$SGOV is held by 20 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 8.97%, with an average of 1.12% of portfolio. Largest holder: GM Advisory Group, LLC at 8.97%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
ISHARES 0-3 MONTH TREASURY BOND ETF
13F holders
1,167
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 1,167 · Source: 13F-HR01
Taconic Capital Advisors LP
—
—
02
Sheaff Brock Investment Advisors, LLC
—
—
03
Steigerwald, Gordon & Koch Inc.
—
—
04
RE Dickinson Investment Advisors, LLC
—
—
05
Madison Investment Advisors, LLC
—
—
06
State Farm Mutual Automobile Insurance Co.
—
—
07
Corre Partners Management, LLC
—
—
08
Marquette Asset Management, LLC
—
—
09
G2 Investment Partners Management LLC
—
—
10
Capital Analysts, LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
20 holders · Q1 202601
GM Advisory Group, LLC
8.97% ↓ 0.8pp
α +16.5pts
02
Sulzberger Capital Advisors, Inc.
4.04% NEW
α +15.0pts
03
Focused Wealth Management, Inc
1.95% NEW
α +19.2pts
04
Impact Partnership Wealth, LLC
1.58% NEW
α +10.3pts
05
Collier Financial
0.91% held
α +14.2pts
06
RFG Advisory, LLC
0.74% NEW
α +16.2pts
07
Fiduciary Alliance LLC
0.73% ↑ +0.5pp
α +16.8pts
08
Courier Capital LLC
0.72% NEW
α +14.9pts
09
Greenwich Wealth Management LLC
0.63% held
α +12.7pts
10
Costello Asset Management, INC
0.49% held
α +14.3pts
11
ACR Alpine Capital Research, LLC
0.39% NEW
α +26.8pts
12
Svb Wealth LLC
0.35% held
α +29.6pts
13
Shufro Rose & Co. LLC
0.24% NEW
α +32.3pts
14
ELCO Management Co., LLC
0.20% NEW
α +10.8pts
15
Walkner Condon Financial Advisors LLC
0.14% NEW
α +23.7pts
16
Semper Augustus Investments Group LLC
0.12% NEW
α +11.6pts
17
Choate Investment Advisors
0.05% held
α +13.8pts
18
Principal Securities, Inc.
0.03% held
α +21.3pts
19
Retirement Investment Advisors, Inc.
0.03% held
α +16.2pts
20
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $SGOV in the recent window.
Congress trades · last 90 days
21 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SGOV lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SGOV — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:22 UTC.