SBI

Western Asset Intermediate$7.73 0.51%
UnclassifiedUSCUSIP 958435109· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
16
+5 QoQ
13F Value (tracked)
$16.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)3 adding · 1 trimming
Insider net (180d)$0

Price & smart-money activity

$7.73 0.51%5Y -20.4%
$6.75$7.61$8.47$9.33$10.19202120222023202420252026452432446255744444324454435644352537542
Hover for who · click for detailEnd-of-day closing prices52w $7.44 – $7.98
Build

Use SBI data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns SBI

This stock page is the Follow view. The Build view lets your agent query SBI owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SBI"
Ask your agent
Use Arkolith to show who owns SBI,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

16 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1RIVERNORTH CAPITAL MANAGEMENT, LLC
$9.1M
1.2M
+0.6%
Added · +7K sh
Q1 2026
2WHITEBOX ADVISORS LLC
$1.6M
205K
Held
Q1 2026
3Allspring Global Investments Holdings, LLC
$1.3M
172K
Held
Q1 2026
4Pathstone Holdings, LLC
$1.3M
163K
+88%
Added · +76K sh
Q1 2026
5Hennion & Walsh Asset Management, Inc.
$695K
91K
New
+91K sh
Q1 2026
6WHITTIER TRUST CO OF NEVADA INC
$620K
82K
+0.4%
Added · +304 sh
Q1 2026
7Waverly Advisors, LLC
$461K
60K
−7.1%
Reduced · −5K sh
Q1 2026
8RIVERBRIDGE PARTNERS LLC
$370K
48K
+18%
Added · +7K sh
Q1 2026
9WHITTIER TRUST CO
$315K
41K
+0.1%
Added · +53 sh
Q1 2026
10IHT Wealth Management, LLC
$199K
26K
+8.9%
Added · +2K sh
Q1 2026
11STEPHENS INC /AR/
$190K
25K
Held
Q1 2026
12Private Advisor Group, LLC
$169K
22K
+61%
Added · +8K sh
Q1 2026
13BAR HARBOR WEALTH MANAGEMENT
$116K
15K
Held
Q1 2026
14ROTHSCHILD INVESTMENT LLC
$96K
13K
Held
Q1 2026
15Steward Partners Investment Advisory, LLC
$60K
8K
Held
Q1 2026
16MAI Capital Management
$5K
675
+1.5%
Added · +10 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.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
2
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

38 funds+1 since Q2 2022
02039Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $35.6M

Funds that own SBI also own

CompanyCo-held byCombined value
APPLE INCAAPL15 funds$5.0B
MICROSOFT CORPMSFT15 funds$4.2B
ISHARES CORE S&P 500 ETFIVV14 funds$5.1B
NVIDIA CORPNVDA14 funds$5.1B
SS SPDR S&P 500 ETF TRUST-USSPY14 funds$3.4B
AMAZON.COM INCAMZN14 funds$3.1B
ALPHABET INC-CL AGOOGL14 funds$2.4B
VANGUARD S&P 500 ETFVOO14 funds$2.1B
VISA INC-CLASS A SHARESV14 funds$1.0B
WALMART INCWMT14 funds$1.0B
JOHNSON & JOHNSONJNJ14 funds$894.3M
COSTCO WHOLESALE CORPCOST14 funds$786.2M

Ranked by how many of SBI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.