$100.53

+0.04 (+0.04%)

Weekly Expected Move ±0.1%

$100 $100 $101 $101 $101

ETF AMEX · AUM $869.6M

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — SGVT

Institutional Holders

+22 vs prior quarter

0.0%

Ownership

+0.00pp

132M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (105 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Savant Capital, LLC	176,019	18M	+92,716	+111.3%	4Q	SEC ↗
2	MJP ASSOCIATES INC /ADV	137,430	14M	-31,732	-18.8%	2Q	SEC ↗
3	Advisor OS, LLC	137,430	14M	-35,841	-20.7%	2Q	SEC ↗
4	Clear Creek Financial Management, LLC	135,911	14M	+57,068	+72.4%	2Q	SEC ↗
5	UPTICK PARTNERS, LLC	96,513	10M	-21,859	-18.5%	4Q	SEC ↗
6	Addison Capital Co	88,563	9M	+22,590	+34.2%	3Q	SEC ↗
7	Tower Research Capital LLC (TRC)	67,586	7M	+15,431	+29.6%	3Q	SEC ↗
8	SUSQUEHANNA INTERNATIONAL GROUP, LLP	43,059	4M	+11,671	+37.2%	2Q	SEC ↗
9	FULCRUM WEALTH ADVISORS, LLC NEW	31,257	3M	—	+0.0%	1Q	SEC ↗
10	Bleakley Financial Group, LLC	26,295	3M	+8,450	+47.4%	3Q	SEC ↗
11	Belpointe Asset Management LLC	19,546	2M	+1,109	+6.0%	4Q	SEC ↗
12	JANE STREET GROUP, LLC	18,833	2M	-2,478	-11.6%	3Q	SEC ↗
13	PERSPECTIVE WEALTH ADVISORS LLC NEW	15,362	2M	—	+0.0%	1Q	SEC ↗
14	Luken Investment Analytics, LLC	14,891	1M	-1,470	-9.0%	4Q	SEC ↗
15	Mariner, LLC NEW	14,734	1M	—	+0.0%	1Q	SEC ↗
16	WPG Advisers, LLC NEW	14,121	1M	—	+0.0%	1Q	SEC ↗
17	Farther Finance Advisors, LLC NEW	12,871	1M	—	+0.0%	1Q	SEC ↗
18	STONE LOFT WEALTH MANAGEMENT LLC	12,648	1M	-690	-5.2%	3Q	SEC ↗
19	Compass Ion Advisors, LLC NEW	10,927	1M	—	+0.0%	1Q	SEC ↗
20	Mascagni Wealth Management, Inc.	10,916	1M	+1,623	+17.5%	3Q	SEC ↗
21	Worth Asset Management, LLC	9,957	1M	-17,616	-63.9%	3Q	SEC ↗
22	WPWealth LLP	9,926	998K	+3,728	+60.1%	2Q	SEC ↗
23	PRIVATE CLIENT SERVICES, LLC	9,527	958K	+6,547	+219.7%	2Q	SEC ↗
24	EP Wealth Advisors, LLC NEW	9,482	953K	—	+0.0%	1Q	SEC ↗
25	Vista Cima Wealth Management LLC	9,232	928K	-6,482	-41.2%	2Q	SEC ↗
26	WealthPlan Investment Management, LLC	8,872	892K	-2,295	-20.6%	3Q	SEC ↗
27	Cambridge Investment Research Advisors	8,391	844K	+5,083	+153.7%	3Q	SEC ↗
28	GOLDMAN SACHS GROUP INC	8,336	838K	-35,596	-81.0%	2Q	SEC ↗
29	Pinnacle Family Advisors, LLC	7,497	754K	—	+0.0%	4Q	SEC ↗
