SBI(SBI)
SBI
Institutional Ownership
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Top 98 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Noble Wealth Management PBC | 40.58K | Sep 30, 26 | -4.19K | 0.29% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.23M | Jun 30, 26 | +43.63K | 8.75% |
| WELLS FARGO & COMPANY/MN | 369.41K | Jun 30, 26 | +7.16K | 2.62% |
| MORGAN STANLEY | 300.09K | Jun 30, 26 | -12.21K | 2.13% |
| 1607 Capital Partners, LLC | 297.03K | Jun 30, 26 | -140.77K | 2.11% |
| GUGGENHEIM CAPITAL LLC | 279.80K | Jun 30, 26 | -17.12K | 1.99% |
| Hennion & Walsh Asset Management, Inc. | 275.92K | Jun 30, 26 | +185.38K | 1.96% |
| Invesco Ltd. | 261.00K | Jun 30, 26 | +144 | 1.85% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 227.01K | Jun 30, 26 | -- | 1.61% |
| WHITEBOX ADVISORS LLC | 204.80K | Jun 30, 26 | -- | 1.45% |
| COMMONWEALTH EQUITY SERVICES, LLC | 192.06K | Jun 30, 26 | +1.00K | 1.36% |
| Cetera Investment Advisers | 191.37K | Jun 30, 26 | +10.69K | 1.36% |
| RAYMOND JAMES FINANCIAL INC | 183.04K | Jun 30, 26 | +247 | 1.30% |
| Carson Advisory Inc. | 165.30K | Jun 30, 26 | -3.30K | 1.17% |
| ADVISOR GROUP HOLDINGS, INC. | 161.72K | Jun 30, 26 | +67.72K | 1.15% |
| Pathstone Holdings, LLC | 157.48K | Jun 30, 26 | -5.73K | 1.12% |
| Allspring Global Investments Holdings, LLC | 152.31K | Jun 30, 26 | -19.74K | 1.08% |
| SIT INVESTMENT ASSOCIATES INC | 110.49K | Jun 30, 26 | +82.57K | 0.78% |
| Ariadne Wealth Management, LP | 100.87K | Jun 30, 26 | +100.87K | 0.72% |
| LPL Financial LLC | 97.70K | Jun 30, 26 | +8.54K | 0.69% |
| Whipplewood Advisors, LLC | 91.42K | Jun 30, 26 | -449 | 0.65% |
| UBS Group AG | 82.17K | Jun 30, 26 | +4.93K | 0.58% |
| WHITTIER TRUST CO OF NEVADA INC | 79.58K | Jun 30, 26 | -1.97K | 0.57% |
| ROYAL BANK OF CANADA | 71.90K | Jun 30, 26 | +4.41K | 0.51% |
| Rock Point Advisors, LLC | 64.42K | Jun 30, 26 | -2.50K | 0.46% |
| Waverly Advisors, LLC | 55.78K | Jun 30, 26 | -4.18K | 0.40% |
| Traub Capital Management LLC | 55.34K | Jun 30, 26 | -31.50K | 0.39% |
| Stratos Wealth Partners, LTD. | 51.00K | Jun 30, 26 | +51.00K | 0.36% |
| Thomas J. Herzfeld Advisors, Inc. | 47.64K | Jun 30, 26 | +47.64K | 0.34% |
| RIVERBRIDGE PARTNERS LLC | 46.63K | Jun 30, 26 | -1.60K | 0.33% |
| Northwest Financial Advisors | 46.47K | Jun 30, 26 | +10 | 0.33% |
| MELFA WEALTH MANAGEMENT, LLC | 46.35K | Jun 30, 26 | -- | 0.33% |
| Cambridge Investment Research Advisors, Inc. | 43.85K | Jun 30, 26 | +13.06K | 0.31% |
| Bank of New York Mellon Corp | 41.05K | Jun 30, 26 | -20.00K | 0.29% |
| Summit Financial Wealth Advisors, LLC | 40.56K | Jun 30, 26 | -2.00K | 0.29% |
| WHITTIER TRUST CO | 40.38K | Jun 30, 26 | -1.02K | 0.29% |
| IHT Wealth Management, LLC | 37.75K | Jun 30, 26 | +11.84K | 0.27% |
| ROTHSCHILD INVESTMENT LLC | 37.50K | Jun 30, 26 | +25.00K | 0.27% |
| CASTLE WEALTH MANAGEMENT LLC | 32.45K | Jun 30, 26 | -- | 0.23% |
| STEPHENS INC /AR/ | 25.50K | Jun 30, 26 | +700 | 0.18% |
| Janney Montgomery Scott LLC | 22.85K | Jun 30, 26 | +3.00K | 0.16% |
| Basepoint Wealth LLC | 20.83K | Jun 30, 26 | -7.25K | 0.15% |
| Mariner, LLC | 19.62K | Jun 30, 26 | -- | 0.14% |
| Savvy Advisors, Inc. | 18.14K | Jun 30, 26 | -- | 0.13% |
| Closed-End Fund Advisors, Inc. | 17.48K | Jun 30, 26 | -- | 0.12% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 15.71K | Jun 30, 26 | -1.10K | 0.11% |
| BAR HARBOR WEALTH MANAGEMENT | 15.11K | Jun 30, 26 | -- | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 12.95K | Jun 30, 26 | +12.95K | 0.09% |
