AI Holders Summary · Q1 2026

71 institutions reported SGU in Q1 2026. Hartree Partners, LP leads at 25.6% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Hartree Partners, LP

CIK 0001597857

$42M3.4M8.95%Q1 2026 02

Bandera Partners LLC

CIK 0001399386

$34M2.7M15.25%Q1 2026 03

Summit Trail Advisors, LLC

CIK 0001698478

$25M2.0M0.36%Q1 2026 04

Lubar & Co., Inc

CIK 0001473033

$16M1.3M13.37%Q1 2026 05

Oakcliff Capital Partners, LP

CIK 0001657335

$13M1.1M5.96%Q1 2026 06

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$11M910K0.02%Q1 2026 07

JPMORGAN CHASE & CO

CIK 0000019617

$8M660K0.00%Q1 2026 08

Joel Isaacson & Co., LLC

CIK 0001599330

$2M192K0.08%Q1 2026 09

Blackstone Inc.

CIK 0001393818

$2M174K0.01%Q1 2026 10

DOLIVER ADVISORS, LP

CIK 0000938077

$2M140K0.41%Q2 2026 11

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$2M129K0.00%Q1 2026 12

Crossingbridge Advisors, LLC

CIK 0001770024

$1M110K0.24%Q1 2026 13

MORGAN STANLEY

CIK 0000895421

$983K80K0.00%Q1 2026 14

BROWN ADVISORY INC

CIK 0001345929

$876K74K0.00%Q4 2025 15

PARSONS CAPITAL MANAGEMENT INC/RI

CIK 0001018674

$668K52K0.03%Q2 2026 16

WELLS FARGO & COMPANY/MN

CIK 0000072971

$579K47K0.00%Q1 2026 17

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$540K44K0.00%Q1 2026 18

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$526K43K0.00%Q1 2026 19

GOLDMAN SACHS GROUP INC

CIK 0000886982

$457K37K0.00%Q1 2026 20

GSA CAPITAL PARTNERS LLP

CIK 0001362033

$449K37K0.03%Q1 2026

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