Security record · archived quarter
SBI
name pending profile ingest
15Tracked holders
0Δ holders
2.21MShares held
$16.94MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.8% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 399.21K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Invesco Ltd. | 301.00K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 298.82K | +14.9% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | LPL Financial LLC | 190.85K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 188.36K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 187.46K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 177.43K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Allspring Global Investments… | 172.05K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 86.26K | n/a | $662,484 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 62.78K | n/a | $482,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Bank of New York Mellon Corp | 61.05K | n/a | $468,832 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 35.56K | n/a | $273,145 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 19.62K | n/a | $150,666 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 14.65K | n/a | $112,532 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 10.20K | n/a | $78,313 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 61 holders, 5.95M shares, $45.07M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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