SBGSY

Institutional Ownership

Top 65 Institutional Holders
HolderSharesDateChange% Held
Cardinal Capital Management, Inc.623.23KJun 30, 26+19.11K0.02%
Hemenway Trust Co LLC619.16KJun 30, 26+2.19K0.02%
Broderick Brian C253.02KJun 30, 26+4.32K0.01%
Madison Asset Management, LLC246.58KJun 30, 26+6.59K0.01%
Douglass Winthrop Advisors, LLC181.29KJun 30, 26-4.07K0.01%
Azimuth Capital Investment Management LLC178.10KJun 30, 26+178.10K0.01%
PUZO MICHAEL J170.48KJun 30, 26-1.12K0.01%
SOMERVILLE KURT F162.05KJun 30, 26-9.41K0.01%
Kidder Stephen W142.93KJun 30, 26+1.17K0.01%
Ramirez Asset Management, Inc.136.91KJun 30, 26+11.58K0.00%
Delaney Dennis R135.85KJun 30, 26-3.76K0.00%
Boston Common Asset Management, LLC108.68KJun 30, 26-9.57K0.00%
Elefante Mark B96.54KJun 30, 26+8.80K0.00%
Dempze Nancy E90.89KJun 30, 26+1.12K0.00%
Notis-McConarty Edward85.12KJun 30, 26+3.75K0.00%
RHUMBLINE ADVISERS74.05KJun 30, 26+5.53K0.00%
MITCHELL CAPITAL MANAGEMENT CO52.98KJun 30, 26+6860.00%
Sterling Capital Management LLC31.03KJun 30, 26+1.10K0.00%
DB Fitzpatrick & Co, Inc27.68KJun 30, 26+27.68K0.00%
Trivant Custom Portfolio Group, LLC19.25KJun 30, 26+570.00%
GAMMA Investing LLC11.97KJun 30, 26+1.27K0.00%
Collaborative Fund Advisors, LLC7.38KJun 30, 26+7.38K0.00%
RNC CAPITAL MANAGEMENT LLC6.97KJun 30, 26-1400.00%
Front Row Advisors LLC6.21KJun 30, 26+3.52K0.00%
Canopy Partners, LLC5.96KJun 30, 26--0.00%
WENDELL DAVID ASSOCIATES INC5.38KJun 30, 26+5.38K0.00%
PNC FINANCIAL SERVICES GROUP, INC.5.03KJun 30, 26+2390.00%
Myriad Asset Management US LP4.76KJun 30, 26+4.76K0.00%
RIVERBRIDGE PARTNERS LLC4.53KJun 30, 26--0.00%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3.92KJun 30, 26--0.00%
KORNITZER CAPITAL MANAGEMENT INC /KS3.11KJun 30, 26+3.11K0.00%
ENTERPRISE FINANCIAL SERVICES CORP3.07KJun 30, 26+3.07K0.00%
ORG Wealth Partners, LLC1.90KJun 30, 26--0.00%
PARADIGM ASSET MANAGEMENT CO LLC1.60KJun 30, 26+1190.00%
Salomon & Ludwin, LLC1.39KJun 30, 26+4810.00%
HANTZ FINANCIAL SERVICES, INC.699Jun 30, 26-2930.00%
Westside Investment Management, Inc.566Jun 30, 26--0.00%
Ancora Advisors, LLC565Jun 30, 26-1310.00%
First Command Advisory Services, Inc.252Jun 30, 26+2140.00%
Strengthening Families & Communities, LLC237Jun 30, 26--0.00%
COMPASS FINANCIAL MANAGEMENT LLC150Jun 30, 26+1500.00%
RMG Wealth Management LLC134Jun 30, 26+1340.00%
Benson Wealth Management INC118Jun 30, 26--0.00%
IMA Wealth, Inc.96Jun 30, 26+400.00%
ATLAS CAPITAL ADVISORS LLC71Jun 30, 26--0.00%
Gleason Group, Inc.66Jun 30, 26+660.00%
Horrell Capital Management, Inc.11Jun 30, 26--0.00%
NBC SECURITIES, INC.--Jun 30, 26-973--
Golden State Equity Partners--Jun 30, 26-80--
Keating Financial Advisory Services, Inc.--Jun 30, 26-108--
SkyView Investment Advisors, LLC--Jun 30, 26-15.05K--
EVERETT HARRIS & CO /CA/--Jun 30, 26-11.53K--
Accent Capital Management, LLC--Jun 30, 26-1.55K--
ORG Partners LLC20Dec 31, 25+200.00%
First Horizon Advisors, Inc.201Jun 30, 25-910.00%
Custom Portfolio Group LLC588Jun 30, 24+5880.00%
Page Arthur B48.57KMar 31, 24+10.55K0.00%
Bartlett & Co. LLC625Dec 31, 23--0.00%
Vigilant Capital Management, LLC660Jun 30, 23--0.00%
American Research & Management Co.240Sep 30, 22+2400.00%
Private Capital Group, LLC3.17KJun 30, 22-1660.00%
Lenox Wealth Advisors, LLC1.10KMar 31, 22--0.00%
Lenox Wealth Management, Inc.791Jun 30, 20+1100.00%
NORTHROAD CAPITAL MANAGEMENT LLC82.72KSep 30, 16-204.03K0.00%
abrdn Inc.27.80KDec 31, 10+27.80K0.00%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.