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Security record

SGU

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
46Tracked holders
0Δ holders
5.08MShares held
$54.42MReported value
+2New positions
−2Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.6% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 46 0 5.08M $54.42M +2 −2
Q1 2026 47 -1 5.16M $49.59M +2 −4
Q4 2025 49 +1 5.27M $50.99M +2
Q3 2025 15 +1 4.26M $44.50M +2 −2
Q2 2025 12 0 2.57M $24.49M
Q1 2025 9 -1 1.76M $19.95M +1 −2
Q4 2024 10 0 1.92M $20.69M +1 −1
Q3 2024 9 0 1.72M $21.33M +1 −1
Q2 2024 9 2.62M $29.72M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Renaissance Technologies 990.91K -1.3% $12.32M 0.0% ▼ Trim 9 SEC ↗
2 Renaissance Technologies 990.91K -1.3% $12.32M 0.0% ▼ Trim 9 SEC ↗
3 Toronto Dominion Bank 1.17M -1.1% $10.66M 0.0% ▼ Trim 3 SEC ↗
4 Toronto Dominion Bank 1.17M -1.1% $10.66M 0.0% ▼ Trim 3 SEC ↗
5 JPMorgan Chase 605.87K -8.2% $7.86M 0.0% ▼ Trim 4 SEC ↗
6 JPMorgan Chase 605.87K -8.2% $7.86M 0.0% ▼ Trim 4 SEC ↗
7 JPMorgan Chase 605.87K -8.2% $7.86M 0.0% ▼ Trim 4 SEC ↗
8 JPMorgan Chase 605.87K -8.2% $7.86M 0.0% ▼ Trim 4 SEC ↗
9 JPMorgan Chase 605.87K -8.2% $7.86M 0.0% ▼ Trim 4 SEC ↗
10 Vanguard Capital Management Llc 536.75K +1.4% $4.90M 0.0% ▲ Add 2 SEC ↗
11 BlackRock (passive) 279.73K +12.6% $2.63M 0.0% ▲ Add 5 SEC ↗
12 BlackRock (passive) 279.73K +12.6% $2.63M 0.0% ▲ Add 5 SEC ↗
13 BlackRock (passive) 279.73K +12.6% $2.63M 0.0% ▲ Add 5 SEC ↗
14 BlackRock (passive) 279.73K +12.6% $2.63M 0.0% ▲ Add 5 SEC ↗
15 BlackRock (passive) 279.73K +12.6% $2.63M 0.0% ▲ Add 5 SEC ↗
16 BlackRock (passive) 279.73K +12.6% $2.63M 0.0% ▲ Add 5 SEC ↗
17 BlackRock (passive) 279.73K +12.6% $2.63M 0.0% ▲ Add 5 SEC ↗
18 Goldman Sachs Group 187.08K +12.8% $1.90M 0.0% ▲ Add 4 SEC ↗
19 Goldman Sachs Group 187.08K +12.8% $1.90M 0.0% ▲ Add 4 SEC ↗
20 Goldman Sachs Group 187.08K +12.8% $1.90M 0.0% ▲ Add 4 SEC ↗
21 Goldman Sachs Group 187.08K +12.8% $1.90M 0.0% ▲ Add 4 SEC ↗
22 Morgan Stanley 159.31K -3.2% $1.75M 0.0% ▼ Trim 4 SEC ↗
23 Morgan Stanley 159.31K -3.2% $1.75M 0.0% ▼ Trim 4 SEC ↗
24 Morgan Stanley 159.31K -3.2% $1.75M 0.0% ▼ Trim 4 SEC ↗
25 Morgan Stanley 159.31K -3.2% $1.75M 0.0% ▼ Trim 4 SEC ↗
26 Morgan Stanley 159.31K -3.2% $1.75M 0.0% ▼ Trim 4 SEC ↗
27 Morgan Stanley 159.31K -3.2% $1.75M 0.0% ▼ Trim 4 SEC ↗
28 Morgan Stanley 159.31K -3.2% $1.75M 0.0% ▼ Trim 4 SEC ↗
29 Morgan Stanley 159.31K -3.2% $1.75M 0.0% ▼ Trim 4 SEC ↗
30 Morgan Stanley 159.31K -3.2% $1.75M 0.0% ▼ Trim 4 SEC ↗
