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SJCP · SanJac Alpha Core Plus Bond ETF · Holdings ETF

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$24.69 +0.02 (+0.10%) At close · Oct 1
Volume · Oct 1 183 Avg daily vol (3M) 804

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 3
Total Value: $5,671,734
Total Shares: 227,233

Institutional Ownership Trend

8 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2026
Top Holder
75.2%
Sep 2024 → Jun 2026 · range 0.0% – 100.0%
−12.4 pts
Top 5
100.0%
Sep 2024 → Jun 2026 · range 0.0% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2024 → Jun 2026 · range 0.0% – 100.0%
0.0 pts
HHI
6,271
Sep 2024 → Jun 2026 · range 0 – 10,000
Highly concentrated−1,553

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
1
Decreased
1
Sold Out
1
Unchanged
0
Holder count: 0
Institutional value: +240.4%
Shares held: +239.2%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
UBS Group AG +5 6

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
WEALTHEDGE INVESTMENT ADVISORS, LLC −2,362 56,316

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Brookwood Investment Group LLC 170,911 $4,265,938

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
JANE STREET GROUP, LLC 8,320 $206,926
Filter: New 1 Increased 1 Reduced 1 Sold out 1 Unchanged 0
Showing 3 of 3
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Brookwood Investment Group LLC $4,265,938 75.21% 170,911
WEALTHEDGE INVESTMENT ADVISORS, LLC $1,405,647 24.78% 56,316
UBS Group AG $149 0.00% 6