Who owns SGRT
Which tracked institutional funds hold SGRT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SGRT company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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
The tracked-fund tape on SGRT is one-sided between 2025-Q4 and 2026-Q1: 0 added or opened and 3 trimmed or exited — on balance reducing.
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
SGRT’s largest tracked holder by dollar value, Authentikos Wealth Advisory, LLC, sizes it at 2.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SGRT 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 10 tracked filers holding SGRT, 3 increased or opened the position and 6 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 SGRT 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.
Largest trims
- Brookstone Capital Management$12M
- SMART Wealth LLC$2M
- MORGAN STANLEY$2M
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 |
|---|---|---|---|---|
| Authentikos Wealth Advisory, LLC trimmed | 133,192 | $4M | 32.9% | 2026-Q1 |
| SMART Wealth LLC trimmed | 112,266 | $3M | 27.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 51,410 | $1M | 12.7% | 2026-Q1 |
| Brookstone Capital Management trimmed | 32,537 | $868K | 8.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 23,749 | $478K | 4.4% | 2026-Q1 |
| BROWN ADVISORY INC new | 15,778 | $421K | 3.9% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 14,422 | $385K | 3.6% | 2026-Q1 |
| Smartleaf Asset Management LLC new | 880 | $23K | 0.2% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. | 534 | $14K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 30 | $604 | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 21,260 | $501K | 4.6% | 2025-Q3 stale |
| JPMORGAN CHASE & CO new | 8,021 | $189K | 1.7% | 2025-Q3 stale |
| American Capital Advisory, LLC new | 20 | $441 | 0.0% | 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.
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.