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Institutional Ownership · SEC Form 13F

Who owns SIEGY


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

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-28). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

51
Institutional holders
1M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on SIEGY is one-sided between 2025-Q4 and 2026-Q1: 2 added or opened and 13 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

SIEGY’s largest tracked holder by dollar value, Cardinal Capital Management, Inc., sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in SIEGY 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 51 tracked filers holding SIEGY, 25 increased or opened the position and 30 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 SIEGY 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 2

  • FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$26M
  • Strengthening Families & Communities, LLC$2M

Full exits 4

  • BEDDOW CAPITAL MANAGEMENT INC$10M
  • MERITAGE PORTFOLIO MANAGEMENT$9M
  • Turn8 Private Wealth Inc.$4M
  • Dorsey Wright & Associates$2M

Largest trims

  • Cardinal Capital Management, Inc.$18M
  • VAUGHAN DAVID INVESTMENTS LLC/IL$3M
  • SIT INVESTMENT ASSOCIATES INC$2M
  • Boston Common Asset Management, LLC$1M
  • Altrius Capital Management Inc$859K
  • YOUSIF CAPITAL MANAGEMENT, LLC$529K

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
Cardinal Capital Management, Inc. added288,065$35M19.0%2026-Q1
VAUGHAN DAVID INVESTMENTS LLC/IL added272,472$33M18.0%2026-Q1
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added210,015$26M13.9%2026-Q1
SIT INVESTMENT ASSOCIATES INC trimmed112,313$14M7.4%2026-Q1
Altrius Capital Management Inc added69,293$8M4.6%2026-Q1
Boston Common Asset Management, LLC trimmed54,881$7M3.6%2026-Q1
RHUMBLINE ADVISERS added37,370$5M2.5%2026-Q1
GREAT LAKES ADVISORS, LLC added31,404$4M2.1%2026-Q1
Cohen Klingenstein LLC28,600$3M1.9%2026-Q1
Strengthening Families & Communities, LLC trimmed21,009$2M1.3%2026-Q1
YOUSIF CAPITAL MANAGEMENT, LLC18,066$2M1.2%2026-Q1
Madison Asset Management, LLC added16,893$2M1.1%2026-Q1
AdvisorShares Investments LLC added7,771$947K0.5%2026-Q1
Henry James International Management Inc. added7,601$926K0.5%2026-Q1
GAMMA Investing LLC added7,112$867K0.5%2026-Q1
FCA CORP /TX7,000$853K0.5%2026-Q1
CHICAGO TRUST Co NA added5,063$600K0.3%2026-Q1
EVERETT HARRIS & CO /CA/4,726$576K0.3%2026-Q1
Collaborative Fund Advisors, LLC new3,464$422K0.2%2026-Q1
Douglass Winthrop Advisors, LLC2,867$349K0.2%2026-Q1
HUNTINGTON NATIONAL BANK trimmed2,849$347K0.2%2026-Q1
Strategic Planning, Inc.2,647$323K0.2%2026-Q1
COZAD ASSET MANAGEMENT INC trimmed2,116$258K0.1%2026-Q1
Asset Planning,Inc1,343$249K0.1%2026-Q1
ALBERT D MASON INC trimmed2,038$248K0.1%2026-Q1
Pinnacle West Asset Management, Inc. trimmed1,930$235K0.1%2026-Q1
STONEBRIDGE CAPITAL MANAGEMENT INC trimmed1,880$229K0.1%2026-Q1
DRW Securities, LLC new1,831$223K0.1%2026-Q1
FNY Investment Advisers, LLC added1,500$182K0.1%2026-Q1
