Who owns SUTXX
Which tracked institutional funds hold SUTXX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SUTXX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-11). 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
2 tracked funds added or opened SUTXX while 2 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
SUTXX’s largest tracked holder by dollar value, Wealthspire Advisors, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.9% of theirs — a 0.8pp gap the other way — the median holder sizes SUTXX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SUTXX 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
Only 2 institutional filer(s) hold this name — too few for a reliable accumulation read. The institutional-confluence signal needs at least 5 filers.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
New buyers & exits
Funds opening or closing a position in SUTXX 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 2
- Wealthspire Advisors, LLC$25M
- Vermillion Wealth Management, Inc.$16M
Full exits 2
- Main Management LLC$13M
- Coston, McIsaac & Partners$7M
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 |
|---|---|---|---|---|
| Wealthspire Advisors, LLC new | 24,941,666 | $25M | 37.7% | 2026-Q2 (1 quarter ahead of as-of) |
| Vermillion Wealth Management, Inc. added | 16,021,155 | $16M | 24.2% | 2026-Q2 (1 quarter ahead of as-of) |
| Main Management LLC added | 12,982,212 | $13M | 19.6% | 2026-Q1 |
| Coston, McIsaac & Partners added | 7,003,403 | $7M | 10.6% | 2026-Q1 |
| Kohmann Bosshard Financial Services, LLC trimmed | 1 | $1 | 0.0% | 2026-Q1 |
| RFP Financial Group LLC added | 2,033,131 | $2M | 3.1% | 2025-Q4 stale (1 quarter behind) |
| Hurley Capital, LLC new | 2,200,201 | $2M | 3.3% | 2025-Q3 stale (2 quarters behind) |
| eCIO, Inc. trimmed | 918,973 | $919K | 1.4% | 2025-Q3 stale (2 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.