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-Q2 13F filings (latest filed 2026-08-14). 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 SQMX is one-sided between 2026-Q1 and 2026-Q2: 6 added or opened and 1 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
SQMX’s largest tracked holder by dollar value, CoreCap Advisors, LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp 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 2026-Q1 and 2026-Q2, across 19 tracked filers holding SQMX, 9 increased or opened the position and 12 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 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 4
- CoreCap Advisors, LLC$13M
- Gladstone Institutional Advisory LLC$3M
- CITADEL ADVISORS LLC$2M
- World Investment Advisors$706K
Largest adds
- Cetera Investment Advisers$922K
- Griffith & Werner, Inc.$771K
Largest trims
- JANE STREET GROUP, LLC$599K
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 |
|---|---|---|---|---|
| CoreCap Advisors, LLC new | 373,392 | $13M | 27.2% | 2026-Q2 |
| Griffith & Werner, Inc. added | 324,846 | $11M | 23.7% | 2026-Q2 |
| Cetera Investment Advisers added | 262,882 | $9M | 19.1% | 2026-Q2 |
| Maia Wealth LLC trimmed | 109,070 | $4M | 7.9% | 2026-Q2 |
| Gladstone Institutional Advisory LLC new | 78,845 | $3M | 5.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 64,720 | $2M | 4.7% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 21,940 | $751K | 1.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 20,937 | $716K | 1.5% | 2026-Q2 |
| World Investment Advisors new | 20,645 | $706K | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 13,031 | $446K | 0.9% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 10,839 | $371K | 0.8% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 7,720 | $264K | 0.6% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC | 6,900 | $236K | 0.5% | 2026-Q2 |
| Cresset Asset Management, LLC | 6,275 | $215K | 0.5% | 2026-Q2 |
| BARCLAYS PLC | 2,194 | $75K | 0.2% | 2026-Q2 |
| Atlantic Private Wealth, LLC new | 2,000 | $68K | 0.1% | 2026-Q2 |
| Investors Portfolio Services LLC trimmed | 1,897 | $65K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 485 | $17K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 119 | $4K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 6,562 | $218K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Jaffetilchin Investment Partners, LLC | 6,500 | $216K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Legacy Wealth Managment, LLC/ID trimmed | 5,808 | $193K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC added | 2,499 | $83K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 1,373 | $46K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,846 | $429K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 4,650 | $155K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Legacy Investment Solutions, LLC trimmed | 5,269 | $168K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.