Among active 13F managers last quarter, 3 opened and 7 added, while 8 reduced; the largest holder to move was Hennion & Walsh Asset Management, Inc. (−7.7%). No open-market insider trades in the last 180 days.
No leg leans either way.
53 tracked 13F filers disclose a position in SAR as of the latest SEC 13F filings, a combined $40.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 182K | $4.0M | ▼−8.8% Reduced · −18K sh | Q2 2026 | |
| 2 | Private Advisor Group, LLC | 147K | $3.3M | ▼−11% Reduced · −18K sh | Q2 2026 | |
| 3 | Hennion & Walsh Asset Management, Inc. | 127K | $2.8M | ▼−7.7% Reduced · −11K sh | Q2 2026 | |
| 4 | Legal & General Group Plc | 123K | $2.7M | ▲+4.8% Added · +6K sh | Q1 2026 | |
| 5 | Advisors Asset Management, Inc. | 122K | $2.7M | ▲+14% Added · +15K sh | Q2 2026 | |
| 6 | International Assets Investment Management, LLC | 116K | $2.6M | ▲+41% Added · +34K sh | Q2 2026 | |
| 7 | LPL Financial LLC | 114K | $2.5M | ▲+0.2% Added · +268 sh | Q1 2026 | |
| 8 | Wells Fargo & Company | 85K | $1.9M | ▲+2.9% Added · +2K sh | Q1 2026 | |
| 9 | Ethos Financial Group, LLC | 57K | $1.3M | ▲+7.0% Added · +4K sh | Q2 2026 | |
| 10 | Two Sigma Investments, LP | 55K | $1.2M | ▼−19% Reduced · −13K sh | Q1 2026 | |
| 11 | BlackRock, Inc. | 53K | $1.2M | ▼−2.4% Reduced · −1K sh | Q2 2026 | |
| 12 | Citadel Advisors LLC | 51K | $1.1M | ▲+117% Added · +27K sh | Q2 2026 | |
| 13 | Wealthcare Advisory Partners LLC | 49K | $1.1M | ▼−2.8% Reduced · −1K sh | Q2 2026 | |
| 14 | Raymond James Financial Inc | 48K | $1.1M | ▲+89% Added · +23K sh | Q1 2026 | |
| 15 | Palogic Value Management, L.P. | 47K | $1.0M | —Held | Q2 2026 | |
| 16 | Next Level Private LLC | 44K | $971K | —Held | Q2 2026 | |
| 17 | JB Capital Partners LP | 34K | $737K | —Held | Q2 2026 | |
| 18 | Morgan Stanley | 28K | $619K | ▼−6.8% Reduced · −2K sh | Q1 2026 | |
| 19 | Focus Partners Wealth | 28K | $606K | ▲+8.2% Added · +2K sh | Q1 2026 | |
| 20 | UBS Group AG | 27K | $597K | ▲+109% Added · +14K sh | Q1 2026 | |
| 21 | Bank Of America Corp | 25K | $547K | ▲23× Added · +24K sh | Q1 2026 | |
| 22 | Osaic Holdings, Inc. | 23K | $496K | ▲+23% Added · +4K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | 22K | $488K | ▲+2.2% Added · +476 sh | Q1 2026 | |
| 24 | Greenwood Gearhart LLC | 22K | $480K | ▲+21% Added · +4K sh | Q2 2026 | |
| 25 | Focus Financial Network, Inc. | 21K | $463K | ▲+8.8% Added · +2K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in SAR and 7 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 25 funds | $5.9B |
| Broadcom IncAVGO | 25 funds | $3.8B |
| Nvidia CorpNVDA | 24 funds | $11.7B |
| Apple IncAAPL | 24 funds | $8.5B |
| Amazon.com IncAMZN | 24 funds | $6.2B |
| Alphabet Inc-CL AGOOGL | 24 funds | $4.9B |
| Meta Platforms Inc-Class AMETA | 24 funds | $3.5B |
| JPMorgan Chase & CoJPM | 24 funds | $2.8B |
| Costco Wholesale CorpCOST | 24 funds | $2.2B |
| Eli Lilly & CoLLY | 24 funds | $1.3B |
| Merck & Co. Inc.MRK | 24 funds | $958.3M |
| Cisco Systems IncCSCO | 24 funds | $584.6M |
Ranked by how many of SAR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SAR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 4, 2023 | Oberbeck Christian L | CEO, Director and President, Director, 10% Owner | Buy (P) | 2K | $48K |
| Aug 2, 2022 | Looney Steven M | Director | Buy (P) | 1K | $29K |
| Aug 11, 2020 | Oberbeck Christian L | CEO and Director, Director, 10% Owner | Buy (P) | 2K | $35K |
| Aug 10, 2020 | Oberbeck Christian L | CEO and Director, Director, 10% Owner | Buy (P) | 5K | $88K |
| Jul 24, 2020 | Oberbeck Christian L | CEO and Director, Director, 10% Owner | Buy (P) | 1K | $17K |
| Jul 23, 2020 | Oberbeck Christian L | CEO and Director, Director, 10% Owner | Buy (P) | 3K | $53K |
| Jul 22, 2020 | Oberbeck Christian L | CEO and Director, Director, 10% Owner | Buy (P) | 2K | $35K |
| Jul 13, 2020 | Oberbeck Christian L | CEO and Director, Director, 10% Owner | Buy (P) | 500 | $8K |
| Jul 10, 2020 | Oberbeck Christian L | CEO and Director, Director, 10% Owner | Buy (P) | 500 | $8K |
| May 21, 2020 | Oberbeck Christian L | CEO and Director, Director, 10% Owner | Buy (P) | 5K | $75K |
| May 14, 2020 | Steenkamp Henri J | CFO, CCO, Treasurer, Secretary | Buy (P) | 1K | $16K |
| May 14, 2020 | Oberbeck Christian L | CEO and Director, Director, 10% Owner | Buy (P) | 4K | $50K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 21 | 14 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SAR
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SAR/capital-change-brief"
Use Arkolith's capital_change_brief for SAR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SAR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.