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Institutional Ownership · SEC Form 13F

Who owns SGDJ


Which tracked institutional funds hold SGDJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SGDJ company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

52
Institutional holders
516K
Shares held (tracked funds)

How the tape is positioned

5 tracked funds added or opened SGDJ while 8 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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

SGDJ’s largest tracked holder by dollar value, TORNO CAPITAL, LLC, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in SGDJ 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 52 tracked filers holding SGDJ, 24 increased or opened the position and 27 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 SGDJ 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 3

  • Advisory Services Network, LLC$2M
  • Asset One Wealth Management LLC$783K
  • BAROMETER CAPITAL MANAGEMENT INC.$566K

Full exits 1

  • Cambridge Investment Research Advisors, Inc.$2M

Largest adds

  • MORGAN STANLEY$982K
  • D. E. Shaw & Co., Inc.$710K

Largest trims

  • JANE STREET GROUP, LLC$5M
  • EverSource Wealth Advisors, LLC$862K
  • ROYAL BANK OF CANADA$460K
  • LPL Financial LLC$372K
  • Triumph Capital Management$317K
  • SPROTT INC.$303K

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).

FundSharesReported value% of valueQuarter
ONE PLUS ONE WEALTH MANAGEMENT, LLC added74,092$6M7.7%2026-Q2
ROYAL BANK OF CANADA added45,070$3M4.7%2026-Q2
MORGAN STANLEY added37,659$3M3.9%2026-Q2
D.A. DAVIDSON & CO. added33,686$3M3.5%2026-Q2
SPROTT INC. added33,252$3M3.5%2026-Q2
RAYMOND JAMES FINANCIAL INC added30,672$2M3.2%2026-Q2
Advisory Services Network, LLC new29,950$2M3.1%2026-Q2
STANSBERRY ASSET MANAGEMENT, LLC added26,895$2M2.8%2026-Q2
JANE STREET GROUP, LLC trimmed26,562$2M2.8%2026-Q2
LPL Financial LLC trimmed15,875$1M1.7%2026-Q2
D. E. Shaw & Co., Inc. added15,860$1M1.7%2026-Q2
Cetera Investment Advisers trimmed14,688$1M1.5%2026-Q2
Brookstone Capital Management added14,435$1M1.5%2026-Q2
Wealthfront Advisers LLC added13,907$1M1.4%2026-Q2
Holcombe Financial, Inc. added11,048$833K1.2%2026-Q2
Asset One Wealth Management LLC new10,395$783K1.1%2026-Q2
Private Advisor Group, LLC added9,955$751K1.0%2026-Q2
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV9,022$680K0.9%2026-Q2
Triumph Capital Management trimmed8,447$637K0.9%2026-Q2
BAROMETER CAPITAL MANAGEMENT INC. new7,500$566K0.8%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed6,498$490K0.7%2026-Q2
Fiduciary Trust Co5,376$405K0.6%2026-Q2
DAVENPORT & Co LLC4,000$302K0.4%2026-Q2
OSAIC HOLDINGS, INC. added3,844$290K0.4%2026-Q2
NewEdge Advisors, LLC added3,625$273K0.4%2026-Q2
COMPASS FINANCIAL MANAGEMENT LLC new3,513$265K0.4%2026-Q2
TD Waterhouse Canada Inc. added3,466$258K0.4%2026-Q2
Summit Financial, LLC3,106$234K0.3%2026-Q2
NICOLET BANKSHARES INC2,655$215K0.3%2026-Q2
Qube Research & Technologies Ltd new2,759$208K0.3%2026-Q2
UBS Group AG added1,531$115K0.2%2026-Q2
Federation des caisses Desjardins du Quebec1,525$115K0.2%2026-Q2
Integrated Wealth Concepts LLC new1,144$86K0.1%2026-Q2
Belvedere Trading LLC trimmed760$57K0.1%2026-Q2
SIMPLEX TRADING, LLC trimmed621$47K0.1%2026-Q2
SIGNATUREFD, LLC521$39K0.1%2026-Q2
FINANCIAL CONSULATE, INC423$32K0.0%2026-Q2
