DOSSIER · 13F Holders · Q2 2026
MYMK

SGA ACTIVE TR

5 institutions still hold SGA ACTIVE TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78470P598·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$11M
visible holders
Holders
5
filers reporting
Concentration
69.79%
Heartwood Wealth Advisors LLC #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported MYMK in Q2 2026. Heartwood Wealth Advisors LLC leads at 69.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Heartwood Wealth Advisors LLC
CIK 0001794935
$8M302K0.59%Q2 2026
02
Lido Advisors, LLC
CIK 0001650150
$1M58K0.00%Q2 2026
03
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M41K0.00%Q1 2026
04
MONECO Advisors, LLC
CIK 0001765690
$636K26K0.04%Q2 2026
05
FIFTH THIRD BANCORP
CIK 0000035527
$172K7K0.00%Q2 2026