| 0.91% |
| 4 | Corient Private Wealth LP | 30K | $762K | -27.0% | 0.028% | 0.00% |
| 5 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 16K | $414K | 0.0% | 0.015% | 0.10% |
| 6 | One Capital Management, LLC | 11K | $311K | 0.0% | 0.010% | 0.01% |
| 7 | CARY STREET PARTNERS FINANCIAL LLC | 8K | $217K | +18.3% | 0.008% | 0.00% |
| 8 | Versant Capital Management, Inc | 4K | $103K | 0.0% | 0.004% | 0.01% |
| 9 | CREATIVE FINANCIAL DESIGNS INC /ADV | 3K | $87K | -6.9% | 0.003% | 0.00% |
| 10 | Farther Finance Advisors, LLC | 3K | $66K | -19.6% | 0.002% | 0.00% |
| 11 | CoreCap Advisors, LLC | 526 | $14K | +23.5% | 0.001% | 0.00% |
| 12 | LRI Investments, LLC | 442 | $11K | 0.0% | 0.000% | 0.00% |
| 13 | NVWM, LLC | 250 | $6K | — | 0.000% | 0.00% |
| 14 | Aventura Private Wealth, LLC | 85 | $2K | -9.6% | 0.000% | 0.00% |
| 15 | IFP Advisors, Inc | 50 | $1K | -25.4% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SA — a direct measure of their conviction.
| 33.68% |
| +3.41 pp |
| $402M |
| +26% |
| Q4 2024 | 171 | +8.2% | 30.27% | 0.38 pp | $319M | 32% |
| Q3 2024 | 158 | — | 30.65% | — | $469M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
2 institutions opened new positions in SA during Q2 2026, while 179 fully exited. 2 added to existing positions and 10 trimmed.
SA institutional ownership fell by 40.27 percentage points quarter-over-quarter, with a net change of -185 holders.
The top 10 institutions account for 99.8% of all reported 13F value in SA, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.