EverSource Wealth Advisors, LLC trimmed300$23K0.0%2026-Q2
AdvisorNet Financial, Inc280$21K0.0%2026-Q2
Cape Investment Advisory, Inc. added255$19K0.0%2026-Q2
Costello Asset Management, INC200$15K0.0%2026-Q2
Geneos Wealth Management Inc.200$15K0.0%2026-Q2
FMR LLC added190$14K0.0%2026-Q2
Parvin Asset Management, LLC150$11K0.0%2026-Q2
NATIONAL BANK OF CANADA /FI/100$8K0.0%2026-Q2
Farther Finance Advisors, LLC trimmed83$6K0.0%2026-Q2
ROTHSCHILD INVESTMENT LLC33$2K0.0%2026-Q2
CVA Family Office, LLC29$2K0.0%2026-Q2
Quaker Wealth Management, LLC21$2K0.0%2026-Q2
IFP Advisors, Inc trimmed13$9800.0%2026-Q2
MCGUIRE CAPITAL ADVISORS INC2$1200.0%2026-Q2
WELLS FARGO & COMPANY/MN1$440.0%2026-Q2
Cambridge Investment Research Advisors, Inc. trimmed24,915$2M3.0%2026-Q1 stale (1 quarter behind)
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4,000$353K0.5%2026-Q1 stale (1 quarter behind)
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed4,015$346K0.5%2026-Q1 stale (1 quarter behind)
Beirne Wealth Consulting Services, LLC4,000$344K0.5%2026-Q1 stale (1 quarter behind)
HighTower Advisors, LLC trimmed3,348$288K0.4%2026-Q1 stale (1 quarter behind)
Willis Johnson & Associates, Inc. trimmed3,218$277K0.4%2026-Q1 stale (1 quarter behind)
HRT FINANCIAL LP trimmed3,064$263K0.4%2026-Q1 stale (1 quarter behind)
OLD MISSION CAPITAL LLC2,637$227K0.3%2026-Q1 stale (1 quarter behind)
Essex Financial Services, Inc. trimmed2,590$223K0.3%2026-Q1 stale (1 quarter behind)
CALTON & ASSOCIATES, INC.2,464$212K0.3%2026-Q1 stale (1 quarter behind)
CWA Asset Management Group, LLC2,431$209K0.3%2026-Q1 stale (1 quarter behind)
Beacon Pointe Advisors, LLC trimmed2,392$206K0.3%2026-Q1 stale (1 quarter behind)
Gateway Wealth Partners, LLC new2,336$201K0.3%2026-Q1 stale (1 quarter behind)
Destiny Wealth Partners, LLC new2,000$172K0.2%2026-Q1 stale (1 quarter behind)
Sunbelt Securities, Inc.1,667$144K0.2%2026-Q1 stale (1 quarter behind)
AE Wealth Management LLC trimmed897$77K0.1%2026-Q1 stale (1 quarter behind)
FNY Investment Advisers, LLC trimmed900$77K0.1%2026-Q1 stale (1 quarter behind)
TORNO CAPITAL, LLC new314,000$26M36.5%2025-Q4 stale (2 quarters behind)
GTS SECURITIES LLC new9,351$787K1.1%2025-Q4 stale (2 quarters behind)
LINCOLN CAPITAL CORP2,876$242K0.3%2025-Q4 stale (2 quarters behind)
Steward Partners Investment Advisory, LLC trimmed597$50K0.1%2025-Q4 stale (2 quarters behind)
Larson Financial Group LLC trimmed370$31K0.0%2025-Q4 stale (2 quarters behind)
Caitlin John, LLC new351$30K0.0%2025-Q4 stale (2 quarters behind)
Financial Network Wealth Advisors LLC345$29K0.0%2025-Q4 stale (2 quarters behind)
COMERICA BANK123$10K0.0%2025-Q4 stale (2 quarters behind)
Navalign, LLC new54$5K0.0%2025-Q4 stale (2 quarters behind)
OPTIMUM INVESTMENT ADVISORS new450$32K0.0%2025-Q3 stale (3 quarters behind)
Blue Trust, Inc. new30$2K0.0%2025-Q3 stale (3 quarters behind)
West Oak Capital, LLC12$90.0%2025-Q3 stale (3 quarters behind)
Kiker Wealth Management, LLC169$8K0.0%2025-Q2 stale (4 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: NICOLET ADVISORY SERVICES, LLC (last filed 2025-Q4, 2,655 shares) reconciles to its 1 current affiliate (2,655 shares) — 0.000% apart.

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.

HoldersTotal shares

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.

Learn how to read institutional ownership