SVAL(SVAL)
SVAL
Institutional Ownership
Top 48 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | 2.83M | Jun 30, 26 | +75.64K | 58.93% |
| BANK OF AMERICA CORP /DE/ | 179.90K | Jun 30, 26 | +21.07K | 3.75% |
| Prepared Retirement Institute LLC | 48.18K | Jun 30, 26 | +5.01K | 1.00% |
| LPL Financial LLC | 47.58K | Jun 30, 26 | -10.62K | 0.99% |
| CITADEL ADVISORS LLC | 41.75K | Jun 30, 26 | +14.01K | 0.87% |
| TWO SIGMA INVESTMENTS, LP | 36.30K | Jun 30, 26 | -- | 0.76% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34.96K | Jun 30, 26 | +34.96K | 0.73% |
| Mariner, LLC | 32.51K | Jun 30, 26 | -454 | 0.68% |
| Global Assets Advisory, LLC | 28.90K | Jun 30, 26 | +28.90K | 0.60% |
| ROYAL BANK OF CANADA | 19.51K | Jun 30, 26 | +2.58K | 0.41% |
| Well Done, LLC | 17.60K | Jun 30, 26 | -96 | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 12.41K | Jun 30, 26 | -- | 0.26% |
| NovaPoint Capital, LLC | 12.22K | Jun 30, 26 | -4.35K | 0.25% |
| OpenArc Corporate Advisory, LLC | 11.20K | Jun 30, 26 | -- | 0.23% |
| COMMONWEALTH EQUITY SERVICES, LLC | 9.17K | Jun 30, 26 | -839 | 0.19% |
| Chicago Partners Investment Group LLC | 7.20K | Jun 30, 26 | +25 | 0.15% |
| Sanctuary Advisors, LLC | 6.92K | Jun 30, 26 | -- | 0.14% |
| Integrated Wealth Concepts LLC | 6.23K | Jun 30, 26 | +6.23K | 0.13% |
| Cetera Investment Advisers | 6.01K | Jun 30, 26 | +6.01K | 0.13% |
| Dynamic Financial Group | 6.01K | Jun 30, 26 | +4 | 0.13% |
| MORGAN STANLEY | 5.84K | Jun 30, 26 | -- | 0.12% |
| Private Advisor Group, LLC | 5.54K | Jun 30, 26 | +5.54K | 0.12% |
| NewEdge Advisors, LLC | 5.25K | Jun 30, 26 | +5.20K | 0.11% |
| Worth Financial Advisory Group, LLC | 5.09K | Jun 30, 26 | +5.09K | 0.11% |
| US BANCORP \DE\ | 1.87K | Jun 30, 26 | +91 | 0.04% |
| TD Waterhouse Canada Inc. | 1.82K | Jun 30, 26 | -- | 0.04% |
| Tower Research Capital LLC (TRC) | 1.77K | Jun 30, 26 | +1.77K | 0.04% |
| UBS Group AG | 1.32K | Jun 30, 26 | +1.32K | 0.03% |
| Westside Investment Management, Inc. | 1.30K | Jun 30, 26 | -- | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 893 | Jun 30, 26 | -330 | 0.02% |
| Crews Bank & Trust | 570 | Jun 30, 26 | -- | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 540 | Jun 30, 26 | -769 | 0.01% |
| 1 NORTH WEALTH SERVICES LLC | 350 | Jun 30, 26 | -- | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 295 | Jun 30, 26 | -15 | 0.01% |
| FMR LLC | 284 | Jun 30, 26 | -- | 0.01% |
| Winch Advisory Services, LLC | 168 | Jun 30, 26 | +1 | 0.00% |
| Global Retirement Partners, LLC | 80 | Jun 30, 26 | +80 | 0.00% |
| PRIVATE TRUST CO NA | 67 | Jun 30, 26 | +67 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 63 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 47 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 10 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -- | 0.00% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | -- | Jun 30, 26 | -131.53K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -8.62K | -- |
| RAYMOND JAMES & ASSOCIATES | 48.65K | Sep 30, 24 | -576 | 1.01% |
| Raymond James Financial Services Advisors, Inc. | 7.10K | Sep 30, 24 | +3 | 0.15% |
| BT Wealth Management LLC | 483.60K | Jun 30, 22 | -20.56K | 10.08% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Explore More
Stock Comparison
Compare equities side by side
52-Week Highs Breakout
Stocks breaking to new annual highs
52-Week Lows Oversold
S&P 500 oversold value screener
Trending Momentum
Relative strength momentum leaders
Earnings Calendar
Upcoming earnings dates & reports
S&P 500 Screener
Filter and sort all 500 stocks
Market Movers
Today's biggest gainers and losers
Market Heatmap
Visual sector performance
