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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-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.

61
Institutional holders
556K
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
JANE STREET GROUP, LLC trimmed78,149$7M13.7%2026-Q1
ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed66,626$6M11.7%2026-Q1
ROYAL BANK OF CANADA trimmed44,830$4M7.8%2026-Q1
SPROTT INC. trimmed32,649$3M5.7%2026-Q1
D.A. DAVIDSON & CO. added31,753$3M5.6%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed30,337$3M5.3%2026-Q1
STANSBERRY ASSET MANAGEMENT, LLC added25,325$2M4.4%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed24,915$2M4.4%2026-Q1
MORGAN STANLEY trimmed21,586$2M3.8%2026-Q1
LPL Financial LLC added18,225$2M3.2%2026-Q1
Cetera Investment Advisers trimmed14,944$1M2.6%2026-Q1
Brookstone Capital Management trimmed13,573$1M2.4%2026-Q1
Wealthfront Advisers LLC added12,397$1M2.2%2026-Q1
Triumph Capital Management added11,080$954K1.9%2026-Q1
Holcombe Financial, Inc. added10,867$935K1.9%2026-Q1
EverSource Wealth Advisors, LLC added16,285$884K1.8%2026-Q1
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV trimmed9,022$777K1.6%2026-Q1
Private Advisor Group, LLC added8,274$712K1.4%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed6,794$585K1.2%2026-Q1
D. E. Shaw & Co., Inc. new5,642$486K1.0%2026-Q1
Fiduciary Trust Co5,376$463K0.9%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4,000$353K0.7%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed4,015$346K0.7%2026-Q1
Beirne Wealth Consulting Services, LLC4,000$344K0.7%2026-Q1
DAVENPORT & Co LLC4,000$344K0.7%2026-Q1
TD Waterhouse Canada Inc. added1,722$308K0.6%2026-Q1
Belvedere Trading LLC added3,470$299K0.6%2026-Q1
HighTower Advisors, LLC trimmed3,348$288K0.6%2026-Q1
Willis Johnson & Associates, Inc. trimmed3,218$277K0.6%2026-Q1
Summit Financial, LLC3,106$267K0.5%2026-Q1
HRT FINANCIAL LP trimmed3,064$263K0.5%2026-Q1
NICOLET BANKSHARES INC new2,655$239K0.5%2026-Q1
OLD MISSION CAPITAL LLC2,637$227K0.5%2026-Q1
Essex Financial Services, Inc. trimmed2,590$223K0.5%2026-Q1
CALTON & ASSOCIATES, INC.2,464$212K0.4%2026-Q1
CWA Asset Management Group, LLC2,431$209K0.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed2,419$208K0.4%2026-Q1
Beacon Pointe Advisors, LLC trimmed2,392$206K0.4%2026-Q1
Gateway Wealth Partners, LLC new2,336$201K0.4%2026-Q1
SIMPLEX TRADING, LLC added2,275$196K0.4%2026-Q1
Destiny Wealth Partners, LLC new2,000$172K0.3%2026-Q1
Sunbelt Securities, Inc.1,667$144K0.3%2026-Q1
Federation des caisses Desjardins du Quebec added1,525$131K0.3%2026-Q1
AE Wealth Management LLC trimmed897$77K0.2%2026-Q1
FNY Investment Advisers, LLC trimmed900$77K0.2%2026-Q1
UBS Group AG trimmed894$77K0.2%2026-Q1
Farther Finance Advisors, LLC added697$63K0.1%2026-Q1
SIGNATUREFD, LLC new521$45K0.1%2026-Q1
FINANCIAL CONSULATE, INC423$36K0.1%2026-Q1
AdvisorNet Financial, Inc trimmed280$24K0.0%2026-Q1
Geneos Wealth Management Inc. trimmed200$17K0.0%2026-Q1
Costello Asset Management, INC200$17K0.0%2026-Q1
FMR LLC trimmed189$16K0.0%2026-Q1
Parvin Asset Management, LLC new150$13K0.0%2026-Q1
NATIONAL BANK OF CANADA /FI/ trimmed100$9K0.0%2026-Q1
ROTHSCHILD INVESTMENT LLC33$3K0.0%2026-Q1
IFP Advisors, Inc trimmed30$3K0.0%2026-Q1
CVA Family Office, LLC29$2K0.0%2026-Q1
Quaker Wealth Management, LLC21$2K0.0%2026-Q1
MCGUIRE CAPITAL ADVISORS INC trimmed2$1370.0%2026-Q1
WELLS FARGO & COMPANY/MN1$450.0%2026-Q1
GTS SECURITIES LLC new9,351$787K1.6%2025-Q4 stale
NICOLET ADVISORY SERVICES, LLC2,655$245K0.5%2025-Q4 stale
LINCOLN CAPITAL CORP2,876$242K0.5%2025-Q4 stale
NewEdge Advisors, LLC new2,299$193K0.4%2025-Q4 stale
Steward Partners Investment Advisory, LLC trimmed597$50K0.1%2025-Q4 stale
Inlight Wealth Management, LLC new1,072$46K0.1%2025-Q1 stale
OPTIMUM INVESTMENT ADVISORS new450$32K0.1%2025-Q3 stale
Larson Financial Group LLC trimmed370$31K0.1%2025-Q4 stale
Caitlin John, LLC new351$30K0.1%2025-Q4 stale
Financial Network Wealth Advisors LLC345$29K0.1%2025-Q4 stale
Cape Investment Advisory, Inc. trimmed175$15K0.0%2025-Q4 stale
COMERICA BANK123$10K0.0%2025-Q4 stale
Kiker Wealth Management, LLC169$8K0.0%2025-Q2 stale
Navalign, LLC new54$5K0.0%2025-Q4 stale
Cypress Capital Management LLC (WY)75$3K0.0%2025-Q1 stale
Blue Trust, Inc. new30$2K0.0%2025-Q3 stale
West Oak Capital, LLC12$90.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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