Jun 30, 26

-6.33K

0.04%

CREATIVE FINANCIAL DESIGNS INC /ADV

3.58K

Jun 30, 26

+1.54K

0.04%

Resources Investment Advisors, LLC.

3.37K

Jun 30, 26

+3.37K

0.04%

Keel Point, LLC

3.37K

Jun 30, 26

+3.37K

0.04%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

3.32K

Jun 30, 26

+720

0.04%

Skyline Advisors, Inc.

3.25K

Jun 30, 26

+3.25K

0.04%

Mirador Capital Partners LP

3.01K

Jun 30, 26

+24

0.03%

HighTower Advisors, LLC

2.86K

Jun 30, 26

+2.86K

0.03%

Balboa Wealth Partners

2.75K

Jun 30, 26

+2.75K

0.03%

Simplicity Wealth,LLC

2.75K

Jun 30, 26

+2.75K

0.03%

Richard P Slaughter Associates Inc

2.46K

Jun 30, 26

0.03%

IAMS WEALTH MANAGEMENT, LLC

2.43K

Jun 30, 26

-435

0.03%

Colony Group, LLC

2.24K

Jun 30, 26

-7.47K

0.03%

SRS Capital Advisors, Inc.

2.23K

Jun 30, 26

0.03%

HARBOUR INVESTMENTS, INC.

2.09K

Jun 30, 26

-1.46K

0.02%

Neumann Capital Management, LLC

2.03K

Jun 30, 26

+2.03K

0.02%

MGO ONE SEVEN LLC

2.02K

Jun 30, 26

-3

0.02%

Western Wealth Management, LLC

1.99K

Jun 30, 26

+1.99K

0.02%

JPMORGAN CHASE & CO

780

Jun 30, 26

+178

0.01%

ADVISOR GROUP HOLDINGS, INC.

650

Jun 30, 26

+22

0.01%

Integrated Wealth Concepts LLC

626

Jun 30, 26

+626

0.01%

Robbins Farley

599

Jun 30, 26

-1

0.01%

Vermillion Wealth Management, Inc.

495

Jun 30, 26

-2.04K

0.01%

Ulland Investment Advisors, LLC

400

Jun 30, 26

+400

0.00%

Larson Financial Group LLC

271

Jun 30, 26

+271

0.00%

West Branch Capital LLC

161

Jun 30, 26

0.00%

Fairway Wealth LLC

150

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

140

Jun 30, 26

+140

0.00%

EverSource Wealth Advisors, LLC

105

Jun 30, 26

0.00%

UBS Group AG

100

Jun 30, 26

+100

0.00%

Financial Management Professionals, Inc.

Jun 30, 26

0.00%

AE Wealth Management LLC

Jun 30, 26

-2.94K

0.00%

Integrity Financial Corp /WA

Jun 30, 26

+21

0.00%

Steigerwald, Gordon & Koch Inc.

Jun 30, 26

0.00%

BlackRock, Inc.

Jun 30, 26

0.00%

JOHNSON INVESTMENT COUNSEL INC

Jun 30, 26

-4.87K

WealthShield Partners, LLC

Jun 30, 26

-11.51K

DAYMARK WEALTH PARTNERS, LLC

Jun 30, 26

-2.22K

Mendota Financial Group, LLC

Jun 30, 26

-5.80K

MOULTON WEALTH MANAGEMENT, INC

Jun 30, 26

-4.61M

Real Talk Capital, LLC

Jun 30, 26

-3.41K

HRT FINANCIAL LP

Jun 30, 26

-5.83K

Foundations Investment Advisors, LLC

Jun 30, 26

-3.42K

Wolfstich Capital, LLC

Jun 30, 26

-2.47M

Hartford Financial Management Inc.

Jun 30, 26

-259

North Berkeley Wealth Management, LLC

49.48K

Mar 31, 26

-175.11K

0.57%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

31.39K

Mar 31, 26

+31.39K

0.36%

Beacon Pointe Advisors, LLC

12.68K

Mar 31, 26

+12.68K

0.15%

Pinnacle Family Advisors, LLC

7.50K

Mar 31, 26

+3.51K

0.09%

Claris Financial LLC

6.62K

Mar 31, 26

+2.37K

0.08%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

5.96K

Mar 31, 26

+5.96K

0.07%

HRT FINANCIAL LP

5.83K

Mar 31, 26

-4.13K

0.07%

Capital Planning Advisors, LLC

2.48K

Mar 31, 26

+2.48K

0.03%

CWM, LLC

114

Mar 31, 26

+114

0.00%

Summit X, LLC

2.73K

Jun 30, 25

+2.73K

0.03%