127 tracked 13F filers disclose a position in SBR as of the latest SEC 13F filings, a combined $181.6M 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 | Americana Partners, LLC | $21.6M | 296K | ▲+6.3% Added · +17K sh | Q2 2026 | |
| 2 | Beacon Pointe Advisors, LLC | $16.6M | 222K | ▲+157% Added · +136K sh | Q1 2026 | |
| 3 | Prospera Financial Services Inc | $13.2M | 181K | ▲+1.4% Added · +3K sh | Q2 2026 | |
| 4 | KING LUTHER CAPITAL MANAGEMENT CORP | $10.8M | 144K | —Held | Q1 2026 | |
| 5 | MORGAN STANLEY | $10.2M | 135K | ▲+6.1% Added · +8K sh | Q1 2026 | |
| 6 | HORIZON KINETICS ASSET MANAGEMENT LLC | $8.4M | 111K | ▲+1.5% Added · +2K sh | Q1 2026 | |
| 7 | FAYEZ SAROFIM & CO | $6.1M | 81K | —Held | Q1 2026 | |
| 8 | Ashton Thomas Private Wealth, LLC | $5.5M | 76K | ▼−29% Reduced · −31K sh | Q2 2026 | |
| 9 | CWA Asset Management Group, LLC | $5.2M | 71K | ▲New +71K sh | Q2 2026 | |
| 10 | HOWARD FINANCIAL SERVICES, LTD. | $5.0M | 68K | ▲+0.1% Added · +105 sh | Q2 2026 | |
| 11 | MARSHALL WACE, LLP | $4.4M | 59K | ▲New +59K sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $3.7M | 49K | ▲+95% Added · +24K sh | Q1 2026 | |
| 13 | Uniplan Investment Counsel, Inc. | $2.9M | 39K | ▲+35% Added · +10K sh | Q1 2026 | |
| 14 | CITADEL ADVISORS LLC | $2.6M | 35K | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 15 | MOODY NATIONAL BANK TRUST DIVISION | $2.3M | 32K | ▼−9.3% Reduced · −3K sh | Q2 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 32K | ▼−2.3% Reduced · −733 sh | Q1 2026 | |
| 17 | SCS Capital Management LLC | $2.3M | 31K | —Held | Q1 2026 | |
| 18 | CHILTON CAPITAL MANAGEMENT LLC | $2.0M | 28K | ▼−11% Reduced · −3K sh | Q2 2026 | |
| 19 | LPL Financial LLC | $2.0M | 27K | ▲+7.1% Added · +2K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $1.9M | 25K | ▼−31% Reduced · −11K sh | Q1 2026 | |
| 21 | Qube Research & Technologies Ltd | $1.9M | 25K | ▲+19% Added · +4K sh | Q1 2026 | |
| 22 | Blue Trust, Inc. | $1.8M | 25K | —Held | Q2 2026 | |
| 23 | Mraz, Amerine & Associates, Inc. | $1.7M | 23K | —Held | Q2 2026 | |
| 24 | Concurrent Investment Advisors, LLC | $1.7M | 23K | ▼−2.3% Reduced · −530 sh | Q2 2026 | |
| 25 | UBS Group AG | $1.6M | 22K | ▲+23% Added · +4K 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, 7 funds opened a new position in SBR and 16 added to an existing one, while 7 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 |
|---|---|---|
| CHEVRON CORPCVX | 60 funds | $5.1B |
| MICROSOFT CORPMSFT | 59 funds | $30.2B |
| APPLE INCAAPL | 59 funds | $29.2B |
| NVIDIA CORPNVDA | 58 funds | $30.0B |
| ALPHABET INC-CL AGOOGL | 58 funds | $16.2B |
| AMAZON.COM INCAMZN | 57 funds | $23.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 57 funds | $4.4B |
| BROADCOM INCAVGO | 56 funds | $14.4B |
| JPMORGAN CHASE & COJPM | 56 funds | $7.0B |
| CISCO SYSTEMS INCCSCO | 56 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 55 funds | $7.7B |
| ELI LILLY & COLLY | 55 funds | $5.2B |
Ranked by how many of SBR's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
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.