SVAL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.8% ·
share flow +15.8% ·
net new positions +10.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +2 | 432.42K | $18.07M | +3 | −1 |
| Q1 2026 | 17 | +3 | 373.27K | $13.41M | +5 | −2 |
| Q4 2025 | 14 | -1 | 357.02K | $12.26M | +1 | −2 |
| Q3 2025 | 3 | +1 | 54.33K | $1.82M | +1 | — |
| Q2 2025 | 1 | 0 | 33.30K | $1.03M | — | — |
| Q1 2025 | 1 | -1 | 28.50K | $855,143 | — | −1 |
| Q4 2024 | 2 | +1 | 35.26K | $1.15M | +1 | — |
| Q3 2024 | 1 | 0 | 32.70K | $1.05M | +1 | −1 |
| Q2 2024 | 1 | — | 23.04K | $672,885 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 179.90K | +13.3% | $7.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 47.58K | -18.2% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 41.75K | +50.5% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 36.30K | 0.0% | $1.52M | 0.0% | Held | 2 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 34.96K | New | $1.46M | 0.0% | New | 1 | SEC ↗ |
| 6 | Mariner, LLC | 32.51K | -1.4% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 19.51K | +15.2% | $815,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 12.41K | 0.0% | $518,472 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 9 | Commonwealth Equity Services, Llc | 9.17K | -8.4% | $383,350 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 6.01K | New | $251,208 | 0.0% | New | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 5.84K | 0.0% | $244,262 | 0.0% | Held | 4 | SEC ↗ ×3 |
| 12 | Us Bancorp \De\ | 1.87K | +5.1% | $78,118 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | TD Waterhouse Canada Inc. | 1.82K | 0.0% | $76,094 | 0.0% | Held | 3 | SEC ↗ |
| 14 | UBS Group AG | 1.32K | New | $55,282 | 0.0% | New | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 893 | -27.0% | $37,317 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | National Bank Of Canada /Fi/ | 295 | -4.8% | $12,296 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 284 | 0.0% | $11,875 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 2 | 0.0% | $84 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1 | 0.0% | $24 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $1.46M | 0.0% |
| Cetera Investment Advisers | $251,208 | 0.0% |
| UBS Group AG | $55,282 | 0.0% |
Exited
| Jane Street Group, Llc | $309,924 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 35 holders, 3.36M shares, $120.68M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.