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Institutional Holders of SGOV

There is a long list of 590 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 LLC2,411,835$242,896 03/31/2024
     SGOV2,411,835$242,896 03/31/2024
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
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
JPMorgan Chase & Co.1,241,790$125,061 03/31/2024
     SGOV1,241,790$125,061 03/31/2024
Northwestern Mutual Wealth Management Co.1,242,614$124,596 12/31/2023
     SGOV1,242,614$124,596 12/31/2023
Captrust Financial Advisors1,192,025$119,524 12/31/2023
     SGOV1,192,025$119,524 12/31/2023
Envestnet Asset Management Inc.1,140,196$114,829 03/31/2024
     SGOV1,140,196$114,829 03/31/2024
UBS Group AG1,130,248$113,827 03/31/2024
     SGOV1,130,248$113,827 03/31/2024
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
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
Partners Capital Investment Group LLP907,373$91,382 03/31/2024
     SGOV907,373$91,382 03/31/2024
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
NorthRock Partners LLC806,924$81,265 03/31/2024
     SGOV806,924$81,265 03/31/2024
Benchmark Investment Advisors LLC785,744$78,787 12/31/2023
     SGOV785,744$78,787 12/31/2023
Renaissance Technologies LLC777,700$78,322 03/31/2024
     SGOV777,700$78,322 03/31/2024
GM Advisory Group Inc.766,242$77,168 03/31/2024
     SGOV766,242$77,168 03/31/2024
Royal Bank of Canada745,474$74,749 12/31/2023
     SGOV745,474$74,749 12/31/2023
Advisor Group Holdings Inc.726,399$73,167 03/31/2024
     SGOV726,399$73,167 03/31/2024
Lake Street Advisors Group LLC704,711$70,971 03/31/2024
     SGOV704,711$70,971 03/31/2024
Woodley Farra Manion Portfolio Management Inc.698,604$70,356 03/31/2024
     SGOV698,604$70,356 03/31/2024
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
Wells Fargo & Company MN620,711$62,512 03/31/2024
     SGOV620,711$62,512 03/31/2024
Bleakley Financial Group LLC620,391$62,480 03/31/2024
     SGOV620,391$62,480 03/31/2024
AlphaStar Capital Management LLC600,421$60,468 03/31/2024
     SGOV600,421$60,468 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
Cerity Partners LLC564,501$56,851 03/31/2024
     SGOV564,501$56,851 03/31/2024
Balentine LLC555,580$55,708 12/31/2023
     SGOV555,580$55,708 12/31/2023
Rockefeller Capital Management L.P.551,277$55,519 03/31/2024
     SGOV551,277$55,519 03/31/2024
Neuberger Berman Group LLC548,780$55,268 03/31/2024
     SGOV548,780$55,268 03/31/2024
Peapack Gladstone Financial Corp542,094$54,594 03/31/2024
     SGOV542,094$54,594 03/31/2024
Stifel Financial Corp538,026$54,185 03/31/2024
     SGOV538,026$54,185 03/31/2024
Prudential Financial Inc.516,043$51,971 03/31/2024
     SGOV516,043$51,971 03/31/2024
Mader & Shannon Wealth Management Inc.514,631$51,828 03/31/2024
     SGOV514,631$51,828 03/31/2024
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
ESG Planning440,930$44,406 03/31/2024
     SGOV440,930$44,406 03/31/2024
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
Wealth Enhancement Advisory Services LLC387,912$39,067 03/31/2024
     SGOV387,912$39,067 03/31/2024
Sound Financial Strategies Group LLC382,831$38,555 03/31/2024
     SGOV382,831$38,555 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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