Who owns SQMX
Which tracked institutional funds hold SQMX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SQMX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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
4 tracked funds added or opened SQMX while 2 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
SQMX’s largest tracked holder by dollar value, Griffith & Werner, Inc., sizes it at 5.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SQMX 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 17 tracked filers holding SQMX, 7 increased or opened the position and 8 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 SQMX 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
- Griffith & Werner, Inc.$10M
- OLD MISSION CAPITAL LLC$949K
Full exits 1
- CITADEL ADVISORS LLC$565K
Largest adds
- Cetera Investment Advisers$922K
- JANE STREET GROUP, LLC$756K
Largest trims
- Investors Portfolio Services LLC$18M
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 |
|---|---|---|---|---|
| Griffith & Werner, Inc. new | 310,627 | $10M | 37.1% | 2026-Q1 |
| Cetera Investment Advisers added | 242,410 | $8M | 29.0% | 2026-Q1 |
| Maia Wealth LLC trimmed | 111,911 | $4M | 13.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 40,549 | $1M | 4.8% | 2026-Q1 |
| OLD MISSION CAPITAL LLC new | 28,506 | $949K | 3.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC | 11,579 | $386K | 1.4% | 2026-Q1 |
| Ausdal Financial Partners, Inc. new | 8,020 | $267K | 1.0% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC | 6,900 | $230K | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 6,562 | $218K | 0.8% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC | 6,500 | $216K | 0.8% | 2026-Q1 |
| Cresset Asset Management, LLC | 6,275 | $209K | 0.8% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID trimmed | 5,808 | $193K | 0.7% | 2026-Q1 |
| Investors Portfolio Services LLC trimmed | 3,488 | $116K | 0.4% | 2026-Q1 |
| Capital Analysts, LLC added | 2,499 | $83K | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 2,194 | $73K | 0.3% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 1,373 | $46K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 635 | $21K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 16,938 | $565K | 2.0% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,846 | $429K | 1.5% | 2025-Q4 stale |
| Legacy Investment Solutions, LLC trimmed | 5,269 | $168K | 0.6% | 2025-Q2 stale |
| Kestra Advisory Services, LLC new | 4,650 | $155K | 0.6% | 2025-Q4 stale |
| UBS Group AG new | 1,334 | $43K | 0.2% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.