Who owns SAFT (SAFT)
Which tracked institutional funds hold SAFT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SAFT company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
22 tracked funds added or opened SAFT while 43 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SAFT’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SAFT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 219 tracked filers holding SAFT, 97 increased or opened the position and 109 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SAFT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 11
- VANGUARD PORTFOLIO MANAGEMENT LLC$61M
- VANGUARD CAPITAL MANAGEMENT LLC$47M
- VANGUARD FIDUCIARY TRUST CO$7M
- Assenagon Asset Management S.A.$1M
- CITADEL ADVISORS LLC$1M
- GREAT LAKES ADVISORS, LLC$995K
Full exits 6
- VANGUARD GROUP INC$120M
- TUDOR INVESTMENT CORP ET AL$2M
- AlphaQuest LLC$1M
- Y-Intercept (Hong Kong) Ltd$1M
- FIRST MANHATTAN CO. LLC.$997K
- TWO SIGMA ADVISERS, LP$927K
Largest adds
- STATE STREET CORP$10M
- UBS Group AG$8M
- GOLDMAN SACHS GROUP INC$6M
- Qube Research & Technologies Ltd$4M
- AMERICAN CENTURY COMPANIES INC$3M
- INTECH INVESTMENT MANAGEMENT LLC$2M
Largest trims
- SRB CORP$13M
- BlackRock, Inc.$13M
- PRICE T ROWE ASSOCIATES INC /MD/$7M
- TimesSquare Capital Management, LLC$4M
- DIMENSIONAL FUND ADVISORS LP$3M
- MILLENNIUM MANAGEMENT LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 2,235,884 | $162M | 16.1% | 2026-Q1 |
| SRB CORP trimmed | 1,794,655 | $130M | 12.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 845,760 | $61M | 6.1% | 2026-Q1 |
| STATE STREET CORP added | 757,977 | $55M | 5.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 711,806 | $52M | 5.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 651,540 | $47M | 4.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 405,277 | $29M | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 376,947 | $27M | 2.7% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 300,000 | $22M | 2.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 296,983 | $22M | 2.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 275,752 | $20M | 2.0% | 2026-Q1 |
| TimesSquare Capital Management, LLC trimmed | 236,540 | $17M | 1.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 216,001 | $16M | 1.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 157,099 | $11M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 152,646 | $11M | 1.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 140,400 | $10M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 138,887 | $10M | 1.0% | 2026-Q1 |
| UBS Group AG added | 138,586 | $10M | 1.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 122,414 | $9M | 0.9% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 103,327 | $8M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 96,005 | $7M | 0.7% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 90,692 | $7M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 81,652 | $6M | 0.6% | 2026-Q1 |
| Invesco Ltd. added | 80,847 | $6M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 76,639 | $6M | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 74,064 | $5M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 72,384 | $5M | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 67,915 | $5M | 0.5% | 2026-Q1 |
| Public Sector Pension Investment Board added | 53,283 | $4M | 0.4% | 2026-Q1 |
| TD Asset Management Inc trimmed | 49,800 | $4M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 41,060 | $3M | 0.3% | 2026-Q1 |
| Creative Planning trimmed | 37,678 | $3M | 0.3% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC added | 36,699 | $3M | 0.3% | 2026-Q1 |
| Silver Lake Advisory, LLC trimmed | 36,095 | $3M | 0.3% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 35,511 | $3M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 34,790 | $3M | 0.3% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 34,096 | $2M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 32,917 | $2M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 32,099 | $2M | 0.2% | 2026-Q1 |
| DEAN INVESTMENT ASSOCIATES, LLC trimmed | 31,863 | $2M | 0.2% | 2026-Q1 |
| Swiss National Bank | 29,300 | $2M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 29,296 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 28,622 | $2M | 0.2% | 2026-Q1 |
| Carl P. Sherr & Co., LLC trimmed | 27,614 | $2M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 27,544 | $2M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 27,027 | $2M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 25,394 | $2M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 25,228 | $2M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 24,877 | $2M | 0.2% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 24,115 | $2M | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 22,753 | $2M | 0.2% | 2026-Q1 |
| AMG National Trust Bank trimmed | 22,358 | $2M | 0.2% | 2026-Q1 |
| Dean Capital Management trimmed | 22,211 | $2M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 19,454 | $2M | 0.2% | 2026-Q1 |
| NAPLES GLOBAL ADVISORS, LLC added | 20,428 | $1M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 19,525 | $1M | 0.1% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 19,155 | $1M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 18,310 | $1M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 18,181 | $1M | 0.1% | 2026-Q1 |
| ANCHOR CAPITAL ADVISORS LLC added | 17,222 | $1M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 17,187 | $1M | 0.1% | 2026-Q1 |
| Linden Thomas Advisory Services, LLC added | 16,583 | $1M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 15,485 | $1M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 15,379 | $1M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 14,951 | $1M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 14,631 | $1M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 14,308 | $1M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 14,183 | $1M | 0.1% | 2026-Q1 |
| DARK FOREST CAPITAL MANAGEMENT LP trimmed | 14,176 | $1M | 0.1% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC new | 13,703 | $995K | 0.1% | 2026-Q1 |
| KLP KAPITALFORVALTNING AS added | 13,700 | $995K | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 13,349 | $970K | 0.1% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 13,114 | $953K | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 13,045 | $946K | 0.1% | 2026-Q1 |
| Legato Capital Management LLC trimmed | 11,583 | $841K | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP trimmed | 10,450 | $759K | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 10,336 | $751K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 10,123 | $735K | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 9,942 | $722K | 0.1% | 2026-Q1 |
| Horizon Investments, LLC added | 9,667 | $702K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 9,450 | $688K | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 9,288 | $675K | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 8,620 | $626K | 0.1% | 2026-Q1 |
| Trexquant Investment LP trimmed | 8,571 | $623K | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Asset Management (UK) Ltd. trimmed | 8,500 | $617K | 0.1% | 2026-Q1 |
| State of Tennessee, Department of Treasury added | 8,464 | $615K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 8,335 | $609K | 0.1% | 2026-Q1 |
| Illinois Municipal Retirement Fund added | 8,217 | $597K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,546,265 | $120M | 12.0% | 2025-Q4 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 58,004 | $4M | 0.4% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC added | 38,726 | $3M | 0.3% | 2025-Q3 stale |
| CW Advisors, LLC trimmed | 25,957 | $2M | 0.2% | 2025-Q2 stale |
| TUDOR INVESTMENT CORP ET AL | 28,204 | $2M | 0.2% | 2025-Q4 stale |
| AlphaQuest LLC added | 19,020 | $1M | 0.1% | 2025-Q4 stale |
| Allspring Global Investments Holdings, LLC added | 18,137 | $1M | 0.1% | 2025-Q1 stale |
| Y-Intercept (Hong Kong) Ltd added | 14,682 | $1M | 0.1% | 2025-Q4 stale |
| FIRST MANHATTAN CO. LLC. | 12,800 | $997K | 0.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 11,900 | $927K | 0.1% | 2025-Q4 stale |
| STATE OF WISCONSIN INVESTMENT BOARD added | 7,720 | $613K | 0.1% | 2025-Q2 stale |
| Corebridge Financial, Inc. trimmed | 7,671 | $605K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.