16 tracked 13F filers disclose a position in SBDS as of the latest SEC 13F filings, a combined $342K 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 | BARCLAYS PLC | $144K | 38K | —Held | Q1 2026 | |
| 2 | Wealth Architects, LLC | $64K | 19K | ▼~0% Reduced · −1 sh | Q2 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $63K | 17K | →First observed position No prior filed position | Q1 2026 | |
| 4 | UBS Group AG | $37K | 10K | ▲+212% Added · +7K sh | Q1 2026 | |
| 5 | VANGUARD FIDUCIARY TRUST CO | $26K | 7K | →First observed position No prior filed position | Q1 2026 | |
| 6 | MORGAN STANLEY | $4K | 1K | ▼−2.5% Reduced · −27 sh | Q1 2026 | |
| 7 | Tower Research Capital LLC (TRC) | $2K | 478 | ▲New +478 sh | Q1 2026 | |
| 8 | CITIGROUP INC | $1K | 380 | ▼−0.3% Reduced · −1 sh | Q1 2026 | |
| 9 | GROUP ONE TRADING LLC | $350 | 93 | ▼−1.1% Reduced · −1 sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $0 | 92 | ▼−12% Reduced · −12 sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $210 | 57 | —Held | Q1 2026 | |
| 12 | MAI Capital Management | $151 | 40 | ▲New +40 sh | Q1 2026 | |
| 13 | FIFTH THIRD BANCORP | $94 | 25 | —Held | Q1 2026 | |
| 14 | Advisory Services Network, LLC | $90 | 24 | ▲New +24 sh | Q1 2026 | |
| 15 | EverSource Wealth Advisors, LLC | $41 | 11 | ▼−8.3% Reduced · −1 sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $10 | 3 | ▼−57% Reduced · −4 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, 2 funds opened a new position in SBDS, while 0 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 |
|---|---|---|
| APPLE INCAAPL | 2 funds | $335.0M |
| NVIDIA CORPNVDA | 2 funds | $282.5M |
| INVESCO QQQ TRUST SERIES 1QQQ | 2 funds | $233.5M |
| MICROSOFT CORPMSFT | 2 funds | $206.5M |
| WALMART INCWMT | 2 funds | $182.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 2 funds | $157.7M |
| AMAZON.COM INCAMZN | 2 funds | $143.5M |
| QUANTA SERVICES INCPWR | 2 funds | $127.2M |
| BROADCOM INCAVGO | 2 funds | $125.8M |
| ALPHABET INC-CL AGOOGL | 2 funds | $125.0M |
| MICRON TECHNOLOGY INCMU | 2 funds | $115.2M |
| TESLA INCTSLA | 2 funds | $106.1M |
Ranked by how many of SBDS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 31, 2026 | Larson John P. | President and CEO, Director | Buy (P) | 3K | $10K |
| Mar 30, 2026 | Tarbox Andrea K | Director | Buy (P) | 2K | $9K |
| Mar 30, 2026 | Larson John P. | President and CEO, Director | Buy (P) | 4K | $15K |
| Mar 30, 2026 | Vanzura Elisabeth | CMO, Director | Buy (P) | 2K | $6K |
| Class | 13F holders | Value held |
|---|---|---|
| SBDSthis pageStock | 16 funds | $342K |
| 83425V104COM CL A | 1 funds | $212 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SBDS
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/SBDS/capital-change-brief"
Use Arkolith's capital_change_brief for SBDS. 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 SBDS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.