Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Siebert Finl Corp (SIEB)

48 + Investors. Track Smart Money conviction in SIEB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
38%

Smart Money Signals — SIEB

Based on 48 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SIEB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
48 funds currently hold this stock — 91% of the 3.0-year high of 53 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 38% buying

25 buying41 selling
Last quarter: 41 funds sold vs only 25 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 3 → 14 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 15% medium ■ 42% new
21 out of 48 hedge funds have held SIEB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

27 → 7 → 3 → 14 → 14 new funds/Q
New funds entering each quarter: 7 → 3 → 14 → 14. A growing number of institutions are discovering SIEB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 44% newcomers

■ 52% veterans ■ 4% 1-2yr ■ 44% new
Entry-cohort mix of 48 holders: 25 (52%) are 2+ year veterans, 2 entered 1–2 years ago, and 21 (44%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
21 of 48 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SIEB

In 2026 Q2, 25 hedge funds were net buyers of SIEB (14 opened a new position, 11 added to an existing one), while 41 reduced or exited (22 trimmed, 19 sold completely) — a 38% buyer ratio, indicating net institutional distribution. 34% of total institutional value in SIEB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 48.

Hedge Fund Ownership: SIEB

How many hedge funds hold SIEB — quarterly history vs. share price
Quarterly hedge fund ownership of SIEB vs. share price

Market Analysis: SIEB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SIEB

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: SIEB
48 + Investors

Track Smart Money conviction in SIEB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 48 53 -9.43%
13F Shares 2M 3M -25.43%
Total Value $4M $6M -36.04%
New Positions 14 14 -
Increased Positions 11 11 -
Closed Positions 19 8 +11
Reduced Positions 22 19 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SIEB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

48 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SIEB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SIEB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Williams & Novak Wealth Management, LLC 0.02% 21,900 $36K
2 Cantor Fitzgerald, L. P. 0.01% 515,911 $851K
3 Bridgeway Capital Management, LLC 0.00% 35,307 $58K
4 XTX Topco Ltd 0.00% 17,780 $29K
5 Cetera Investment Advisers 0.00% 146,990 $243K
6 Millennium Management LLC 0.00% 121,232 $200K
7 Renaissance Technologies LLC 0.00% 21,000 $35K
8 Tower Research Capital LLC (TRC) 0.00% 1,060 $2K
9 Vanguard Fiduciary Trust Co 0.00% 107,626 $178K
10 Qube Research & Technologies Ltd 0.00% 21,315 $35K
11 Essential Partners LLC 0.00% 41 —
12 Point72 Asset Management, L.P. 0.00% 11,398 $19K
13 Vanguard Capital Management LLC 0.00% 549,720 $907K
14 Osaic Holdings, INC. 0.00% 8,130 $13K
15 Aqr Capital Management LLC 0.00% 25,273 $42K
16 Russell Investments Group, Ltd. 0.00% 8,859 $15K
17 Citadel Advisors LLC 0.00% 48,906 $81K
18 Rhumbline Advisers 0.00% 7,380 $12K
19 American Century Companies Inc 0.00% 11,545 $19K
20 Goldman Sachs Group Inc 0.00% 56,158 $93K
21 Jane Street Group, LLC 0.00% 55,771 $92K
22 Arax Advisory Partners 0.00% 576 —
23 Susquehanna International Group, LLP 0.00% 48,308 $80K
24 UBS Group AG 0.00% 22,296 $37K
25 EverSource Wealth Advisors, LLC 0.00% 73 —
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

Frequently Asked Questions — Siebert Finl Corp (SIEB)

What does the Smart Money Trend signal show for SIEB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SIEB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SIEB?

Heavy selling pressure — only 38% buying: Last quarter: 41 funds sold vs only 25 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for SIEB holders?

Strong quality — 34% AUM from major funds: 21 of 48 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SIEB?

44% of holders stayed for 2+ years: 21 out of 48 hedge funds have held SIEB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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