Filing Research | SVV - SAVERS VALUE VLG INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	32.5KSH	$317.4K
2	SALEM INVESTMENT COUNSELORS INC	Shares	24.0KSH	$242.2K
3	Police & Firemen's Retirement System of New Jersey	Shares	10.0KSH	$100.8K
4	Versant Capital Management, Inc	Shares	8.6KSH	$86.8K
5	EverSource Wealth Advisors, LLC	Shares	2.8KSH	$28.0K
6	IFP Advisors, Inc	Shares	1.5KSH	$15.3K
7	GAMMA Investing LLC	Shares	962SH	$9.7K
8	Farther Finance Advisors, LLC	Shares	878SH	$8.8K
9	True Wealth Design, LLC	Shares	194SH	$2.0K
10	Fortitude Family Office, LLC	Shares	169SH	$1.7K
11	SIGNATUREFD, LLC	Shares	146SH	$1.5K
12	Wealth Enhancement Trust Services, Inc.	Shares	98SH	$989
13	SJS Investment Consulting Inc.	Shares	83SH	$838
14	Handelsbanken Fonder AB	Shares	38.7KSH	$390
15	SBI Securities Co., Ltd.	Shares	33SH	$333

Manager changes2026-06-30 vs 2026-03-31

17 / 17 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+18.6K	+$213.5K	$317.4K
2	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$63.6K	$242.2K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$26.5K	$100.8K
4	Versant Capital Management, Inc added	Shares	+342	+$25.3K	$86.8K
5	EverSource Wealth Advisors, LLC added	Shares	+2.2K	+$23.6K	$28.0K
6	IFP Advisors, Inc added	Shares	+1.4K	+$14.2K	$15.3K
7	Farther Finance Advisors, LLC added	Shares	+817	+$8.3K	$8.8K
8	GAMMA Investing LLC added	Shares	+129	+$3.5K	$9.7K
9	True Wealth Design, LLC added	Shares	+148	+$1.6K	$2.0K
10	Wealth Enhancement Trust Services, Inc. new	Shares	+98	+$989	$989
11	Fortitude Family Office, LLC added	Shares	+10	+$522	$1.7K
12	SJS Investment Consulting Inc. added	Shares	+26	+$413	$838
13	SIGNATUREFD, LLC unchanged	Shares	0	+$387	$1.5K
14	Handelsbanken Fonder AB added	Shares	+17.4K	+$232	$390
15	SBI Securities Co., Ltd. trimmed	Shares	-7	+$35	$333
16	Torren Management, LLC exited	Shares	-122	-$908	$0
17	Aaron Wealth Advisors LLC exited	Shares	-13.4K	-$99.9K	$0

Filing Research | SVV - SAVERS VALUE VLG INC Institutional Holdings