74 tracked 13F filers disclose a position in SGU as of the latest SEC 13F filings, a combined $140.5M 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 | Hartree Partners, LP | $43.7M | 3.4M | —Held | Q2 2026 | |
| 2 | Summit Trail Advisors, LLC | $26.1M | 2.0M | ▲+0.4% Added · +8K sh | Q2 2026 | |
| 3 | Lubar & Co., Inc | $16.6M | 1.3M | —Held | Q2 2026 | |
| 4 | Oakcliff Capital Partners, LP | $14.1M | 1.1M | —Held | Q2 2026 | |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $11.2M | 910K | ▲+1.1% Added · +10K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $8.2M | 660K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 7 | Joel Isaacson & Co., LLC | $2.5M | 192K | ▲~0% Added · +35 sh | Q2 2026 | |
| 8 | Blackstone Inc. | $2.1M | 174K | —Held | Q1 2026 | |
| 9 | DOLIVER ADVISORS, LP | $1.8M | 140K | —Held | Q2 2026 | |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.6M | 129K | ▲+15% Added · +17K sh | Q1 2026 | |
| 11 | Crossingbridge Advisors, LLC | $1.3M | 100K | ▼−8.9% Reduced · −10K sh | Q2 2026 | |
| 12 | MORGAN STANLEY | $983K | 80K | ▼−3.0% Reduced · −3K sh | Q1 2026 | |
| 13 | BROWN ADVISORY INC | $907K | 74K | ▼−0.2% Reduced · −126 sh | Q1 2026 | |
| 14 | PARSONS CAPITAL MANAGEMENT INC/RI | $668K | 52K | ▼−1.5% Reduced · −800 sh | Q2 2026 | |
| 15 | CITADEL ADVISORS LLC | $635K | 52K | ▲New +52K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $579K | 47K | ▲+12% Added · +5K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $540K | 44K | ▲+29% Added · +10K sh | Q1 2026 | |
| 18 | Maridea Wealth Management LLC | $550K | 43K | ▲New +43K sh | Q2 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $457K | 37K | ▲+17% Added · +5K sh | Q1 2026 | |
| 20 | UBS Group AG | $440K | 36K | ▼−2.2% Reduced · −817 sh | Q1 2026 | |
| 21 | MILLENNIUM MANAGEMENT LLC | $354K | 29K | ▲+139% Added · +17K sh | Q1 2026 | |
| 22 | LPL Financial LLC | $349K | 28K | ▲+66% Added · +11K sh | Q1 2026 | |
| 23 | GREENWOOD GEARHART LLC | $338K | 26K | ▲+28% Added · +6K sh | Q2 2026 | |
| 24 | &PARTNERS | $327K | 26K | —Held | Q2 2026 | |
| 25 | Hyperion Capital Advisors LP | $312K | 25K | —Held | 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, 5 funds opened a new position in SGU and 11 added to an existing one, while 6 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 33 funds | $25.4B |
| ALPHABET INC-CL CGOOG | 33 funds | $13.1B |
| NVIDIA CORPNVDA | 32 funds | $30.5B |
| APPLE INCAAPL | 32 funds | $22.0B |
| AMAZON.COM INCAMZN | 32 funds | $19.1B |
| ALPHABET INC-CL AGOOGL | 32 funds | $15.3B |
| BROADCOM INCAVGO | 32 funds | $14.0B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $7.8B |
| JPMORGAN CHASE & COJPM | 32 funds | $4.1B |
| NETFLIX INCNFLX | 32 funds | $2.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 32 funds | $2.6B |
| BANK OF AMERICA CORPBAC | 32 funds | $2.3B |
Ranked by how many of SGU's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 5, 2025 | Hammond Jeffrey S | Chief Operating Officer | Buy (P) | 105 | $1K |
| Aug 13, 2025 | Baxter Scott | Director | Buy (P) | 15K | $177K |
| May 30, 2025 | Bandera Partners LLC | 10% Owner | Sell (S) | 700K | $8.4M |
| Jun 15, 2023 | Gramm Jefferson | 10% Owner | Sell (S) | 712 | $11K |
| Jun 14, 2023 | Gramm Jefferson | 10% Owner | Sell (S) | 16K | $235K |
| Jun 13, 2023 | Gramm Jefferson | 10% Owner | Sell (S) | 2K | $34K |
| Jun 12, 2023 | Gramm Jefferson | 10% Owner | Sell (S) | 1K | $18K |
| May 23, 2022 | Woosnam Jeffrey M | President and CEO, Director | Buy (P) | 5K | $46K |
| May 23, 2022 | AMBURY RICHARD | Chief Financial Officer | Buy (P) | 5K | $46K |
| May 18, 2020 | Donovan Daniel P. | Director | Buy (P) | 997 | $8K |
| May 15, 2020 | Donovan Daniel P. | Director | Buy (P) | 1K | $11K |
| May 14, 2020 | AMBURY RICHARD | Chief Financial Officer | Buy (P) | 2K | $15K |
Connected entities for SGU
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/SGU/capital-change-brief"
Use Arkolith's capital_change_brief for SGU. 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 SGU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.