Institutional Holders (2026 Q3)
31 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SBND. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Spartan Wealth Advisory Services LLC | 0.80% | 547,781 | $10.0M |
| 2 | Crux Wealth Advisors | 0.44% | 75,606 | $1.4M |
| 3 | Principle Wealth Partners LLC | 0.34% | 384,347 | $7.0M |
| 4 | Warner Group LLC | 0.31% | 77,968 | $1.4M |
| 5 | Axis Wealth Partners, LLC | 0.18% | 20,160 | $369K |
| 6 | Huntleigh Advisors, Inc. | 0.03% | 13,300 | $243K |
| 7 | Daymark Wealth Partners, LLC | 0.02% | 45,522 | $833K |
| 8 | Westside Investment Management, Inc. | 0.02% | 7,650 | $140K |
| 9 | Creative Financial Designs Inc /Adv | 0.02% | 19,754 | $361K |
| 10 | Essex Financial Services, Inc. | 0.01% | 13,588 | $249K |
| 11 | Private Advisor Group, LLC | 0.01% | 172,760 | $3.2M |
| 12 | Kestra Advisory Services, LLC | 0.01% | 150,938 | $2.8M |
| 13 | Simplicity Wealth,LLC | 0.01% | 14,045 | $257K |
| 14 | Osaic Holdings, INC. | 0.00% | 226,025 | $4.1M |
| 15 | Commonwealth Equity Services, LLC | 0.00% | 195,245 | $3.6M |
| 16 | LPL Financial LLC | 0.00% | 1,096,204 | $20.0M |
| 17 | Summit Financial, LLC | 0.00% | 15,124 | $277K |
| 18 | Cetera Investment Advisers | 0.00% | 138,180 | $2.5M |
| 19 | Raymond James Financial Inc | 0.00% | 307,597 | $5.6M |
| 20 | Jones Financial Companies Lllp | 0.00% | 52,246 | $959K |
| 21 | Jane Street Group, LLC | 0.00% | 57,626 | $1.1M |
| 22 | Jpmorgan Chase & Co | 0.00% | 24,066 | $441K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|