31 Morgan Stanley 159.31K -3.2% $1.75M 0.0% ▼ Trim 4 SEC ↗
32 Morgan Stanley 159.31K -3.2% $1.75M 0.0% ▼ Trim 4 SEC ↗
33 Morgan Stanley 159.31K -3.2% $1.75M 0.0% ▼ Trim 4 SEC ↗
34 Morgan Stanley 159.31K -3.2% $1.75M 0.0% ▼ Trim 4 SEC ↗
35 Arrowstreet Capital 132.09K +2.3% $1.70M 0.0% ▲ Add 9 SEC ↗
36 Geode Capital Management (passive) 161.96K -7.2% $1.48M 0.0% ▼ Trim 9 SEC ↗
37 Geode Capital Management (passive) 161.96K -7.2% $1.48M 0.0% ▼ Trim 9 SEC ↗
38 Citadel Advisors 100.82K -2.9% $1.19M 0.0% ▼ Trim 9 SEC ↗
39 Citadel Advisors 100.82K -2.9% $1.19M 0.0% ▼ Trim 9 SEC ↗
40 Brown Advisory Inc 73.52K -0.5% $944,048 0.0% ▼ Trim 3 SEC ↗
41 Brown Advisory Inc 73.52K -0.5% $944,048 0.0% ▼ Trim 3 SEC ↗
42 Quantinno Capital Management LP 73.60K -3.0% $671,959 0.0% ▼ Trim 3 SEC ↗
43 Wells Fargo & Company/Mn 48.53K +1.4% $620,426 0.0% ▲ Add 3 SEC ↗
44 Wells Fargo & Company/Mn 48.53K +1.4% $620,426 0.0% ▲ Add 3 SEC ↗
45 Wells Fargo & Company/Mn 48.53K +1.4% $620,426 0.0% ▲ Add 3 SEC ↗
46 Wells Fargo & Company/Mn 48.53K +1.4% $620,426 0.0% ▲ Add 3 SEC ↗
47 Millennium Management 56.24K -14.0% $614,971 0.0% ▼ Trim 9 SEC ↗
48 Millennium Management 56.24K -14.0% $614,971 0.0% ▼ Trim 9 SEC ↗
49 Royal Bank Of Canada 62.68K -0.5% $582,000 0.0% ▼ Trim 3 SEC ↗
50 Royal Bank Of Canada 62.68K -0.5% $582,000 0.0% ▼ Trim 3 SEC ↗
51 Royal Bank Of Canada 62.68K -0.5% $582,000 0.0% ▼ Trim 3 SEC ↗
52 Royal Bank Of Canada 62.68K -0.5% $582,000 0.0% ▼ Trim 3 SEC ↗
53 Royal Bank Of Canada 62.68K -0.5% $582,000 0.0% ▼ Trim 3 SEC ↗
54 Royal Bank Of Canada 62.68K -0.5% $582,000 0.0% ▼ Trim 3 SEC ↗
55 Commonwealth Equity Services, Llc 44.20K +0.6% $567,560 0.0% ▲ Add 3 SEC ↗
56 State Street Global Advisors (passive) 55.06K 0.0% $502,743 0.0% Held 7 SEC ↗
57 D. E. Shaw & Co. 51.62K +1.0% $471,254 0.0% ▲ Add 4 SEC ↗
58 UBS Group AG 33.17K -8.0% $421,577 0.0% ▼ Trim 3 SEC ↗
59 UBS Group AG 33.17K -8.0% $421,577 0.0% ▼ Trim 3 SEC ↗
60 UBS Group AG 33.17K -8.0% $421,577 0.0% ▼ Trim 3 SEC ↗
61 UBS Group AG 33.17K -8.0% $421,577 0.0% ▼ Trim 3 SEC ↗
62 Dimensional Fund Advisors Lp 38.38K -0.1% $350,410 0.0% ▼ Trim 3 SEC ↗
63 Dimensional Fund Advisors Lp 38.38K -0.1% $350,410 0.0% ▼ Trim 3 SEC ↗
64 LPL Financial LLC 23.52K -17.3% $301,956 0.0% ▼ Trim 3 SEC ↗
65 Two Sigma Investments 31.90K +12.6% $291,247 0.0% ▲ Add 9 SEC ↗
66 Northern Trust Corp 27.21K -20.6% $248,455 0.0% ▼ Trim 3 SEC ↗
67 Northern Trust Corp 27.21K -20.6% $248,455 0.0% ▼ Trim 3 SEC ↗
68 Jane Street Group, Llc 19.14K -48.4% $245,822 0.0% ▼ Trim 3 SEC ↗
