Firsthand Technology Value Fund, Inc. - SVVC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 174,708 | 73 | 0.0% | 0.0% | 1 | +1,960 | 1.13% | Q3 2023 | Nov 14, 2023 |
| OSAIC HOLDINGS, INC. | History | Added to | 42,499 | 17 | 0.0% | 0.0% | 2 | +48 | 0.11% | Q3 2023 | Nov 13, 2023 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 17,029 | 7 | 0.0% | 0.0% | 3 | +227 | 1.35% | Q3 2023 | Nov 14, 2023 |
| CITADEL ADVISORS LLC | History | Reduced | 15,800 | 6 | 0.0% | 0.0% | 4 | -10,893 | -40.81% | Q3 2023 | Nov 14, 2023 |
| UBS Group AG | History | Reduced | 112 | 0 | — | — | — | -932 | -89.27% | Q3 2023 | Nov 09, 2023 |
| ROYAL BANK OF CANADA | History | Added to | 2,350 | 0 | — | 0.0% | — | +750 | 46.88% | Q3 2023 | Nov 14, 2023 |
| SIGNATUREFD, LLC | History | New | 396 | 0 | — | — | — | +396 | New | Q3 2023 | Nov 03, 2023 |
| Creative Planning | History | New | 86 | 0 | — | — | — | +86 | New | Q3 2023 | Nov 16, 2023 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q2 2023 | May 20, 2024 |
| BANK OF AMERICA CORP /DE/ | History | No change | 756 | 0 | — | — | — | 0 | 0.0% | Q3 2023 | Nov 14, 2023 |
| MORGAN STANLEY | History | No change | 2,000 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2023 | Nov 15, 2023 |
| GROUP ONE TRADING, L.P. | History | No change | 408 | 0 | — | — | — | 0 | 0.0% | Q3 2023 | Nov 09, 2023 |
| UMB Bank, n.a. | History | No change | 1,555 | 0 | — | — | — | 0 | 0.0% | Q3 2023 | Oct 18, 2023 |
| Global Retirement Partners, LLC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q3 2023 | Oct 13, 2023 |