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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 4,630,706 | $464,321 | 12/31/2023 |
SGOV | 4,630,706 | $464,321 | 12/31/2023 |
Morgan Stanley | 4,305,161 | $431,679 | 12/31/2023 |
SGOV | 4,305,161 | $431,679 | 12/31/2023 |
LPL Financial LLC | 2,536,062 | $254,291 | 12/31/2023 |
SGOV | 2,536,062 | $254,291 | 12/31/2023 |
Ameriprise Financial Inc. | 1,715,869 | $172,999 | 12/31/2023 |
SGOV | 1,715,869 | $172,999 | 12/31/2023 |
Equity Investment Corp | 1,644,296 | $165,597 | 03/31/2024 |
SGOV | 1,644,296 | $165,597 | 03/31/2024 |
Neuberger Berman Group LLC | 1,437,585 | $144,147 | 12/31/2023 |
SGOV | 1,437,585 | $144,147 | 12/31/2023 |
Global Assets Advisory LLC | 1,291,010 | $130,018 | 03/31/2024 |
SGOV | 1,291,010 | $130,018 | 03/31/2024 |
AE Wealth Management LLC | 1,265,475 | $127,395 | 12/31/2023 |
SGOV | 1,265,475 | $127,395 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 1,242,614 | $124,596 | 12/31/2023 |
SGOV | 1,242,614 | $124,596 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,209,251 | $121,252 | 12/31/2023 |
SGOV | 1,209,251 | $121,252 | 12/31/2023 |
Captrust Financial Advisors | 1,192,025 | $119,524 | 12/31/2023 |
SGOV | 1,192,025 | $119,524 | 12/31/2023 |
UBS Group AG | 1,171,421 | $117,458 | 12/31/2023 |
SGOV | 1,171,421 | $117,458 | 12/31/2023 |
GM Advisory Group Inc. | 1,108,070 | $111,106 | 12/31/2023 |
SGOV | 1,108,070 | $111,106 | 12/31/2023 |
Raymond James & Associates | 1,094,951 | $110,273 | 03/31/2024 |
SGOV | 1,094,951 | $110,273 | 03/31/2024 |
Lee Johnson Capital Management LLC | 951,894 | $95,865 | 03/31/2024 |
SGOV | 951,894 | $95,865 | 03/31/2024 |
Cerity Partners LLC | 929,012 | $93,152 | 12/31/2023 |
SGOV | 929,012 | $93,152 | 12/31/2023 |
Elm Partners Management LLC | 910,738 | $91,720 | 03/31/2024 |
SGOV | 910,738 | $91,720 | 03/31/2024 |
Cetera Advisor Networks LLC | 912,306 | $91,477 | 12/31/2023 |
SGOV | 912,306 | $91,477 | 12/31/2023 |
Confluence Investment Management LLC | 907,300 | $91,374 | 03/31/2024 |
SGOV | 907,300 | $91,374 | 03/31/2024 |
Cresset Asset Management LLC | 895,224 | $89,764 | 12/31/2023 |
SGOV | 895,224 | $89,764 | 12/31/2023 |
Advisor Group Holdings Inc. | 844,408 | $84,691 | 12/31/2023 |
SGOV | 844,408 | $84,691 | 12/31/2023 |
NorthRock Partners LLC | 806,924 | $81,265 | 03/31/2024 |
SGOV | 806,924 | $81,265 | 03/31/2024 |
JPMorgan Chase & Co. | 802,793 | $80,496 | 12/31/2023 |
SGOV | 802,793 | $80,496 | 12/31/2023 |
Woodley Farra Manion Portfolio Management Inc. | 799,228 | $80,139 | 12/31/2023 |
SGOV | 799,228 | $80,139 | 12/31/2023 |
BCJ Capital Management LLC | 785,744 | $78,787 | 12/31/2023 |
SGOV | 785,744 | $78,787 | 12/31/2023 |
