13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
SMERY

SIEMENS ENERGY AG SPON ADS 1 ORD

16 institutions still hold SIEMENS ENERGY AG SPON ADS 1 ORD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82621A203·16 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.2%
vs prior quarter
13F value held
$14M
63.0% inst. owned
of float
Holders
16
-76 QoQ
filers reporting
Activity
+38 / −58
+871 added · −832 reduced
this quarter
Concentration
30.97%
L & S Advisors Inc #1
top holder share
AI Holders Summary · Q1 2026

16 institutions reported SMERY in Q1 2026. L & S Advisors Inc leads at 31.0% of the visible book. -76 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
L & S Advisors Inc
CIK 0001392364
$4M26K0.56%Q1 202602
Telligent Fund, LP
CIK 0001470723
$3M15K2.70%Q1 202603
Pinnacle Wealth Management Advisory Group, LLC
CIK 0001631864
$2M12K0.14%Q1 202604
RHUMBLINE ADVISERS
CIK 0001115418
$2M12K0.00%Q1 202605
Myriad Asset Management US LP
CIK 0001857187
$938,0006K1.41%Q1 202606
GAMMA Investing LLC
CIK 0002010235
$798,0465K0.04%Q1 202607
Golden State Equity Partners
CIK 0001845003
$381,8122K0.03%Q1 202608
HALLSTATT ADVISORS L.P.
CIK 0002040638
$358,5302K0.28%Q1 202609
Bank of Marin
CIK 0001801145
$308,2972K0.23%Q1 202610
Cascades Capital Asset Management, LLC
CIK 0002035512
$219,3361K0.09%Q1 202611
Salomon & Ludwin, LLC
CIK 0001766156
$56,0083230.01%Q1 202612
Financial Gravity Asset Management, Inc.
CIK 0001741736
$51,2913040.01%Q1 202613
NBC SECURITIES, INC.
CIK 0000791540
$34,7462120.00%Q1 202614
First Command Advisory Services, Inc.
CIK 0001727336
$11,136660.00%Q1 202615
BESSEMER GROUP INC
CIK 0001054074
$9,97561K0.02%Q1 202616
IMA Advisory Services, Inc.
CIK 0001455495
$3,036180.00%Q1 2026