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Security record · archived quarter

SBIO

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q2 2024
18Tracked holders
+2Δ holders
407.57KShares held
$20.88MReported value
+2New positions
−0Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +12.5% · share flow +12.9% · net new positions +11.1%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 17 -3 842.06K $54.44M +2 −5
Q1 2026 21 +3 495.66K $25.94M +5 −2
Q4 2025 18 +2 407.57K $20.88M +2
Q3 2025 1 -1 48.66K $1.89M −1
Q2 2025 1 0 23.71K $712,839
Q1 2025 1 0 14.55K $415,003
Q4 2024 1 +1 14.99K $495,087 +1
Q2 2024 1 11.00K $369,507
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 96.02K $4.92M 0.0% n/c 1 SEC ↗
2 Raymond James Financial Inc 96.02K $4.92M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 60.49K $3.10M 0.0% n/c 1 SEC ↗
4 Bank Of America Corp /De/ 60.49K $3.10M 0.0% n/c 1 SEC ↗
5 Morgan Stanley 53.10K +9.1% $2.72M 0.0% ▲ Add 2 SEC ↗
6 Morgan Stanley 53.10K +9.1% $2.72M 0.0% ▲ Add 2 SEC ↗
7 Morgan Stanley 53.10K +9.1% $2.72M 0.0% ▲ Add 2 SEC ↗
8 LPL Financial LLC 42.76K $2.19M 0.0% n/c 1 SEC ↗
9 UBS Group AG 34.19K $1.75M 0.0% n/c 1 SEC ↗
10 Two Sigma Investments 33.10K New $1.70M 0.0% New 1 SEC ↗
11 Wells Fargo & Company/Mn 32.29K $1.65M 0.0% n/c 1 SEC ↗
12 Wells Fargo & Company/Mn 32.29K $1.65M 0.0% n/c 1 SEC ↗
13 Stifel Financial Corp 19.87K $1.02M 0.0% n/c 1 SEC ↗
14 Royal Bank Of Canada 12.27K $628,000 0.0% n/c 1 SEC ↗
15 Royal Bank Of Canada 12.27K $628,000 0.0% n/c 1 SEC ↗
16 Royal Bank Of Canada 12.27K $628,000 0.0% n/c 1 SEC ↗
17 Citadel Advisors 8.98K New $459,853 0.0% New 1 SEC ↗
18 Osaic Holdings, Inc. 7.05K $360,961 0.0% n/c 1 SEC ↗
19 Osaic Holdings, Inc. 7.05K $360,961 0.0% n/c 1 SEC ↗
20 Jane Street Group, Llc 5.03K $257,432 0.0% n/c 1 SEC ↗
21 Rockefeller Capital Management L.P. 1.11K $57,114 0.0% n/c 1 SEC ↗
22 Us Bancorp \De\ 1.00K $51,220 0.0% n/c 1 SEC ↗
23 Us Bancorp \De\ 1.00K $51,220 0.0% n/c 1 SEC ↗
24 Pnc Financial Services Group, Inc. 200 $10,244 0.0% n/c 1 SEC ↗
25 Bank Of Montreal /Can/ 100 $5,122 0.0% n/c 1 SEC ↗
26 Cwm, Llc 15 $1,000 0.0% n/c 1 SEC ↗
27 Citigroup Inc 1 $51 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

Two Sigma Investments $1.70M 0.0%
Citadel Advisors $459,853 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 60 holders, 834.73K shares, $42.55M 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 · Get this via the API