30	BNP PARIBAS FINANCIAL MARKETS	7,144	718K	+1,875	+35.6%	3Q	SEC ↗
31	CALTON & ASSOCIATES, INC.	7,143	718K	-79,179	-91.7%	3Q	SEC ↗
32	Mills Wealth Advisors LLC NEW	6,753	679K	—	+0.0%	1Q	SEC ↗
33	Claris Financial LLC	6,619	665K	+2,371	+55.8%	2Q	SEC ↗
34	Parkwoods Wealth Partners, LLC NEW	6,260	629K	—	+0.0%	1Q	SEC ↗
35	WEALTH ENHANCEMENT ADVISORY SERVICES, NEW	6,085	612K	—	+0.0%	1Q	SEC ↗
36	UNITED CAPITAL FINANCIAL ADVISORS, LLC	6,011	604K	+49	+0.8%	2Q	SEC ↗
37	FCG Investment Co NEW	5,884	592K	—	+0.0%	1Q	SEC ↗
38	OpenArc Corporate Advisory, LLC NEW	5,459	549K	—	+0.0%	1Q	SEC ↗
39	Main Street Financial Solutions, LLC NEW	4,975	500K	—	+0.0%	1Q	SEC ↗
40	KINGSWOOD WEALTH ADVISORS, LLC NEW	4,957	498K	—	+0.0%	1Q	SEC ↗
41	Beacon Pointe Advisors, LLC	4,900	493K	-7,780	-61.4%	2Q	SEC ↗
42	Focus Partners Advisor Solutions, LLC	4,487	451K	-1,911	-29.9%	4Q	SEC ↗
43	Creative Planning NEW	4,349	437K	—	+0.0%	1Q	SEC ↗
44	Aptus Capital Advisors, LLC	4,306	433K	+3,416	+383.8%	2Q	SEC ↗
45	United Advisor Group, LLC NEW	4,022	404K	—	+0.0%	1Q	SEC ↗
46	Sanctuary Advisors, LLC	3,800	382K	-6,326	-62.5%	4Q	SEC ↗
47	Strait & Sound Wealth Management LLC NEW	3,603	362K	—	+0.0%	1Q	SEC ↗
48	CREATIVE FINANCIAL DESIGNS INC /ADV	3,581	360K	+1,544	+75.8%	4Q	SEC ↗
49	Flagship Capital Management Inc.	3,533	355K	+29	+0.8%	3Q	SEC ↗
50	OneDigital Investment Advisors LLC NEW	3,371	339K	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
FULCRUM WEALTH ADVISORS, LLC	31,257	3M
PERSPECTIVE WEALTH ADVISORS LLC	15,362	2M
Mariner, LLC	14,734	1M
WPG Advisers, LLC	14,121	1M
Farther Finance Advisors, LLC	12,871	1M
Compass Ion Advisors, LLC	10,927	1M
EP Wealth Advisors, LLC	9,482	953K
Mills Wealth Advisors LLC	6,753	679K
Parkwoods Wealth Partners, LLC	6,260	629K
WEALTH ENHANCEMENT ADVISORY SERVICE	6,085	612K
FCG Investment Co	5,884	592K
OpenArc Corporate Advisory, LLC	5,459	549K
Main Street Financial Solutions, LL	4,975	500K
KINGSWOOD WEALTH ADVISORS, LLC	4,957	498K
Creative Planning	4,349	437K
United Advisor Group, LLC	4,022	404K
Strait & Sound Wealth Management LL	3,603	362K
OneDigital Investment Advisors LLC	3,371	339K
Keel Point, LLC	3,370	339K
Skyline Advisors, Inc.	3,247	326K

