The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query SGU owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SGU"
Use Arkolith to show who owns SGU, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Summit Trail Advisors, LLC | $24.8M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 2 | Joel Isaacson & Co., LLC | $2.4M | 192K | ▲~0% Added · +33 sh | Q1 2026 | |
| 3 | PARSONS CAPITAL MANAGEMENT INC/RI | $648K | 53K | —Held | Q1 2026 | |
| 4 | CITADEL ADVISORS LLC | $635K | 52K | ▲New +52K sh | Q1 2026 | |
| 5 | &PARTNERS | $313K | 26K | —Held | Q1 2026 | |
| 6 | GREENWOOD GEARHART LLC | $252K | 21K | ▲New +21K sh | Q1 2026 | |
| 7 | StoneX Group Inc. | $184K | 15K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 8 | Kingsview Wealth Management, LLC | $157K | 13K | —Held | Q1 2026 | |
| 9 | HM PAYSON & CO | $61K | 5K | —Held | Q1 2026 | |
| 10 | BlackRock, Inc. | $48K | 4K | ▼−82% Reduced · −18K sh | Q1 2026 | |
| 11 | TD Waterhouse Canada Inc. | $17K | 1K | —Held | Q1 2026 | |
| 12 | CWM, LLC | $12K | 1K | ▼−3.7% Reduced · −38 sh | Q1 2026 | |
| 13 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $12K | 1K | —Held | Q1 2026 | |
| 14 | SBI Securities Co., Ltd. | $4K | 357 | ▼−11% Reduced · −43 sh | Q1 2026 | |
| 15 | FMR LLC | $2K | 135 | —Held | Q1 2026 | |
| 16 | HUNTINGTON NATIONAL BANK | $12 | 1 | —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.
| 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 |
| Nov 3, 2021 | Vermylen Paul A Jr | Director | Other (J) | 8K | $0 |
| Nov 3, 2021 | Vermylen Paul A Jr | Director | Other (J) | 25K | $0 |
| Nov 3, 2021 | Vermylen Paul A Jr | Director | Other (J) | 8K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 15 funds | $7.8B |
| APPLE INCAAPL | 15 funds | $6.6B |
| ISHARES CORE S&P 500 ETFIVV | 15 funds | $5.5B |
| MICROSOFT CORPMSFT | 15 funds | $4.5B |
| AMAZON.COM INCAMZN | 15 funds | $4.1B |
| ALPHABET INC-CL AGOOGL | 15 funds | $3.2B |
| BROADCOM INCAVGO | 15 funds | $3.2B |
| JPMORGAN CHASE & COJPM | 15 funds | $2.8B |
| ALPHABET INC-CL CGOOG | 15 funds | $2.4B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $2.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 15 funds | $1.7B |
Ranked by how many of SGU's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.