Who owns SGOV
Which tracked institutional funds hold SGOV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SGOV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
445 tracked funds added or opened SGOV while 379 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
SGOV’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.8% of theirs — a 0.7pp gap the other way — the median holder sizes SGOV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SGOV 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 1262 tracked filers holding SGOV, 706 increased or opened the position and 621 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 SGOV 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 96
- CITIGROUP INC$53M
- BRIGHTON JONES LLC$52M
- PRAIRIE ADVISORY, LLC$44M
- Fairlight Advisors$35M
- NewEdge Advisors, LLC$33M
- Artisan Partners Limited Partnership$25M
Full exits 80
- GM Advisory Group, LLC$233M
- PEAPACK GLADSTONE FINANCIAL CORP$124M
- CX Institutional$116M
- KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$112M
- HighTower Advisors, LLC$91M
- Maxi Investments CY Ltd$79M
Largest adds
- Wealthspire Advisors, LLC$222M
- Vise Technologies, Inc.$146M
- AMERIPRISE FINANCIAL INC$110M
- Hollow Brook Wealth Management LLC$105M
- CONFLUENCE INVESTMENT MANAGEMENT LLC$104M
- Cerity Partners LLC$99M
Largest trims
- Howard Capital Management, LLC$939M
- WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$140M
- CIBC Bancorp USA Inc.$109M
- EQUITY INVESTMENT CORP$109M
- EVOLVE PRIVATE WEALTH, LLC$78M
- Marex Group Ltd$76M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 11,457,135 | $1.2B | 7.9% | 2026-Q2 |
| LPL Financial LLC added | 10,881,968 | $1.1B | 7.5% | 2026-Q2 |
| MORGAN STANLEY added | 8,473,084 | $853M | 5.8% | 2026-Q2 |
| UBS Group AG added | 5,962,248 | $600M | 4.1% | 2026-Q2 |
| Cerity Partners LLC added | 4,545,424 | $458M | 3.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,803,149 | $383M | 2.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 3,636,385 | $366M | 2.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,905,328 | $293M | 2.0% | 2026-Q2 |
| Robinhood Asset Management, LLC added | 2,899,608 | $292M | 2.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,835,573 | $285M | 1.9% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 2,807,327 | $282M | 1.9% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 2,788,012 | $281M | 1.9% | 2026-Q2 |
| NorthRock Partners, LLC added | 2,736,985 | $276M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,675,275 | $269M | 1.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,459,867 | $248M | 1.7% | 2026-Q2 |
| Focus Partners Wealth trimmed | 2,373,290 | $239M | 1.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 2,306,528 | $232M | 1.6% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 2,224,301 | $224M | 1.5% | 2026-Q2 |
| Cetera Investment Advisers added | 2,217,429 | $223M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,052,936 | $207M | 1.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,670,089 | $168M | 1.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 1,609,405 | $162M | 1.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 1,562,089 | $157M | 1.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 1,561,558 | $157M | 1.1% | 2026-Q2 |
| Westerkirk Capital Inc. | 1,523,760 | $153M | 1.0% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 1,464,822 | $147M | 1.0% | 2026-Q2 |
| MAI Capital Management added | 1,408,479 | $142M | 1.0% | 2026-Q2 |
| Hamilton Capital Partners Inc. trimmed | 1,279,489 | $129M | 0.9% | 2026-Q2 |
| Alpha Wealth Funds, LLC added | 1,221,972 | $123M | 0.8% | 2026-Q2 |
| AE Wealth Management LLC added | 1,212,408 | $122M | 0.8% | 2026-Q2 |
| Wealthfront Advisers LLC added | 1,167,189 | $118M | 0.8% | 2026-Q2 |
| Hilton Capital Management, LLC trimmed | 1,149,386 | $116M | 0.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,139,981 | $115M | 0.8% | 2026-Q2 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC added | 1,087,949 | $110M | 0.7% | 2026-Q2 |
| Hollow Brook Wealth Management LLC added | 1,077,270 | $108M | 0.7% | 2026-Q2 |
| Mutual Advisors, LLC added | 1,052,850 | $106M | 0.7% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 1,035,195 | $104M | 0.7% | 2026-Q2 |
| Balentine LLC trimmed | 1,026,567 | $103M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,003,580 | $101M | 0.7% | 2026-Q2 |
