FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE57.090.56%
STOXX50E5,860.32-0.39%
XLF51.80-0.02%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp26.7°C
UV0
Feels29.2°C
Humidity75%
Wind15.8 km/h
Air QualityAQI 1
Cloud Cover36%
Rain81%
Sunrise05:59 AM
Sunset06:47 PM
Time12:25 AM
13F QoQ Ownership Changes

SVA Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 2 new · 3 added · 23 reduced · 0 exited

New Positions(2)

ManagerSharesΔ SharesValueΔ Value% Δ
Aprio Wealth Management, LLC439+439$284.0K+$284.0K
IFP Advisors, Inc400+400$0$0

Added To(3)

ManagerSharesΔ SharesValueΔ Value% Δ
UBS Group AG9,222+7,000$59.7K+$45.3K315.0%
JONES FINANCIAL COMPANIES LLLP338+300$0$0789.5%
ASSETMARK, INC26+2$0$08.3%

Reduced(23)

ManagerSharesΔ SharesValueΔ Value% Δ
ORBIMED ADVISORS LLC2,718,7350$184.5M$00.0%
BANK OF AMERICA CORP /DE/5,8860$0$00.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP16,4300$106.3K$00.0%
OSAIC HOLDINGS, INC.1,988-164$0$0-7.6%
Tower Research Capital LLC (TRC)4240$0$00.0%
Royal Bank of Canada4250$0$00.0%
Transamerica Financial Advisors, LLC1-1$0$0-50.0%
MAI Capital Management30$0$00.0%
Financial Gravity Asset Management, Inc.230$0$00.0%
Vivo Capital, LLC5,903,0000$38.2M$00.0%
MORGAN STANLEY9,1440$59.2K$00.0%
WELLS FARGO & COMPANY/MN16,8760$109.2K$00.0%
RENAISSANCE TECHNOLOGIES LLC1,312,5200$0$00.0%
California Public Employees Retirement System68,7320$0$00.0%
Skandinaviska Enskilda Banken AB (publ)40,0000$0$00.0%
Spark Investment Management LLC29,1000$0$00.0%
GEODE CAPITAL MANAGEMENT, LLC27,7170$0$00.0%
Clearstead Advisors, LLC5000$0$00.0%
NAVELLIER & ASSOCIATES INC13,018-550$0$0-4.0%
Horizon Investments, LLC520$336$00.0%
Atlantic Edge Private Wealth Management, LLC1,0000$0$00.0%
FINANCIAL CONSULATE, INC230$0$00.0%
Neumann Advisory Hong Kong Ltd315,5860$2.0K$00.0%