Who owns SGVT?
Schwab Government Money Market ETF · Schwab
83 institutions reported holding SGVT, worth $133.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SGVT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Savant Capital, LLC | Rockford, IL | $17.7M | 176,019 | +92,716 shares |
| Advisor OS, LLC | Chicago, IL | $13.8M | 137,430 | −35,841 shares |
| MJP Associates Inc. | Farmington, CT | $13.8M | 137,430 | −31,732 shares |
| Clear Creek Financial Management, LLC | Silverdale, WA | $13.7M | 135,911 | +57,068 shares |
| Uptick Partners, LLC | Nacogdoches, TX | $9.7M | 96,513 | −21,859 shares |
| Addison Capital Co | Conshohocken, PA | $8.9M | 88,563 | +22,590 shares |
| Tower Research Capital LLC (TRC) | New York, NY | $6.8M | 67,586 | +15,431 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $4.3M | 43,059 | +11,671 shares |
| Fulcrum Wealth Advisors, LLC | Bellevue, WA | $3.1M | 31,257 | New position |
| Bleakley Financial Group, LLC | Parsippany, NJ | $2.6M | 26,295 | +8,450 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SGVT?
83 institutional managers reported holding SGVT in Form 13F filings for June 30, 2026, worth $133.1M in total. The largest reported position was held by Savant Capital, LLC, at $17.7M.
Did institutions buy or sell SGVT last quarter?
Reported 13F value rose 0.6% from March 31, 2026, which includes price moves as well as buying and selling. 32 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SGVT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.