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Institutional Ownership · SEC Form 13F

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.

123
Institutional holders
2,650,179
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
UBS Group AG trimmed324,063$24M11.9%2026-Q1
Asset One Wealth Management LLC added235,822$18M8.8%2026-Q1
MORGAN STANLEY trimmed216,921$16M8.0%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed188,455$14M6.9%2026-Q1
LPL Financial LLC trimmed113,822$9M4.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed109,727$8M4.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added87,903$7M3.2%2026-Q1
ROYAL BANK OF CANADA trimmed85,326$6M3.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed83,426$6M3.1%2026-Q1
STIFEL FINANCIAL CORP added82,597$6M3.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed70,178$5M2.6%2026-Q1
Cetera Investment Advisers trimmed63,969$5M2.3%2026-Q1
Riggs Asset Managment Co. Inc. trimmed52,777$4M1.9%2026-Q1
D.A. DAVIDSON & CO. added51,504$4M1.9%2026-Q1
Auxano Advisors, LLC trimmed42,460$3M1.6%2026-Q1
HC Advisors, LLC added41,603$3M1.5%2026-Q1
CITADEL ADVISORS LLC trimmed38,912$3M1.4%2026-Q1
EVERGREEN CAPITAL MANAGEMENT LLC trimmed36,010$3M1.3%2026-Q1
JANE STREET GROUP, LLC added33,435$3M1.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed30,638$2M1.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed30,457$2M1.1%2026-Q1
Pekin Hardy Strauss, Inc. trimmed30,292$2M1.1%2026-Q1
SPROTT INC. trimmed30,052$2M1.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed28,406$2M1.0%2026-Q1
U.S. Capital Wealth Advisors, LLC trimmed27,415$2M1.0%2026-Q1
Baird Financial Group, Inc. trimmed25,610$2M0.9%2026-Q1
Kestra Advisory Services, LLC added23,021$2M0.8%2026-Q1
Federation des caisses Desjardins du Quebec22,505$2M0.8%2026-Q1
New Harbor Financial Group, LLC trimmed20,831$2M0.8%2026-Q1
ADE, LLC trimmed19,555$1M0.7%2026-Q1
Beacon Pointe Advisors, LLC trimmed19,138$1M0.7%2026-Q1
PFG Investments, LLC trimmed17,236$1M0.6%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed17,031$1M0.6%2026-Q1
Bayshore Capital Advisors, LLC added16,400$1M0.6%2026-Q1
Rossby Financial, LCC trimmed14,783$1M0.6%2026-Q1
VestGen Advisors, LLC added13,246$1M0.5%2026-Q1
CWA Asset Management Group, LLC added13,400$1M0.5%2026-Q1
Kovack Advisors, Inc. trimmed12,030$951K0.5%2026-Q1
Stratos Wealth Partners, LTD. trimmed11,239$848K0.4%2026-Q1
Meridian Wealth Advisors, LLC10,000$755K0.4%2026-Q1
BAROMETER CAPITAL MANAGEMENT INC. added8,700$657K0.3%2026-Q1
Centurion Wealth Management LLC8,683$656K0.3%2026-Q1
180 WEALTH ADVISORS, LLC added8,134$614K0.3%2026-Q1
Beaumont Financial Advisors, LLC added8,113$612K0.3%2026-Q1
TD Waterhouse Canada Inc. new5,731$606K0.3%2026-Q1
GTS SECURITIES LLC added8,027$606K0.3%2026-Q1
HRT FINANCIAL LP added7,750$585K0.3%2026-Q1
Barry Investment Advisors, LLC trimmed7,736$584K0.3%2026-Q1
