HoldingsChannel.com
Funds Holding SBI

On this page, we present all of the funds holding SBI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SBI, with a link to that fund's top holdings. The next columns indicate the amount of SBI stock held by each of the funds holding SBI, followed by the SBI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 56 funds holding SBI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by 1607 Capital Partners LLC. For more details on the positions held by 1607 Capital Partners LLC (or by any of the other funds holding SBI), click the fund name in the "Holder" column of the funds-holding-SBI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
1607 Capital Partners LLC1,363,762$10,501 12/31/2023
     SBI1,363,762$10,501 12/31/2023
Saba Capital Management L.P.1,076,406$8,288 12/31/2023
     SBI1,076,406$8,288 12/31/2023
Sit Investment Associates Inc.1,054,039$8,116 12/31/2023
     SBI1,054,039$8,116 12/31/2023
Rivernorth Capital Management LLC575,888$4,434 12/31/2023
     SBI575,888$4,434 12/31/2023
Allspring Global Investments Holdings LLC300,075$2,377 03/31/2024
     SBI300,075$2,377 03/31/2024
Morgan Stanley225,572$1,737 12/31/2023
     SBI225,572$1,737 12/31/2023
Pathstone Holdings LLC218,033$1,679 12/31/2023
     SBI218,033$1,679 12/31/2023
Commonwealth Equity Services LLC203,990$1,571 12/31/2023
     SBI203,990$1,571 12/31/2023
Logan Stone Capital LLC203,510$1,567 12/31/2023
     SBI203,510$1,567 12/31/2023
LPL Financial LLC173,278$1,334 12/31/2023
     SBI173,278$1,334 12/31/2023
Whittier Trust Co. of Nevada Inc.159,135$1,225 12/31/2023
     SBI159,135$1,225 12/31/2023
Tortoise Investment Management LLC132,172$1,018 12/31/2023
     SBI132,172$1,018 12/31/2023
Whittier Trust Co.107,557$828 12/31/2023
     SBI107,557$828 12/31/2023
CNH Partners LLC97,954$754 12/31/2023
     SBI97,954$754 12/31/2023
UBS Group AG95,381$734 12/31/2023
     SBI95,381$734 12/31/2023
Robinson Capital Management LLC87,550$677 12/31/2023
     SBI87,550$677 12/31/2023
StrategIQ Financial Group LLC84,900$654 12/31/2023
     SBI84,900$654 12/31/2023
Almitas Capital LLC73,762$568 12/31/2023
     SBI73,762$568 12/31/2023
Rock Point Advisors LLC68,550$528 12/31/2023
     SBI68,550$528 12/31/2023
Summit Financial Wealth Advisors LLC64,206$494 12/31/2023
     SBI64,206$494 12/31/2023
Bulldog Investors LLC52,697$391 12/31/2023
     SBI52,697$391 12/31/2023
Royal Bank of Canada49,936$385 12/31/2023
     SBI49,936$385 12/31/2023
Kempner Capital Management Inc.47,800$379 03/31/2024
     SBI47,800$379 03/31/2024
Wells Fargo & Company MN46,929$361 12/31/2023
     SBI46,929$361 12/31/2023
Raymond James & Associates36,409$288 03/31/2024
     SBI36,409$288 03/31/2024
Citadel Advisors LLC33,852$261 12/31/2023
     SBI33,852$261 12/31/2023
Fort Point Capital Partners LLC24,713$190 12/31/2023
     SBI24,713$190 12/31/2023
Stifel Financial Corp23,767$183 12/31/2023
     SBI23,767$183 12/31/2023
Wealthcare Advisory Partners LLC22,931$182 03/31/2024
     SBI22,931$182 03/31/2024
Melfa Wealth Management LLC22,747$180 03/31/2024
     SBI22,747$180 03/31/2024
Ashton Thomas Private Wealth LLC22,463$178 03/31/2024
     SBI22,463$178 03/31/2024
Susquehanna International Group LLP22,967$177 12/31/2023
     SBI22,967$177 12/31/2023
Raymond James Financial Services Advisors Inc.21,655$172 03/31/2024
     SBI21,655$172 03/31/2024
Mercer Global Advisors Inc. ADV21,373$165 12/31/2023
     SBI21,373$165 12/31/2023
Mariner LLC20,619$159 12/31/2023
     SBI20,619$159 12/31/2023
Aquire Wealth Advisors LLC19,660$151 12/31/2023
     SBI19,660$151 12/31/2023
Landscape Capital Management L.L.C.18,962$146 12/31/2023
     SBI18,962$146 12/31/2023
Envestnet Asset Management Inc.18,640$144 12/31/2023
     SBI18,640$144 12/31/2023
HighTower Advisors LLC18,522$143 12/31/2023
     SBI18,522$143 12/31/2023
Cetera Advisor Networks LLC18,402$142 12/31/2023
     SBI18,402$142 12/31/2023
Creative Planning17,663$136 12/31/2023
     SBI17,663$136 12/31/2023
Charter Trust Co.15,110$120 03/31/2024
     SBI15,110$120 03/31/2024
First Trust Advisors LP14,840$114 12/31/2023
     SBI14,840$114 12/31/2023
ProVise Management Group LLC13,750$106 12/31/2023
     SBI13,750$106 12/31/2023
Advisor Group Holdings Inc.7,425$57 12/31/2023
     SBI7,425$57 12/31/2023
Bank of America Corp DE5,935$46 12/31/2023
     SBI5,935$46 12/31/2023
Wolverine Asset Management LLC5,000$38 12/31/2023
     SBI5,000$38 12/31/2023
Blue Bell Private Wealth Management LLC2,093$17 03/31/2024
     SBI2,093$17 03/31/2024
US Bancorp DE1,000$8 12/31/2023
     SBI1,000$8 12/31/2023
Steward Partners Investment Advisory LLC1,007$8 12/31/2023
     SBI1,007$8 12/31/2023
SOA Wealth Advisors LLC.483$4 03/31/2024
     SBI483$4 03/31/2024
JPMorgan Chase & Co.574$4 12/31/2023
     SBI574$4 12/31/2023
Spire Wealth Management330$3 03/31/2024
     SBI330$3 03/31/2024
GWM Advisors LLC424$3 12/31/2023
     SBI424$3 12/31/2023
Bessemer Group Inc.248$2 12/31/2023
     SBI248$2 12/31/2023
Comerica Bank135$1 12/31/2023
     SBI135$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     SBI0$0 12/31/2023

See Summary: Institutional Holders of SBI
See Details: Top 10 Hedge Funds Holding SBI
Also See: SBI Insider Buying
Also See: SBI Holdings Changes

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