Position in SVIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,414
+$8,103 QoQ
Shares Held
19,100
+89.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 82 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SVIA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $356,287,489 across 37 Capital Markets names. SVIA ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
213,232 | $215,656,447 | |
| 2 | MS |
Morgan Stanley
|
176,155 | $36,823,441 | |
| 3 | SCHW |
Schwab Charles Corp
|
352,763 | $32,549,442 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
302,201 | $15,104,005 | |
| 5 | PJT |
PJT Partners Inc.
|
62,198 | $9,388,166 | |
| 6 | EVR |
Evercore Inc.
|
24,356 | $8,316,112 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
74,100 | $7,430,748 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
23,565 | $6,637,789 |
All Filings in SVIA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,414 | 19,100 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $21,311 | 10,100 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||