Who owns SBAR?
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71 institutions reported holding SBAR, worth $302.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SBAR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $69.8M | 2,724,981 | +1,774,981 shares |
| BNP Paribas Financial Markets | Paris, France | $46.1M | 1,800,000 | New position |
| Principal Securities, Inc. | Des Moines, IA | $30.1M | 1,174,200 | +263,868 shares |
| Citigroup Inc. | New York, NY | $24.3M | 950,000 | New position |
| AE Wealth Management LLC | Topeka, KS | $16.3M | 636,465 | +45,462 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $15.3M | 597,246 | +146,075 shares |
| CreativeOne Wealth, LLC | Overland Park, KS | $12.6M | 492,181 | +169,041 shares |
| Private Client Services, LLC | Louisville, KY | $9.2M | 359,789 | +277,449 shares |
| Elevated Capital Advisors, LLC | Sandy, UT | $8.2M | 320,829 | +32,874 shares |
| Brookstone Capital Management | Wheaton, IL | $7.5M | 293,649 | +91,546 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SBAR?
71 institutional managers reported holding SBAR in Form 13F filings for June 30, 2026, worth $302.2M in total. The largest reported position was held by Bank of America Corp., at $69.8M.
Did institutions buy or sell SBAR last quarter?
Reported 13F value rose 80.9% from March 31, 2026, which includes price moves as well as buying and selling. 24 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SBAR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.