Who owns SNAV?
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9 institutions reported holding SNAV, worth $14.7M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of SNAV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Belpointe Asset Management LLC | Reno, NV | $9.7M | 251,925 | +28,843 shares |
| AE Wealth Management LLC | Topeka, KS | $3.3M | 84,778 | −3,160 shares |
| GTS Securities LLC | New York, NY | $708K | 18,370 | −17,074 shares |
| Citadel Advisors LLC | Miami, FL | $680K | 17,640 | New position |
| FSA Advisors, Inc. | Troy, MI | $262K | 6,798 | +10 shares |
| Key Capital Management, INC | Hendersonville, Tn 37075, TN | $22K | 560 | −1 shares |
| JPMorgan Chase & Co | New York, NY | $6K | 162 | New position |
| Lloyd Advisory Services, LLC. | Suwanee, GA | $3K | 73 | New position |
| UBS Group AG | Zurich, Switzerland | $3K | 65 | +59 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 SNAV?
9 institutional managers reported holding SNAV in Form 13F filings for June 30, 2026, worth $14.7M in total. The largest reported position was held by Belpointe Asset Management LLC, at $9.7M.
Did institutions buy or sell SNAV last quarter?
Reported 13F value rose 19.2% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 0 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 SNAV 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.