Institutional Holders (2026 Q2)
37 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SBMT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | LeClair Wealth Partners LLC | 0.62% | 178,230 | $1.2M |
| 2 | MMCAP International Inc. SPC | 0.14% | 236,654 | $1.6M |
| 3 | Ninepoint Partners LP | 0.08% | 150,000 | $1.0M |
| 4 | Connective Capital Management, LLC | 0.07% | 15,000 | $101K |
| 5 | Ghisallo Capital Management LLC | 0.01% | 100,000 | $676K |
| 6 | Periscope Capital INC. | 0.01% | 21,000 | $142K |
| 7 | Alyeska Investment Group, L.P. | 0.01% | 539,220 | $3.6M |
| 8 | Sprott INC. | 0.01% | 40,000 | $270K |
| 9 | Sequoia Financial Advisors, LLC | 0.00% | 27,692 | $187K |
| 10 | Citadel Advisors LLC | 0.00% | 522,174 | $3.5M |
| 11 | Federation des caisses Desjardins du Quebec | 0.00% | 10,000 | $68K |
| 12 | New York State Common Retirement Fund | 0.00% | 12,500 | $84K |
| 13 | Ameritas Investment Partners, Inc. | 0.00% | 485 | $3K |
| 14 | Tower Research Capital LLC (TRC) | 0.00% | 434 | $3K |
| 15 | Vanguard Fiduciary Trust Co | 0.00% | 33,951 | $230K |
| 16 | Wells Fargo & Company/Mn | 0.00% | 43,134 | $292K |
| 17 | BlackRock, Inc. | 0.00% | 257,270 | $1.7M |
| 18 | Strs Ohio | 0.00% | 1,000 | $7K |
| 19 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | 2,461 | $17K |
| 20 | Rhumbline Advisers | 0.00% | 3,430 | $23K |
| 21 | Morgan Stanley | 0.00% | 44,602 | $302K |
| 22 | Goldman Sachs Group Inc | 0.00% | 24,809 | $168K |
| 23 | Vanguard Portfolio Management LLC | 0.00% | 36,789 | $249K |
| 24 | UBS Group AG | 0.00% | 11,765 | $80K |
| 25 | Vanguard Capital Management LLC | 0.00% | 63,446 | $429K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|