Institutional Ownership
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CUSIP 82889N343ANCORATO TARGETXXVQ1 2026
Institutional Holders
8
13F filers
Shares Held
1.49M
Aggregate institutional
Institutional Value
$33.77M
Q1 2026
Net New Holders
+2
4 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased3
Decreased0
Sold out2
Institutional Holders
8 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Legacy Wealth Managment, LLC/Id | 895.6K | $20.30M | +233.2K | Added |
| 2 | Bnp Paribas Financial Markets | 197.9K | $4.48M | +197.9K | New |
| 3 | Simplify Asset Management Inc. | 125.0K | $2.83M | 0 | Held |
| 4 | Castleview Partners, LLC | 71.0K | $1.61M | +26.3K | Added |
| 5 | Brookwood Investment Group LLC | 69.9K | $1.58M | +69.9K | New |
| 6 | Principal Securities, Inc. | 52.9K | $1.20M | +52.9K | New |
| 7 | Envestnet Asset Management Inc | 52.9K | $1.20M | +52.9K | New |
| 8 | Millington Financial Advisors, LLC | 24.2K | $564.4K | +15.7K | Added |