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-Q2 13F filings (latest filed 2026-08-19). 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
12 tracked funds added or opened SIEGY while 6 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
SIEGY’s largest tracked holder by dollar value, Cardinal Capital Management, Inc., sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp 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 2026-Q1 and 2026-Q2, across 49 tracked filers holding SIEGY, 33 increased or opened the position and 25 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 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 1
- Sterling Capital Management LLC$1M
Full exits 5
- VAUGHAN DAVID INVESTMENTS LLC/IL$33M
- SIT INVESTMENT ASSOCIATES INC$14M
- Strengthening Families & Communities, LLC$2M
- AdvisorShares Investments LLC$947K
- EVERETT HARRIS & CO /CA/$576K
Largest adds
- Cardinal Capital Management, Inc.$12M
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$8M
- Altrius Capital Management Inc$3M
- Henry James International Management Inc.$2M
- RHUMBLINE ADVISERS$2M
- GREAT LAKES ADVISORS, LLC$2M
Largest trims
- YOUSIF CAPITAL MANAGEMENT, LLC$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 |
|---|---|---|---|---|
| Cardinal Capital Management, Inc. added | 293,443 | $47M | 21.9% | 2026-Q2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added | 210,670 | $34M | 15.8% | 2026-Q2 |
| Altrius Capital Management Inc added | 70,769 | $11M | 5.3% | 2026-Q2 |
| Boston Common Asset Management, LLC trimmed | 50,371 | $8M | 3.8% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 38,669 | $6M | 2.9% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC added | 33,186 | $5M | 2.5% | 2026-Q2 |
| Cohen Klingenstein LLC trimmed | 28,200 | $5M | 2.1% | 2026-Q2 |
| Henry James International Management Inc. added | 21,248 | $3M | 1.6% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 16,806 | $3M | 1.3% | 2026-Q2 |
| GAMMA Investing LLC added | 8,073 | $1M | 0.6% | 2026-Q2 |
| Sterling Capital Management LLC new | 7,293 | $1M | 0.5% | 2026-Q2 |
| FCA CORP /TX | 7,000 | $1M | 0.5% | 2026-Q2 |
| CHICAGO TRUST Co NA added | 5,209 | $837K | 0.4% | 2026-Q2 |
| YOUSIF CAPITAL MANAGEMENT, LLC trimmed | 3,556 | $572K | 0.3% | 2026-Q2 |
| Collaborative Fund Advisors, LLC trimmed | 3,263 | $525K | 0.2% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK added | 2,966 | $477K | 0.2% | 2026-Q2 |
| Douglass Winthrop Advisors, LLC added | 2,933 | $472K | 0.2% | 2026-Q2 |
| Fulton Bank, N.A. new | 2,692 | $433K | 0.2% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC added | 2,156 | $347K | 0.2% | 2026-Q2 |
| ALTA CAPITAL MANAGEMENT LLC/ new | 2,102 | $338K | 0.2% | 2026-Q2 |
| ALBERT D MASON INC | 2,038 | $328K | 0.2% | 2026-Q2 |
| Asset Planning,Inc trimmed | 1,268 | $310K | 0.1% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ new | 1,731 | $278K | 0.1% | 2026-Q2 |
| Enterprise Financial Services Corp added | 1,569 | $252K | 0.1% | 2026-Q2 |
| Canopy Partners, LLC trimmed | 1,564 | $252K | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO new | 1,508 | $242K | 0.1% | 2026-Q2 |
| BENEDICT FINANCIAL ADVISORS INC trimmed | 1,503 | $242K | 0.1% | 2026-Q2 |
| Front Row Advisors LLC added | 1,402 | $227K | 0.1% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added | 1,179 | $190K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 1,083 | $174K | 0.1% | 2026-Q2 |
| Salomon & Ludwin, LLC added | 936 | $146K | 0.1% | 2026-Q2 |
| Vermillion Wealth Management, Inc. trimmed | 903 | $145K | 0.1% | 2026-Q2 |
| PARADIGM ASSET MANAGEMENT CO LLC | 602 | $97K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC added | 512 | $82K | 0.0% | 2026-Q2 |
| Westside Investment Management, Inc. | 278 | $45K | 0.0% | 2026-Q2 |
| First Command Advisory Services, Inc. new | 234 | $38K | 0.0% | 2026-Q2 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 234 | $38K | 0.0% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 230 | $37K | 0.0% | 2026-Q2 |
| Financial Gravity Companies, Inc. trimmed | 223 | $36K | 0.0% | 2026-Q2 |
| ADIRONDACK TRUST CO | 148 | $24K | 0.0% | 2026-Q2 |
| PROATHLETE WEALTH MANAGEMENT LLC | 145 | $23K | 0.0% | 2026-Q2 |
| Archer Investment Corp | 88 | $14K | 0.0% | 2026-Q2 |
| Markowski Investments new | 57 | $9K | 0.0% | 2026-Q2 |
