SGOV Institutional Ownership
Who owns SGOV and what the big funds did with it last quarter, from every SEC 13F filing. 1,312 funds reported holding SGOV at Jun 30, 2026.
- ▲712 buying vs 586 selling
- ▼Shares held by funds -3.0%
- ▲Funds holding +88
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 1,312 | 1,224 | +7.2% |
| In funds' top 10 | 199 | 222 | −10.4% |
| 13F shares | 218M | 224M | −3.0% |
| Held by funds | – | – | – |
| New positions | 172 | 182 | −5.5% |
| Increased | 540 | 563 | −4.1% |
| Reduced | 491 | 375 | +30.9% |
| Sold out | 95 | 71 | +33.8% |
| Calls (shares) | 17K | 6,600 | +162.1% |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | 0.00 | 0.00 | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SGOV
All superinvestors →
Who owns SGOV
share of fund held shares- Index and passive funds0.3%
- Active managers and hedge funds71.1%
- Banks and brokers27.3%
- Pensions, insurers and other1.4%
The top 10 holders own 26.4% of all SGOV shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
704 funds changed their position- True North Advisors, LLCNew+2.5M sh
- Perigon Wealth Management, LLCAdded+1.4M sh
- Vise Technologies, Inc.Trimmed−750K sh
- Decker Retirement Planning Inc.Trimmed−705K sh
- Hollow Brook Wealth Management LLCAdded+652K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Bank of America Corp /de/ | – | 11.5M | $1.2B | −713K |
| 2 | LPL Financial LLC | – | 10.9M | $1.1B | +25K |
| 3 | Morgan Stanley | – | 8.5M | $853M | +74K |
| 4 | UBS Group AG | – | 6M | $600M | +828K |
| 5 | Cerity Partners LLC | – | 4.5M | $458M | +980K |
| 6 | Ameriprise Financial Inc | – | 3.8M | $383M | +425K |
| 7 | Raymond James Financial Inc | – | 3.6M | $366M | +114K |
| 8 | Osaic Holdings, Inc. | – | 2.9M | $293M | +206K |
| 9 | Robinhood Asset Management, LLC | – | 2.9M | $292M | +594K |
| 10 | Jpmorgan Chase & Co | – | 2.8M | $285M | +261K |
- Wealthspire Advisors, LLC+2.2M sh+$222M
- Vise Technologies, Inc.+1.5M sh+$146M
- Hollow Brook Wealth Management LLC+1M sh+$105M
- Confluence Investment Management LLC+1M sh+$104M
- Cerity Partners LLC+980K sh+$98.7M
- UBS Group AG+828K sh+$83.3M
- Aptus Capital Advisors, LLC+765K sh+$77M
- Cambridge Investment Research Advisors, Inc.+724K sh+$72.9M
- Howard Capital Management, LLC−9.3M sh−$940M
- Woodley Farra Manion Portfolio Management Inc−1.4M sh−$140M
- CIBC Bancorp USA Inc.−1.2M sh−$116M
- Knightsbridge Asset Management, LLC−1.1M sh−$112M
- Equity Investment Corp−1.1M sh−$109M
- Evolve Private Wealth, LLC−775K sh−$78M
- Marex Group Ltd−759K sh−$76.4M
- Maxi Investments CY Ltd−738K sh−$74.3M
SGOV institutional ownership FAQ
Who owns the most SGOV stock?
In Q2 2026 13F filings the largest holder of SGOV was Bank of America Corp /de/, followed by LPL Financial LLC and Morgan Stanley. Index fund managers are usually the biggest holders of large companies.
What percentage of SGOV is owned by institutions?
1,312 funds reported holding 218M SGOV shares at Jun 30, 2026.
Are hedge funds buying SGOV?
In Q2 2026, 712 funds bought SGOV (172 of them new positions) and 586 sold (95 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for SGOV is bullish.
What is SGOV's institutional put/call ratio?
Funds reported $0 of SGOV puts against $1.7M of calls, a put/call ratio of 0.00 (0.00 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this SGOV ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.