12 tracked 13F filers disclose a position in SOGP as of the latest SEC 13F filings, a combined $1.9M 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 | Ma Investment Partnership, LP | $1.7M | 100K | —Held | Q1 2026 | |
| 2 | GROUP ONE TRADING LLC | $168K | 10K | ▼−48% Reduced · −9K sh | Q1 2026 | |
| 3 | SIMPLEX TRADING, LLC | $33K | 2K | ▲+139% Added · +1K sh | Q1 2026 | |
| 4 | RHUMBLINE ADVISERS | $32K | 2K | ▼−16% Reduced · −371 sh | Q1 2026 | |
| 5 | JONES FINANCIAL COMPANIES LLLP | $14K | 850 | —Held | Q1 2026 | |
| 6 | UBS Group AG | $10K | 595 | ▲27× Added · +573 sh | Q1 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2K | 100 | —Held | Q1 2026 | |
| 8 | MORGAN STANLEY | $1K | 70 | ▼−100% Reduced · −27K sh | Q1 2026 | |
| 9 | Physician Wealth Advisors, Inc. | $539 | 48 | —Held | Q2 2026 | |
| 10 | BNP PARIBAS FINANCIAL MARKETS | $338 | 20 | ▼−96% Reduced · −500 sh | Q1 2026 | |
| 11 | SBI Securities Co., Ltd. | $112 | 10 | —Held | Q2 2026 | |
| 12 | Federation des caisses Desjardins du Quebec | $51 | 3 | —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.
| Company | Co-held by | Combined value |
|---|---|---|
| TORONTO-DOMINION BANKTD | 3 funds | $892.5M |
| MICROSOFT CORPMSFT | 3 funds | $736.9M |
| AMAZON.COM INCAMZN | 3 funds | $601.3M |
| SUNCOR ENERGY INCSU | 3 funds | $564.6M |
| BROOKFIELD CORPBN | 3 funds | $542.1M |
| BANK OF MONTREALBMO | 3 funds | $537.3M |
| ALPHABET INC-CL AGOOGL | 3 funds | $523.7M |
| TC ENERGY CORPTRP | 3 funds | $497.5M |
| SHOPIFY INC - CLASS ASHOP | 3 funds | $349.1M |
| MANULIFE FINANCIAL CORPMFC | 3 funds | $313.8M |
| CANADIAN PACIFIC KANSAS CITYCP | 3 funds | $297.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 3 funds | $260.1M |
Ranked by how many of SOGP's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 2, 2026 | Zhang Ming | Director | Sell (S) | 1K | $17K |
| Apr 2, 2026 | Zhang Ming | Director | Sell (S) | 1 | $15 |
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.