| Gleason Group, Inc. new | 42 | $7K | 0.0% | 2026-Q2 |
| Ascentis Wealth Management, LLC added | 5,310 | $5K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 31 | $5K | 0.0% | 2026-Q2 |
| Winch Advisory Services, LLC new | 27 | $4K | 0.0% | 2026-Q2 |
| HORIZON FINANCIAL SERVICES, LLC new | 20 | $3K | 0.0% | 2026-Q2 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 20 | $3K | 0.0% | 2026-Q2 |
| VAUGHAN DAVID INVESTMENTS LLC/IL added | 272,472 | $33M | 15.4% | 2026-Q1 stale (1 quarter behind) |
| SIT INVESTMENT ASSOCIATES INC trimmed | 112,313 | $14M | 6.4% | 2026-Q1 stale (1 quarter behind) |
| Strengthening Families & Communities, LLC trimmed | 21,009 | $2M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| AdvisorShares Investments LLC added | 7,771 | $947K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| EVERETT HARRIS & CO /CA/ | 4,726 | $576K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Strategic Planning, Inc. | 2,647 | $323K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Pinnacle West Asset Management, Inc. trimmed | 1,930 | $235K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| STONEBRIDGE CAPITAL MANAGEMENT INC trimmed | 1,880 | $229K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| DRW Securities, LLC new | 1,831 | $223K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FNY Investment Advisers, LLC new | 1,500 | $182K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC new | 824 | $100K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NBC SECURITIES, INC. trimmed | 610 | $72K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 241 | $29K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Financial Gravity Asset Management, Inc. | 223 | $27K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Phillip James Consulting Co. new | 100 | $12K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Coston, McIsaac & Partners | 94 | $11K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 88 | $11K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Strive Financial Group ,LLC new | 53 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BEDDOW CAPITAL MANAGEMENT INC trimmed | 71,555 | $10M | 4.7% | 2025-Q4 stale (2 quarters behind) |
| MERITAGE PORTFOLIO MANAGEMENT trimmed | 64,192 | $9M | 4.2% | 2025-Q4 stale (2 quarters behind) |
| Turn8 Private Wealth Inc. new | 25,662 | $4M | 1.7% | 2025-Q4 stale (2 quarters behind) |
| Dorsey Wright & Associates added | 12,015 | $2M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| KINGSWOOD WEALTH ADVISORS, LLC added | 3,139 | $440K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| HighPoint Advisor Group LLC added | 2,884 | $404K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Fifth Third Wealth Advisors LLC added | 2,600 | $365K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Ransom Advisory, Ltd new | 2,450 | $343K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Redwood Wealth Management Group, LLC | 1,612 | $226K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Steigerwald, Gordon & Koch Inc. added | 493 | $69K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Signature Equity Partners, LLC new | 169 | $24K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Wealth Preservation Advisors, LLC trimmed | 23 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Motiv8 Investments LLC new | 18 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PEREGRINE CAPITAL MANAGEMENT LLC | 6,535 | $882K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Corient IA LLC | 6,000 | $810K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Myriad Asset Management US LP trimmed | 5,541 | $748K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Moloney Securities Asset Management, LLC trimmed | 2,289 | $308K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CROWLEY WEALTH MANAGEMENT, INC. | 366 | $49K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| FSA Wealth Management LLC | 44 | $6K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| KERR FINANCIAL PLANNING Corp new | 24 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| First Horizon Advisors, Inc. added | 1,025 | $132K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Brooklyn Investment Group added | 169 | $22K | 0.0% | 2025-Q2 stale (4 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.