| Cheviot Value Management, LLC trimmed | 1,002,516 | $101M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 984,074 | $99M | 0.7% | 2026-Q2 |
| Selective Wealth Management, Inc. added | 963,067 | $97M | 0.7% | 2026-Q2 |
| 3EDGE Asset Management, LP trimmed | 935,234 | $94M | 0.6% | 2026-Q2 |
| JNBA Financial Advisors added | 924,007 | $93M | 0.6% | 2026-Q2 |
| Cresset Asset Management, LLC added | 846,216 | $85M | 0.6% | 2026-Q2 |
| RWWM, INC. added | 845,240 | $85M | 0.6% | 2026-Q2 |
| POTOMAC FUND MANAGEMENT INC /ADV trimmed | 816,856 | $82M | 0.6% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 814,494 | $82M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 797,816 | $80M | 0.5% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 779,029 | $78M | 0.5% | 2026-Q2 |
| Sollinda Capital Management LLC trimmed | 778,780 | $78M | 0.5% | 2026-Q2 |
| PEAVINE CAPITAL, LLC trimmed | 770,289 | $78M | 0.5% | 2026-Q2 |
| Avos Capital Management, LLC added | 766,814 | $77M | 0.5% | 2026-Q2 |
| Decker Retirement Planning Inc. added | 759,734 | $76M | 0.5% | 2026-Q2 |
| Cynosure Group, LLC trimmed | 758,229 | $76M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 757,607 | $76M | 0.5% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 738,944 | $74M | 0.5% | 2026-Q2 |
| Vigilare Wealth Management trimmed | 720,786 | $73M | 0.5% | 2026-Q2 |
| Mariner, LLC trimmed | 713,464 | $72M | 0.5% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 708,362 | $71M | 0.5% | 2026-Q2 |
| PSP Research LLC | 700,000 | $70M | 0.5% | 2026-Q2 |
| Omnia Family Wealth, LLC added | 696,066 | $70M | 0.5% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC added | 694,542 | $70M | 0.5% | 2026-Q2 |
| HUB Investment Partners, LLC added | 692,718 | $70M | 0.5% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 672,284 | $68M | 0.5% | 2026-Q2 |
| Peak Retirement Planning, Inc. trimmed | 653,810 | $66M | 0.4% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 637,159 | $64M | 0.4% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 632,080 | $64M | 0.4% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 621,253 | $63M | 0.4% | 2026-Q2 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC added | 616,805 | $62M | 0.4% | 2026-Q2 |
| Advisory Services Network, LLC added | 614,662 | $62M | 0.4% | 2026-Q2 |
| Composition Wealth, LLC added | 613,347 | $62M | 0.4% | 2026-Q2 |
| BlackRock, Inc. trimmed | 593,060 | $60M | 0.4% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 587,000 | $59M | 0.4% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 572,295 | $58M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 570,099 | $57M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 569,892 | $57M | 0.4% | 2026-Q2 |
| Arax Advisory Partners added | 561,309 | $57M | 0.4% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 560,048 | $56M | 0.4% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 556,451 | $56M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 550,965 | $55M | 0.4% | 2026-Q2 |
| McElhenny Sheffield Capital Management, LLC trimmed | 547,033 | $55M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 528,620 | $53M | 0.4% | 2026-Q2 |
| Legacy Wealth Advisors, LLC added | 527,772 | $53M | 0.4% | 2026-Q2 |
| BRIGHTON JONES LLC added | 517,370 | $52M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 508,591 | $51M | 0.3% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 507,483 | $51M | 0.3% | 2026-Q2 |
| Creative Planning added | 504,664 | $51M | 0.3% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 493,129 | $50M | 0.3% | 2026-Q2 |
| AlphaStar Capital Management, LLC trimmed | 490,128 | $49M | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 465,972 | $47M | 0.3% | 2026-Q2 |
| Nierenberg Investment Management Company, LLC trimmed | 461,047 | $46M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 450,319 | $45M | 0.3% | 2026-Q2 |
| Marex Group Ltd trimmed | 450,074 | $45M | 0.3% | 2026-Q2 |
| PRAIRIE ADVISORY, LLC new | 432,456 | $44M | 0.3% | 2026-Q2 |
| BITTERROOT CAPITAL ADVISORS LLC trimmed | 430,117 | $43M | 0.3% | 2026-Q2 |
| Index Fund Advisors, Inc. added | 428,528 | $43M | 0.3% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 423,052 | $43M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 419,117 | $42M | 0.3% | 2026-Q2 |
| Trek Financial, LLC trimmed | 418,177 | $42M | 0.3% | 2026-Q2 |
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.