SAGP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +0.5% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 8 | +2 | 1.23M | $43.74M | +2 | — |
| Q1 2026 | 6 | +1 | 1.23M | $42.08M | +2 | −1 |
| Q4 2025 | 5 | — | 1.10M | $37.42M | — | — |
| Q1 2025 | 1 | +1 | 9.90K | $298,691 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | 673.24K | -3.5% | $23.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Baird Financial Group, Inc. | 673.24K | -3.5% | $23.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 524.76K | +4.3% | $18.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 14.99K | +66.0% | $532,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 12.65K | -23.6% | $449,223 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Nuveen, LLC | 6.08K | New | $216,021 | 0.0% | New | 1 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 152 | New | $5,328 | 0.0% | New | 1 | SEC ↗ |
| 8 | Us Bancorp \De\ | 84 | 0.0% | $2,982 | 0.0% | Held | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 0 | — | $13 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nuveen, LLC | $216,021 | 0.0% |
| Jones Financial Companies Lllp | $5,328 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 16 holders, 1.56M shares, $50.22M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.