Among active 13F managers last quarter, 3 added and none reduced or exited; the largest holder to move was AllianceBernstein L.P. (+33%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
22 tracked 13F filers disclose a position in SSBI as of the latest SEC 13F filings, a combined $19.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AllianceBernstein L.P. | 444K | $5.2M | ▲+33% Added · +109K sh | Q1 2026 | |
| 2 | Caldwell Sutter Capital, Inc. | 349K | $4.7M | ▲+0.6% Added · +2K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 229K | $3.1M | ▼−0.1% Reduced · −186 sh | Q2 2026 | |
| 4 | MAI Capital Management | 91K | $1.2M | —Held | Q2 2026 | |
| 5 | Salzhauer Michael | 73K | $984K | —Held | Q2 2026 | |
| 6 | Dimensional Fund Advisors LP | 70K | $931K | —Held | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 52K | $699K | ▼−1.1% Reduced · −587 sh | Q2 2026 | |
| 8 | Vanguard Fiduciary Trust Co | 30K | $411K | ▲+15% Added · +4K sh | Q2 2026 | |
| 9 | Bridgeway Capital Management, LLC | 29K | $391K | —Held | Q2 2026 | |
| 10 | Susquehanna International Group, LLP | 21K | $275K | ▲+68% Added · +8K sh | Q1 2026 | |
| 11 | BlackRock, Inc. | 19K | $261K | ▲+39% Added · +5K sh | Q2 2026 | |
| 12 | Stifel Financial Corp | 16K | $217K | —Held | Q1 2026 | |
| 13 | Northern Trust Corp | 15K | $200K | ▲+13% Added · +2K sh | Q1 2026 | |
| 14 | State Street Corp | 14K | $188K | ▼−1.1% Reduced · −150 sh | Q2 2026 | |
| 15 | Creative Planning | 14K | $184K | —Held | Q1 2026 | |
| 16 | Renaissance Technologies LLC | 13K | $168K | ▲+1.6% Added · +200 sh | Q1 2026 | |
| 17 | Wealthspire Advisors, LLC | 12K | $167K | —Held | Q1 2026 | |
| 18 | Morgan Stanley | 12K | $160K | —Held | Q1 2026 | |
| 19 | Vanguard Global Advisers, LLC | 2K | $27K | —Held | Q2 2026 | |
| 20 | JPMorgan Chase & Co | 938 | $13K | —Held | Q1 2026 | |
| 21 | UBS Group AG | 191 | $3K | ▲27× Added · +184 sh | Q1 2026 | |
| 22 | FMR LLC | 22 | $299 | ▲New +22 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, 3 funds added to an existing position in SSBI, while none reduced or exited. 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 |
|---|---|---|
| Apple IncAAPL | 6 funds | $12.6B |
| Visa Inc-Class A SharesV | 6 funds | $6.6B |
| JPMorgan Chase & CoJPM | 6 funds | $1.9B |
| Bank Of America CorpBAC | 6 funds | $1.6B |
| Wells Fargo & CoWFC | 6 funds | $1.2B |
| Bristol-Myers Squibb CoBMY | 6 funds | $327.4M |
| Verizon Communications IncVZ | 6 funds | $313.0M |
| Allstate CorpALL | 6 funds | $141.2M |
| Hartford Insurance Group IncHIG | 6 funds | $62.4M |
| Nvidia CorpNVDA | 5 funds | $18.9B |
| Microsoft CorpMSFT | 5 funds | $15.5B |
| Alphabet Inc-CL CGOOG | 5 funds | $12.2B |
Ranked by how many of SSBI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SSBI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 7, 2011 | Bishop Cheryl R | CEO/President, Director, 10% Owner | Buy (P) | 961 | $144K |
| Jun 7, 2011 | Pegram Michael E | Director | Buy (P) | 550 | $83K |
| May 16, 2011 | Pegram Michael E | Director | Buy (P) | 2K | $235K |
| Aug 3, 2010 | Nelson Richard N | Director | Buy (P) | 300 | $48K |
| Dec 18, 2009 | Bishop Cheryl R | Chief Executive Officer, 10% Owner | Buy (P) | 50 | $8K |
| Dec 18, 2009 | Pegram Michael E | Director | Buy (P) | 750 | $113K |
| Dec 18, 2009 | Janicki Michael F | Director | Buy (P) | 250 | $38K |
| Dec 18, 2009 | Nelson Richard N | Director | Buy (P) | 534 | $80K |
| May 30, 2008 | Tucker Carla | CFO & SVP | Buy (P) | 25 | $5K |
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 | 8 | 3 | – |
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.
Connected entities for SSBI
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/SSBI/capital-change-brief"
Use Arkolith's capital_change_brief for SSBI. 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 SSBI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.