Fed Herm Strat Val Dvd-is
$7.260%
+$3.3M
Net Activity
+60.66% total shares
Institutions Holding
3
Popularity Rank
#14035
Avg Weight
0.14%
Total Value
$8.6M
3 institutions currently hold SVAIX, with 2 net buyers and 5 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
5
Net Buying Institutions
2
Top 5 by Value
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Across its top 3 institutional holders, SVAIX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 12/100).
SVAIX ranks #14035 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
3 institutions disclose a position in SVAIX, but none treat it as a major bet — even Ethos Financial Group, LLC, its most concentrated holder, allocates just 0.3% of its own portfolio to it.
Oakworth Capital, Inc. has added to its SVAIX position for two straight quarters, increasing it by $4.8K to reach $48.9K today.
SVAIX is down 0% today, but institutions show net buying of $3.3M this quarter — a divergence between today's price move and the underlying institutional flow.
+$4.1M
Total Buy Value
$651.2K
Total Sell Value
2
Net Buyers
5
Net Sellers
SVAIX
Q2 2026
Top 5 Institutional Movers
+$4.1M
-$247.7K
-$175.8K
-$115.2K
SVAIX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
314172560
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,420
Total reported value
$354.5B
Held by 4420 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,324
Total reported value
$864.3B
Held by 4324 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,247
Total reported value
$320.5B
Held by 4247 institutions — one of the most-tracked stocks on AlphaSMO
Access SVAIX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SVAIXCLI
npx alphasmo stocks get SVAIX