Who owns SBAR
Which tracked institutional funds hold SBAR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SBAR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on SBAR is one-sided between 2026-Q1 and 2026-Q2: 30 added or opened and 10 trimmed or exited — on balance accumulating.
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
SBAR’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes SBAR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SBAR 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 2026-Q1 and 2026-Q2, across 67 tracked filers holding SBAR, 53 increased or opened the position and 24 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 SBAR between the 2026-Q1 and 2026-Q2 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 10
- BNP PARIBAS FINANCIAL MARKETS$46M
- CITIGROUP INC$24M
- Advisor OS, LLC$2M
- 3EDGE Asset Management, LP$1M
- RAYMOND JAMES FINANCIAL INC$1M
- SteelPeak Wealth, LLC$972K
Full exits 7
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$7M
- Prime Capital Investment Advisors, LLC$6M
- Global View Capital Management LLC$4M
- Tradition Wealth Management, LLC$2M
- Cetera Investment Advisers$1M
- KESTRA PRIVATE WEALTH SERVICES, LLC$1M
Largest adds
- BANK OF AMERICA CORP /DE/$46M
- PRINCIPAL SECURITIES, INC.$8M
- PRIVATE CLIENT SERVICES, LLC$7M
- CreativeOne Wealth, LLC$5M
- ENVESTNET ASSET MANAGEMENT INC$4M
- Brookstone Capital Management$3M
Largest trims
- Mid-American Wealth Advisory Group, Inc.$10M
- Farther Finance Advisors, LLC$2M
- Beacon Capital Management, LLC$319K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 2,724,981 | $70M | 21.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS new | 1,800,000 | $46M | 14.0% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 1,174,200 | $30M | 9.1% | 2026-Q2 |
| CITIGROUP INC new | 950,000 | $24M | 7.4% | 2026-Q2 |
| AE Wealth Management LLC added | 636,465 | $16M | 4.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 597,246 | $15M | 4.6% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 492,181 | $13M | 3.8% | 2026-Q2 |
| PRIVATE CLIENT SERVICES, LLC added | 359,789 | $9M | 2.8% | 2026-Q2 |
| Elevated Capital Advisors, LLC added | 320,829 | $8M | 2.5% | 2026-Q2 |
| Brookstone Capital Management added | 293,649 | $8M | 2.3% | 2026-Q2 |
| Key Capital Management, INC added | 169,216 | $4M | 1.3% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 138,204 | $4M | 1.1% | 2026-Q2 |
| RiverTree Advisors, LLC added | 132,684 | $3M | 1.0% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC added | 118,177 | $3M | 0.9% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 101,273 | $3M | 0.8% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC added | 98,022 | $3M | 0.8% | 2026-Q2 |
| Advisor OS, LLC new | 92,574 | $2M | 0.7% | 2026-Q2 |
| Park Edge Advisors, LLC added | 92,357 | $2M | 0.7% | 2026-Q2 |
| FSA Advisors, Inc. added | 91,812 | $2M | 0.7% | 2026-Q2 |
| Mosley Wealth Management added | 83,950 | $2M | 0.7% | 2026-Q2 |
| Networth Advisors, LLC added | 77,724 | $2M | 0.6% | 2026-Q2 |
| Millington Financial Advisors, LLC added | 68,735 | $2M | 0.5% | 2026-Q2 |
| Professional Financial Advisors, LLC added | 66,397 | $2M | 0.5% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC added | 63,443 | $2M | 0.5% | 2026-Q2 |
| Altiora Financial Group, LLC trimmed | 58,291 | $1M | 0.5% | 2026-Q2 |
| 3EDGE Asset Management, LP new | 55,155 | $1M | 0.4% | 2026-Q2 |
| WealthCare Asset Management, LLC added | 53,382 | $1M | 0.4% | 2026-Q2 |
| Blackston Financial Advisory Group, LLC added | 50,617 | $1M | 0.4% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC added | 50,377 | $1M | 0.4% | 2026-Q2 |
| Beacon Capital Management, LLC trimmed | 49,737 | $1M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 49,540 | $1M | 0.4% | 2026-Q2 |
| SteelPeak Wealth, LLC new | 37,971 | $972K | 0.3% | 2026-Q2 |
| Global Wealth Management Investment Advisory, Inc. new | 34,779 | $890K | 0.3% | 2026-Q2 |
| MATHER GROUP, LLC. new | 32,698 | $837K | 0.3% | 2026-Q2 |
| Crusonia Wealth Advisors LLC added | 30,950 | $792K | 0.2% | 2026-Q2 |
| Owen LaRue, LLC trimmed | 28,035 | $718K | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 26,149 | $669K | 0.2% | 2026-Q2 |
| Lifeworks Advisors, LLC new | 25,110 | $643K | 0.2% | 2026-Q2 |
| Signal Advisors Wealth, LLC new | 20,629 | $528K | 0.2% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 19,037 | $487K | 0.1% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. new | 18,828 | $482K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 18,771 | $481K | 0.1% | 2026-Q2 |
| CAP Partners, LLC added | 17,346 | $444K | 0.1% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 16,398 | $417K | 0.1% | 2026-Q2 |
| Mid-American Wealth Advisory Group, Inc. trimmed | 14,539 | $372K | 0.1% | 2026-Q2 |
| Encompass More Asset Management new | 14,294 | $366K | 0.1% | 2026-Q2 |
| ISLAY CAPITAL MANAGEMENT, LLC added | 14,275 | $365K | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC new | 12,475 | $319K | 0.1% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID added | 11,004 | $282K | 0.1% | 2026-Q2 |
| Decker Retirement Planning Inc. trimmed | 10,426 | $267K | 0.1% | 2026-Q2 |
| Everstar Asset Management, LLC new | 10,270 | $263K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC added | 10,121 | $259K | 0.1% | 2026-Q2 |
| Mariner, LLC new | 8,842 | $226K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 6,097 | $156K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 5,805 | $149K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 5,564 | $142K | 0.0% | 2026-Q2 |
| POM Investment Strategies, LLC trimmed | 3,106 | $80K | 0.0% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. new | 1,603 | $41K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 1,460 | $37K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 1,102 | $28K | 0.0% | 2026-Q2 |
| Montgomery Financial Services LLC new | 1,083 | $28K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,036 | $27K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 500 | $13K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. new | 158 | $4K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC added | 43 | $1K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 2 | $72 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1 | $19 | 0.0% | 2026-Q2 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 271,391 | $7M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| Prime Capital Investment Advisors, LLC new | 247,287 | $6M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| Global View Capital Management LLC new | 163,714 | $4M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Tradition Wealth Management, LLC new | 93,884 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Cetera Investment Advisers trimmed | 46,650 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 44,021 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 38,231 | $938K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 12,789 | $314K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 9,026 | $221K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC new | 3,681 | $90K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC trimmed | 352 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CacheTech Inc. new | 37,302 | $976K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Prosperity Wealth Management, Inc. new | 19,329 | $506K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC trimmed | 12,682 | $332K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Anfield Capital Management, LLC added | 44 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Simplify Asset Management Inc. trimmed | 273,188 | $7M | 2.2% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC added | 30,858 | $810K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| COMPASS CAPITAL CORP /MA/ /ADV | 21,320 | $557K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Guerra Advisors Inc new | 6,171 | $162K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Global Retirement Partners, LLC new | 27 | $709 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Legacy Investment Solutions, LLC new | 6,127 | $161K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.