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-Q1 13F filings (latest filed 2026-05-18). 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
5 tracked funds added or opened SGDJ while 8 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, JANE STREET GROUP, LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2025-Q4 and 2026-Q1, across 61 tracked filers holding SGDJ, 21 increased or opened the position and 36 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 2025-Q4 and 2026-Q1 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.
Full exits 1
- GTS SECURITIES LLC$787K
Largest adds
- EverSource Wealth Advisors, LLC$859K
- Triumph Capital Management$620K
- LPL Financial LLC$319K
- Wealthfront Advisers LLC$290K
- TD Waterhouse Canada Inc.$289K
Largest trims
- ONE PLUS ONE WEALTH MANAGEMENT, LLC$8M
- JANE STREET GROUP, LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- ROYAL BANK OF CANADA$2M
- Cambridge Investment Research Advisors, Inc.$591K
- MORGAN STANLEY$511K
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 |
|---|---|---|---|---|
| JANE STREET GROUP, LLC trimmed | 78,149 | $7M | 13.7% | 2026-Q1 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed | 66,626 | $6M | 11.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 44,830 | $4M | 7.8% | 2026-Q1 |
| SPROTT INC. trimmed | 32,649 | $3M | 5.7% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 31,753 | $3M | 5.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 30,337 | $3M | 5.3% | 2026-Q1 |
| STANSBERRY ASSET MANAGEMENT, LLC added | 25,325 | $2M | 4.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 24,915 | $2M | 4.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 21,586 | $2M | 3.8% | 2026-Q1 |
| LPL Financial LLC added | 18,225 | $2M | 3.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 14,944 | $1M | 2.6% | 2026-Q1 |
| Brookstone Capital Management trimmed | 13,573 | $1M | 2.4% | 2026-Q1 |
| Wealthfront Advisers LLC added | 12,397 | $1M | 2.2% | 2026-Q1 |
| Triumph Capital Management added | 11,080 | $954K | 1.9% | 2026-Q1 |
| Holcombe Financial, Inc. added | 10,867 | $935K | 1.9% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 16,285 | $884K | 1.8% | 2026-Q1 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV trimmed | 9,022 | $777K | 1.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 8,274 | $712K | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 6,794 | $585K | 1.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. new | 5,642 | $486K | 1.0% | 2026-Q1 |
| Fiduciary Trust Co | 5,376 | $463K | 0.9% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,000 | $353K | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 4,015 | $346K | 0.7% | 2026-Q1 |
| Beirne Wealth Consulting Services, LLC | 4,000 | $344K | 0.7% | 2026-Q1 |
| DAVENPORT & Co LLC | 4,000 | $344K | 0.7% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 1,722 | $308K | 0.6% | 2026-Q1 |
| Belvedere Trading LLC added | 3,470 | $299K | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 3,348 | $288K | 0.6% | 2026-Q1 |
| Willis Johnson & Associates, Inc. trimmed | 3,218 | $277K | 0.6% | 2026-Q1 |
| Summit Financial, LLC | 3,106 | $267K | 0.5% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 3,064 | $263K | 0.5% | 2026-Q1 |
| NICOLET BANKSHARES INC new | 2,655 | $239K | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC | 2,637 | $227K | 0.5% | 2026-Q1 |
| Essex Financial Services, Inc. trimmed | 2,590 | $223K | 0.5% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. | 2,464 | $212K | 0.4% | 2026-Q1 |
| CWA Asset Management Group, LLC | 2,431 | $209K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 2,419 | $208K | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 2,392 | $206K | 0.4% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 2,336 | $201K | 0.4% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 2,275 | $196K | 0.4% | 2026-Q1 |
| Destiny Wealth Partners, LLC new | 2,000 | $172K | 0.3% | 2026-Q1 |
| Sunbelt Securities, Inc. | 1,667 | $144K | 0.3% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 1,525 | $131K | 0.3% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 897 | $77K | 0.2% | 2026-Q1 |
| FNY Investment Advisers, LLC trimmed | 900 | $77K | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 894 | $77K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 697 | $63K | 0.1% | 2026-Q1 |
| SIGNATUREFD, LLC new | 521 | $45K | 0.1% | 2026-Q1 |
| FINANCIAL CONSULATE, INC | 423 | $36K | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 280 | $24K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 200 | $17K | 0.0% | 2026-Q1 |
| Costello Asset Management, INC | 200 | $17K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 189 | $16K | 0.0% | 2026-Q1 |
| Parvin Asset Management, LLC new | 150 | $13K | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 100 | $9K | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC | 33 | $3K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 30 | $3K | 0.0% | 2026-Q1 |
| CVA Family Office, LLC | 29 | $2K | 0.0% | 2026-Q1 |
| Quaker Wealth Management, LLC | 21 | $2K | 0.0% | 2026-Q1 |
| MCGUIRE CAPITAL ADVISORS INC trimmed | 2 | $137 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1 | $45 | 0.0% | 2026-Q1 |
| GTS SECURITIES LLC new | 9,351 | $787K | 1.6% | 2025-Q4 stale |
| NICOLET ADVISORY SERVICES, LLC | 2,655 | $245K | 0.5% | 2025-Q4 stale |
| LINCOLN CAPITAL CORP | 2,876 | $242K | 0.5% | 2025-Q4 stale |
| NewEdge Advisors, LLC new | 2,299 | $193K | 0.4% | 2025-Q4 stale |
| Steward Partners Investment Advisory, LLC trimmed | 597 | $50K | 0.1% | 2025-Q4 stale |
| Inlight Wealth Management, LLC new | 1,072 | $46K | 0.1% | 2025-Q1 stale |
| OPTIMUM INVESTMENT ADVISORS new | 450 | $32K | 0.1% | 2025-Q3 stale |
| Larson Financial Group LLC trimmed | 370 | $31K | 0.1% | 2025-Q4 stale |
| Caitlin John, LLC new | 351 | $30K | 0.1% | 2025-Q4 stale |
| Financial Network Wealth Advisors LLC | 345 | $29K | 0.1% | 2025-Q4 stale |
| Cape Investment Advisory, Inc. trimmed | 175 | $15K | 0.0% | 2025-Q4 stale |
| COMERICA BANK | 123 | $10K | 0.0% | 2025-Q4 stale |
| Kiker Wealth Management, LLC | 169 | $8K | 0.0% | 2025-Q2 stale |
| Navalign, LLC new | 54 | $5K | 0.0% | 2025-Q4 stale |
| Cypress Capital Management LLC (WY) | 75 | $3K | 0.0% | 2025-Q1 stale |
| Blue Trust, Inc. new | 30 | $2K | 0.0% | 2025-Q3 stale |
| West Oak Capital, LLC | 12 | $9 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.