Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was Alpine Global Management, LLC (new position). Over the last 180 days, 1 insider sold and none bought, a net -$17K in open-market trades.
The legs disagree, or only one of them leans.
13 tracked 13F filers disclose a position in SOGP as of the latest SEC 13F filings, a combined $1.3M 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 | Ma Investment Partnership, LP | 100K | $1.1M | —Held | Q2 2026 | |
| 2 | Alpine Global Management, LLC | 10K | $113K | ▲New +10K sh | Q2 2026 | |
| 3 | Simplex Trading, LLC | 2K | $33K | ▲+139% Added · +1K sh | Q1 2026 | |
| 4 | Rhumbline Advisers | 2K | $32K | ▼−16% Reduced · −371 sh | Q1 2026 | |
| 5 | Group One Trading LLC | 907 | $10K | ▼−91% Reduced · −9K sh | Q2 2026 | |
| 6 | Jones Financial Companies LLLP | 850 | $14K | —Held | Q1 2026 | |
| 7 | UBS Group AG | 595 | $10K | ▲27× Added · +573 sh | Q1 2026 | |
| 8 | Northwestern Mutual Wealth Management Co | 100 | $2K | —Held | Q1 2026 | |
| 9 | Morgan Stanley | 70 | $1K | ▼−100% Reduced · −27K sh | Q1 2026 | |
| 10 | Physician Wealth Advisors, Inc. | 48 | $539 | —Held | Q2 2026 | |
| 11 | BNP Paribas Financial Markets | 20 | $338 | ▼−96% Reduced · −500 sh | Q1 2026 | |
| 12 | SBI Securities Co., Ltd. | 10 | $112 | —Held | Q2 2026 | |
| 13 | Federation des caisses Desjardins du Quebec | 3 | $34 | —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 SOGP, 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 |
|---|---|---|
| Nvidia CorpNVDA | 3 funds | $556.5M |
| Sandisk CorpSNDK | 3 funds | $259.0M |
| Advanced Micro DevicesAMD | 3 funds | $98.5M |
| Bloom Energy Corp- ABE | 3 funds | $79.8M |
| Alibaba Group Holding-SP ADRBABA | 3 funds | $12.5M |
| Apple IncAAPL | 2 funds | $137.6M |
| Micron Technology IncMU | 2 funds | $130.2M |
| Alphabet Inc-CL AGOOGL | 2 funds | $110.3M |
| Vanguard High DVD Yield ETFVYM | 2 funds | $91.9M |
| Microsoft CorpMSFT | 2 funds | $75.4M |
| Alphabet Inc-CL CGOOG | 2 funds | $70.5M |
| Space Exploration Techn-CL ASPCX | 2 funds | $69.7M |
Ranked by how many of SOGP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SOGP.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 2, 2026 | Zhang Ming | Director | Sell (S) 2 lots, same day | 1K | $17K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 2 | 4 | – |
Insiders Form 4 open-market | 0 | 1 | -$17K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SOGP
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/SOGP/capital-change-brief"
Use Arkolith's capital_change_brief for SOGP. 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 SOGP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.