Who owns SBGSY
Which tracked institutional funds hold SBGSY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SBGSY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SBGSY is one-sided between 2026-Q1 and 2026-Q2: 19 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SBGSY’s largest tracked holder by dollar value, Cardinal Capital Management, Inc., sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SBGSY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 46 tracked filers holding SBGSY, 29 increased or opened the position and 15 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SBGSY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Azimuth Capital Investment Management LLC$12M
- DB Fitzpatrick & Co, Inc$2M
Full exits 2
- SkyView Investment Advisors, LLC$819K
- EVERETT HARRIS & CO /CA/$628K
Largest adds
- Cardinal Capital Management, Inc.$8M
- Hemenway Trust Co LLC$7M
- Madison Asset Management, LLC$3M
- Broderick Brian C$3M
- Ramirez Asset Management, Inc.$2M
- PUZO MICHAEL J$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Cardinal Capital Management, Inc. added | 623,232 | $41M | 16.8% | 2026-Q2 |
| Hemenway Trust Co LLC added | 619,162 | $40M | 16.7% | 2026-Q2 |
| Broderick Brian C added | 253,016 | $16M | 6.8% | 2026-Q2 |
| Madison Asset Management, LLC added | 246,582 | $16M | 6.7% | 2026-Q2 |
| Douglass Winthrop Advisors, LLC trimmed | 181,286 | $12M | 4.9% | 2026-Q2 |
| Azimuth Capital Investment Management LLC new | 178,099 | $12M | 4.8% | 2026-Q2 |
| PUZO MICHAEL J trimmed | 170,477 | $11M | 4.6% | 2026-Q2 |
| SOMERVILLE KURT F trimmed | 162,049 | $11M | 4.4% | 2026-Q2 |
| Kidder Stephen W added | 142,926 | $9M | 3.9% | 2026-Q2 |
| Ramirez Asset Management, Inc. added | 136,906 | $9M | 3.7% | 2026-Q2 |
| Delaney Dennis R trimmed | 135,850 | $9M | 3.7% | 2026-Q2 |
| Boston Common Asset Management, LLC trimmed | 108,683 | $7M | 2.9% | 2026-Q2 |
| Elefante Mark B added | 96,539 | $6M | 2.6% | 2026-Q2 |
| Dempze Nancy E added | 90,891 | $6M | 2.5% | 2026-Q2 |
| Notis-McConarty Edward added | 85,119 | $6M | 2.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 74,047 | $5M | 2.0% | 2026-Q2 |
| MITCHELL CAPITAL MANAGEMENT CO added | 52,979 | $3M | 1.4% | 2026-Q2 |
| Sterling Capital Management LLC added | 31,034 | $2M | 0.8% | 2026-Q2 |
| DB Fitzpatrick & Co, Inc trimmed | 27,684 | $2M | 0.7% | 2026-Q2 |
| Trivant Custom Portfolio Group, LLC added | 19,252 | $1M | 0.5% | 2026-Q2 |
| GAMMA Investing LLC added | 11,975 | $781K | 0.3% | 2026-Q2 |
| Collaborative Fund Advisors, LLC new | 7,376 | $481K | 0.2% | 2026-Q2 |
| RNC CAPITAL MANAGEMENT LLC trimmed | 6,975 | $455K | 0.2% | 2026-Q2 |
| Front Row Advisors LLC added | 6,205 | $437K | 0.2% | 2026-Q2 |
| Canopy Partners, LLC | 5,962 | $389K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 5,032 | $328K | 0.1% | 2026-Q2 |
| Myriad Asset Management US LP trimmed | 4,765 | $311K | 0.1% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC | 4,526 | $295K | 0.1% | 2026-Q2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3,921 | $256K | 0.1% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 3,107 | $203K | 0.1% | 2026-Q2 |
| Enterprise Financial Services Corp new | 3,074 | $200K | 0.1% | 2026-Q2 |
| Ascentis Wealth Management, LLC added | 124,102 | $124K | 0.1% | 2026-Q2 |
| PARADIGM ASSET MANAGEMENT CO LLC added | 1,600 | $104K | 0.0% | 2026-Q2 |
| Salomon & Ludwin, LLC added | 1,385 | $87K | 0.0% | 2026-Q2 |
| Westside Investment Management, Inc. | 566 | $37K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC trimmed | 565 | $37K | 0.0% | 2026-Q2 |
| First Command Advisory Services, Inc. added | 252 | $16K | 0.0% | 2026-Q2 |
| Strengthening Families & Communities, LLC | 237 | $15K | 0.0% | 2026-Q2 |
| Byrne Asset Management LLC | 174 | $11K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 150 | $10K | 0.0% | 2026-Q2 |
| RMG Wealth Management LLC new | 134 | $10K | 0.0% | 2026-Q2 |
| Benson Wealth Management INC | 118 | $8K | 0.0% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 96 | $6K | 0.0% | 2026-Q2 |
| Gleason Group, Inc. new | 66 | $4K | 0.0% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 71 | $4K | 0.0% | 2026-Q2 |
| Horrell Capital Management, Inc. | 11 | $1K | 0.0% | 2026-Q2 |
| SkyView Investment Advisors, LLC added | 15,053 | $819K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| EVERETT HARRIS & CO /CA/ | 11,530 | $628K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Accent Capital Management, LLC new | 1,550 | $84K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 992 | $54K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NBC SECURITIES, INC. added | 973 | $51K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Keating Financial Advisory Services, Inc. new | 108 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 80 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Runnymede Capital Advisors, Inc. new | 19,010 | $1M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| HighPoint Advisor Group LLC trimmed | 4,032 | $221K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Murphy & Mullick Capital Management Corp added | 1,322 | $73K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Steigerwald, Gordon & Koch Inc. | 1,247 | $69K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| eCIO, Inc. new | 268 | $15K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Hanson & Doremus Investment Management new | 227 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Signature Equity Partners, LLC new | 107 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AMERIFLEX GROUP, INC. trimmed | 70 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Copeland Capital Management, LLC | 60 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ORG Partners LLC trimmed | 20 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ZEVIN ASSET MANAGEMENT LLC trimmed | 143,808 | $8M | 3.3% | 2025-Q3 stale (3 quarters behind) |
| Atlatl Advisers LLC added | 7,552 | $423K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 347 | $19K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| KERR FINANCIAL PLANNING Corp new | 78 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Corient IA LLC | 20,000 | $1M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Brooklyn Investment Group added | 1,593 | $84K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| First Horizon Advisors, Inc. trimmed | 201 | $11K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 56 | $3K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| RICHARDSON FINANCIAL SERVICES INC. | 13 | $694 | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.