5 tracked 13F filers disclose a position in SGRT as of the latest SEC 13F filings, a combined $4.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $1.4M | 51K | ▼−56% Reduced · −65K sh | Q1 2026 | |
| 2 | HERBST GROUP, LLC | $1.8M | 49K | ▲New +49K sh | Q2 2026 | |
| 3 | BROWN ADVISORY INC | $421K | 16K | ▲New +16K sh | Q1 2026 | |
| 4 | AE Wealth Management LLC | $385K | 14K | ▼−5.3% Reduced · −810 sh | Q1 2026 | |
| 5 | Smartleaf Asset Management LLC | $23K | 880 | ▲New +880 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, 3 funds opened a new position in SGRT, while 0 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 4 funds | $63.8B |
| NVIDIA CORPNVDA | 4 funds | $62.2B |
| MICROSOFT CORPMSFT | 4 funds | $50.3B |
| AMAZON.COM INCAMZN | 4 funds | $38.2B |
| ALPHABET INC-CL AGOOGL | 4 funds | $35.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $27.0B |
| BROADCOM INCAVGO | 4 funds | $24.5B |
| ALPHABET INC-CL CGOOG | 4 funds | $22.6B |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $22.5B |
| JPMORGAN CHASE & COJPM | 4 funds | $20.7B |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $16.8B |
| VISA INC-CLASS A SHARESV | 4 funds | $16.3B |
Ranked by how many of SGRT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SGRTthis pageSMART EARNINGS G | 5 funds | $4.0M |
| 886365303SOFI AGENTIC AI | 2 funds | $479K |
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.
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/SGRT/capital-change-brief"
Use Arkolith's capital_change_brief for SGRT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SGRT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.