Among active 13F managers last quarter, 5 opened and 20 added, while 5 reduced; the largest holder to move was Americana Partners, LLC (+6.3%). No recent Form 4 insider filings for SBR.
Funds lean in and no leg opposes.
141 tracked 13F filers disclose a position in SBR as of the latest SEC 13F filings, a combined $192.8M 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 | Americana Partners, LLC | 296K | $21.6M | ▲+6.3% Added · +17K sh | Q2 2026 | |
| 2 | Beacon Pointe Advisors, LLC | 252K | $18.5M | ▲+14% Added · +30K sh | Q2 2026 | |
| 3 | Prospera Financial Services Inc | 181K | $13.2M | ▲+1.4% Added · +3K sh | Q2 2026 | |
| 4 | King Luther Capital Management Corp | 144K | $10.8M | —Held | Q1 2026 | |
| 5 | Morgan Stanley | 135K | $10.2M | ▲+6.1% Added · +8K sh | Q1 2026 | |
| 6 | Horizon Kinetics Asset Management LLC | 112K | $8.2M | ▲+0.6% Added · +646 sh | Q2 2026 | |
| 7 | Fayez Sarofim & Co | 81K | $6.1M | —Held | Q1 2026 | |
| 8 | Ashton Thomas Private Wealth, LLC | 76K | $5.5M | ▼−29% Reduced · −31K sh | Q2 2026 | |
| 9 | CWA Asset Management Group, LLC | 71K | $5.2M | ▲New +71K sh | Q2 2026 | |
| 10 | Howard Financial Services, LTD. | 68K | $5.0M | ▲+0.1% Added · +105 sh | Q2 2026 | |
| 11 | Marshall Wace, LLP | 59K | $4.4M | ▲New +59K sh | Q1 2026 | |
| 12 | Two Sigma Investments, LP | 49K | $3.7M | ▲+95% Added · +24K sh | Q1 2026 | |
| 13 | Uniplan Investment Counsel, Inc. | 48K | $3.5M | ▲+23% Added · +9K sh | Q2 2026 | |
| 14 | Citadel Advisors LLC | 38K | $2.8M | ▲+9.9% Added · +3K sh | Q2 2026 | |
| 15 | SCS Capital Management LLC | 33K | $2.4M | ▲+4.8% Added · +1K sh | Q2 2026 | |
| 16 | Moody National Bank Trust Division | 32K | $2.3M | ▼−9.3% Reduced · −3K sh | Q2 2026 | |
| 17 | Commonwealth Equity Services, LLC | 32K | $2.4M | ▼−2.3% Reduced · −733 sh | Q1 2026 | |
| 18 | Chilton Capital Management LLC | 28K | $2.0M | ▼−11% Reduced · −3K sh | Q2 2026 | |
| 19 | LPL Financial LLC | 27K | $2.0M | ▲+7.1% Added · +2K sh | Q1 2026 | |
| 20 | Bank Of America Corp | 25K | $1.9M | ▼−31% Reduced · −11K sh | Q1 2026 | |
| 21 | Qube Research & Technologies Ltd | 25K | $1.9M | ▲+19% Added · +4K sh | Q1 2026 | |
| 22 | Blue Trust, Inc. | 25K | $1.8M | —Held | Q2 2026 | |
| 23 | Mraz, Amerine & Associates, Inc. | 23K | $1.7M | —Held | Q2 2026 | |
| 24 | Greenfield Seitz Capital Management, LLC | 23K | $1.7M | —Held | Q2 2026 | |
| 25 | Concurrent Investment Advisors, LLC | 23K | $1.7M | ▼−2.3% Reduced · −530 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, 5 funds opened a new position in SBR and 20 added to an existing one, while 5 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 |
|---|---|---|
| Microsoft CorpMSFT | 70 funds | $30.3B |
| Nvidia CorpNVDA | 70 funds | $29.3B |
| Apple IncAAPL | 69 funds | $30.3B |
| Alphabet Inc-CL AGOOGL | 69 funds | $16.6B |
| Amazon.com IncAMZN | 68 funds | $24.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 68 funds | $4.6B |
| JPMorgan Chase & CoJPM | 67 funds | $6.9B |
| Chevron CorpCVX | 67 funds | $5.1B |
| Johnson & JohnsonJNJ | 66 funds | $3.9B |
| Cisco Systems IncCSCO | 66 funds | $2.9B |
| Meta Platforms Inc-Class AMETA | 65 funds | $7.2B |
| Alphabet Inc-CL CGOOG | 64 funds | $16.0B |
Ranked by how many of SBR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SBR.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
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 | 34 | 20 | – |
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.
No filings captured for this ticker in the live stream yet.
Connected entities for SBR
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/SBR/capital-change-brief"
Use Arkolith's capital_change_brief for SBR. 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 SBR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.