13F QoQ Ownership Changes
SOWG Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 4 new · 3 added · 10 reduced · 1 exited
New Positions(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 13,000 | +13,000 | $7.1K | +$7.1K | — |
| XTX Topco Ltd | 17,309 | +17,309 | $6.0K | +$6.0K | — |
| Algorithmic Investment Models, LLC | 15,401 | +15,401 | $5.3K | +$5.3K | — |
| BESSEMER GROUP INC | 1 | +1 | $0 | $0 | — |
Added To(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| TWO SIGMA SECURITIES, LLC | 22,739 | +10,462 | $7.8K | -$1.4K | 85.2% |
| CITIGROUP INC | 1,751 | +894 | $603 | -$43 | 104.3% |
| Virtu Financial LLC | 29,011 | +16,796 | $10 | +$1 | 137.5% |
Reduced(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Accredited Investors Inc. | 68,691 | -139,518 | $23.6K | -$133.3K | -67.0% |
| UBS Group AG | 21,478 | -41,126 | $7.4K | -$39.8K | -65.7% |
| Summit Financial, LLC | 92,500 | 0 | $31.8K | -$37.5K | 0.0% |
| Texas Capital Bank Wealth Management Services Inc | 42,500 | 0 | $14.6K | -$17.4K | 0.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 22,886 | 0 | $7.9K | -$9.4K | 0.0% |
| Tower Research Capital LLC (TRC) | 3,800 | -5 | $1.3K | -$1.6K | -0.1% |
| BANK OF AMERICA CORP /DE/ | 84 | -41 | $29 | -$65 | -32.8% |
| WELLS FARGO & COMPANY/MN | 1 | 0 | $0 | -$1 | 0.0% |
| AdvisorNet Financial, Inc | 3 | 0 | $1 | -$1 | 0.0% |
| OSAIC HOLDINGS, INC. | 1 | 0 | $0 | $0 | 0.0% |
Sold Out(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 0 | -1 | $0 | -$1 | — |