% of shares outstanding is not shown for SGDM: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for SGDM in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| UBS Group AG | 208K | 219K | 325K | 339K | 340K | 324K | $24M |
| Asset One Wealth Management LLC | — | — | — | — | 234K | 236K | $18M |
| MORGAN STANLEY | 240K | 223K | 243K | 252K | 222K | 217K | $16M |
| CAPTRUST FINANCIAL ADVISORS | 187K | 191K | 190K | 188K | 195K | 188K | $14M |
| LPL Financial LLC | 90K | 93K | 94K | 120K | 115K | 114K | $9M |
| BANK OF AMERICA CORP /DE/ | 214K | 212K | 164K | 154K | 145K | 110K | $8M |
| RAYMOND JAMES FINANCIAL INC | 69K | 69K | 65K | 81K | 84K | 88K | $7M |
| ROYAL BANK OF CANADA | 25K | 24K | 74K | 45K | 86K | 85K | $6M |
| WELLS FARGO & COMPANY/MN | 52K | 52K | 85K | 83K | 90K | 83K | $6M |
| STIFEL FINANCIAL CORP | 8K | 8K | 14K | 15K | 54K | 83K | $6M |
| OSAIC HOLDINGS, INC. | 16K | 35K | 46K | 85K | 80K | 70K | $5M |
| Cetera Investment Advisers | 214K | 217K | 240K | 292K | 69K | 64K | $5M |
| Riggs Asset Managment Co. Inc. | — | 94K | 93K | 92K | 92K | 53K | $4M |
| D.A. DAVIDSON & CO. | — | — | — | 27K | 51K | 52K | $4M |
| Auxano Advisors, LLC | 106K | 103K | 98K | 94K | 84K | 42K | $3M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| CITADEL ADVISORS LLC | +38,912 | $3M | OPEN |
| STIFEL FINANCIAL CORP | +28,987 | $2M | ADD |
| Baird Financial Group, Inc. | +25,610 | $2M | OPEN |
| JANE STREET GROUP, LLC | +14,308 | $1M | ADD |
| Kestra Advisory Services, LLC | +12,200 | $920,978 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Auxano Advisors, LLC | −41,748 | $3M | TRIM |
| Riggs Asset Managment Co. Inc. | −38,748 | $3M | TRIM |
| BANK OF AMERICA CORP /DE/ | −34,775 | $3M | TRIM |
| MERCER GLOBAL ADVISORS INC /ADV | −34,070 | $3M | CLOSE |
| New Harbor Financial Group, LLC | −29,124 | $2M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 123 | 2,650,179 | — | $200M |
| 2025-Q4 | 113 | 2,777,117 | — | $193M |
| 2025-Q3 | 108 | 2,717,181 | — | $168M |
| 2025-Q2 | 92 | 2,464,273 | — | $112M |
| 2025-Q1 | 77 | 2,171,242 | — | $82M |
| 2024-Q4 | 74 | 2,154,224 | — | $60M |
| 2024-Q3 | 72 | 2,192,286 | — | $68M |
| 2024-Q2 | 65 | 2,278,776 | — | $61M |
| 2024-Q1 | 59 | 2,818,046 | — | $71M |
| 2023-Q4 | 60 | 2,560,269 | — | $64M |
| 2023-Q3 | 55 | 2,372,113 | — | $54M |
| 2023-Q2 | 60 | 2,738,006 | — | $71M |
| 2023-Q1 | 68 | 2,633,686 | — | $74M |
| 2022-Q4 | 58 | 2,457,349 | — | $61M |
| 2022-Q3 | 54 | 2,398,849 | — | $51M |
| 2022-Q2 | 51 | 2,166,637 | — | $53M |
| 2022-Q1 | 56 | 2,101,617 | — | $71M |
| 2021-Q4 | 50 | 1,940,359 | — | $53M |
| 2021-Q3 | 45 | 1,759,901 | — | $44M |
| 2021-Q2 | 56 | 1,766,804 | — | $50M |
| 2021-Q1 | 56 | 1,880,175 | — | $50M |
| 2020-Q4 | 50 | 1,642,609 | — | $50M |
| 2020-Q3 | 43 | 1,483,713 | — | $50M |
| 2020-Q2 | 43 | 1,604,838 | — | $51M |
| 2020-Q1 | 35 | 1,045,905 | — | $20M |
| 2019-Q4 | 44 | 930,162 | — | $23M |
| 2019-Q3 | 38 | 1,138,491 | — | $26M |
| 2019-Q2 | 1 | 300 | — | $8,000 |
| 2019-Q1 | 1 | 300 | — | $8,000 |