Benchmark Investment Advisors LLC | 785,744 | $78,787 | 12/31/2023 |
SGOV | 785,744 | $78,787 | 12/31/2023 |
Renaissance Technologies LLC | 777,700 | $77,980 | 12/31/2023 |
SGOV | 777,700 | $77,980 | 12/31/2023 |
Royal Bank of Canada | 745,474 | $74,749 | 12/31/2023 |
SGOV | 745,474 | $74,749 | 12/31/2023 |
Resonant Capital Advisors LLC | 638,851 | $64,339 | 03/31/2024 |
SGOV | 638,851 | $64,339 | 03/31/2024 |
Simplicity Wealth LLC | 627,572 | $63,203 | 03/31/2024 |
SGOV | 627,572 | $63,203 | 03/31/2024 |
Sawtooth Solutions LLC | 583,689 | $58,527 | 12/31/2023 |
SGOV | 583,689 | $58,527 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 572,874 | $57,694 | 03/31/2024 |
SGOV | 572,874 | $57,694 | 03/31/2024 |
AlphaStar Capital Management LLC | 568,191 | $56,973 | 12/31/2023 |
SGOV | 568,191 | $56,973 | 12/31/2023 |
Bleakley Financial Group LLC | 563,089 | $56,461 | 12/31/2023 |
SGOV | 563,089 | $56,461 | 12/31/2023 |
Balentine LLC | 555,580 | $55,708 | 12/31/2023 |
SGOV | 555,580 | $55,708 | 12/31/2023 |
Peapack Gladstone Financial Corp | 519,083 | $52,049 | 12/31/2023 |
SGOV | 519,083 | $52,049 | 12/31/2023 |
Partners Capital Investment Group LLP | 481,619 | $48,292 | 12/31/2023 |
SGOV | 481,619 | $48,292 | 12/31/2023 |
Ronald Blue Trust Inc. | 479,349 | $48,275 | 03/31/2024 |
SGOV | 479,349 | $48,275 | 03/31/2024 |
AWM Capital LLC | 470,039 | $47,338 | 03/31/2024 |
SGOV | 470,039 | $47,338 | 03/31/2024 |
Stifel Financial Corp | 470,090 | $47,136 | 12/31/2023 |
SGOV | 470,090 | $47,136 | 12/31/2023 |
Wells Fargo & Company MN | 468,116 | $46,938 | 12/31/2023 |
SGOV | 468,116 | $46,938 | 12/31/2023 |
ESG Planning | 440,930 | $44,406 | 03/31/2024 |
SGOV | 440,930 | $44,406 | 03/31/2024 |
Mader & Shannon Wealth Management Inc. | 437,974 | $43,916 | 12/31/2023 |
SGOV | 437,974 | $43,916 | 12/31/2023 |
Sequoia Financial Advisors LLC | 416,017 | $41,897 | 03/31/2024 |
SGOV | 416,017 | $41,897 | 03/31/2024 |
Aveo Capital Partners LLC | 407,987 | $40,950 | 03/31/2024 |
SGOV | 407,987 | $40,950 | 03/31/2024 |
Wedbush Securities Inc. | 406,228 | $40,732 | 12/31/2023 |
SGOV | 406,228 | $40,732 | 12/31/2023 |
Sound Financial Strategies Group LLC | 392,829 | $39,389 | 12/31/2023 |
SGOV | 392,829 | $39,389 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 387,912 | $39,067 | 03/31/2024 |
SGOV | 387,912 | $39,067 | 03/31/2024 |
Colony Group LLC | 383,670 | $38,471 | 12/31/2023 |
SGOV | 383,670 | $38,471 | 12/31/2023 |
Vigilare Wealth Management | 379,721 | $38,242 | 03/31/2024 |
SGOV | 379,721 | $38,242 | 03/31/2024 |
See All: Funds Holding SGOV
See Details: Top 10 Hedge Funds Holding SGOV
Also See: SGOV Holdings Changes
Free SGOV Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |