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Institutional Holders of SGOV

There is a long list of 576 institutional holders of SGOV within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SGOV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SGOV table below, the initial column indicates the name of each top institutional holder of SGOV, with a link to that fund's top holdings. The next columns indicate the amount of SGOV stock held by each of the institutional holders of SGOV, followed by the SGOV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE4,630,706$464,321 12/31/2023
     SGOV4,630,706$464,321 12/31/2023
Morgan Stanley4,305,161$431,679 12/31/2023
     SGOV4,305,161$431,679 12/31/2023
LPL Financial LLC2,536,062$254,291 12/31/2023
     SGOV2,536,062$254,291 12/31/2023
Ameriprise Financial Inc.1,715,869$172,999 12/31/2023
     SGOV1,715,869$172,999 12/31/2023
Equity Investment Corp1,644,296$165,597 03/31/2024
     SGOV1,644,296$165,597 03/31/2024
Neuberger Berman Group LLC1,437,585$144,147 12/31/2023
     SGOV1,437,585$144,147 12/31/2023
Global Assets Advisory LLC1,291,010$130,018 03/31/2024
     SGOV1,291,010$130,018 03/31/2024
AE Wealth Management LLC1,265,475$127,395 12/31/2023
     SGOV1,265,475$127,395 12/31/2023
Northwestern Mutual Wealth Management Co.1,242,614$124,596 12/31/2023
     SGOV1,242,614$124,596 12/31/2023
Envestnet Asset Management Inc.1,209,251$121,252 12/31/2023
     SGOV1,209,251$121,252 12/31/2023
Captrust Financial Advisors1,192,025$119,524 12/31/2023
     SGOV1,192,025$119,524 12/31/2023
UBS Group AG1,171,421$117,458 12/31/2023
     SGOV1,171,421$117,458 12/31/2023
GM Advisory Group Inc.1,108,070$111,106 12/31/2023
     SGOV1,108,070$111,106 12/31/2023
Raymond James & Associates1,094,951$110,273 03/31/2024
     SGOV1,094,951$110,273 03/31/2024
Lee Johnson Capital Management LLC951,894$95,865 03/31/2024
     SGOV951,894$95,865 03/31/2024
Cerity Partners LLC929,012$93,152 12/31/2023
     SGOV929,012$93,152 12/31/2023
Elm Partners Management LLC910,738$91,720 03/31/2024
     SGOV910,738$91,720 03/31/2024
Cetera Advisor Networks LLC912,306$91,477 12/31/2023
     SGOV912,306$91,477 12/31/2023
Confluence Investment Management LLC907,300$91,374 03/31/2024
     SGOV907,300$91,374 03/31/2024
Cresset Asset Management LLC895,224$89,764 12/31/2023
     SGOV895,224$89,764 12/31/2023
Advisor Group Holdings Inc.844,408$84,691 12/31/2023
     SGOV844,408$84,691 12/31/2023
NorthRock Partners LLC806,924$81,265 03/31/2024
     SGOV806,924$81,265 03/31/2024
JPMorgan Chase & Co.802,793$80,496 12/31/2023
     SGOV802,793$80,496 12/31/2023
Woodley Farra Manion Portfolio Management Inc.799,228$80,139 12/31/2023
     SGOV799,228$80,139 12/31/2023
BCJ Capital Management LLC785,744$78,787 12/31/2023
     SGOV785,744$78,787 12/31/2023
Benchmark Investment Advisors LLC785,744$78,787 12/31/2023
     SGOV785,744$78,787 12/31/2023
Renaissance Technologies LLC777,700$77,980 12/31/2023
     SGOV777,700$77,980 12/31/2023
Royal Bank of Canada745,474$74,749 12/31/2023
     SGOV745,474$74,749 12/31/2023
Resonant Capital Advisors LLC638,851$64,339 03/31/2024
     SGOV638,851$64,339 03/31/2024
Simplicity Wealth LLC627,572$63,203 03/31/2024
     SGOV627,572$63,203 03/31/2024
Sawtooth Solutions LLC583,689$58,527 12/31/2023
     SGOV583,689$58,527 12/31/2023
Cambridge Investment Research Advisors Inc.572,874$57,694 03/31/2024
     SGOV572,874$57,694 03/31/2024
AlphaStar Capital Management LLC568,191$56,973 12/31/2023
     SGOV568,191$56,973 12/31/2023
Bleakley Financial Group LLC563,089$56,461 12/31/2023
     SGOV563,089$56,461 12/31/2023
Balentine LLC555,580$55,708 12/31/2023
     SGOV555,580$55,708 12/31/2023
Peapack Gladstone Financial Corp519,083$52,049 12/31/2023
     SGOV519,083$52,049 12/31/2023
Partners Capital Investment Group LLP481,619$48,292 12/31/2023
     SGOV481,619$48,292 12/31/2023
Ronald Blue Trust Inc.479,349$48,275 03/31/2024
     SGOV479,349$48,275 03/31/2024
AWM Capital LLC470,039$47,338 03/31/2024
     SGOV470,039$47,338 03/31/2024
Stifel Financial Corp470,090$47,136 12/31/2023
     SGOV470,090$47,136 12/31/2023
Wells Fargo & Company MN468,116$46,938 12/31/2023
     SGOV468,116$46,938 12/31/2023
ESG Planning440,930$44,406 03/31/2024
     SGOV440,930$44,406 03/31/2024
Mader & Shannon Wealth Management Inc.437,974$43,916 12/31/2023
     SGOV437,974$43,916 12/31/2023
Sequoia Financial Advisors LLC416,017$41,897 03/31/2024
     SGOV416,017$41,897 03/31/2024
Aveo Capital Partners LLC407,987$40,950 03/31/2024
     SGOV407,987$40,950 03/31/2024
Wedbush Securities Inc.406,228$40,732 12/31/2023
     SGOV406,228$40,732 12/31/2023
Sound Financial Strategies Group LLC392,829$39,389 12/31/2023
     SGOV392,829$39,389 12/31/2023
Wealth Enhancement Advisory Services LLC387,912$39,067 03/31/2024
     SGOV387,912$39,067 03/31/2024
Colony Group LLC383,670$38,471 12/31/2023
     SGOV383,670$38,471 12/31/2023
Vigilare Wealth Management379,721$38,242 03/31/2024
     SGOV379,721$38,242 03/31/2024

See All: Funds Holding SGOV
See Details: Top 10 Hedge Funds Holding SGOV
Also See: SGOV Holdings Changes

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