Among active 13F managers last quarter, 6 opened and 3 added, while 5 reduced; the largest holder to move was Citadel Advisors LLC (+79%). Over the last 180 days, 1 insider bought and none sold, a net +$28K in open-market trades.
Funds lean in and no leg opposes.
54 tracked 13F filers disclose a position in SIEB as of the latest SEC 13F filings, a combined $3.8M 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 | Vanguard Capital Management LLC | 550K | $907K | ▼−0.2% Reduced · −899 sh | Q2 2026 | |
| 2 | Geode Capital Management, LLC | 254K | $419K | ▼−42% Reduced · −182K sh | Q2 2026 | |
| 3 | UBS Group AG | 161K | $308K | ▲+84% Added · +73K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | 146K | $281K | ▼−3.7% Reduced · −6K sh | Q1 2026 | |
| 5 | Northern Trust Corp | 139K | $266K | ▲+8.0% Added · +10K sh | Q1 2026 | |
| 6 | Vanguard Fiduciary Trust Co | 108K | $178K | ▼−4.7% Reduced · −5K sh | Q2 2026 | |
| 7 | BlackRock, Inc. | 102K | $168K | ▼−87% Reduced · −678K sh | Q2 2026 | |
| 8 | STRS Ohio | 84K | $162K | —Held | Q1 2026 | |
| 9 | State Street Corp | 51K | $84K | ▼−65% Reduced · −94K sh | Q2 2026 | |
| 10 | Citadel Advisors LLC | 49K | $81K | ▲+79% Added · +22K sh | Q2 2026 | |
| 11 | Focus Partners Wealth | 36K | $70K | ▲+0.3% Added · +99 sh | Q1 2026 | |
| 12 | Goldman Sachs Group Inc | 36K | $69K | ▼−10% Reduced · −4K sh | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | 36K | $69K | ▼−2.2% Reduced · −793 sh | Q1 2026 | |
| 14 | Bridgeway Capital Management, LLC | 35K | $58K | ▼−38% Reduced · −22K sh | Q2 2026 | |
| 15 | Charles Schwab Investment Management Inc | 35K | $68K | —Held | Q1 2026 | |
| 16 | Dimensional Fund Advisors LP | 35K | $67K | ▼−44% Reduced · −28K sh | Q1 2026 | |
| 17 | Deutsche Bank AG | 33K | $63K | —Held | Q1 2026 | |
| 18 | Susquehanna International Group, LLP | 29K | $55K | ▲+87% Added · +13K sh | Q1 2026 | |
| 19 | Williams & Novak Wealth Management, LLC | 22K | $36K | ▲+39% Added · +6K sh | Q2 2026 | |
| 20 | Renaissance Technologies LLC | 22K | $42K | ▼−0.5% Reduced · −100 sh | Q1 2026 | |
| 21 | New York State Common Retirement Fund | 22K | $41K | —Held | Q1 2026 | |
| 22 | Nuveen, LLC | 18K | $35K | —Held | Q1 2026 | |
| 23 | Rhumbline Advisers | 18K | $34K | ▼−0.8% Reduced · −137 sh | Q1 2026 | |
| 24 | American Century Companies Inc | 13K | $25K | ▼−44% Reduced · −10K sh | Q1 2026 | |
| 25 | Bank Of America Corp | 12K | $23K | ▲+26% Added · +2K 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, 6 funds opened a new position in SIEB and 3 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 |
|---|---|---|
| Nvidia CorpNVDA | 16 funds | $44.0B |
| Alphabet Inc-CL AGOOGL | 16 funds | $17.7B |
| Mastercard Inc - AMA | 16 funds | $9.0B |
| Eli Lilly & CoLLY | 16 funds | $8.8B |
| JPMorgan Chase & CoJPM | 16 funds | $7.5B |
| Chevron CorpCVX | 16 funds | $4.0B |
| Visa Inc-Class A SharesV | 16 funds | $3.9B |
| Advanced Micro DevicesAMD | 16 funds | $3.7B |
| Coca-Cola CoKO | 16 funds | $2.8B |
| Unitedhealth Group IncUNH | 16 funds | $2.8B |
| Bank Of America CorpBAC | 16 funds | $2.4B |
| United Therapeutics CorpUTHR | 16 funds | $1.5B |
Ranked by how many of SIEB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SIEB.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 28, 2026 | Gebbia Richard | Insider | Buy (P) | 15K | $28K |
| Apr 10, 2023 | Gebbia John M. | Insider | Sell (S) 2 lots, same day | 200K | $370K |
| Apr 16, 2020 | Gebbia Gloria E | Director, 10% Owner | Buy (P) | 2.2M | $12.2M |
| Apr 16, 2020 | Gebbia Gloria E | Director, 10% Owner | Sell (S) | 2.2M | $12.2M |
| Apr 16, 2020 | Gebbia John M. | Insider | Sell (S) | 685K | $3.8M |
| Apr 16, 2020 | Gebbia David | Insider | Sell (S) | 748K | $4.2M |
| Apr 16, 2020 | Gebbia Richard | Insider | Sell (S) | 748K | $4.2M |
| Jan 24, 2020 | Kennedy Cabot Acquisition, LLC | 10% Owner | Sell (S) | 350K | $665K |
| Jan 24, 2020 | Gebbia Gloria E | Director, 10% Owner | Sell (S) | 350K | $665K |
| Dec 16, 2019 | Kennedy Cabot Acquisition, LLC | 10% Owner | Sell (S) | 50K | $95K |
| Dec 16, 2019 | Gebbia Gloria E | Director, 10% Owner | Sell (S) | 50K | $95K |
| Sep 25, 2019 | Kennedy Cabot Acquisition, LLC | 10% Owner | Sell (S) | 50K | $95K |
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 | 13 | 25 | – |
Insiders Form 4 open-market | 1 | 0 | +$28K |
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 SIEB
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/SIEB/capital-change-brief"
Use Arkolith's capital_change_brief for SIEB. 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 SIEB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.