Sold Out (18)

Holder	Prev Shares	Prev Value
MOULTON WEALTH MANAGEMENT, INC	4,610,837	464M
Wolfstich Capital, LLC	2,471,981	249M
Encompass More Asset Management	49,794	5M
North Berkeley Wealth Management, L	49,478	5M
Crumly & Associates Inc.	13,617	1M
WealthShield Partners, LLC	11,506	1M
McAdam, LLC	8,421	847K
Almanack Investment Partners, LLC.	6,505	654K
Csenge Advisory Group	6,136	617K
HRT FINANCIAL LP	5,827	586K
Mendota Financial Group, LLC	5,797	583K
JOHNSON INVESTMENT COUNSEL INC	4,869	489K
Foundations Investment Advisors, LL	3,417	344K
Valtrion Capital Management, LLC	3,414	343K
ONE PLUS ONE WEALTH MANAGEMENT, LLC	2,742	276K
DAYMARK WEALTH PARTNERS, LLC	2,220	223K
EVERGREEN CAPITAL MANAGEMENT LLC	2,000	201K
Hartford Financial Management Inc.	259	26K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Savant Capital, LLC	+92,716	+111.3%	176,019
Clear Creek Financial Management, L	+57,068	+72.4%	135,911
Addison Capital Co	+22,590	+34.2%	88,563
Tower Research Capital LLC (TRC)	+15,431	+29.6%	67,586
SUSQUEHANNA INTERNATIONAL GROUP, LL	+11,671	+37.2%	43,059
Bleakley Financial Group, LLC	+8,450	+47.4%	26,295
PRIVATE CLIENT SERVICES, LLC	+6,547	+219.7%	9,527
Cambridge Investment Research Advis	+5,083	+153.7%	8,391
WPWealth LLP	+3,728	+60.1%	9,926
Aptus Capital Advisors, LLC	+3,416	+383.8%	4,306
Claris Financial LLC	+2,371	+55.8%	6,619
BNP PARIBAS FINANCIAL MARKETS	+1,875	+35.6%	7,144
Mascagni Wealth Management, Inc.	+1,623	+17.5%	10,916
CREATIVE FINANCIAL DESIGNS INC /ADV	+1,544	+75.8%	3,581
Belpointe Asset Management LLC	+1,109	+6.0%	19,546
INTEGRITY ALLIANCE, LLC.	+720	+27.7%	3,316
JPMORGAN CHASE & CO	+178	+29.6%	780
UNITED CAPITAL FINANCIAL ADVISORS,	+49	+0.8%	6,011
Flagship Capital Management Inc.	+29	+0.8%	3,533
Mirador Capital Partners LP	+24	+0.8%	3,006

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
CALTON & ASSOCIATES, INC.	-79,179	-91.7%	7,143
Advisor OS, LLC	-35,841	-20.7%	137,430
GOLDMAN SACHS GROUP INC	-35,596	-81.0%	8,336
MJP ASSOCIATES INC /ADV	-31,732	-18.8%	137,430
UPTICK PARTNERS, LLC	-21,859	-18.5%	96,513
Worth Asset Management, LLC	-17,616	-63.9%	9,957
Beacon Pointe Advisors, LLC	-7,780	-61.4%	4,900
Focus Partners Wealth	-7,472	-77.0%	2,236
Vista Cima Wealth Management LLC	-6,482	-41.2%	9,232
Sanctuary Advisors, LLC	-6,326	-62.5%	3,800
AE Wealth Management LLC	-2,943	-99.1%	26
JANE STREET GROUP, LLC	-2,478	-11.6%	18,833
WealthPlan Investment Management, L	-2,295	-20.6%	8,872
Vermillion Wealth Management, Inc.	-2,043	-80.5%	495
Focus Partners Advisor Solutions, L	-1,911	-29.9%	4,487
Luken Investment Analytics, LLC	-1,470	-9.0%	14,891
HARBOUR INVESTMENTS, INC.	-1,463	-41.1%	2,094
STONE LOFT WEALTH MANAGEMENT LLC	-690	-5.2%	12,648
IAMS WEALTH MANAGEMENT, LLC	-435	-15.2%	2,432
MGO ONE SEVEN LLC	-3	-0.1%	2,021

SGVT Institutional Ownership

Institutional Ownership — SGVT

Ownership Trends

Top Institutional Holders (105 total)

Recent Activity

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