Institutional Holders (2026 Q1)
484 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SON. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Charter Oak Advisors LP | 14.34% | 437,287 | $23.7M |
| 2 | Meadow Creek Wealth Advisors LLC | 8.36% | 238,986 | $12.9M |
| 3 | Access Investment Management LLC | 4.17% | 289,855 | $15.7M |
| 4 | Speece Thorson Capital Group Inc | 3.78% | 306,637 | $16.6M |
| 5 | Edmp, INC. | 2.35% | 53,828 | $2.9M |
| 6 | McGowan Group Asset Management, Inc. | 2.03% | 294,671 | $15.9M |
| 7 | Mork Capital Management, LLC | 1.73% | 45,130 | $2.4M |
| 8 | EVR Research LP | 1.73% | 80,000 | $4.3M |
| 9 | Garton & Associates Financial Advisors LLC | 1.49% | 33,683 | $1.8M |
| 10 | Private Management Group Inc | 1.33% | 855,747 | $46.3M |
| 11 | Invenomic Capital Management LP | 1.09% | 439,725 | $23.8M |
| 12 | Fuller & Thaler Asset Management, INC. | 1.08% | 5,913,788 | $319.9M |
| 13 | Allen Wealth Management, LLC | 1.01% | 37,432 | $2.0M |
| 14 | Beck Bode, LLC | 1.01% | 110,036 | $6.0M |
| 15 | Westhampton Capital, LLC | 0.87% | 34,532 | $1.9M |
| 16 | Sound Income Strategies, LLC | 0.83% | 311,777 | $17.2M |
| 17 | Dean Investment Associates, LLC | 0.75% | 98,763 | $5.3M |
| 18 | Meiji Yasuda Asset Management Co Ltd. | 0.65% | 242,092 | $13.1M |
| 19 | ARGA Investment Management, LP | 0.62% | 347,853 | $18.8M |
| 20 | Eagle Bay Advisors LLC | 0.59% | 12,410 | $671K |
| 21 | Earnest Partners LLC | 0.58% | 2,586,388 | $139.9M |
| 22 | Argyle Capital Management, LLC | 0.58% | 32,758 | $1.8M |
| 23 | Dean Capital Management | 0.56% | 24,943 | $1.3M |
| 24 | A&I Financial Services, LLC | 0.40% | 15,798 | $854K |
| 25 | Cascade Investment Advisors, Inc. | 0.39% | 12,262 | $663K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|