Among active 13F managers last quarter, 4 opened and none reduced or exited; the largest holder to move was Herbst Group, LLC (new position).
11 tracked 13F filers disclose a position in SGRT as of the latest SEC 13F filings, a combined $18.2M 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 | SMART Wealth LLC | 240K | $9.0M | ▲+114% Added · +128K sh | Q2 2026 | |
| 2 | Authentikos Wealth Advisory, LLC | 107K | $4.0M | ▼−20% Reduced · −26K sh | Q2 2026 | |
| 3 | Morgan Stanley | 51K | $1.4M | ▼−56% Reduced · −65K sh | Q1 2026 | |
| 4 | Herbst Group, LLC | 49K | $1.8M | ▲New +49K sh | Q2 2026 | |
| 5 | Kovack Advisors, Inc. | 21K | $769K | ▲New +21K sh | Q2 2026 | |
| 6 | Brown Advisory Inc | 16K | $421K | ▲New +16K sh | Q1 2026 | |
| 7 | AE Wealth Management LLC | 14K | $385K | ▼−5.3% Reduced · −810 sh | Q1 2026 | |
| 8 | Advisory Alpha, LLC | 5K | $201K | ▲New +5K sh | Q2 2026 | |
| 9 | Quest 10 Wealth Builders, Inc. | 5K | $187K | ▲+836% Added · +4K sh | Q2 2026 | |
| 10 | Smartleaf Asset Management LLC | 880 | $32K | —Held | Q2 2026 | |
| 11 | Plante Moran Financial Advisors, LLC | 35 | $1K | ▲New +35 sh | 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, 4 funds opened a new position in SGRT, 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 |
|---|---|---|
| Microsoft CorpMSFT | 5 funds | $3.7B |
| Amazon.com IncAMZN | 5 funds | $1.7B |
| Apple IncAAPL | 5 funds | $1.2B |
| General ElectricGE | 5 funds | $764.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 5 funds | $703.8M |
| Alphabet Inc-CL AGOOGL | 5 funds | $670.5M |
| Meta Platforms Inc-Class AMETA | 5 funds | $542.9M |
| Vanguard S&P 500 ETFVOO | 5 funds | $356.3M |
| Palo Alto Networks IncPANW | 5 funds | $296.1M |
| SS Technology Select SectorXLK | 5 funds | $284.8M |
| Invesco S&P 500 Equal WeightRSP | 5 funds | $191.0M |
| Eli Lilly & CoLLY | 5 funds | $152.1M |
Ranked by how many of SGRT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SGRT.
No filings captured for this ticker in the live stream yet.
Connected entities for SGRT
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 + the live filing stream, joined for SGRT. Filings are public domain, sourced to SEC EDGAR.