Who owns SBR
Which tracked institutional funds hold SBR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SBR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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 SBR is one-sided between 2025-Q4 and 2026-Q1: 28 added or opened and 5 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
SBR’s largest tracked holder by dollar value, Americana Partners, LLC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SBR 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 153 tracked filers holding SBR, 66 increased or opened the position and 52 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 SBR 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 8
- Ashton Thomas Private Wealth, LLC$8M
- MARSHALL WACE, LLP$4M
- Significant Wealth Partners LLC$2M
- Clare Market Investments LLC$2M
- GK Wealth Management LLC$798K
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$774K
Full exits 1
- Cresset Asset Management, LLC$603K
Largest adds
- Beacon Pointe Advisors, LLC$11M
- Prospera Financial Services Inc$3M
- Uniplan Investment Counsel, Inc.$2M
- Americana Partners, LLC$2M
- Capital Analysts, LLC$2M
- TWO SIGMA INVESTMENTS, LP$2M
Largest trims
- JPMORGAN CHASE & CO$789K
- BANK OF AMERICA CORP /DE/$613K
- &PARTNERS$377K
- Savant Capital, LLC$372K
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 |
|---|---|---|---|---|
| Americana Partners, LLC added | 278,281 | $21M | 10.6% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 221,967 | $17M | 8.4% | 2026-Q1 |
| Prospera Financial Services Inc added | 178,301 | $13M | 6.8% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 143,555 | $11M | 5.5% | 2026-Q1 |
| MORGAN STANLEY added | 135,264 | $10M | 5.2% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC added | 111,150 | $8M | 4.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 106,639 | $8M | 4.1% | 2026-Q1 |
| Fayez Sarofim & Co | 81,346 | $6M | 3.1% | 2026-Q1 |
| HOWARD FINANCIAL SERVICES, LTD. added | 68,082 | $5M | 2.6% | 2026-Q1 |
| MARSHALL WACE, LLP added | 58,843 | $4M | 2.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 49,361 | $4M | 1.9% | 2026-Q1 |
| Uniplan Investment Counsel, Inc. added | 39,145 | $3M | 1.5% | 2026-Q1 |
| MOODY NATIONAL BANK TRUST DIVISION | 35,185 | $3M | 1.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 34,795 | $3M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 31,516 | $2M | 1.2% | 2026-Q1 |
| SCS Capital Management LLC | 31,115 | $2M | 1.2% | 2026-Q1 |
| CHILTON CAPITAL MANAGEMENT LLC trimmed | 31,096 | $2M | 1.2% | 2026-Q1 |
| Capital Analysts, LLC added | 30,640 | $2M | 1.2% | 2026-Q1 |
| LPL Financial LLC added | 26,819 | $2M | 1.0% | 2026-Q1 |
| Significant Wealth Partners LLC added | 26,210 | $2M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 25,333 | $2M | 1.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 25,058 | $2M | 1.0% | 2026-Q1 |
| Blue Trust, Inc. added | 25,055 | $2M | 1.0% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 23,481 | $2M | 0.9% | 2026-Q1 |
| Mraz, Amerine & Associates, Inc. trimmed | 23,325 | $2M | 0.9% | 2026-Q1 |
| Greenfield Seitz Capital Management, LLC | 23,100 | $2M | 0.9% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP trimmed | 23,055 | $2M | 0.9% | 2026-Q1 |
| UBS Group AG added | 21,894 | $2M | 0.8% | 2026-Q1 |
| Clare Market Investments LLC trimmed | 21,825 | $2M | 0.8% | 2026-Q1 |
| BWM Planning, LLC | 21,552 | $2M | 0.8% | 2026-Q1 |
| VeraBank, N.A. trimmed | 19,752 | $1M | 0.8% | 2026-Q1 |
| Creative Planning added | 17,834 | $1M | 0.7% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 17,724 | $1M | 0.7% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 17,289 | $1M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 16,122 | $1M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 15,423 | $1M | 0.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 14,934 | $1M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 14,888 | $1M | 0.6% | 2026-Q1 |
| PFG Advisors | 14,846 | $1M | 0.6% | 2026-Q1 |
| Moors & Cabot, Inc. trimmed | 14,595 | $1M | 0.6% | 2026-Q1 |
