Who owns SGDM (SGDM)
Which tracked institutional funds hold SGDM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SGDM company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
21 tracked funds added or opened SGDM while 10 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
SGDM’s largest tracked holder by dollar value, UBS Group AG, 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 gap the other way — the median holder sizes SGDM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SGDM 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 123 tracked filers holding SGDM, 45 increased or opened the position and 60 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 SGDM 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.
New buyers 6
- CITADEL ADVISORS LLC$3M
- Baird Financial Group, Inc.$2M
- BAROMETER CAPITAL MANAGEMENT INC.$657K
- TD Waterhouse Canada Inc.$606K
- HRT FINANCIAL LP$585K
- Gateway Wealth Partners, LLC$552K
Largest adds
- STIFEL FINANCIAL CORP$3M
- JANE STREET GROUP, LLC$1M
- Kestra Advisory Services, LLC$984K
- MORGAN STANLEY$937K
- UBS Group AG$775K
- RAYMOND JAMES FINANCIAL INC$763K
Largest trims
- Auxano Advisors, LLC$3M
- Riggs Asset Managment Co. Inc.$2M
- New Harbor Financial Group, LLC$2M
- BANK OF AMERICA CORP /DE/$2M
- MML INVESTORS SERVICES, LLC$1M
- Sovereign Financial Group, Inc.$734K
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 |
|---|---|---|---|---|
| UBS Group AG trimmed | 324,063 | $24M | 11.9% | 2026-Q1 |
| Asset One Wealth Management LLC added | 235,822 | $18M | 8.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 216,921 | $16M | 8.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 188,455 | $14M | 6.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 113,822 | $9M | 4.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 109,727 | $8M | 4.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 87,903 | $7M | 3.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 85,326 | $6M | 3.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 83,426 | $6M | 3.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 82,597 | $6M | 3.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 70,178 | $5M | 2.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 63,969 | $5M | 2.3% | 2026-Q1 |
| Riggs Asset Managment Co. Inc. trimmed | 52,777 | $4M | 1.9% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 51,504 | $4M | 1.9% | 2026-Q1 |
| Auxano Advisors, LLC trimmed | 42,460 | $3M | 1.6% | 2026-Q1 |
| HC Advisors, LLC added | 41,603 | $3M | 1.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 38,912 | $3M | 1.4% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 36,010 | $3M | 1.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 33,435 | $3M | 1.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 30,638 | $2M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 30,457 | $2M | 1.1% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. trimmed | 30,292 | $2M | 1.1% | 2026-Q1 |
| SPROTT INC. trimmed | 30,052 | $2M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 28,406 | $2M | 1.0% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 27,415 | $2M | 1.0% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 25,610 | $2M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 23,021 | $2M | 0.8% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 22,505 | $2M | 0.8% | 2026-Q1 |
| New Harbor Financial Group, LLC trimmed | 20,831 | $2M | 0.8% | 2026-Q1 |
| ADE, LLC trimmed | 19,555 | $1M | 0.7% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 19,138 | $1M | 0.7% | 2026-Q1 |
| PFG Investments, LLC trimmed | 17,236 | $1M | 0.6% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 17,031 | $1M | 0.6% | 2026-Q1 |
| Bayshore Capital Advisors, LLC added | 16,400 | $1M | 0.6% | 2026-Q1 |
| Rossby Financial, LCC trimmed | 14,783 | $1M | 0.6% | 2026-Q1 |
| VestGen Advisors, LLC added | 13,246 | $1M | 0.5% | 2026-Q1 |
| CWA Asset Management Group, LLC added | 13,400 | $1M | 0.5% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 12,030 | $951K | 0.5% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 11,239 | $848K | 0.4% | 2026-Q1 |
| Meridian Wealth Advisors, LLC | 10,000 | $755K | 0.4% | 2026-Q1 |
