Institutional HoldersBeta
Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.
Share classes (cover page of the 10-Q filed 2025-11-14, as of 2025-11-14)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common Class A | SVIIF | 9,879,944 | 5,200 | 0.1% | 1 | G83752108 |
| Common Class B | not listed | 1 | — | — |
Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.
Top holders (1 of 1 · G83752108)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | Bogart Wealth, LLC | 5,200 | 0.05% | $50K | NEW |
Exited since 2026-03-31 (4 filers; largest 4 shown)
| Parallel Advisors, LLC | −750 |
| AdvisorNet Financial, Inc | −600 |
| HARBOUR INVESTMENTS, INC. | −100 |
| EverSource Wealth Advisors, LLC | −50 |
Large holders from 13D/13G (latest per reporting person, last 2 years)
Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.
| Reporting person | Form | Filed | Event | Shares | % of class |
|---|---|---|---|---|---|
| Merus Global Investments, LLC | SCHEDULE 13G/A | 2026-05-15 | 2026-03-31 | 0 | 0% |
| First Trust Capital Management L.P. | SCHEDULE 13G/A | 2025-02-14 | 2024-12-31 | 396,431 | 4.01% |
| First Trust Capital Solutions L.P. | SCHEDULE 13G/A | 2025-02-14 | 2024-12-31 | 396,431 | 4.01% |
| First Trust Merger Arbitrage Fund | SCHEDULE 13G/A | 2025-02-14 | 2024-12-31 | 343,562 | 3.48% |
| FTCS Sub GP LLC | SCHEDULE 13G/A | 2025-02-14 | 2024-12-31 | 396,431 | 4.01% |
Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.