Among active 13F managers last quarter, 10 opened and 18 added, while 6 reduced; the largest holder to move was Principal Securities, Inc. (+29%).
63 tracked 13F filers disclose a position in SBAR as of the latest SEC 13F filings, a combined $167.4M 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 | Principal Securities, Inc. | 1.2M | $30.1M | ▲+29% Added · +264K sh | Q2 2026 | |
| 2 | Bank Of America Corp | 950K | $23.3M | —Held | Q1 2026 | |
| 3 | AE Wealth Management LLC | 591K | $14.5M | ▲+36% Added · +155K sh | Q1 2026 | |
| 4 | CreativeOne Wealth, LLC | 492K | $12.6M | ▲+52% Added · +169K sh | Q2 2026 | |
| 5 | Envestnet Asset Management Inc | 451K | $11.1M | ▲+86% Added · +209K sh | Q1 2026 | |
| 6 | Private Client Services, LLC | 360K | $9.2M | ▲+337% Added · +277K sh | Q2 2026 | |
| 7 | Elevated Capital Advisors, LLC | 321K | $8.2M | ▲+11% Added · +33K sh | Q2 2026 | |
| 8 | Key Capital Management, INC | 169K | $4.3M | ▲+8.5% Added · +13K sh | Q2 2026 | |
| 9 | Strategic Blueprint, LLC | 138K | $3.5M | ▼−5.5% Reduced · −8K sh | Q2 2026 | |
| 10 | RiverTree Advisors, LLC | 133K | $3.4M | ▲+4.8% Added · +6K sh | Q2 2026 | |
| 11 | Howard Bailey Securities, LLC | 118K | $3.0M | ▲+1.1% Added · +1K sh | Q2 2026 | |
| 12 | Farther Finance Advisors, LLC | 108K | $2.6M | ▲+96% Added · +53K sh | Q1 2026 | |
| 13 | Brookwood Investment Group LLC | 101K | $2.6M | ▼−8.8% Reduced · −10K sh | Q2 2026 | |
| 14 | B.O.S.S. Retirement Advisors, LLC | 98K | $2.5M | ▲+7.8% Added · +7K sh | Q2 2026 | |
| 15 | Advisor OS, LLC | 93K | $2.4M | ▲New +93K sh | Q2 2026 | |
| 16 | Park Edge Advisors, LLC | 92K | $2.4M | ▲+13% Added · +11K sh | Q2 2026 | |
| 17 | FSA Advisors, Inc. | 92K | $2.4M | ▲+14% Added · +11K sh | Q2 2026 | |
| 18 | Mosley Wealth Management | 84K | $2.1M | ▲+521% Added · +70K sh | Q2 2026 | |
| 19 | Networth Advisors, LLC | 78K | $2.0M | ▲+11% Added · +8K sh | Q2 2026 | |
| 20 | Millington Financial Advisors, LLC | 69K | $1.7M | ▲+168% Added · +43K sh | Q2 2026 | |
| 21 | Professional Financial Advisors, LLC | 66K | $1.7M | ▲+15% Added · +9K sh | Q2 2026 | |
| 22 | Authentikos Wealth Advisory, LLC | 63K | $1.6M | ▲+6.7% Added · +4K sh | Q2 2026 | |
| 23 | Altiora Financial Group, LLC | 58K | $1.5M | ▼−7.9% Reduced · −5K sh | Q2 2026 | |
| 24 | 3EDGE Asset Management, LP | 55K | $1.4M | ▲New +55K sh | Q2 2026 | |
| 25 | WealthCare Asset Management, LLC | 53K | $1.4M | ▲+103% Added · +27K sh | Q2 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 10 funds opened a new position in SBAR and 18 added to an existing one, while 6 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 |
|---|---|---|
| Nvidia CorpNVDA | 32 funds | $938.6M |
| Microsoft CorpMSFT | 32 funds | $567.0M |
| Alphabet Inc-CL AGOOGL | 32 funds | $450.7M |
| Apple IncAAPL | 31 funds | $1.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 31 funds | $518.3M |
| Amazon.com IncAMZN | 31 funds | $495.8M |
| Walmart IncWMT | 31 funds | $299.9M |
| Tesla IncTSLA | 31 funds | $229.8M |
| JPMorgan Chase & CoJPM | 31 funds | $217.4M |
| Vanguard S&P 500 ETFVOO | 30 funds | $616.6M |
| Meta Platforms Inc-Class AMETA | 30 funds | $218.5M |
| Johnson & JohnsonJNJ | 30 funds | $153.3M |
Ranked by how many of SBAR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SBAR.
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.