Wealthcare Advisory Partners LLC trimmed7,524$568K0.3%2026-Q1
Gateway Wealth Partners, LLC new7,310$552K0.3%2026-Q1
SATOVSKY ASSET MANAGEMENT LLC7,095$536K0.3%2026-Q1
Beirne Wealth Consulting Services, LLC7,000$528K0.3%2026-Q1
Capital Wealth Alliance, LLC added6,426$485K0.2%2026-Q1
Summit Financial, LLC added6,341$479K0.2%2026-Q1
Prospera Financial Services Inc added5,779$436K0.2%2026-Q1
Mariner, LLC trimmed5,528$417K0.2%2026-Q1
AdvisorNet Financial, Inc added5,420$409K0.2%2026-Q1
Private Advisor Group, LLC added5,263$397K0.2%2026-Q1
AlphaStar Capital Management, LLC4,726$357K0.2%2026-Q1
Montis Financial, LLC trimmed4,600$347K0.2%2026-Q1
Wealth Alliance Advisory Group, LLC4,425$334K0.2%2026-Q1
MARSHALL WACE, LLP new4,301$325K0.2%2026-Q1
Rockefeller Capital Management L.P.4,291$324K0.2%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed4,281$323K0.2%2026-Q1
Sunbelt Securities, Inc. trimmed4,114$311K0.2%2026-Q1
HighTower Advisors, LLC added4,020$303K0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed4,009$303K0.1%2026-Q1
TWO SIGMA SECURITIES, LLC new3,937$297K0.1%2026-Q1
Integrated Wealth Concepts LLC added3,888$294K0.1%2026-Q1
Sovereign Financial Group, Inc. trimmed3,875$293K0.1%2026-Q1
GSA CAPITAL PARTNERS LLP3,729$282K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed3,721$281K0.1%2026-Q1
Waverly Advisors, LLC trimmed3,634$274K0.1%2026-Q1
Fiduciary Trust Co3,568$269K0.1%2026-Q1
BLAIR WILLIAM & CO/IL3,520$266K0.1%2026-Q1
Perigon Wealth Management, LLC trimmed3,500$264K0.1%2026-Q1
NICOLET BANKSHARES INC new3,300$261K0.1%2026-Q1
Dempze Nancy E3,250$245K0.1%2026-Q1
Sanctuary Advisors, LLC new3,119$235K0.1%2026-Q1
Evanson Asset Management, LLC3,082$233K0.1%2026-Q1
Geneos Wealth Management Inc. trimmed3,080$233K0.1%2026-Q1
Hara Capital LLC trimmed3,050$230K0.1%2026-Q1
EP Wealth Advisors, LLC trimmed3,039$229K0.1%2026-Q1
CLIFFORD SWAN INVESTMENT COUNSEL LLC trimmed2,933$221K0.1%2026-Q1
HighPoint Advisor Group LLC new2,778$210K0.1%2026-Q1
AE Wealth Management LLC added2,144$162K0.1%2026-Q1
Premier Financial Group2,000$161K0.1%2026-Q1
CW Advisors, LLC trimmed36,174$2M0.8%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added27,307$1M0.6%2025-Q2 stale
FLP Wealth Management, LLC new16,678$755K0.4%2025-Q2 stale
OPTIMUM INVESTMENT ADVISORS added10,700$663K0.3%2025-Q3 stale
Compound Planning, Inc. trimmed6,268$436K0.2%2025-Q4 stale
NewEdge Wealth, LLC new5,730$399K0.2%2025-Q4 stale
OLD MISSION CAPITAL LLC trimmed6,912$313K0.2%2025-Q2 stale
INDEPENDENT FINANCIAL GROUP, LLC added4,418$308K0.1%2025-Q4 stale
ONE PLUS ONE WEALTH MANAGEMENT, LLC4,409$307K0.1%2025-Q4 stale
CreativeOne Wealth, LLC trimmed3,707$258K0.1%2025-Q4 stale
NICOLET ADVISORY SERVICES, LLC3,300$256K0.1%2025-Q4 stale
COMERICA BANK3,107$193K0.1%2025-Q3 stale
CIBC Private Wealth Group LLC2,278$159K0.1%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.

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