Who owns SSBI
Which tracked institutional funds hold SSBI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SSBI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
1 tracked fund added or opened SSBI while 2 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
SSBI’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., 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 SSBI 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 23 tracked filers holding SSBI, 8 increased or opened the position and 10 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 SSBI 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.
Full exits 2
- M3F, Inc.$5M
- Daytona Street Capital LLC$955K
Largest adds
- ALLIANCEBERNSTEIN L.P.$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 |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. added | 553,632 | $7M | 22.2% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. added | 349,284 | $5M | 14.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 229,146 | $3M | 9.3% | 2026-Q2 |
| BANC FUNDS CO LLC trimmed | 195,627 | $3M | 8.0% | 2026-Q2 |
| MAI Capital Management | 90,634 | $1M | 3.7% | 2026-Q2 |
| SALZHAUER MICHAEL | 72,575 | $984K | 3.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP | 69,624 | $944K | 2.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 51,514 | $699K | 2.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 30,309 | $411K | 1.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 28,820 | $391K | 1.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 22,162 | $301K | 0.9% | 2026-Q2 |
| BlackRock, Inc. added | 19,230 | $261K | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP | 16,220 | $220K | 0.7% | 2026-Q2 |
| STATE STREET CORP trimmed | 13,858 | $188K | 0.6% | 2026-Q2 |
| Creative Planning | 13,750 | $186K | 0.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 12,890 | $175K | 0.5% | 2026-Q2 |
| Wealthspire Advisors, LLC | 12,470 | $169K | 0.5% | 2026-Q2 |
| MORGAN STANLEY | 11,970 | $162K | 0.5% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 2,016 | $27K | 0.1% | 2026-Q2 |
| FMR LLC new | 22 | $299 | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 8 | $109 | 0.0% | 2026-Q2 |
| BARCLAYS PLC new | 3 | $41 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 0 | $3 | 0.0% | 2026-Q2 |
| M3F, Inc. | 354,229 | $5M | 14.2% | 2026-Q1 stale (1 quarter behind) |
| Daytona Street Capital LLC | 49,095 | $955K | 2.9% | 2026-Q1 stale (1 quarter behind) |
| NORTHERN TRUST CORP added | 14,945 | $200K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 12,885 | $172K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO | 938 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC trimmed | 256,852 | $3M | 9.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ | 6 | $70 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITIGROUP INC new | 1 | $12 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SBI Securities Co., Ltd. | 1 | $12 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| ROYAL BANK OF CANADA new | 5 | — | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 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.