| GatePass Capital, LLC | 12.50K | Jun 30, 26 | +2.50K | 0.09% |
| ALONGSIDE, LLC | 10.68K | Jun 30, 26 | +10.68K | 0.08% |
| 49 WEALTH MANAGEMENT, LLC | 10.68K | Jun 30, 26 | +10.68K | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 9.51K | Jun 30, 26 | -690 | 0.07% |
| Clear Street Group Inc. | 8.82K | Jun 30, 26 | +8.82K | 0.06% |
| Steward Partners Investment Advisory, LLC | 5.01K | Jun 30, 26 | -2.85K | 0.04% |
| Penserra Capital Management LLC | 4.36K | Jun 30, 26 | +2.91K | 0.03% |
| CoreCap Advisors, LLC | 4.10K | Jun 30, 26 | +4.10K | 0.03% |
| GILL CAPITAL PARTNERS, LLC | 3.26K | Jun 30, 26 | -- | 0.02% |
| HIGHLINE WEALTH PARTNERS LLC | 1.00K | Jun 30, 26 | -- | 0.01% |
| SOA Wealth Advisors, LLC. | 483 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 8 | Jun 30, 26 | +8 | 0.00% |
| MAI Capital Management | -- | Jun 30, 26 | -675 | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -3.00K | -- |
| Spire Wealth Management | -- | Jun 30, 26 | -330 | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -22.04K | -- |
| HighTower Advisors, LLC | -- | Jun 30, 26 | -10.43K | -- |
| Hamrick Investment Counsel, llc | -- | Jun 30, 26 | -10.31K | -- |
| Concorde Asset Management, LLC | -- | Jun 30, 26 | -42.01K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -2.64K | -- |
| Logan Stone Capital, LLC | -- | Jun 30, 26 | -40.32K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -12.06K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -50.25K | -- |
| KEMPNER CAPITAL MANAGEMENT INC. | 47.80K | Dec 31, 25 | -- | 0.34% |
| AVANTAX ADVISORY SERVICES, INC. | 158.00K | Jun 30, 25 | +430 | 1.12% |
| RAYMOND JAMES & ASSOCIATES | 114.17K | Sep 30, 24 | +22.08K | 0.81% |
| Raymond James Financial Services Advisors, Inc. | 24.64K | Sep 30, 24 | +1.55K | 0.17% |
| Cetera Advisor Networks LLC | 18.47K | Mar 31, 24 | +68 | 0.13% |
| StrategIQ Financial Group, LLC | 84.90K | Dec 31, 23 | +4.57K | 0.60% |
| ADVISOR PARTNERS II, LLC | 62.98K | Sep 30, 23 | +62.98K | 0.45% |
| Hightower 6M Holding, LLC | 17.34K | Sep 30, 22 | +136 | 0.12% |
| BAR HARBOR TRUST SERVICES | -- | Jun 30, 22 | -- | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 315.92K | Mar 31, 22 | +11.64K | 2.24% |
| 6 Meridian | 11.06K | Dec 31, 21 | -1.22K | 0.08% |
| Allegiant Private Advisors, LLC | 56.87K | Jun 30, 21 | -4.70K | 0.40% |
| Reby Advisors, LLC | 2.89K | Dec 31, 20 | +2.89K | 0.02% |
| Stratford Consulting, LLC | 14.18K | Mar 31, 20 | +70 | 0.10% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 96.24K | Dec 31, 19 | -18.23K | 0.68% |
| Advisor Group, Inc. | 1.08K | Dec 31, 19 | -- | 0.01% |
| WealthTrust Fairport, LLC | 3.65K | Mar 31, 19 | -- | 0.03% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 354.78K | Dec 31, 18 | +354.78K | 2.52% |
| Horizon Kinetics LLC | 25.97K | Dec 31, 18 | -994 | 0.18% |
| THOMASPARTNERS, INC. | -- | Mar 31, 18 | -15.00K | -- |
| Portfolio Strategies Inc | 1.81K | Dec 31, 17 | -- | 0.01% |
| Commonwealth Equity Services, Inc | 132.59K | Jun 30, 17 | -- | 0.94% |
| MSI Financial Services Inc | 29.88K | Dec 31, 16 | +471 | 0.21% |
| KANALY TRUST CO | 1.15K | Dec 31, 16 | -- | 0.01% |
| BAIRD ROBERT W & CO INC /WI/ | 20.19K | Mar 31, 15 | -- | 0.14% |
| UBS AG | 47.48K | Sep 30, 14 | +1.70K | 0.34% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -31.50K | -- |
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