SBI — Institutional owners (13F)

59 filers · $46.9M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
RIVERNORTH CAPITAL MANAGEMENT, LLC $9,692,385 1,231,561 20.64% Shares
WELLS FARGO & COMPANY/MN $2,907,281 369,413 6.19% Shares
MORGAN STANLEY $2,361,724 300,091 5.03% Shares
1607 Capital Partners, LLC $2,337,610 297,028 4.98% Shares
GUGGENHEIM CAPITAL LLC $2,202,026 279,800 4.69% Shares
Invesco Ltd. $2,054,086 261,002 4.38% Shares
ROBINSON CAPITAL MANAGEMENT, LLC $1,786,600 227,014 3.81% Shares
WHITEBOX ADVISORS LLC $1,611,784 204,801 3.43% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,511,530 192,062 3.22% Shares
Cetera Investment Advisers $1,506,093 191,371 3.21% Shares
RAYMOND JAMES FINANCIAL INC $1,440,565 183,045 3.07% Shares
Carson Advisory Inc. $1,300,889 165,297 2.77% Shares
OSAIC HOLDINGS, INC. $1,272,689 161,715 2.71% Shares
Pathstone Holdings, LLC $1,239,355 157,478 2.64% Shares
Allspring Global Investments Holdings, LLC $1,198,703 152,313 2.55% Shares
H D Vest Advisory Services $1,188,136 157,997 2.53% Shares
Ariadne Wealth Management, LP $793,839 100,869 1.69% Shares
LPL Financial LLC $768,890 97,699 1.64% Shares
Whipplewood Advisors, LLC $719,515 91,425 1.53% Shares
UBS Group AG $646,709 82,174 1.38% Shares
WHITTIER TRUST CO OF NEVADA INC $619,897 79,576 1.32% Shares
ROYAL BANK OF CANADA $566,000 71,904 1.21% Shares
Rock Point Advisors, LLC $507,025 64,425 1.08% Shares
Waverly Advisors, LLC $438,981 55,779 0.94% Shares
Traub Capital Management LLC $435,486 55,335 0.93% Shares
Stratos Wealth Partners, LTD. $401,370 51,000 0.85% Shares
Thomas J. Herzfeld Advisors, Inc. $374,935 47,641 0.80% Shares
KEMPNER CAPITAL MANAGEMENT INC. $371,000 47,800 0.79% Shares
RIVERBRIDGE PARTNERS LLC $366,981 46,630 0.78% Shares
Northwest Financial Advisors $365,727 46,471 0.78% Shares
MELFA WEALTH MANAGEMENT, INC. $364,751 46,347 0.78% Shares
Bank of New York Mellon Corp $323,025 41,045 0.69% Shares
Summit Financial Wealth Advisors, LLC $319,176 40,556 0.68% Shares
WHITTIER TRUST CO $316,561 40,378 0.67% Shares
IHT Wealth Management, LLC $297,121 37,754 0.63% Shares
ROTHSCHILD INVESTMENT LLC $295,125 37,500 0.63% Shares
Noble Wealth Management PBC $283,619 40,575 0.60% Shares
CASTLE WEALTH MANAGEMENT LLC $255,389 32,451 0.54% Shares
STEPHENS INC /AR/ $200,685 25,500 0.43% Shares
Basepoint Wealth LLC $163,959 20,833 0.35% Shares
Mariner, LLC $154,394 19,618 0.33% Shares
Savvy Advisors, Inc. $142,785 18,143 0.30% Shares
Closed-End Fund Advisors, Inc. $137,544 17,477 0.29% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $123,646 15,711 0.26% Shares
BAR HARBOR WEALTH MANAGEMENT $118,916 15,110 0.25% Shares
ENVESTNET ASSET MANAGEMENT INC $101,917 12,950 0.22% Shares
GatePass Capital, LLC $98,375 12,500 0.21% Shares
49 WEALTH MANAGEMENT, LLC $84,028 10,677 0.18% Shares
Clear Street Group Inc. $69,413 8,820 0.15% Shares
Steward Partners Investment Advisory, LLC $39,468 5,015 0.08% Shares
CoreCap Advisors, LLC $32,267 4,100 0.07% Shares
GILL CAPITAL PARTNERS, LLC $25,625 3,256 0.05% Shares
HIGHLINE WEALTH PARTNERS LLC $7,870 1,000 0.02% Shares
SOA Wealth Advisors, LLC. $3,801 483 0.01% Shares
SIT INVESTMENT ASSOCIATES INC $870 110,494 0.00% Shares
Cambridge Investment Research Advisors, Inc. $345 43,846 0.00% Shares
Janney Montgomery Scott LLC $180 22,850 0.00% Shares
Global Retirement Partners, LLC $63 8 0.00% Shares
Penserra Capital Management LLC $34 4,362 0.00% Shares