Among active 13F managers last quarter, 3 opened and 1 added, while 2 reduced; the largest holder to move was Phraction Management LLC (+77%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
15 tracked 13F filers disclose a position in SBEV as of the latest SEC 13F filings, a combined $119K 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 | Phraction Management LLC | 124K | $19K | ▲+77% Added · +54K sh | Q2 2026 | |
| 2 | Summit Trail Advisors, LLC | 100K | $16K | —Held | Q2 2026 | |
| 3 | Geode Capital Management, LLC | 69K | $11K | ▲+19% Added · +11K sh | Q2 2026 | |
| 4 | Lifetime Wealth Management P.C. | 66K | $10K | —Held | Q2 2026 | |
| 5 | Compass Financial Management LLC | 65K | $10K | ▲New +65K sh | Q2 2026 | |
| 6 | Point72 Asset Management, L.P. | 57K | $9K | ▲New +57K sh | Q2 2026 | |
| 7 | UBS Group AG | 53K | $19K | ▲+252% Added · +38K sh | Q1 2026 | |
| 8 | Choreo, LLC | 34K | $5K | —Held | Q2 2026 | |
| 9 | Truist Financial Corp | 33K | $12K | ▲New +33K sh | Q1 2026 | |
| 10 | StoneX Group Inc. | 28K | $5K | ▲New +28K sh | Q2 2026 | |
| 11 | Vanguard Capital Management LLC | 11K | $2K | —Held | Q2 2026 | |
| 12 | Tower Research Capital LLC (TRC) | 4K | $1K | ▼~0% Reduced · −2 sh | Q1 2026 | |
| 13 | Delos Wealth Advisors, LLC | 16 | $3 | —Held | Q2 2026 | |
| 14 | SBI Securities Co., Ltd. | 5 | $1 | ▼−93% Reduced · −68 sh | Q2 2026 | |
| 15 | Citigroup Inc | 1 | $0 | —Held | 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 SBEV and 1 added to an existing one, while 2 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 |
|---|---|---|
| Amazon.com IncAMZN | 8 funds | $1.4B |
| Nvidia CorpNVDA | 8 funds | $1.1B |
| Broadcom IncAVGO | 8 funds | $830.7M |
| RTX CorpRTX | 8 funds | $683.3M |
| Alphabet Inc-CL AGOOGL | 8 funds | $598.1M |
| Applied Materials IncAMAT | 8 funds | $515.9M |
| Meta Platforms Inc-Class AMETA | 8 funds | $508.2M |
| Microsoft CorpMSFT | 8 funds | $470.8M |
| Texas Instruments IncTXN | 8 funds | $449.3M |
| Home Depot IncHD | 8 funds | $440.3M |
| Invesco QQQ Trust Series 1QQQ | 8 funds | $431.6M |
| Visa Inc-Class A SharesV | 8 funds | $381.8M |
Ranked by how many of SBEV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SBEV.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 16, 2023 | Nistico Robert | CEO and Chairman, Director | Buy (P) | 7K | $7K |
| Apr 14, 2023 | Nistico Robert | CEO and Chairman, Director | Buy (P) | 12K | $14K |
| Apr 13, 2023 | Nistico Robert | CEO and Chairman, Director | Buy (P) 2 lots, same day | 17K | $20K |
| Jun 16, 2022 | Nistico Robert | CEO and Chairman, Director | Buy (P) 3 lots, same day | 3K | $5K |
| Jun 15, 2022 | Nistico Robert | CEO and Chairman, Director | Buy (P) 2 lots, same day | 1K | $2K |
| Jun 3, 2022 | Nistico Robert | CEO and Chairman, Director | Buy (P) 2 lots, same day | 2K | $4K |
| May 27, 2022 | Nistico Robert | CEO and Chairman, Director | Buy (P) 3 lots, same day | 4K | $8K |
| May 26, 2022 | Nistico Robert | CEO and Chairman, Director | Buy (P) 4 lots, same day | 7K | $14K |
| Jun 21, 2019 | West Michael J. | Director | Sell (S) | 8.0M | $240K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 3 | 2 | – |
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 SBEV
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/SBEV/capital-change-brief"
Use Arkolith's capital_change_brief for SBEV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for SBEV. Filings are public domain, sourced to SEC EDGAR.