SGVA Institutional Ownership & Shareholders
FM ACCUM ULTRASHORT US FD (SGVA) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.68M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Sugar Maple Asset Management, Llc is currently the largest disclosed institutional shareholder of SGVA tracked by InsiderSet, reporting ownership valued at approximately $1.62M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.62M, representing an estimated gain of +0.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SGVA value among the investors covered in this analysis. Major shareholders include Sugar Maple Asset Management, Llc, Bank Of Montreal, and several other long-term asset managers with concentrated positions in FM ACCUM ULTRASHORT US FD (SGVA).
This page ranks the largest institutional SGVA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2
Total Reported Value
$2.68M
Largest Holder
Sugar Maple Asset Management, Llc
Largest Position
$1.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
2
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sugar Maple Asset Management, Llc | 0.92% | 16,000 | $1,616,560 | $1,618,558 | +$1,998 | +0.12% | |
| Bank Of Montreal | 0.00% | 10,606 | $1,062,668 | $1,072,902 | +$10,234 | +0.96% |
Frequently asked questions about SGVA
Who are the largest institutional holders of SGVA?
The largest institutional holders of SGVA reported in the latest SEC Form 13F filings include Sugar Maple Asset Management, Llc and Bank Of Montreal. InsiderSet ranks institutional holders by their latest reported SGVA position.
What is SGVA institutional ownership?
This page tracks SGVA positions reported by institutional investment managers through SEC Form 13F. FM ACCUM ULTRASHORT US FD (SGVA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SGVA?
InsiderSet currently tracks 2 institutional managers reporting SGVA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SGVA shareholders.
How much SGVA stock do institutions own?
Institutional investment managers disclosed approximately $2.68M in SGVA holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SGVA institutional ownership last updated?
The latest SGVA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SGVA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SGVA position after the reporting date.
Are institutions buying or selling SGVA?
Institutional buying and selling can be analyzed by comparing SGVA positions across consecutive 13F reporting periods. InsiderSet's SGVA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SGVA ownership changes.
How has SGVA institutional ownership changed over time?
InsiderSet tracks SGVA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.