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Institutional Ownership · SEC Form 13F

Who owns SGML


Which tracked institutional funds hold SGML, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SGML 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.

97
Institutional holders
37M
Shares held (tracked funds)

How the tape is positioned

28 tracked funds added or opened SGML while 27 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

SGML’s largest tracked holder by dollar value, VAN ECK ASSOCIATES CORP, sizes it at 0.1% 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 SGML 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 95 tracked filers holding SGML, 52 increased or opened the position and 49 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 SGML 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

  • NORGES BANK$26M
  • Ariose Capital Management Ltd$4M
  • Itau Unibanco Holding S.A.$4M
  • SG Americas Securities, LLC$2M
  • SIMPLEX TRADING, LLC$1M
  • MARSHALL WACE, LLP$866K

Full exits 11

  • Encompass Capital Advisors LLC$16M
  • Electron Capital Partners, LLC$15M
  • NATIONAL BANK OF CANADA /FI/$4M
  • Headlands Technologies LLC$1M
  • KEYSTONE INVESTORS PTE LTD$1M
  • Massar Capital Management, LP$796K

Largest adds

  • D. E. Shaw & Co., Inc.$17M
  • VAN ECK ASSOCIATES CORP$12M
  • JANE STREET GROUP, LLC$12M
  • Handelsbanken Fonder AB$3M
  • HRT FINANCIAL LP$3M
  • BlackRock, Inc.$3M

Largest trims

  • MORGAN STANLEY$29M
  • CITADEL ADVISORS LLC$18M
  • BNP PARIBAS ASSET MANAGEMENT Holding S.A.$18M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$7M
  • UBS Group AG$3M
  • MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3M

