Institutional Holders (2026 Q1)
32 + 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 | 0.89% | 544,960 | $10.2M |
| 2 | Crux Wealth Advisors | 0.82% | 114,077 | $2.1M |
| 3 | Axis Wealth Partners, LLC | 0.28% | 27,541 | $517K |
| 4 | IHT Wealth Management, LLC | 0.13% | 303,734 | $5.7M |
| 5 | Principle Wealth Partners LLC | 0.08% | 73,093 | $1.4M |
| 6 | Westside Investment Management, Inc. | 0.06% | 20,650 | $388K |
| 7 | World Investment Advisors | 0.05% | 164,278 | $3.1M |
| 8 | ADG Wealth Management Group, LLC | 0.03% | 2,650 | $50K |
| 9 | Daymark Wealth Partners, LLC | 0.02% | 39,173 | $736K |
| 10 | Essex Financial Services, Inc. | 0.01% | 13,335 | $250K |
| 11 | Cetera Investment Advisers | 0.01% | 559,822 | $10.5M |
| 12 | Ameriprise Financial Inc | 0.01% | 2,182,524 | $41.0M |
| 13 | Osaic Holdings, INC. | 0.01% | 261,765 | $4.9M |
| 14 | Kestra Advisory Services, LLC | 0.01% | 78,661 | $1.5M |
| 15 | Commonwealth Equity Services, LLC | 0.00% | 171,613 | $3.2M |
| 16 | LPL Financial LLC | 0.00% | 883,279 | $16.6M |
| 17 | Western Wealth Management, LLC | 0.00% | 3,402 | $64K |
| 18 | Sanctuary Advisors, LLC | 0.00% | 19,925 | $374K |
| 19 | Raymond James Financial Inc | 0.00% | 182,512 | $3.4M |
| 20 | Bank of America Corp /de/ | 0.00% | 367,083 | $6.9M |
| 21 | Creative Financial Designs Inc /Adv | 0.00% | 317 | $6K |
| 22 | Mariner, LLC | 0.00% | 15,986 | $300K |
| 23 | Goldman Sachs Group Inc | 0.00% | 114,556 | $2.2M |
| 24 | Farther Finance Advisors, LLC | 0.00% | 1,338 | $25K |
| 25 | Jane Street Group, LLC | 0.00% | 55,548 | $1.0M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|