Among active 13F managers last quarter, 2 opened and 3 added, while 2 reduced; the largest holder to move was Peapod Lane Capital LLC (+1.6%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
27 tracked 13F filers disclose a position in SGA as of the latest SEC 13F filings, a combined $32.6M 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 | Towerview LLC | 1.2M | $10.5M | —Held | Q2 2026 | |
| 2 | Gate City Capital Management, LLC | 864K | $7.8M | —Held | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 351K | $4.1M | ▲+0.4% Added · +1K sh | Q1 2026 | |
| 4 | Peapod Lane Capital LLC | 210K | $1.9M | ▲+1.6% Added · +3K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 189K | $1.7M | ▲+1.4% Added · +3K sh | Q2 2026 | |
| 6 | BlackRock, Inc. | 133K | $1.2M | ▲+2.8% Added · +4K sh | Q2 2026 | |
| 7 | Renaissance Technologies LLC | 106K | $1.2M | ▼−4.9% Reduced · −6K sh | Q1 2026 | |
| 8 | Bridgeway Capital Management, LLC | 72K | $653K | ▲+0.6% Added · +400 sh | Q2 2026 | |
| 9 | Geode Capital Management, LLC | 65K | $586K | ▼−10% Reduced · −8K sh | Q2 2026 | |
| 10 | Mork Capital Management, LLC | 50K | $454K | —Held | Q2 2026 | |
| 11 | Nuveen, LLC | 42K | $496K | —Held | Q1 2026 | |
| 12 | Empowered Funds, LLC | 36K | $421K | ▲New +36K sh | Q1 2026 | |
| 13 | Vanguard Fiduciary Trust Co | 35K | $315K | ▲+0.6% Added · +211 sh | Q2 2026 | |
| 14 | Marquette Asset Management, LLC | 28K | $257K | ▲New +28K sh | Q2 2026 | |
| 15 | LPL Financial LLC | 23K | $271K | ▲+63% Added · +9K sh | Q1 2026 | |
| 16 | State Street Corp | 22K | $200K | —Held | Q2 2026 | |
| 17 | Northern Trust Corp | 13K | $158K | —Held | Q1 2026 | |
| 18 | Goldman Sachs Group Inc | 12K | $143K | ▲+6.9% Added · +792 sh | Q1 2026 | |
| 19 | Morgan Stanley | 10K | $113K | ▼−15% Reduced · −2K sh | Q1 2026 | |
| 20 | Vanguard Global Advisers, LLC | 2K | $16K | —Held | Q2 2026 | |
| 21 | Barclays PLC | 1K | $13K | —Held | Q1 2026 | |
| 22 | Osaic Holdings, Inc. | 210 | $2K | ▲+1.0% Added · +2 sh | Q1 2026 | |
| 23 | SBI Securities Co., Ltd. | 17 | $154 | ▲+240% Added · +12 sh | Q2 2026 | |
| 24 | Tower Research Capital LLC (TRC) | 15 | $176 | ▼−98% Reduced · −616 sh | Q1 2026 | |
| 25 | UBS Group AG | 12 | $140 | ▲+100% Added · +6 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, 2 funds opened a new position in SGA and 3 added to an existing one, while 2 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 |
|---|---|---|
| Intrepid Potash IncIPI | 9 funds | $29.0M |
| Clearwater Paper CorpCLW | 9 funds | $27.2M |
| Apple IncAAPL | 8 funds | $21.4B |
| Alphabet Inc-CL AGOOGL | 8 funds | $9.4B |
| United Therapeutics CorpUTHR | 8 funds | $1.2B |
| Verizon Communications IncVZ | 8 funds | $980.7M |
| Dell Technologies -CDELL | 8 funds | $282.5M |
| HP IncHPQ | 8 funds | $246.7M |
| Alico IncALCO | 8 funds | $63.1M |
| Seaport Entertainment GroupSEG | 8 funds | $25.1M |
| Kelly Services Inc -AKELYA | 8 funds | $25.0M |
| Seneca Foods Corp - CL ASENEA | 8 funds | $24.0M |
Ranked by how many of SGA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SGA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 25, 2026 | Edward K. Christian Trust | 10% Owner | Sell (S) | 6K | $68K |
| Oct 21, 2025 | Edward K. Christian Trust | 10% Owner | Sell (S) | 2K | $21K |
| Oct 16, 2025 | Edward K. Christian Trust | 10% Owner | Sell (S) | 761 | $10K |
| Oct 15, 2025 | Edward K. Christian Trust | 10% Owner | Sell (S) | 682 | $9K |
| Oct 14, 2025 | Edward K. Christian Trust | 10% Owner | Sell (S) | 748 | $9K |
| Oct 8, 2025 | Edward K. Christian Trust | 10% Owner | Sell (S) | 1 | $13 |
| Oct 7, 2025 | Edward K. Christian Trust | 10% Owner | Sell (S) | 10 | $130 |
| Oct 6, 2025 | Edward K. Christian Trust | 10% Owner | Sell (S) | 629 | $8K |
| Oct 2, 2025 | Edward K. Christian Trust | 10% Owner | Sell (S) | 2K | $21K |
| Oct 1, 2025 | Edward K. Christian Trust | 10% Owner | Sell (S) | 546 | $7K |
| Sep 30, 2025 | Edward K. Christian Trust | 10% Owner | Sell (S) | 48 | $603 |
| Sep 26, 2025 | Edward K. Christian Trust | 10% Owner | Sell (S) | 316 | $4K |
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 | 11 | 4 | – |
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.
Connected entities for SGA
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/SGA/capital-change-brief"
Use Arkolith's capital_change_brief for SGA. 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 SGA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.