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Institutional Holders of SVAL
HolderAmountPosition Size
($ in 1000's)
 As of
Money Concepts Capital Corp2,194,327$65,841 03/31/2025
     SVAL2,194,327$65,841 03/31/2025
Bank of America Corp DE118,595$3,558 03/31/2025
     SVAL118,595$3,558 03/31/2025
Truist Financial Corp100,894$3,027 03/31/2025
     SVAL100,894$3,027 03/31/2025
Goldman Sachs Group Inc.50,000$1,500 03/31/2025
     SVAL50,000$1,500 03/31/2025
Global Assets Advisory LLC52,086$1,477 03/31/2025
     SVAL52,086$1,477 03/31/2025
Raymond James Financial Inc.32,638$979 03/31/2025
     SVAL32,638$979 03/31/2025
LPL Financial LLC31,635$949 03/31/2025
     SVAL31,635$949 03/31/2025
Two Sigma Investments LP28,500$855 03/31/2025
     SVAL28,500$855 03/31/2025
Envestnet Asset Management Inc.26,145$784 03/31/2025
     SVAL26,145$784 03/31/2025
Mariner LLC24,814$745 03/31/2025
     SVAL24,814$745 03/31/2025
Prepared Retirement Institute LLC22,048$662 03/31/2025
     SVAL22,048$662 03/31/2025
Well Done LLC19,635$610 06/30/2025
     SVAL19,635$610 06/30/2025
Royal Bank of Canada13,819$415 03/31/2025
     SVAL13,819$415 03/31/2025
Private Advisor Group LLC12,787$384 03/31/2025
     SVAL12,787$384 03/31/2025
Commonwealth Equity Services LLC12,746$382 03/31/2025
     SVAL12,746$382 03/31/2025
Integrated Wealth Concepts LLC11,157$335 03/31/2025
     SVAL11,157$335 03/31/2025
NovaPoint Capital LLC10,758$334 06/30/2025
     SVAL10,758$334 06/30/2025
Dynamic Financial Group11,053$332 03/31/2025
     SVAL11,053$332 03/31/2025
Ameritas Advisory Services LLC10,145$329 03/31/2025
     SVAL10,145$329 03/31/2025
Tower Research Capital LLC TRC 10,580$317 03/31/2025
     SVAL10,580$317 03/31/2025
Susquehanna International Group LLP7,632$229 03/31/2025
     SVAL7,632$229 03/31/2025
Cetera Investment Advisers7,563$227 03/31/2025
     SVAL7,563$227 03/31/2025
Morgan Stanley7,065$212 03/31/2025
     SVAL7,065$212 03/31/2025
Chicago Partners Investment Group LLC6,985$203 03/31/2025
     SVAL6,985$203 03/31/2025
Advisor Group Holdings Inc.6,295$189 03/31/2025
     SVAL6,295$189 03/31/2025
US Bancorp DE1,915$57 03/31/2025
     SVAL1,915$57 03/31/2025
Westside Investment Management Inc.1,300$39 03/31/2025
     SVAL1,300$39 03/31/2025
Crews Bank & Trust705$21 03/31/2025
     SVAL705$21 03/31/2025
BOKF NA600$18 03/31/2025
     SVAL600$18 03/31/2025
Winch Advisory Services LLC429$13 03/31/2025
     SVAL429$13 03/31/2025
National Bank of Canada FI310$9 03/31/2025
     SVAL310$9 03/31/2025
Golden State Wealth Management LLC251$8 03/31/2025
     SVAL251$8 03/31/2025
Creative Financial Designs Inc. ADV112$3 03/31/2025
     SVAL112$3 03/31/2025
AE Wealth Management LLC85$3 03/31/2025
     SVAL85$3 03/31/2025
FMR LLC53$2 03/31/2025
     SVAL53$2 03/31/2025
Steward Partners Investment Advisory LLC50$2 03/31/2025
     SVAL50$2 03/31/2025
Wells Fargo & Company MN1$0 03/31/2025
     SVAL1$0 03/31/2025

See All: Funds Holding SVAL
See Details: Top 10 Hedge Funds Holding SVAL
Also See: SVAL Holdings Changes

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