% of shares outstanding is not shown for SBI: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for SBI in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.5M | 1.2M | 1.4M | 1.2M | 1.2M | 1.2M | $9M |
| 1607 Capital Partners, LLC | 627K | 610K | 594K | 520K | 438K | 438K | $3M |
| WELLS FARGO & COMPANY/MN | 45K | 113K | 294K | 334K | 399K | 362K | $3M |
| MORGAN STANLEY | 206K | 211K | 230K | 260K | 299K | 312K | $2M |
| GUGGENHEIM CAPITAL LLC | 345K | 340K | 333K | 321K | 305K | 297K | $2M |
| Invesco Ltd. | 78K | 132K | 205K | 266K | 301K | 261K | $2M |
| ROBINSON CAPITAL MANAGEMENT, LLC | — | 67K | 195K | 195K | 197K | 227K | $2M |
| WHITEBOX ADVISORS LLC | 271K | 271K | 253K | 205K | 205K | 205K | $2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 194K | 196K | 192K | 203K | 188K | 191K | $1M |
| RAYMOND JAMES FINANCIAL INC | 170K | 178K | 190K | 190K | 187K | 183K | $1M |
| Cetera Investment Advisers | 21K | 15K | 14K | 175K | 177K | 181K | $1M |
| Allspring Global Investments Holdings, LLC | 172K | 172K | 172K | 172K | 172K | 172K | $1M |
| Carson Advisory Inc. | 175K | 198K | 195K | 184K | 171K | 169K | $1M |
| Pathstone Holdings, LLC | 265K | 251K | 200K | 152K | 87K | 163K | $1M |
| OSAIC HOLDINGS, INC. | 24K | 20K | 19K | 25K | 36K | 94K | $721,878 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | +90,530 | $695,270 | OPEN |
| Pathstone Holdings, LLC | +76,235 | $585,485 | ADD |
| OSAIC HOLDINGS, INC. | +58,428 | $448,727 | ADD |
| Independent Advisor Alliance | +50,251 | $385,928 | OPEN |
| ROBINSON CAPITAL MANAGEMENT, LLC | +30,436 | $233,748 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| LPL Financial LLC | −101,691 | $780,987 | TRIM |
| Concorde Asset Management, LLC | −56,178 | $431,447 | CLOSE |
| KEMPNER CAPITAL MANAGEMENT INC. | −47,800 | $367,104 | CLOSE |
| Invesco Ltd. | −40,145 | $308,314 | TRIM |
| WELLS FARGO & COMPANY/MN | −36,953 | $283,799 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 61 | 5,950,095 | — | $46M |
| 2025-Q4 | 55 | 5,893,768 | — | $45M |
| 2025-Q3 | 57 | 5,926,195 | — | $47M |
| 2025-Q2 | 57 | 6,110,298 | — | $46M |
| 2025-Q1 | 60 | 6,093,344 | — | $48M |
| 2024-Q4 | 58 | 6,892,232 | — | $53M |
| 2024-Q3 | 58 | 6,844,094 | — | $56M |
| 2024-Q2 | 58 | 6,866,430 | — | $54M |
| 2024-Q1 | 57 | 7,582,446 | — | $60M |
| 2023-Q4 | 60 | 7,337,323 | — | $56M |
| 2023-Q3 | 67 | 7,074,755 | — | $51M |
| 2023-Q2 | 60 | 6,560,685 | — | $50M |
| 2023-Q1 | 64 | 6,524,607 | — | $51M |
| 2022-Q4 | 60 | 6,299,454 | — | $48M |
| 2022-Q3 | 63 | 6,161,280 | — | $45M |
| 2022-Q2 | 60 | 5,793,005 | — | $47M |
| 2022-Q1 | 60 | 5,766,670 | — | $50M |
| 2021-Q4 | 59 | 5,688,409 | — | $55M |
| 2021-Q3 | 54 | 5,578,936 | — | $54M |
| 2021-Q2 | 56 | 5,673,689 | — | $55M |
| 2021-Q1 | 60 | 5,693,086 | — | $52M |
| 2020-Q4 | 63 | 5,260,216 | — | $48M |
| 2020-Q3 | 56 | 5,112,501 | — | $46M |
| 2020-Q2 | 58 | 5,577,926 | — | $48M |
| 2020-Q1 | 49 | 5,110,496 | — | $43M |
| 2019-Q4 | 54 | 4,933,278 | — | $45M |
| 2019-Q3 | 56 | 4,252,119 | — | $39M |
| 2019-Q2 | 53 | 4,029,689 | — | $35M |
| 2019-Q1 | 54 | 3,649,926 | — | $32M |
| 2018-Q4 | 51 | 3,791,886 | — | $32M |
| 2018-Q3 | 54 | 2,833,108 | — | $24M |
| 2018-Q2 | 48 | 2,653,189 | — | $23M |
| 2018-Q1 | 43 | 2,298,912 | — | $20M |
| 2017-Q4 | 44 | 2,048,497 | — | $19M |
| 2017-Q3 | 38 | 1,962,539 | — | $19M |
| 2017-Q2 | 37 | 1,935,613 | — | $19M |
| 2017-Q1 | 42 | 2,518,062 | — | $24M |
| 2016-Q4 | 47 | 2,424,695 | — | $23M |
| 2016-Q3 | 41 | 1,970,619 | — | $21M |
| 2016-Q2 | 43 | 2,017,256 | — | $21M |
| 2016-Q1 | 39 | 1,767,433 | — | $18M |
| 2015-Q4 | 36 | 1,714,810 | — | $18M |
| 2015-Q3 | 37 | 1,801,690 | — | $18M |
| 2015-Q2 | 35 | 1,854,081 | — | $18M |
| 2015-Q1 | 37 | 1,865,974 | — | $19M |
| 2014-Q4 | 34 | 1,838,550 | — | $18M |
| 2014-Q3 | 32 | 1,658,137 | — | $16M |
| 2014-Q2 | 29 | 1,635,610 | — | $16M |
| 2014-Q1 | 26 | 1,505,233 | — | $14M |
| 2013-Q4 | 26 | 1,514,506 | — | $14M |
| 2013-Q3 | 26 | 1,176,400 | — | $11M |
| 2013-Q2 | 24 | 1,047,452 | — | $10M |
| 2013-Q1 | 1 | 23,238 | — | $238,000 |