| BAROMETER CAPITAL MANAGEMENT INC. added | 8,700 | $657K | 0.3% | 2026-Q1 |
| Centurion Wealth Management LLC | 8,683 | $656K | 0.3% | 2026-Q1 |
| 180 WEALTH ADVISORS, LLC added | 8,134 | $614K | 0.3% | 2026-Q1 |
| Beaumont Financial Advisors, LLC added | 8,113 | $612K | 0.3% | 2026-Q1 |
| TD Waterhouse Canada Inc. new | 5,731 | $606K | 0.3% | 2026-Q1 |
| GTS SECURITIES LLC added | 8,027 | $606K | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 7,750 | $585K | 0.3% | 2026-Q1 |
| Barry Investment Advisors, LLC trimmed | 7,736 | $584K | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 7,524 | $568K | 0.3% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 7,310 | $552K | 0.3% | 2026-Q1 |
| SATOVSKY ASSET MANAGEMENT LLC | 7,095 | $536K | 0.3% | 2026-Q1 |
| Beirne Wealth Consulting Services, LLC | 7,000 | $528K | 0.3% | 2026-Q1 |
| Capital Wealth Alliance, LLC added | 6,426 | $485K | 0.2% | 2026-Q1 |
| Summit Financial, LLC added | 6,341 | $479K | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 5,779 | $436K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 5,528 | $417K | 0.2% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 5,420 | $409K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 5,263 | $397K | 0.2% | 2026-Q1 |
| AlphaStar Capital Management, LLC | 4,726 | $357K | 0.2% | 2026-Q1 |
| Montis Financial, LLC trimmed | 4,600 | $347K | 0.2% | 2026-Q1 |
| Wealth Alliance Advisory Group, LLC | 4,425 | $334K | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP new | 4,301 | $325K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 4,291 | $324K | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 4,281 | $323K | 0.2% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 4,114 | $311K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 4,020 | $303K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 4,009 | $303K | 0.1% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC new | 3,937 | $297K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 3,888 | $294K | 0.1% | 2026-Q1 |
| Sovereign Financial Group, Inc. trimmed | 3,875 | $293K | 0.1% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP | 3,729 | $282K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 3,721 | $281K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 3,634 | $274K | 0.1% | 2026-Q1 |
| Fiduciary Trust Co | 3,568 | $269K | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL | 3,520 | $266K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 3,500 | $264K | 0.1% | 2026-Q1 |
| NICOLET BANKSHARES INC new | 3,300 | $261K | 0.1% | 2026-Q1 |
| Dempze Nancy E | 3,250 | $245K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC new | 3,119 | $235K | 0.1% | 2026-Q1 |
| Evanson Asset Management, LLC | 3,082 | $233K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 3,080 | $233K | 0.1% | 2026-Q1 |
| Hara Capital LLC trimmed | 3,050 | $230K | 0.1% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 3,039 | $229K | 0.1% | 2026-Q1 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC trimmed | 2,933 | $221K | 0.1% | 2026-Q1 |
| HighPoint Advisor Group LLC new | 2,778 | $210K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 2,144 | $162K | 0.1% | 2026-Q1 |
| Premier Financial Group | 2,000 | $161K | 0.1% | 2026-Q1 |
| CW Advisors, LLC trimmed | 36,174 | $2M | 0.8% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 27,307 | $1M | 0.6% | 2025-Q2 stale |
| FLP Wealth Management, LLC new | 16,678 | $755K | 0.4% | 2025-Q2 stale |
| OPTIMUM INVESTMENT ADVISORS added | 10,700 | $663K | 0.3% | 2025-Q3 stale |
| Compound Planning, Inc. trimmed | 6,268 | $436K | 0.2% | 2025-Q4 stale |
| NewEdge Wealth, LLC new | 5,730 | $399K | 0.2% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 6,912 | $313K | 0.2% | 2025-Q2 stale |
| INDEPENDENT FINANCIAL GROUP, LLC added | 4,418 | $308K | 0.1% | 2025-Q4 stale |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 4,409 | $307K | 0.1% | 2025-Q4 stale |
| CreativeOne Wealth, LLC trimmed | 3,707 | $258K | 0.1% | 2025-Q4 stale |
| NICOLET ADVISORY SERVICES, LLC | 3,300 | $256K | 0.1% | 2025-Q4 stale |
| COMERICA BANK | 3,107 | $193K | 0.1% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC | 2,278 | $159K | 0.1% | 2025-Q4 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.