Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was Ethos Financial Group, LLC (new position).
5 tracked 13F filers disclose a position in SGOIX as of the latest SEC 13F filings, a combined $3.0M 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 | Great Lakes Advisors, LLC | 39K | $1.3M | —Held | Q2 2026 | |
| 2 | Ethos Financial Group, LLC | 24K | $838K | ▲New +24K sh | Q2 2026 | |
| 3 | Williams Jones Wealth Management, LLC. | 14K | $481K | —Held | Q2 2026 | |
| 4 | Fulton Bank, N.A. | 9K | $289K | —Held | Q1 2026 | |
| 5 | Westside Investment Management, Inc. | 1K | $47K | —Held | Q2 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, 1 fund opened a new position in SGOIX, while none reduced or exited. 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 |
|---|---|---|
| Amazon.com IncAMZN | 3 funds | $543.9M |
| Apple IncAAPL | 3 funds | $540.2M |
| Microsoft CorpMSFT | 3 funds | $390.7M |
| JPMorgan Chase & CoJPM | 3 funds | $377.1M |
| Alphabet Inc-CL AGOOGL | 3 funds | $265.1M |
| Nvidia CorpNVDA | 3 funds | $216.7M |
| Bank Of America CorpBAC | 3 funds | $208.1M |
| Merck & Co. Inc.MRK | 3 funds | $206.4M |
| RTX CorpRTX | 3 funds | $195.5M |
| Linde PLCLIN | 3 funds | $194.7M |
| Micron Technology IncMU | 3 funds | $189.5M |
| Broadcom IncAVGO | 3 funds | $187.8M |
Ranked by how many of SGOIX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SGOIX.
| Class | 13F holders | Value held |
|---|---|---|
| SGIIXOPEN END TAXABLE NO LOAD FUND | 7 funds | $1.8M |
| SGOIXthis pageOVERSEAS FD I | 5 funds | $3.0M |
| SGENXNTF EQUITY FUNDS | 3 funds | $1.1M |
| FEHIXNTF BOND FUNDS | 2 funds | $423K |
| FESCXMF | 1 funds | $546K |
| FEGIXMutual Fund | 1 funds | $130K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SGOIX
This ETF 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/SGOIX/capital-change-brief"
Use Arkolith's capital_change_brief for SGOIX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for SGOIX. Filings are public domain, sourced to SEC EDGAR.