Southern: which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it; combined they have held more shares for 2 quarters in a row (1 added, 0 trimmed). Its median weight in those portfolios is 2.8%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: +$16.0M (+14.5 M shares) · bought $16.0M and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Accumulation: combined they have held more shares for 2 quarters in a row (1 added, 0 trimmed). It is the combined share count of those still holding it: one large buyer can outweigh many who trimmed.
Concentrated managers holding it
- Ovata Capital ManagementIncreased$37.5M2.8%+1.2 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders (all 13F filers)
- Ovata Capital Managementconcentrated34.0 MInvestment firm+14.5 M
- State of Wisconsin Investment Board4.0 MPension or sovereign fund+1.0 M
- Rational Advisors2.8 MType not verified0
- Bank of New York Mellon500 KBank or trading desk0
- &partners196 KType not verified−2,000
- Oppenheimer Asset Management174 KType not verified−4,000
- Mizuho Securities USA88 KBank or trading desk+88 K
- Stephens54 KType not verified0
- Focus Partners Wealth28 KWealth adviser+28 K
- Commonwealth Equity Services20 KWealth adviser+20 K
- Ovata Capital Managementconcentrated
- Shares
- 34.0 M
- Change
- +14.5 M
See more
- Type
- Investment firm
- Value
- $37.5M
- Shares
- 4.0 M
- Change
- +1.0 M
See more
- Type
- Pension or sovereign fund
- Value
- $4.4M
- Rational Advisors
- Shares
- 2.8 M
- Change
- 0
See more
- Type
- Type not verified
- Value
- $3.1M
- Shares
- 500 K
- Change
- 0
See more
- Type
- Bank or trading desk
- Value
- $553K
- Shares
- 196 K
- Change
- −2,000
See more
- Type
- Type not verified
- Value
- $216K
- Shares
- 174 K
- Change
- −4,000
See more
- Type
- Type not verified
- Value
- $192K
- Shares
- 88 K
- Change
- +88 K
See more
- Type
- Bank or trading desk
- Value
- $8.4M
- Shares
- 54 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $59.5K
- Shares
- 28 K
- Change
- +28 K
See more
- Type
- Wealth adviser
- Value
- $30.9K
- Shares
- 20 K
- Change
- +20 K
See more
- Type
- Wealth adviser
- Value
- $22.0K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.