SGOV
CROWD: AMBER
Institutional ownership is building here (9 rising quarters). Not yet crowded, but the quiet phase is ending.
Active holders
1047
of 1207 total, index funds excluded
Conviction
34 bps
median holder weight: token bet
Streak
9q
consecutive rising quarters
The crowd, 2016 to now
active holders per quarter
2020Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.
The tide
funds in (up) vs out (down)
Top holders
by reported value · $22.2B held
| Fund | Value | Note |
|---|
| BANK OF AMERICA CORP /DE/ |
$1.2B |
|
| LPL Financial LLC |
$1.1B |
|
| Howard Capital Management I… |
$940M |
|
| MORGAN STANLEY |
$845M |
|
| UBS Group AG |
$517M |
|
| CIBC Bancorp USA Inc. |
$392M |
|
| Cerity Partners LLC |
$359M |
|
| RAYMOND JAMES FINANCIAL INC |
$355M |
|
| AMERIPRISE FINANCIAL INC |
$272M |
|
| OSAIC HOLDINGS, INC. |
$272M |
|
Tourists vs true believers
every holder a dot · right = bigger bet in their own book, up = patient money
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.