SVAIX FED HERM STRAT VAL DVD-IS
FollowMF (fund)
6 managers (6 13F filers) reported a position in SVAIX shares at 2026-03-31, 754,310 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 2
- Added
- 1
- Reduced
- 3
- Sold out
- 0
- Shares held by filers
- 754,310
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 679,741 | $4.71M | 0.17% | -32,651 | 13F-HRTimeline |
| Arvest Bank Trust Division | 35,743 | $248K | 0.01% | -977 | 13F-HRTimeline |
| PSI Advisors, LLC | 16,630 | $115K | 0.03% | new | 13F-HRTimeline |
| Garton & Associates Financial Advisors … | 15,230 | $106K | 0.09% | -4,475 | 13F-HRTimeline |
| OAKWORTH CAPITAL, INC. | 6,950 | $48.2K | <0.01% | +49 | 13F-HRTimeline |
| McIlrath & Eck, LLC | 16 | $110 | <0.01% | new | 13F-HRTimeline |