Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
69 tracked funds added or opened SOBO while 41 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
SOBO’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 291 tracked filers holding SOBO, 121 increased or opened the position and 134 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 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 7
- HITE Hedge Asset Management LLC$9M
- Qube Research & Technologies Ltd$8M
- Trexquant Investment LP$7M
- Ruffer LLP$6M
- XTX Topco Ltd$3M
- Entropy Technologies, LP$1M
Full exits 10
- Capital Research Global Investors$342M
- Murchinson Ltd.$57M
- Quadrature Capital Ltd$4M
- HRT FINANCIAL LP$3M
- HighTower Advisors, LLC$2M
- CAPITAL INTERNATIONAL LTD /CA/$2M
Largest adds
- FMR LLC$452M
- MACKENZIE FINANCIAL CORP$110M
- AMERICAN CENTURY COMPANIES INC$45M
- BANK OF AMERICA CORP /DE/$31M
- D. E. Shaw & Co., Inc.$25M
- Clearbridge Investments, LLC$23M
Largest trims
- Capital International Investors$113M
- CANADA PENSION PLAN INVESTMENT BOARD$71M
- ROYAL BANK OF CANADA$33M
- BANK OF MONTREAL /CAN/$24M
- TD Asset Management Inc$21M
- Alberta Investment Management Corp$17M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 21,894,771 | $771M | 17.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 14,568,356 | $513M | 11.4% | 2026-Q2 |
| Clearbridge Investments, LLC added | 8,855,108 | $312M | 6.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 6,048,601 | $213M | 4.7% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 5,554,724 | $195M | 4.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 5,244,591 | $185M | 4.1% | 2026-Q2 |
| THORNBURG INVESTMENT MANAGEMENT INC added | 3,721,332 | $131M | 2.9% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 3,403,902 | $120M | 2.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,043,017 | $107M | 2.4% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 2,779,943 | $98M | 2.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,757,560 | $97M | 2.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 2,535,573 | $127M | 2.8% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 2,157,673 | $76M | 1.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 2,132,078 | $75M | 1.7% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 1,946,786 | $67M | 1.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,844,124 | $65M | 1.4% | 2026-Q2 |
| Legal & General Group Plc added | 1,784,790 | $63M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,781,923 | $63M | 1.4% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 1,753,475 | $62M | 1.4% | 2026-Q2 |
| TD Asset Management Inc trimmed | 1,648,279 | $58M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 1,626,299 | $57M | 1.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 1,405,526 | $50M | 1.1% | 2026-Q2 |
| Invesco Ltd. added | 1,289,008 | $45M | 1.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 1,222,942 | $43M | 1.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,170,452 | $41M | 0.9% | 2026-Q2 |
| Recurrent Investment Advisors LLC trimmed | 1,158,738 | $41M | 0.9% | 2026-Q2 |
| BARCLAYS PLC added | 1,129,454 | $40M | 0.9% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,127,006 | $40M | 0.9% | 2026-Q2 |
| INTACT INVESTMENT MANAGEMENT INC. trimmed | 1,015,860 | $36M | 0.8% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 1,004,618 | $35M | 0.8% | 2026-Q2 |
| TORONTO DOMINION BANK trimmed | 999,798 | $35M | 0.8% | 2026-Q2 |
| PORTLAND INVESTMENT COUNSEL INC. trimmed | 951,824 | $34M | 0.7% | 2026-Q2 |
| TORTOISE CAPITAL ADVISORS, L.L.C. trimmed | 943,552 | $33M | 0.7% | 2026-Q2 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT trimmed | 855,500 | $30M | 0.7% | 2026-Q2 |
| Capital International Investors trimmed | 854,458 | $30M | 0.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 849,366 | $33M | 0.7% | 2026-Q2 |
| Brookfield Corp /ON/ added | 833,871 | $29M | 0.7% | 2026-Q2 |
| NORGES BANK trimmed | 759,445 | $27M | 0.6% | 2026-Q2 |
| Boston Partners trimmed | 753,936 | $27M | 0.6% | 2026-Q2 |
