Comparable stake leader
SIT INVESTMENT ASSOCIATES INC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000830622.
Comparable stake leader
SIT INVESTMENT ASSOCIATES INC
Disclosed value leader
SIT INVESTMENT ASSOCIATES INC
Comparable rows
50/50
Latest evidence
30 Jun 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13D/G
13F
Company
|
47%
|
$75,041,898
22,739,969 shares
|
+$1,678,789 | 26 Mar 2026 |
| PVG ASSET MANAGEMENT CORP |
13F
Company
|
2.6%
|
$3,989,053
1,235,001 shares
|
— | 30 Jun 2026 |
| Summit Financial, LLC |
13F
Company
|
1.8%
|
$2,841,524
879,729 shares
|
— | 30 Jun 2026 |
| SHEETS SMITH WEALTH MANAGEMENT |
13F
Company
|
0.46%
|
$723,565
224,014 shares
|
— | 30 Jun 2026 |
| 1607 Capital Partners, LLC |
13F
Company
|
0.46%
|
$716,714
221,893 shares
|
— | 30 Jun 2026 |
| Shaker Financial Services, LLC |
13F
Company
|
0.46%
|
$709,812
219,756 shares
|
— | 30 Jun 2026 |
| Focus Partners Wealth |
13F
Company
|
0.39%
|
$612,812
189,725 shares
|
— | 30 Jun 2026 |
| MORGAN STANLEY |
13F
Company
|
0.34%
|
$534,093
165,353 shares
|
— | 30 Jun 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 27 Aug 2025.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Showing 1-20 of 40 reporting-owner rows connected to FRANKLIN MASTER INTERMEDIATE INCOME TRUST. Open a relationship link for the CIK-to-CIK filing trail.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||