| MCDANIEL TERRY & CO added | 14,000 | $1M | 0.5% | 2026-Q1 |
| Sendero Wealth Management, LLC | 12,927 | $974K | 0.5% | 2026-Q1 |
| AMG National Trust Bank | 12,680 | $953K | 0.5% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 12,151 | $912K | 0.5% | 2026-Q1 |
| RAHLFS CAPITAL, LLC | 11,985 | $901K | 0.5% | 2026-Q1 |
| BlackRock, Inc. added | 11,618 | $875K | 0.4% | 2026-Q1 |
| MOTCO | 11,600 | $874K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 11,296 | $851K | 0.4% | 2026-Q1 |
| Advisory Services Network, LLC added | 10,809 | $814K | 0.4% | 2026-Q1 |
| DWR WEALTH MANAGEMENT, LLC | 10,466 | $798K | 0.4% | 2026-Q1 |
| GK Wealth Management LLC new | 10,466 | $798K | 0.4% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC | 10,600 | $795K | 0.4% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC | 10,357 | $777K | 0.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 10,268 | $774K | 0.4% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC added | 10,267 | $773K | 0.4% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 10,161 | $765K | 0.4% | 2026-Q1 |
| FRANKLIN STREET ADVISORS INC /NC | 10,081 | $760K | 0.4% | 2026-Q1 |
| Burford Brothers, Inc. | 10,000 | $750K | 0.4% | 2026-Q1 |
| Essex Financial Services, Inc. added | 9,237 | $696K | 0.4% | 2026-Q1 |
| M.E. ALLISON & CO., INC. trimmed | 9,020 | $680K | 0.3% | 2026-Q1 |
| Verdence Capital Advisors LLC trimmed | 9,000 | $678K | 0.3% | 2026-Q1 |
| DGS Capital Management, LLC added | 8,582 | $644K | 0.3% | 2026-Q1 |
| Summit Trail Advisors, LLC | 8,500 | $640K | 0.3% | 2026-Q1 |
| Fielder Capital Group LLC trimmed | 8,497 | $640K | 0.3% | 2026-Q1 |
| Quadrature Capital Ltd new | 8,080 | $609K | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | 8,000 | $603K | 0.3% | 2026-Q1 |
| &PARTNERS trimmed | 8,171 | $585K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,682 | $579K | 0.3% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 7,600 | $573K | 0.3% | 2026-Q1 |
| Carnegie Investment Counsel | 7,300 | $550K | 0.3% | 2026-Q1 |
| Focus Partners Wealth | 7,032 | $527K | 0.3% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC | 6,869 | $518K | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 6,850 | $516K | 0.3% | 2026-Q1 |
| PRIVATE TRUST CO NA | 6,800 | $512K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 6,757 | $509K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 6,221 | $469K | 0.2% | 2026-Q1 |
| HOLDERNESS INVESTMENTS CO | 6,000 | $450K | 0.2% | 2026-Q1 |
| Savant Capital, LLC trimmed | 5,982 | $449K | 0.2% | 2026-Q1 |
| STATE STREET CORP trimmed | 5,901 | $445K | 0.2% | 2026-Q1 |
| State of Wyoming added | 5,807 | $437K | 0.2% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC added | 5,377 | $403K | 0.2% | 2026-Q1 |
| State of Tennessee, Department of Treasury added | 5,345 | $403K | 0.2% | 2026-Q1 |
| Hilltop Holdings Inc. trimmed | 5,300 | $399K | 0.2% | 2026-Q1 |
| Tyche Wealth Partners LLC added | 5,260 | $396K | 0.2% | 2026-Q1 |
| BEACON FINANCIAL GROUP | 5,255 | $394K | 0.2% | 2026-Q1 |
| Sunbelt Securities, Inc. | 5,000 | $377K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 4,816 | $362K | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,683 | $353K | 0.2% | 2026-Q1 |
| CHILTON INVESTMENT CO INC. | 4,533 | $342K | 0.2% | 2026-Q1 |
| Argent Trust Co | 4,493 | $339K | 0.2% | 2026-Q1 |
| Walleye Capital LLC added | 17,771 | $1M | 0.7% | 2025-Q3 stale |
| TRANSCEND CAPITAL ADVISORS, LLC | 14,480 | $1M | 0.6% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP | 10,800 | $858K | 0.4% | 2025-Q3 stale |
| Cresset Asset Management, LLC trimmed | 8,800 | $603K | 0.3% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC | 7,032 | $559K | 0.3% | 2025-Q3 stale |
| ASSET PLANNING CORPORATION new | 5,982 | $475K | 0.2% | 2025-Q3 stale |
| TrueMark Investments, LLC trimmed | 6,050 | $415K | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 5,888 | $404K | 0.2% | 2025-Q4 stale |
| Custos Family Office, LLC | 5,564 | $382K | 0.2% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 4,470 | $355K | 0.2% | 2025-Q3 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.