AI Holders Summary · Q2 2026

77 institutions reported SGU in Q2 2026. Hartree Partners, LP leads at 25.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Hartree Partners, LP

CIK 0001597857

$44M3.4M9.31%Q2 2026 02

Bandera Partners LLC

CIK 0001399386

$35M2.7M12.42%Q2 2026 03

Summit Trail Advisors, LLC

CIK 0001698478

$26M2.0M0.33%Q2 2026 04

Lubar & Co., Inc

CIK 0001473033

$17M1.3M13.16%Q2 2026 05

Oakcliff Capital Partners, LP

CIK 0001657335

$14M1.1M5.26%Q2 2026 06

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$11M881K0.02%Q2 2026 07

JPMORGAN CHASE & CO

CIK 0000019617

$8M606K0.00%Q2 2026 08

Joel Isaacson & Co., LLC

CIK 0001599330

$2M192K0.07%Q2 2026 09

Blackstone Inc.

CIK 0001393818

$2M166K0.01%Q2 2026 10

CITADEL ADVISORS LLC

CIK 0001423053

$2M144K0.00%Q2 2026 11

DOLIVER ADVISORS, LP

CIK 0000938077

$2M140K0.41%Q2 2026 12

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$2M132K0.00%Q2 2026 13

Crossingbridge Advisors, LLC

CIK 0001770024

$1M100K0.23%Q2 2026 14

MORGAN STANLEY

CIK 0000895421

$1M80K0.00%Q2 2026 15

BROWN ADVISORY INC

CIK 0001345929

$876K74K0.00%Q4 2025 16

PARSONS CAPITAL MANAGEMENT INC/RI

CIK 0001018674

$668K52K0.03%Q2 2026 17

GOLDMAN SACHS GROUP INC

CIK 0000886982

$648K50K0.00%Q2 2026 18

WELLS FARGO & COMPANY/MN

CIK 0000072971

$614K48K0.00%Q2 2026 19

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$568K44K0.00%Q2 2026 20

Maridea Wealth Management LLC

CIK 0002056245

$550K43K0.06%Q2 2026

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