Who owns SOBO (SOBO)
Which tracked institutional funds hold SOBO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SOBO company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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 SOBO is one-sided between 2025-Q4 and 2026-Q1: 102 added or opened and 27 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
SOBO’s largest tracked holder by dollar value, ROYAL BANK OF CANADA, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SOBO 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 300 tracked filers holding SOBO, 137 increased or opened the position and 115 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 SOBO 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 22
- Capital Research Global Investors$342M
- VANGUARD CAPITAL MANAGEMENT LLC$199M
- VANGUARD FIDUCIARY TRUST CO$61M
- Murchinson Ltd.$57M
- Vanguard Global Advisers, LLC$42M
- VANGUARD ASSET MANAGEMENT, Ltd$5M
Full exits 11
- VANGUARD GROUP INC$213M
- Qube Research & Technologies Ltd$15M
- OMERS ADMINISTRATION Corp$9M
- TWO SIGMA ADVISERS, LP$7M
- Ninepoint Partners LP$7M
- Trexquant Investment LP$3M
Largest adds
- ROYAL BANK OF CANADA$91M
- Clearbridge Investments, LLC$89M
- BANK OF MONTREAL /CAN/$50M
- Connor, Clark & Lunn Investment Management Ltd.$48M
- THORNBURG INVESTMENT MANAGEMENT INC$43M
- FMR LLC$42M
Largest trims
- Capital International Investors$282M
- BROOKFIELD Corp /ON/$16M
- CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$12M
- AMERICAN CENTURY COMPANIES INC$12M
- CITADEL ADVISORS LLC$6M
- MILLER HOWARD INVESTMENTS INC /NY$4M
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 |
|---|---|---|---|---|
| ROYAL BANK OF CANADA trimmed | 16,403,383 | $547M | 11.2% | 2026-Q1 |
| Capital Research Global Investors added | 10,278,370 | $342M | 7.0% | 2026-Q1 |
| FMR LLC trimmed | 9,596,598 | $319M | 6.5% | 2026-Q1 |
| Clearbridge Investments, LLC added | 8,669,957 | $289M | 5.9% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 6,592,749 | $219M | 4.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,967,999 | $199M | 4.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 5,237,110 | $175M | 3.6% | 2026-Q1 |
| Capital International Investors trimmed | 4,313,599 | $144M | 2.9% | 2026-Q1 |
| THORNBURG INVESTMENT MANAGEMENT INC added | 3,632,875 | $121M | 2.5% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 3,439,260 | $114M | 2.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,914,614 | $97M | 2.0% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 2,793,557 | $93M | 1.9% | 2026-Q1 |
| TD Asset Management Inc added | 2,375,127 | $79M | 1.6% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 2,299,000 | $76M | 1.6% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 2,234,405 | $74M | 1.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,993,768 | $66M | 1.4% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 1,930,689 | $62M | 1.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,822,277 | $61M | 1.2% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 1,788,858 | $59M | 1.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,761,185 | $58M | 1.2% | 2026-Q1 |
| Murchinson Ltd. added | 1,725,100 | $57M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,409,919 | $47M | 1.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,389,388 | $46M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,334,795 | $44M | 0.9% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,292,485 | $43M | 0.9% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,270,525 | $42M | 0.9% | 2026-Q1 |
| Boston Partners trimmed | 1,238,939 | $41M | 0.8% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,227,887 | $41M | 0.8% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC added | 1,191,935 | $40M | 0.8% | 2026-Q1 |
| Recurrent Investment Advisors LLC trimmed | 1,161,016 | $39M | 0.8% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 1,115,060 | $37M | 0.8% | 2026-Q1 |
| INTACT INVESTMENT MANAGEMENT INC. added | 1,065,860 | $35M | 0.7% | 2026-Q1 |
| PORTLAND INVESTMENT COUNSEL INC. added | 970,061 | $32M | 0.7% | 2026-Q1 |
| TORTOISE CAPITAL ADVISORS, L.L.C. added | 960,084 | $32M | 0.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 879,125 | $32M | 0.7% | 2026-Q1 |
| BARCLAYS PLC added | 936,031 | $31M | 0.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 909,742 | $30M | 0.6% | 2026-Q1 |
