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Institutional Holdings
SVAOwnership Summary
Institutions Holding
31
Total Shares Held
10,466,533
Total Value Held
$222,872,608
Quarter
2026-06-30
Active Positions
Increased Positions
3
11,688 shares
Decreased Positions
6
45,722 shares
Held Positions
17
10,395,732 shares
New Positions
3
13,391 shares
Sold Out Positions
2
17 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| ORBIMED ADVISORS LLC | 2,718,735 | $184,466,170 | Unchanged | 3.42% | 2026-06-30 |
| Vivo Capital, LLC | 5,903,000 | $38,192,410 | Unchanged | 3.49% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,430 | $106,302 | Unchanged | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 9,146 | $59,174 | ▲ +2 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 4,580 | $29,632 | ▼ -231 | 0.00% | 2026-06-30 |
| UBS Group AG | 2,479 | $16,039 | ▲ +250 | 0.00% | 2026-06-30 |
| Neumann Advisory Hong Kong Ltd | 315,586 | $2,042 | Unchanged | 0.57% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 78 | $503 | ▼ -5 | 0.00% | 2026-06-30 |
| Horizon Investments, LLC | 52 | $336 | ▼ -52 | 0.00% | 2026-06-30 |
| Spark Investment Management LLC | 29,100 | $0 | Unchanged | 0.00% | 2026-06-30 |
| Atlantic Edge Private Wealth Management, LLC | 1,000 | $0 | Unchanged | 0.00% | 2026-06-30 |
| Buck Wealth Strategies, LLC | 7 | $0 | New position | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 366 | $0 | New position | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 338 | $0 | Unchanged | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 1,001 | $0 | ▼ -1,200 | 0.00% | 2026-06-30 |
| Clearstead Advisors, LLC | 500 | $0 | Unchanged | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 200 | $0 | Unchanged | 0.00% | 2026-06-30 |
| FINANCIAL CONSULATE, INC | 23 | $0 | Unchanged | 0.00% | 2026-06-30 |
| NAVELLIER & ASSOCIATES INC | 13,018 | $0 | New position | 0.00% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 1,312,520 | $0 | Unchanged | 0.00% | 2026-06-30 |
| Skandinaviska Enskilda Banken AB (publ) | 40,000 | $0 | ▼ -40,000 | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 424 | $0 | Unchanged | 0.00% | 2026-06-30 |
| Transamerica Financial Advisors, LLC | 1 | $0 | Unchanged | 0.00% | 2026-06-30 |
| California Public Employees Retirement System | 68,732 | $0 | Unchanged | 0.00% | 2026-06-30 |
| Financial Gravity Companies, Inc. | 11 | $0 | ▼ -13 | 0.00% | 2026-06-30 |
| ASSETMARK, INC | 63 | $0 | ▲ +37 | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 27,717 | $0 | Unchanged | 0.00% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,000 | $0 | Unchanged | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 426 | $0 | Unchanged | 0.00% | 2026-06-30 |
| Triumph Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 |