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed1,114$136K0.1%2026-Q1
Front Row Advisors LLC added1,007$123K0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed902$110K0.1%2026-Q1
McIlrath & Eck, LLC added824$100K0.1%2026-Q1
PARADIGM ASSET MANAGEMENT CO LLC trimmed602$73K0.0%2026-Q1
NBC SECURITIES, INC. trimmed610$72K0.0%2026-Q1
Salomon & Ludwin, LLC trimmed498$61K0.0%2026-Q1
Ancora Advisors LLC added449$55K0.0%2026-Q1
Westside Investment Management, Inc.278$34K0.0%2026-Q1
HANTZ FINANCIAL SERVICES, INC. trimmed241$29K0.0%2026-Q1
BOYD WATTERSON ASSET MANAGEMENT LLC/OH234$28K0.0%2026-Q1
Financial Gravity Asset Management, Inc.223$27K0.0%2026-Q1
ADIRONDACK TRUST CO trimmed148$18K0.0%2026-Q1
PROATHLETE WEALTH MANAGEMENT LLC145$18K0.0%2026-Q1
Phillip James Consulting Co. new100$12K0.0%2026-Q1
Coston, McIsaac & Partners94$11K0.0%2026-Q1
Archer Investment Corp added88$11K0.0%2026-Q1
Ascentis Independent Advisors new88$11K0.0%2026-Q1
Ascentis Wealth Management, LLC added74$9K0.0%2026-Q1
Strive Financial Group ,LLC new53$6K0.0%2026-Q1
IMA Advisory Services, Inc. trimmed36$4K0.0%2026-Q1
MARK SHEPTOFF FINANCIAL PLANNING, LLC new20$3K0.0%2026-Q1
BEDDOW CAPITAL MANAGEMENT INC trimmed71,555$10M5.4%2025-Q4 stale
MERITAGE PORTFOLIO MANAGEMENT trimmed64,192$9M4.9%2025-Q4 stale
Turn8 Private Wealth Inc. new25,662$4M1.9%2025-Q4 stale
Pacer Advisors, Inc. added20,982$2M1.3%2025-Q1 stale
BEACH INVESTMENT COUNSEL INC/PA trimmed19,121$2M1.2%2025-Q1 stale
Dorsey Wright & Associates added12,015$2M0.9%2025-Q4 stale
PEREGRINE CAPITAL MANAGEMENT LLC6,535$882K0.5%2025-Q3 stale
Corient IA LLC6,000$810K0.4%2025-Q3 stale
Myriad Asset Management US LP trimmed5,541$748K0.4%2025-Q3 stale
KINGSWOOD WEALTH ADVISORS, LLC added3,139$440K0.2%2025-Q4 stale
HighPoint Advisor Group LLC added2,884$404K0.2%2025-Q4 stale
Fifth Third Wealth Advisors LLC added2,600$365K0.2%2025-Q4 stale
Ransom Advisory, Ltd new2,450$343K0.2%2025-Q4 stale
Moloney Securities Asset Management, LLC trimmed2,289$308K0.2%2025-Q3 stale
BENEDICT FINANCIAL ADVISORS INC trimmed1,651$231K0.1%2025-Q4 stale
Canopy Partners, LLC trimmed1,622$227K0.1%2025-Q4 stale
Redwood Wealth Management Group, LLC1,612$226K0.1%2025-Q4 stale
Enterprise Financial Services Corp trimmed1,453$203K0.1%2025-Q4 stale
First Horizon Advisors, Inc. added1,025$132K0.1%2025-Q2 stale
Vermillion Wealth Management, Inc.909$123K0.1%2025-Q3 stale
Steigerwald, Gordon & Koch Inc. added493$69K0.0%2025-Q4 stale
CROWLEY WEALTH MANAGEMENT, INC.366$49K0.0%2025-Q3 stale
Financial Gravity Companies, Inc. trimmed317$41K0.0%2025-Q2 stale
Financially Speaking Inc new217$25K0.0%2025-Q1 stale
Signature Equity Partners, LLC new169$24K0.0%2025-Q4 stale
Ramirez Asset Management, Inc.191$22K0.0%2025-Q1 stale
Brooklyn Investment Group added169$22K0.0%2025-Q2 stale
FSA Wealth Management LLC44$6K0.0%2025-Q3 stale
Wealth Preservation Advisors, LLC trimmed23$3K0.0%2025-Q4 stale
KERR FINANCIAL PLANNING Corp new24$3K0.0%2025-Q3 stale
Motiv8 Investments LLC new18$3K0.0%2025-Q4 stale
LIBERTY WEALTH MANAGEMENT LLC new36,114$3130.0%2025-Q1 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