Who owns SanJac Alpha Core Plus Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SJCP from SEC Form 13F filings across 4 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 4 institutions disclosed 233,307 shares of SanJac Alpha Core Plus Bond ETF worth $5.8M — about 473% of shares outstanding; the largest disclosed holder is Brookwood Investment Group LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
4
13F holders
$5.8M
value, 2026 filers
473%
of shares outstanding (233,307 sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SJCP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Brookwood Investment Group LLCNEW | 170,911 | $4.3M | 0.5% | 346.5% | new |
| 2 | WEALTHEDGE INVESTMENT ADVISORS, LLC | 56,316 | $1.4M | 0.5% | 114.2% | -4.0% |
| 3 | Integrated Wealth Concepts LLCNEW | 6,074 | $151,604 | 0.0% | 12.3% | new |
| 4 | UBS Group AG | 6 | $150 | 0.0% | 0% | +500.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.