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-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
The tracked-fund tape on SGRT is one-sided between 2026-Q1 and 2026-Q2: 7 added or opened and 2 trimmed or exited — on balance accumulating.
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, SMART Wealth LLC, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.9pp 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 2026-Q1 and 2026-Q2, across 16 tracked filers holding SGRT, 12 increased or opened the position and 3 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 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 2
- HERBST GROUP, LLC$2M
- Kovack Advisors, Inc.$769K
Largest adds
- SMART Wealth LLC$6M
- Brookstone Capital Management$4M
- Authentikos Wealth Advisory, LLC$448K
- AE Wealth Management LLC$430K
- BROWN ADVISORY INC$293K
Largest trims
- MORGAN STANLEY$1M
- JANE STREET GROUP, LLC$269K
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 |
|---|---|---|---|---|
| SMART Wealth LLC added | 240,266 | $9M | 38.4% | 2026-Q2 |
| Brookstone Capital Management added | 133,917 | $5M | 21.4% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC trimmed | 106,696 | $4M | 17.1% | 2026-Q2 |
| HERBST GROUP, LLC new | 48,646 | $2M | 7.8% | 2026-Q2 |
| AE Wealth Management LLC added | 21,738 | $815K | 3.5% | 2026-Q2 |
| Kovack Advisors, Inc. new | 20,500 | $769K | 3.3% | 2026-Q2 |
| BROWN ADVISORY INC added | 19,048 | $714K | 3.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 16,540 | $399K | 1.7% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 5,581 | $209K | 0.9% | 2026-Q2 |
| Advisory Alpha, LLC new | 5,358 | $201K | 0.9% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. added | 4,997 | $187K | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 1,000 | $38K | 0.2% | 2026-Q2 |
| Smartleaf Asset Management LLC | 880 | $32K | 0.1% | 2026-Q2 |
| UBS Group AG added | 440 | $16K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 199 | $7K | 0.0% | 2026-Q2 |
| Plante Moran Financial Advisors, LLC new | 35 | $1K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 8,021 | $189K | 0.8% | 2025-Q3 stale (3 quarters behind) |
| American Capital Advisory, LLC new | 20 | $441 | 0.0% | 2025-Q3 stale (3 quarters behind) |
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.