55 tracked 13F filers disclose a position in SBI as of the latest SEC 13F filings, a combined $44.5M 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 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $9.1M | 1.2M | ▲+0.6% Added · +7K sh | Q1 2026 | |
| 2 | 1607 Capital Partners, LLC | $3.4M | 438K | —Held | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $2.8M | 362K | ▼−9.3% Reduced · −37K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $2.4M | 312K | ▲+4.5% Added · +13K sh | Q1 2026 | |
| 5 | GUGGENHEIM CAPITAL LLC | $2.3M | 297K | ▼−2.8% Reduced · −9K sh | Q1 2026 | |
| 6 | Hennion & Walsh Asset Management, Inc. | $2.2M | 276K | ▲+205% Added · +185K sh | Q2 2026 | |
| 7 | ROBINSON CAPITAL MANAGEMENT, LLC | $1.8M | 227K | —Held | Q2 2026 | |
| 8 | WHITEBOX ADVISORS LLC | $1.6M | 205K | —Held | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 191K | ▲+1.4% Added · +3K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.4M | 183K | ▼−2.5% Reduced · −5K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $1.4M | 181K | ▲+1.8% Added · +3K sh | Q1 2026 | |
| 12 | Allspring Global Investments Holdings, LLC | $1.3M | 172K | —Held | Q1 2026 | |
| 13 | Carson Advisory Inc. | $1.3M | 165K | ▼−1.9% Reduced · −3K sh | Q2 2026 | |
| 14 | Pathstone Holdings, LLC | $1.3M | 163K | ▲+88% Added · +76K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $722K | 94K | ▲+164% Added · +58K sh | Q1 2026 | |
| 16 | Whipplewood Advisors, LLC | $720K | 91K | ▼−0.5% Reduced · −449 sh | Q2 2026 | |
| 17 | LPL Financial LLC | $685K | 89K | ▼−53% Reduced · −102K sh | Q1 2026 | |
| 18 | WHITTIER TRUST CO OF NEVADA INC | $620K | 80K | ▼−2.4% Reduced · −2K sh | Q2 2026 | |
| 19 | UBS Group AG | $593K | 77K | ▼−10% Reduced · −9K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $518K | 67K | ▲+7.5% Added · +5K sh | Q1 2026 | |
| 21 | Rock Point Advisors, LLC | $507K | 64K | ▼−3.7% Reduced · −3K sh | Q2 2026 | |
| 22 | Bank of New York Mellon Corp | $469K | 61K | ▲~0% Added · +1 sh | Q1 2026 | |
| 23 | Waverly Advisors, LLC | $461K | 60K | ▼−7.1% Reduced · −5K sh | Q1 2026 | |
| 24 | Traub Capital Management LLC | $435K | 55K | ▼−36% Reduced · −32K sh | Q2 2026 | |
| 25 | Stratos Wealth Partners, LTD. | $401K | 51K | ▲New +51K 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.
Last quarter, 2 funds opened a new position in SBI and 5 added to an existing one, while 8 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 13 funds | $2.2B |
| APPLE INCAAPL | 12 funds | $2.0B |
| NVIDIA CORPNVDA | 11 funds | $2.8B |
| AMAZON.COM INCAMZN | 11 funds | $1.7B |
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 11 funds | $1.4B |
| VISA INC-CLASS A SHARESV | 11 funds | $501.0M |
| JOHNSON & JOHNSONJNJ | 11 funds | $393.8M |
| CISCO SYSTEMS INCCSCO | 11 funds | $296.2M |
| GOLDMAN SACHS GROUP INCGS | 11 funds | $252.8M |
| BLACKROCK MUNIHOLDINGS FUNDMHD | 11 funds | $207.9M |
| BROADCOM INCAVGO | 10 funds | $1.4B |
Ranked by how many of SBI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 16, 2022 | BANK OF AMERICA NA | 10% Owner | Sell (S) | 4 | — |
| Apr 3, 2020 | CITIGROUP INC | 10% Owner | Sell (S) | 200 | — |
| Dec 19, 2019 | Agdern Robert D | Director | Sell (S) | 2K | $17K |
| Jan 9, 2019 | KAMERICK EILEEN A | Director | Sell (S) | 1K | $9K |
| Aug 17, 2017 | CITIGROUP INC | 10% Owner | Sell (S) | 728 | $18.2M |
| Aug 2, 2017 | CITIGROUP INC | 10% Owner | Sell (S) | 44 | $1.1M |
| Jul 25, 2017 | CITIGROUP INC | 10% Owner | Sell (S) | 240 | $6.0M |
| Jul 12, 2017 | CITIGROUP INC | 10% Owner | Sell (S) | 200 | $5.0M |
| Mar 16, 2017 | CITIGROUP INC | 10% Owner | Sell (S) | 280 | $7.0M |
| Jan 4, 2017 | CRONIN DANIEL P | Director | Sell (S) | 2K | $19K |
| Oct 5, 2016 | CITIGROUP INC | 10% Owner | Sell (S) | 1K | $30.3M |
| Sep 23, 2016 | CITIGROUP INC | 10% Owner | Buy (P) | 808 | $20.2M |
Connected entities for SBI
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/SBI/capital-change-brief"
Use Arkolith's capital_change_brief for SBI. 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 SBI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.