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
VAN ECK ASSOCIATES CORP added5,683,142$70M11.8%2026-Q1
Legal & General Group Plc added2,739,812$34M5.7%2026-Q1
Point72 Asset Management, L.P. added2,477,008$31M5.1%2026-Q1
BlackRock, Inc. added2,358,852$29M4.9%2026-Q1
D. E. Shaw & Co., Inc. added2,337,913$29M4.8%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed2,175,939$26M4.4%2026-Q1
NORGES BANK2,500,000$26M4.4%2026-Q1
Dayah Capital LLC added1,513,578$19M3.1%2026-Q1
MORGAN STANLEY trimmed1,410,654$17M2.9%2026-Q1
JANE STREET GROUP, LLC added1,337,526$17M2.8%2026-Q1
Handelsbanken Fonder AB added1,215,538$15M2.5%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added879,210$11M1.8%2026-Q1
CITADEL ADVISORS LLC trimmed815,244$10M1.7%2026-Q1
Invesco Ltd. trimmed655,372$8M1.4%2026-Q1
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. added520,800$6M1.1%2026-Q1
STATE STREET CORP trimmed498,143$6M1.0%2026-Q1
ALPS ADVISORS INC added429,223$5M0.9%2026-Q1
SIR Capital Management, L.P. trimmed413,993$5M0.9%2026-Q1
BW Gestao de Investimentos Ltda. added372,952$5M0.8%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed328,988$4M0.7%2026-Q1
Ariose Capital Management Ltd new310,076$4M0.6%2026-Q1
Itau Unibanco Holding S.A. new306,267$4M0.6%2026-Q1
MILLENNIUM MANAGEMENT LLC added297,978$4M0.6%2026-Q1
BANK OF AMERICA CORP /DE/ added288,418$4M0.6%2026-Q1
BARCLAYS PLC trimmed280,948$3M0.6%2026-Q1
Waratah Capital Advisors Ltd. trimmed269,114$3M0.6%2026-Q1
UBS Group AG trimmed267,702$3M0.6%2026-Q1
FIRST TRUST ADVISORS LP trimmed261,195$3M0.5%2026-Q1
Caitong International Asset Management Co., Ltd added254,027$3M0.5%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added242,990$3M0.5%2026-Q1
Lighthouse Investment Partners, LLC added230,000$3M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed198,425$2M0.4%2026-Q1
IMC-Chicago, LLC added184,838$2M0.4%2026-Q1
Schonfeld Strategic Advisors LLC added158,498$2M0.3%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added147,079$2M0.3%2026-Q1
TWO SIGMA INVESTMENTS, LP added138,544$2M0.3%2026-Q1
SG Americas Securities, LLC added132,855$2M0.3%2026-Q1
XTX Topco Ltd added128,849$2M0.3%2026-Q1
GOLDMAN SACHS GROUP INC trimmed127,865$2M0.3%2026-Q1
Cannell & Spears LLC121,234$1M0.3%2026-Q1
SIMPLEX TRADING, LLC added112,439$1M0.2%2026-Q1
NORTHERN TRUST CORP added106,492$1M0.2%2026-Q1
HRT FINANCIAL LP trimmed95,900$1M0.2%2026-Q1
Pictet Asset Management Holding SA trimmed71,047$877K0.1%2026-Q1
MARSHALL WACE, LLP trimmed70,186$866K0.1%2026-Q1
FNY Investment Advisers, LLC added69,525$857K0.1%2026-Q1
Aberdeen Group plc trimmed64,770$799K0.1%2026-Q1
Banque Cantonale Vaudoise added55,143$679K0.1%2026-Q1
Turim 21 Investimentos Ltda. trimmed45,000$555K0.1%2026-Q1
Nuveen, LLC trimmed44,859$554K0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added44,600$550K0.1%2026-Q1
Federation des caisses Desjardins du Quebec added44,330$542K0.1%2026-Q1
Pinpoint Asset Management (Singapore) Pte. Ltd. added43,623$538K0.1%2026-Q1
AMERICAN CENTURY COMPANIES INC43,067$531K0.1%2026-Q1
ProShare Advisors LLC trimmed32,863$406K0.1%2026-Q1
Entropy Technologies, LP added31,349$387K0.1%2026-Q1
Engineers Gate Manager LP trimmed29,394$363K0.1%2026-Q1
Jump Financial, LLC trimmed25,104$310K0.1%2026-Q1
Appian Way Asset Management LP added5,359,019$24M4.1%2025-Q2 stale
Woodline Partners LP added2,964,909$19M3.2%2025-Q3 stale
Sourcerock Group LLC added1,637,428$17M2.9%2025-Q1 stale
Encompass Capital Advisors LLC new1,248,175$16M2.8%2025-Q4 stale
Electron Capital Partners, LLC1,112,845$15M2.5%2025-Q4 stale
NUCLEO CAPITAL LTDA. trimmed1,127,708$12M2.0%2025-Q1 stale
DECADE RENEWABLE PARTNERS LP added1,010,921$5M0.8%2025-Q2 stale
NATIONAL BANK OF CANADA /FI/ added336,600$4M0.7%2025-Q4 stale
Old West Investment Management, LLC added651,892$4M0.7%2025-Q3 stale
ADAGE CAPITAL PARTNERS GP, L.L.C. added900,000$4M0.7%2025-Q2 stale
Thomist Capital Management, LP added570,089$4M0.7%2025-Q3 stale
CenterBook Partners LP added816,515$4M0.6%2025-Q2 stale
Verition Fund Management LLC new562,155$4M0.6%2025-Q3 stale
Bridgewater Associates, LP added620,346$3M0.5%2025-Q2 stale
BAMCO INC /NY/ trimmed419,800$2M0.3%2025-Q2 stale
SPROTT INC. trimmed286,170$2M0.3%2025-Q3 stale
FIL Ltd new230,934$1M0.2%2025-Q3 stale
CREDIT INDUSTRIEL ET COMMERCIAL trimmed219,748$1M0.2%2025-Q3 stale
Headlands Technologies LLC trimmed96,166$1M0.2%2025-Q4 stale
Perpetual Ltd added184,900$1M0.2%2025-Q3 stale
KEYSTONE INVESTORS PTE LTD new83,600$1M0.2%2025-Q4 stale
MACKENZIE FINANCIAL CORP new140,520$888K0.1%2025-Q3 stale
Massar Capital Management, LP new60,336$796K0.1%2025-Q4 stale
Symmetry Investments LP new59,900$790K0.1%2025-Q4 stale
Brooklyn Investment Group added56,353$745K0.1%2025-Q4 stale
Pinpoint Asset Management Ltd added66,029$687K0.1%2025-Q1 stale
Polymer Capital Management (HK) LTD new50,000$660K0.1%2025-Q4 stale
CITIGROUP INC added103,725$656K0.1%2025-Q3 stale
Squarepoint Ops LLC added101,967$654K0.1%2025-Q3 stale
Virtu Financial LLC added49,112$648K0.1%2025-Q4 stale
Caption Management, LLC added58,104$604K0.1%2025-Q1 stale
Cubist Systematic Strategies, LLC trimmed85,172$546K0.1%2025-Q3 stale
NOMURA HOLDINGS INC new39,400$520K0.1%2025-Q4 stale
SCOPIA CAPITAL MANAGEMENT LP new35,512$468K0.1%2025-Q4 stale
Maven Securities LTD added42,891$446K0.1%2025-Q1 stale
FourThought Financial Partners, LLC new33,084$436K0.1%2025-Q4 stale
Eisler Capital Management Ltd. new59,412$411K0.1%2025-Q3 stale
GROUP ONE TRADING LLC added54,478$349K0.1%2025-Q3 stale
Jain Global LLC new25,323$334K0.1%2025-Q4 stale
KINGSWOOD WEALTH ADVISORS, LLC new23,750$313K0.1%2025-Q4 stale
Trexquant Investment LP added69,024$311K0.1%2025-Q2 stale
OMERS ADMINISTRATION Corp added46,600$299K0.1%2025-Q3 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