Current Market Value 780,954,119
Current Holdings 638
Most Recent File Date 2025-08-28
Total Filings on Record 24
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by SVTAX - Simt Global Managed Volatility Fund Class F . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-28 2025-06-30 NPORT-P 638 780,954
2025-05-30 2025-03-31 NPORT-P 639 783,728
2025-03-03 2024-12-31 NPORT-P 607 783,314
2024-11-26 2024-09-30 NPORT-P 596 849,100
2024-08-29 2024-06-30 NPORT-P 571 833,487
2024-05-30 2024-03-31 NPORT-P 757 885,197
2024-02-29 2023-12-31 NPORT-P 633 779,996
2023-11-28 2023-09-30 NPORT-P 599 782,341
2023-08-28 2023-06-30 NPORT-P 566 854,188
2023-05-26 2023-03-31 NPORT-P 769 863,637
2023-03-01 2022-12-31 NPORT-P 653 867,310
2022-11-28 2022-09-30 NPORT-P 620 833,278
2022-08-29 2022-06-30 NPORT-P 571 910,377
2022-05-26 2022-03-31 NPORT-P 778 1,033,073
2022-03-01 2021-12-31 NPORT-P 706 1,068,615
2021-11-26 2021-09-30 NPORT-P 606 1,023,356
2021-08-30 2021-06-30 NPORT-P 587 1,059,736
2021-05-26 2021-03-31 NPORT-P 637 1,042,885
2021-03-01 2020-12-31 NPORT-P 619 1,049,776
2020-11-25 2020-09-30 NPORT-P 626 1,072,069
2020-08-31 2020-06-30 NPORT-P 652 1,061,458
2020-05-28 2020-03-31 NPORT-P 710 1,018,191
2020-03-02 2019-12-31 NPORT-P 885 1,313,373
2019-11-27 2019-09-30 NPORT-P 842 1,281,772