Institutional Holders (2026 Q2)
499 + 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 | 12.82% | 413,487 | $23.3M |
| 2 | Meadow Creek Wealth Advisors LLC | 8.22% | 238,936 | $13.5M |
| 3 | EVR Research LP | 7.23% | 260,000 | $14.7M |
| 4 | Access Investment Management LLC | 4.22% | 292,209 | $16.5M |
| 5 | Speece Thorson Capital Group Inc | 3.62% | 300,496 | $16.9M |
| 6 | Edmp, INC. | 2.45% | 54,002 | $3.0M |
| 7 | McGowan Group Asset Management, Inc. | 2.01% | 294,212 | $16.6M |
| 8 | Mork Capital Management, LLC | 1.63% | 45,130 | $2.5M |
| 9 | Invenomic Capital Management LP | 1.47% | 438,219 | $24.7M |
| 10 | Private Management Group Inc | 1.24% | 838,146 | $47.2M |
| 11 | Allen Wealth Management, LLC | 0.99% | 36,227 | $2.0M |
| 12 | Dorsey Wright & Associates | 0.85% | 89,046 | $5.0M |
| 13 | Fuller & Thaler Asset Management, INC. | 0.84% | 5,454,604 | $307.4M |
| 14 | Westhampton Capital, LLC | 0.79% | 33,932 | $1.9M |
| 15 | Sound Income Strategies, LLC | 0.78% | 309,542 | $17.4M |
| 16 | Dean Investment Associates, LLC | 0.65% | 87,240 | $4.9M |
| 17 | Meiji Yasuda Asset Management Co Ltd. | 0.60% | 237,880 | $13.4M |
| 18 | Rubric Capital Management LP | 0.59% | 1,143,562 | $64.4M |
| 19 | Earnest Partners LLC | 0.57% | 2,829,098 | $159.4M |
| 20 | Argyle Capital Management, LLC | 0.53% | 32,758 | $1.8M |
| 21 | Eagle Bay Advisors LLC | 0.52% | 12,382 | $698K |
| 22 | ARGA Investment Management, LP | 0.49% | 341,685 | $19.3M |
| 23 | Dean Capital Management | 0.42% | 20,527 | $1.2M |
| 24 | Cascade Investment Advisors, Inc. | 0.39% | 12,622 | $711K |
| 25 | Heartland Advisors Inc | 0.38% | 150,000 | $8.5M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|