| NORGES BANK added | 1,182,384 | $30M | 0.6% | 2026-Q1 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT trimmed | 865,500 | $29M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 770,105 | $26M | 0.5% | 2026-Q1 |
| Alberta Investment Management Corp added | 742,851 | $25M | 0.5% | 2026-Q1 |
| Blackstone Inc. trimmed | 697,176 | $23M | 0.5% | 2026-Q1 |
| MILLER HOWARD INVESTMENTS INC /NY trimmed | 527,789 | $18M | 0.4% | 2026-Q1 |
| BROOKFIELD Corp /ON/ trimmed | 517,205 | $17M | 0.4% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 496,275 | $17M | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 491,500 | $16M | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 484,380 | $16M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 442,774 | $15M | 0.3% | 2026-Q1 |
| Swiss National Bank | 412,320 | $14M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 402,525 | $13M | 0.3% | 2026-Q1 |
| CIBC Asset Management Inc added | 340,103 | $11M | 0.2% | 2026-Q1 |
| Heathbridge Capital Management Ltd. trimmed | 337,200 | $11M | 0.2% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 307,181 | $10M | 0.2% | 2026-Q1 |
| FIL Ltd | 293,627 | $10M | 0.2% | 2026-Q1 |
| Maryland State Retirement & Pension System added | 255,294 | $8M | 0.2% | 2026-Q1 |
| Man Group plc added | 236,872 | $8M | 0.2% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 222,862 | $7M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 222,373 | $7M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 214,832 | $7M | 0.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 200,170 | $7M | 0.1% | 2026-Q1 |
| Purpose Unlimited Inc. trimmed | 195,794 | $7M | 0.1% | 2026-Q1 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 178,042 | $6M | 0.1% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 177,873 | $6M | 0.1% | 2026-Q1 |
| UBS Group AG added | 169,718 | $6M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 167,512 | $6M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 157,715 | $5M | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 156,513 | $5M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 156,308 | $5M | 0.1% | 2026-Q1 |
| Nuveen, LLC | 155,622 | $5M | 0.1% | 2026-Q1 |
| VIEWPOINT INVESTMENT PARTNERS CORP new | 159,518 | $5M | 0.1% | 2026-Q1 |
| SIG North Trading, ULC added | 137,208 | $5M | 0.1% | 2026-Q1 |
| BCV Asset Management Inc. new | 133,672 | $4M | 0.1% | 2026-Q1 |
| Moors & Cabot, Inc. added | 127,026 | $4M | 0.1% | 2026-Q1 |
| CAPITAL INTERNATIONAL SARL trimmed | 125,628 | $4M | 0.1% | 2026-Q1 |
| TCW GROUP INC added | 125,100 | $4M | 0.1% | 2026-Q1 |
| Catalyst Capital Advisors LLC trimmed | 121,679 | $4M | 0.1% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 119,700 | $4M | 0.1% | 2026-Q1 |
| 1832 Asset Management L.P. added | 115,371 | $4M | 0.1% | 2026-Q1 |
| Triasima Portfolio Management inc. trimmed | 113,460 | $4M | 0.1% | 2026-Q1 |
| Capital World Investors trimmed | 109,565 | $4M | 0.1% | 2026-Q1 |
| Quantbot Technologies LP added | 108,408 | $4M | 0.1% | 2026-Q1 |
| Ausbil Investment Management Ltd | 106,483 | $3M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 102,778 | $3M | 0.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 95,349 | $3M | 0.1% | 2026-Q1 |
| &PARTNERS added | 86,708 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 7,761,490 | $213M | 4.4% | 2025-Q4 stale |
| ClearBridge Investments Ltd added | 6,048,760 | $157M | 3.2% | 2025-Q2 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 1,950,000 | $55M | 1.1% | 2025-Q3 stale |
| Wealthquest Corp new | 728,070 | $45M | 0.9% | 2025-Q1 stale |
| JENNISON ASSOCIATES LLC trimmed | 563,522 | $15M | 0.3% | 2025-Q2 stale |
| Qube Research & Technologies Ltd trimmed | 532,722 | $15M | 0.3% | 2025-Q4 stale |
| Bornite Capital Management LP | 400,000 | $11M | 0.2% | 2025-Q3 stale |
| Scheer, Rowlett & Associates Investment Management Ltd. added | 402,934 | $10M | 0.2% | 2025-Q1 stale |
| OMERS ADMINISTRATION Corp added | 330,000 | $9M | 0.2% | 2025-Q4 stale |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 323,467 | $8M | 0.2% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP trimmed | 253,100 | $7M | 0.1% | 2025-Q4 stale |
| Ninepoint Partners LP trimmed | 250,000 | $7M | 0.1% | 2025-Q4 stale |
| Rakuten Investment Management, Inc. added | 25,086 | $6M | 0.1% | 2025-Q3 stale |
| Zimmer Partners, LP trimmed | 126,000 | $3M | 0.1% | 2025-Q2 stale |
| Corigliano Investment Advisers, LLC new | 110,000 | $3M | 0.1% | 2025-Q2 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.