51 tracked 13F filers disclose a position in SBAR as of the latest SEC 13F filings, a combined $151.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | $30.1M | 1.2M | ▲+29% Added · +264K sh | Q2 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $23.3M | 950K | —Held | Q1 2026 | |
| 3 | AE Wealth Management LLC | $14.5M | 591K | ▲+36% Added · +155K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $11.1M | 451K | ▲+86% Added · +209K sh | Q1 2026 | |
| 5 | PRIVATE CLIENT SERVICES, LLC | $9.2M | 360K | ▲+337% Added · +277K sh | Q2 2026 | |
| 6 | CreativeOne Wealth, LLC | $7.9M | 323K | ▲+20% Added · +55K sh | Q1 2026 | |
| 7 | Elevated Capital Advisors, LLC | $8.2M | 321K | ▲+11% Added · +33K sh | Q2 2026 | |
| 8 | Key Capital Management, INC | $4.3M | 169K | ▲+8.5% Added · +13K sh | Q2 2026 | |
| 9 | Strategic Blueprint, LLC | $3.5M | 138K | ▼−5.5% Reduced · −8K sh | Q2 2026 | |
| 10 | RiverTree Advisors, LLC | $3.4M | 133K | ▲+4.8% Added · +6K sh | Q2 2026 | |
| 11 | Farther Finance Advisors, LLC | $2.6M | 108K | ▲+96% Added · +53K sh | Q1 2026 | |
| 12 | Brookwood Investment Group LLC | $2.6M | 101K | ▼−8.8% Reduced · −10K sh | Q2 2026 | |
| 13 | B.O.S.S. Retirement Advisors, LLC | $2.5M | 98K | ▲+7.8% Added · +7K sh | Q2 2026 | |
| 14 | Tradition Wealth Management, LLC | $2.3M | 94K | ▲New +94K sh | Q1 2026 | |
| 15 | Advisor OS, LLC | $2.4M | 93K | ▲New +93K sh | Q2 2026 | |
| 16 | Park Edge Advisors, LLC | $2.4M | 92K | ▲+13% Added · +11K sh | Q2 2026 | |
| 17 | Mosley Wealth Management | $2.1M | 84K | ▲+521% Added · +70K sh | Q2 2026 | |
| 18 | Networth Advisors, LLC | $2.0M | 78K | ▲+11% Added · +8K sh | Q2 2026 | |
| 19 | Professional Financial Advisors, LLC | $1.7M | 66K | ▲+15% Added · +9K sh | Q2 2026 | |
| 20 | 3EDGE Asset Management, LP | $1.4M | 55K | ▲New +55K sh | Q2 2026 | |
| 21 | WealthCare Asset Management, LLC | $1.4M | 53K | ▲+103% Added · +27K sh | Q2 2026 | |
| 22 | IAMS WEALTH MANAGEMENT, LLC | $1.3M | 50K | ▲+13% Added · +6K sh | Q2 2026 | |
| 23 | Beacon Capital Management, LLC | $1.3M | 50K | ▼−23% Reduced · −15K sh | Q2 2026 | |
| 24 | Cetera Investment Advisers | $1.1M | 47K | ▼−7.7% Reduced · −4K sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $938K | 38K | ▲New +38K 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, 7 funds opened a new position in SBAR and 14 added to an existing one, while 5 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $822.4M |
| NVIDIA CORPNVDA | 24 funds | $4.3B |
| MICROSOFT CORPMSFT | 24 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 24 funds | $1.3B |
| TESLA INCTSLA | 24 funds | $1.0B |
| APPLE INCAAPL | 23 funds | $2.5B |
| AMAZON.COM INCAMZN | 23 funds | $2.3B |
| BROADCOM INCAVGO | 23 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 23 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 23 funds | $963.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 23 funds | $651.2M |
| WALMART INCWMT | 23 funds | $506.6M |
Ranked by how many of SBAR's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 185 funds | $866.0M |
| MTBAcommon | 123 funds | $869.0M |
| AGGHUIT EXCHANGE TRADED | 75 funds | $336.9M |
| CDXHIGH YIELD PLUS | 74 funds | $266.4M |
| BUCKTREASURY OPT INC | 71 funds | $200.5M |
| HEQTMF Closed and MF Open | 68 funds | $189.9M |
| TUASHORT TERM TREA | 60 funds | $396.9M |
| SVOLmc | 59 funds | $54.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SBAR
This ETF 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/SBAR/capital-change-brief"
Use Arkolith's capital_change_brief for SBAR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SBAR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.