69 Jane Street Group, Llc 19.14K -48.4% $245,822 0.0% ▼ Trim 3 SEC ↗
70 Cerity Partners LLC 17.50K 0.0% $159,793 0.0% ▼ Trim 3 SEC ↗
71 American Century Companies Inc 15.96K -44.3% $145,760 0.0% ▼ Trim 3 SEC ↗
72 Ameriprise Financial Inc 11.35K 0.0% $145,693 0.0% Held 3 SEC ↗
73 Ameriprise Financial Inc 11.35K 0.0% $145,693 0.0% Held 3 SEC ↗
74 Qube Research & Technologies Ltd 14.03K New $128,094 0.0% New 1 SEC ↗
75 Us Bancorp \De\ 9.00K 0.0% $115,560 0.0% Held 3 SEC ↗
76 Osaic Holdings, Inc. 8.59K +0.3% $99,001 0.0% ▲ Add 3 SEC ↗
77 Osaic Holdings, Inc. 8.59K +0.3% $99,001 0.0% ▲ Add 3 SEC ↗
78 Charles Schwab Investment… 10.19K +0.1% $92,998 0.0% ▲ Add 2 SEC ↗
79 Bnp Paribas Financial Markets 3.61K -20.3% $46,211 0.0% ▼ Trim 3 SEC ↗
80 Bnp Paribas Financial Markets 3.61K -20.3% $46,211 0.0% ▼ Trim 3 SEC ↗
81 Jones Financial Companies Lllp 3.59K +3.1% $45,197 0.0% ▲ Add 3 SEC ↗
82 Jones Financial Companies Lllp 3.59K +3.1% $45,197 0.0% ▲ Add 3 SEC ↗
83 Pnc Financial Services Group, Inc. 4.06K -3.2% $37,059 0.0% ▼ Trim 3 SEC ↗
84 Pnc Financial Services Group, Inc. 4.06K -3.2% $37,059 0.0% ▼ Trim 3 SEC ↗
85 Pnc Financial Services Group, Inc. 4.06K -3.2% $37,059 0.0% ▼ Trim 3 SEC ↗
86 Simplex Trading, Llc 3.13K +170.9% $33,032 0.0% ▲ Add 2 SEC ↗
87 Simplex Trading, Llc 3.13K +170.9% $33,032 0.0% ▲ Add 2 SEC ↗
88 Barclays Plc 2.44K +3.8% $31,022 0.0% ▲ Add 3 SEC ↗
89 Barclays Plc 2.44K +3.8% $31,022 0.0% ▲ Add 3 SEC ↗
90 Russell Investments Group, Ltd. 3.21K 0.0% $29,817 0.0% Held 3 SEC ↗
91 Russell Investments Group, Ltd. 3.21K 0.0% $29,817 0.0% Held 3 SEC ↗
92 Citigroup Inc 2.02K -9.8% $25,937 0.0% ▼ Trim 3 SEC ↗
93 Fidelity (FMR) 1.97K +35.6% $18,523 0.0% ▲ Add 5 SEC ↗
94 Fidelity (FMR) 1.97K +35.6% $18,523 0.0% ▲ Add 5 SEC ↗
95 Fidelity (FMR) 1.97K +35.6% $18,523 0.0% ▲ Add 5 SEC ↗
96 TD Waterhouse Canada Inc. 1.40K 0.0% $17,976 0.0% Held 3 SEC ↗
97 Kayne Anderson Rudnick Investment… 1.00K 0.0% $12,840 0.0% Held 3 SEC ↗
98 Fifth Third Bancorp 595 -92.2% $7,640 0.0% ▼ Trim 3 SEC ↗
99 Group One Trading Llc 447 New $4,081 0.0% New 1 SEC ↗
100 UBS AM, a distinct business unit of… 225 0.0% $2,054 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

Qube Research & Technologies… $128,094 0.0%
Group One Trading Llc $4,081 0.0%

Exited

Rhumbline Advisers $2,369 was 0.0%
Optiver Holding B.V. $98 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 78 holders, 9.16M shares, $68.50M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API