| Blackstone Inc. trimmed | 666,481 | $23M | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 540,885 | $19M | 0.4% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 536,100 | $19M | 0.4% | 2026-Q2 |
| MILLER HOWARD INVESTMENTS INC /NY trimmed | 496,936 | $18M | 0.4% | 2026-Q2 |
| BlackRock, Inc. added | 486,641 | $17M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 442,837 | $16M | 0.4% | 2026-Q2 |
| Swiss National Bank added | 420,520 | $15M | 0.3% | 2026-Q2 |
| CIBC Asset Management Inc added | 379,616 | $13M | 0.3% | 2026-Q2 |
| Heathbridge Capital Management Ltd. added | 338,000 | $12M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 318,459 | $11M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 305,104 | $11M | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 299,054 | $11M | 0.2% | 2026-Q2 |
| FIL Ltd | 293,627 | $10M | 0.2% | 2026-Q2 |
| UBS Group AG added | 263,468 | $9M | 0.2% | 2026-Q2 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 257,021 | $9M | 0.2% | 2026-Q2 |
| HITE Hedge Asset Management LLC trimmed | 255,184 | $9M | 0.2% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 235,511 | $8M | 0.2% | 2026-Q2 |
| Maryland State Retirement & Pension System trimmed | 224,850 | $8M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 220,419 | $8M | 0.2% | 2026-Q2 |
| Alberta Investment Management Corp trimmed | 212,851 | $7M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 205,082 | $7M | 0.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 204,986 | $7M | 0.2% | 2026-Q2 |
| Ruffer LLP new | 179,920 | $6M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 178,759 | $6M | 0.1% | 2026-Q2 |
| Purpose Unlimited Inc. trimmed | 177,796 | $6M | 0.1% | 2026-Q2 |
| Ninepoint Partners LP trimmed | 175,000 | $6M | 0.1% | 2026-Q2 |
| VIEWPOINT INVESTMENT PARTNERS CORP added | 159,522 | $5M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 159,293 | $6M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 158,350 | $6M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 154,597 | $5M | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 154,400 | $5M | 0.1% | 2026-Q2 |
| Nuveen, LLC trimmed | 151,270 | $5M | 0.1% | 2026-Q2 |
| BCV Asset Management Inc. added | 141,527 | $5M | 0.1% | 2026-Q2 |
| TCW GROUP INC added | 128,100 | $5M | 0.1% | 2026-Q2 |
| Triasima Portfolio Management inc. added | 127,160 | $4M | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 126,835 | $4M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 124,726 | $4M | 0.1% | 2026-Q2 |
| 1832 Asset Management L.P. added | 116,281 | $4M | 0.1% | 2026-Q2 |
| Catalyst Capital Advisors LLC trimmed | 114,629 | $4M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 111,843 | $4M | 0.1% | 2026-Q2 |
| Capital World Investors trimmed | 105,426 | $4M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 98,168 | $3M | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 93,119 | $3M | 0.1% | 2026-Q2 |
| Ausbil Investment Management Ltd trimmed | 92,771 | $3M | 0.1% | 2026-Q2 |
| &PARTNERS added | 91,746 | $3M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 89,117 | $3M | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 79,028 | $3M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 76,680 | $3M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 73,867 | $3M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 71,366 | $3M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 71,305 | $3M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 70,993 | $3M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 64,006 | $2M | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 63,464 | $2M | 0.0% | 2026-Q2 |
| Numerai GP LLC added | 63,346 | $2M | 0.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 61,779 | $2M | 0.0% | 2026-Q2 |
| SIG North Trading, ULC trimmed | 61,171 | $2M | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 55,903 | $2M | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 53,727 | $2M | 0.0% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 53,128 | $2M | 0.0% | 2026-Q2 |
| Greenline Partners, LLC trimmed | 49,305 | $2M | 0.0% | 2026-Q2 |
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.