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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 74,092 | $6M | 7.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 45,070 | $3M | 4.7% | 2026-Q2 |
| MORGAN STANLEY added | 37,659 | $3M | 3.9% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 33,686 | $3M | 3.5% | 2026-Q2 |
| SPROTT INC. added | 33,252 | $3M | 3.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 30,672 | $2M | 3.2% | 2026-Q2 |
| Advisory Services Network, LLC new | 29,950 | $2M | 3.1% | 2026-Q2 |
| STANSBERRY ASSET MANAGEMENT, LLC added | 26,895 | $2M | 2.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 26,562 | $2M | 2.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 15,875 | $1M | 1.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 15,860 | $1M | 1.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 14,688 | $1M | 1.5% | 2026-Q2 |
| Brookstone Capital Management added | 14,435 | $1M | 1.5% | 2026-Q2 |
| Wealthfront Advisers LLC added | 13,907 | $1M | 1.4% | 2026-Q2 |
| Holcombe Financial, Inc. added | 11,048 | $833K | 1.2% | 2026-Q2 |
| Asset One Wealth Management LLC new | 10,395 | $783K | 1.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 9,955 | $751K | 1.0% | 2026-Q2 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | 9,022 | $680K | 0.9% | 2026-Q2 |
| Triumph Capital Management trimmed | 8,447 | $637K | 0.9% | 2026-Q2 |
| BAROMETER CAPITAL MANAGEMENT INC. new | 7,500 | $566K | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 6,498 | $490K | 0.7% | 2026-Q2 |
| Fiduciary Trust Co | 5,376 | $405K | 0.6% | 2026-Q2 |
| DAVENPORT & Co LLC | 4,000 | $302K | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,844 | $290K | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 3,625 | $273K | 0.4% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 3,513 | $265K | 0.4% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 3,466 | $258K | 0.4% | 2026-Q2 |
| Summit Financial, LLC | 3,106 | $234K | 0.3% | 2026-Q2 |
| NICOLET BANKSHARES INC | 2,655 | $215K | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 2,759 | $208K | 0.3% | 2026-Q2 |
| UBS Group AG added | 1,531 | $115K | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 1,525 | $115K | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,144 | $86K | 0.1% | 2026-Q2 |
| Belvedere Trading LLC trimmed | 760 | $57K | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 621 | $47K | 0.1% | 2026-Q2 |
| SIGNATUREFD, LLC | 521 | $39K | 0.1% | 2026-Q2 |
| FINANCIAL CONSULATE, INC | 423 | $32K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 300 | $23K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 280 | $21K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. added | 255 | $19K | 0.0% | 2026-Q2 |
| Costello Asset Management, INC | 200 | $15K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 200 | $15K | 0.0% | 2026-Q2 |
| FMR LLC added | 190 | $14K | 0.0% | 2026-Q2 |
| Parvin Asset Management, LLC | 150 | $11K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 100 | $8K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 83 | $6K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 33 | $2K | 0.0% | 2026-Q2 |
| CVA Family Office, LLC | 29 | $2K | 0.0% | 2026-Q2 |
| Quaker Wealth Management, LLC | 21 | $2K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 13 | $980 | 0.0% | 2026-Q2 |
| MCGUIRE CAPITAL ADVISORS INC | 2 | $120 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $44 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 24,915 | $2M | 3.0% | 2026-Q1 stale (1 quarter behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,000 | $353K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 4,015 | $346K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Beirne Wealth Consulting Services, LLC | 4,000 | $344K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 3,348 | $288K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Willis Johnson & Associates, Inc. trimmed | 3,218 | $277K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP trimmed | 3,064 | $263K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC | 2,637 | $227K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Essex Financial Services, Inc. trimmed | 2,590 | $223K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CALTON & ASSOCIATES, INC. | 2,464 | $212K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CWA Asset Management Group, LLC | 2,431 | $209K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Beacon Pointe Advisors, LLC trimmed | 2,392 | $206K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Gateway Wealth Partners, LLC new | 2,336 | $201K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Destiny Wealth Partners, LLC new | 2,000 | $172K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 1,667 | $144K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC trimmed | 897 | $77K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FNY Investment Advisers, LLC trimmed | 900 | $77K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| TORNO CAPITAL, LLC new | 314,000 | $26M | 36.5% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC new | 9,351 | $787K | 1.1% | 2025-Q4 stale (2 quarters behind) |
| LINCOLN CAPITAL CORP | 2,876 | $242K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Steward Partners Investment Advisory, LLC trimmed | 597 | $50K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Larson Financial Group LLC trimmed | 370 | $31K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Caitlin John, LLC new | 351 | $30K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Financial Network Wealth Advisors LLC | 345 | $29K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 123 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Navalign, LLC new | 54 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OPTIMUM INVESTMENT ADVISORS new | 450 | $32K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Blue Trust, Inc. new | 30 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| West Oak Capital, LLC | 12 | $9 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Kiker Wealth Management, LLC | 169 | $8K | 0.0% | 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.
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.