Among active 13F managers last quarter, 6 opened and 16 added, while 6 reduced; the largest holder to move was Cardinal Capital Management, Inc. (+6.6%). No recent Form 4 insider filings for SBGSY.
Funds lean in and no leg opposes.
39 tracked 13F filers disclose a position in SBGSY as of the latest SEC 13F filings, a combined $147.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cardinal Capital Management, Inc. | 604K | $32.9M | ▲+6.6% Added · +37K sh | Q1 2026 | |
| 2 | Madison Asset Management, LLC | 247K | $16.1M | ▲+2.7% Added · +7K sh | Q2 2026 | |
| 3 | Douglass Winthrop Advisors, LLC | 185K | $10.1M | ▲+0.3% Added · +581 sh | Q1 2026 | |
| 4 | Puzo Michael J | 170K | $11.1M | ▼−0.7% Reduced · −1K sh | Q2 2026 | |
| 5 | Somerville Kurt F | 162K | $10.6M | ▼−5.5% Reduced · −9K sh | Q2 2026 | |
| 6 | Kidder Stephen W | 143K | $9.3M | ▲+0.8% Added · +1K sh | Q2 2026 | |
| 7 | Ramirez Asset Management, Inc. | 137K | $8.9M | ▲+9.2% Added · +12K sh | Q2 2026 | |
| 8 | Delaney Dennis R | 136K | $8.9M | ▼−2.7% Reduced · −4K sh | Q2 2026 | |
| 9 | Boston Common Asset Management, LLC | 109K | $7.1M | ▼−8.1% Reduced · −10K sh | Q2 2026 | |
| 10 | Elefante Mark B | 97K | $6.3M | ▲+10% Added · +9K sh | Q2 2026 | |
| 11 | Dempze Nancy E | 91K | $5.9M | ▲+1.2% Added · +1K sh | Q2 2026 | |
| 12 | Notis-McConarty Edward | 85K | $5.5M | ▲+4.6% Added · +4K sh | Q2 2026 | |
| 13 | Rhumbline Advisers | 69K | $3.7M | ▲+3.4% Added · +2K sh | Q1 2026 | |
| 14 | Mitchell Capital Management Co | 53K | $3.5M | ▲+1.3% Added · +686 sh | Q2 2026 | |
| 15 | Sterling Capital Management LLC | 31K | $2.0M | ▲+3.7% Added · +1K sh | Q2 2026 | |
| 16 | Trivant Custom Portfolio Group, LLC | 19K | $1.3M | ▲+0.3% Added · +57 sh | Q2 2026 | |
| 17 | GAMMA Investing LLC | 12K | $781K | ▲+12% Added · +1K sh | Q2 2026 | |
| 18 | Everett Harris & Co | 12K | $628K | —Held | Q1 2026 | |
| 19 | Collaborative Fund Advisors, LLC | 7K | $481K | ▲New +7K sh | Q2 2026 | |
| 20 | RNC Capital Management LLC | 7K | $455K | ▼−2.0% Reduced · −140 sh | Q2 2026 | |
| 21 | Front Row Advisors LLC | 6K | $437K | ▲+131% Added · +4K sh | Q2 2026 | |
| 22 | Canopy Partners, LLC | 6K | $389K | —Held | Q2 2026 | |
| 23 | PNC Financial Services Group, Inc. | 5K | $261K | ▲+8.8% Added · +388 sh | Q1 2026 | |
| 24 | Riverbridge Partners LLC | 5K | $295K | —Held | Q2 2026 | |
| 25 | Ferguson Wellman Capital Management, Inc | 4K | $213K | ▲New +4K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in SBGSY and 16 added to an existing one, while 6 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 35 funds | $2.5B |
| Microsoft CorpMSFT | 35 funds | $2.0B |
| Nvidia CorpNVDA | 34 funds | $1.4B |
| Procter & Gamble CoPG | 34 funds | $325.0M |
| Amazon.com IncAMZN | 33 funds | $1.3B |
| Alphabet Inc-CL AGOOGL | 33 funds | $1.2B |
| Broadcom IncAVGO | 32 funds | $760.6M |
| JPMorgan Chase & CoJPM | 32 funds | $670.2M |
| Johnson & JohnsonJNJ | 32 funds | $540.1M |
| Visa Inc-Class A SharesV | 32 funds | $463.6M |
| Eli Lilly & CoLLY | 32 funds | $360.5M |
| Advanced Micro DevicesAMD | 32 funds | $283.7M |
Ranked by how many of SBGSY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SBGSY.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 18 | 6 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for SBGSY
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SBGSY/capital-change-brief"
Use Arkolith's capital_change_brief for SBGSY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SBGSY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.