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Institutions Holding SGVT (65 holders)

65 institutions currently hold SGVT, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
Advisor OS, LLC$17.5M1.26%
MJP ASSOCIATES INC /ADV$17.0M2.07%
UPTICK PARTNERS, LLC$11.9M2.38%
CALTON & ASSOCIATES, INC.$8.7M1.25%
Savant Capital, LLC$8.4M0.04%
Clear Creek Financial Management, LLC$7.9M0.61%
Addison Capital Co$6.6M1.18%
Tower Research Capital LLC (TRC)$5.3M0.14%
North Berkeley Wealth Management, LLC$5.0M2.63%
MOULTON WEALTH MANAGEMENT, INC$4.6M3.14%
GOLDMAN SACHS GROUP INC$4.4M0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.2M0.00%
Worth Asset Management, LLC$2.8M1.04%
Wolfstich Capital, LLC$2.5M2.16%
JANE STREET GROUP, LLC$2.1M0.00%
Belpointe Asset Management LLC$1.9M0.07%
Bleakley Financial Group, LLC$1.8M0.03%
Luken Investment Analytics, LLC$1.6M0.63%
Vista Cima Wealth Management LLC$1.6M1.56%
STONE LOFT WEALTH MANAGEMENT LLC$1.3M0.96%
Beacon Pointe Advisors, LLC$1.3M0.01%
WealthShield Partners, LLC$1.2M0.13%
WealthPlan Investment Management, LLC$1.1M0.06%
Sanctuary Advisors, LLC$1.0M0.01%
Focus Partners Wealth$977.8K0.00%
Mascagni Wealth Management, Inc.$936.0K0.67%
Pinnacle Family Advisors, LLC$755.1K0.35%
Claris Financial LLC$666.7K0.36%
Focus Partners Advisor Solutions, LLC$644.4K0.01%
WPWealth LLP$624.3K0.10%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$600.5K0.00%
HRT FINANCIAL LP$586.0K0.00%
Mendota Financial Group, LLC$583.9K0.43%
JOHNSON INVESTMENT COUNSEL INC$490.4K0.00%
HARBOUR INVESTMENTS, INC.$358.3K0.01%
Flagship Capital Management Inc.$352.9K0.26%
Foundations Investment Advisors, LLC$344.2K0.00%
Valtrion Capital Management, LLC$343.9K0.32%
Cambridge Investment Research Advisors, Inc.$333.0K0.00%
Mirador Capital Partners LP$300.3K0.04%
PRIVATE CLIENT SERVICES, LLC$300.1K0.09%
AE Wealth Management LLC$299.0K0.00%
IAMS WEALTH MANAGEMENT, LLC$288.8K0.10%
INTEGRITY ALLIANCE, LLC.$261.5K0.01%
Vermillion Wealth Management, Inc.$255.6K0.10%
Capital Planning Advisors, LLC$249.8K0.04%
Richard P Slaughter Associates Inc$247.8K0.05%
Arax Advisory Partners$224.2K0.01%
DAYMARK WEALTH PARTNERS, LLC$223.6K0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV$205.2K0.01%
MGO ONE SEVEN LLC$203.9K0.00%
Aptus Capital Advisors, LLC$89.6K0.00%
OSAIC HOLDINGS, INC.$63.2K0.00%
JPMORGAN CHASE & CO$60.6K0.00%
Robbins Farley$60.4K0.03%
Hartford Financial Management Inc.$26.1K0.01%
West Branch Capital LLC$15.9K0.00%
Fairway Wealth LLC$15.0K0.00%
CWM, LLC$11.5K0.00%
EverSource Wealth Advisors, LLC$10.6K0.00%
BNP PARIBAS FINANCIAL MARKETS$5.3K0.00%
Financial Management Professionals, Inc.$2.8K0.00%
Steigerwald, Gordon & Koch Inc.$303.00.00%
BlackRock, Inc.$70.00.00%
WELLS FARGO & COMPANY/MN$0.00.00%