HolderBook

SIEBERT FINL CORP (SIEB)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

49
Reporting holders
$4.8M
Reported value
7.0%
Of shares outstanding
0.0%
Held as options
-6
Holder change

Institutions report 2,897,038 shares against 41,100,936 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
CANTOR FITZGERALD, L. P.$1.7M1,031,8220.01%newNEW
VANGUARD CAPITAL MANAGEMENT LLC$907.0K549,7200.00%2qHELD
GEODE CAPITAL MANAGEMENT, LLC$419.2K253,8880.00%31q-41.7%-$299.9K
Cetera Investment Advisers$242.5K146,9900.00%9qHELD
MILLENNIUM MANAGEMENT LLC$200.0K121,2320.00%newNEW
VANGUARD FIDUCIARY TRUST CO$177.6K107,6260.00%2q-4.7%-$8.7K
BlackRock, Inc.$168.2K101,9460.00%8q-86.9%-$1.1M
GOLDMAN SACHS GROUP INC$92.7K56,1580.00%5q+55.7%+$33.1K
JANE STREET GROUP, LLC$92.0K55,7710.00%newNEW
STATE STREET CORP$83.6K50,6500.00%31q-64.9%-$154.4K
CITADEL ADVISORS LLC$80.7K48,9060.00%2q+78.8%+$35.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$79.7K48,3080.00%3q+68.5%+$32.4K
NORTHERN TRUST CORP$69.8K42,3120.00%31q-69.5%-$158.9K
BRIDGEWAY CAPITAL MANAGEMENT, LLC$58.3K35,3070.00%5q-38.3%-$36.2K
DIMENSIONAL FUND ADVISORS LP$43.5K26,2990.00%5q-24.5%-$14.1K
AQR CAPITAL MANAGEMENT LLC$41.7K25,2730.00%newNEW
UBS Group AG$36.8K22,2960.00%7q-86.1%-$228.2K
MORGAN STANLEY$36.4K22,0840.00%28q+168.3%+$22.9K
Williams & Novak, LLC$36.1K21,9000.02%2q+38.6%+$10.1K
Qube Research & Technologies Ltd$35.2K21,3150.00%newNEW
RENAISSANCE TECHNOLOGIES LLC$34.6K21,0000.00%9q-3.7%-$1.3K
XTX Topco Ltd$29.3K17,7800.00%newNEW
AMERICAN CENTURY COMPANIES INC$19.0K11,5450.00%4q-11.8%-$2.5K
Point72 Asset Management, L.P.$18.8K11,3980.00%newNEW
Vanguard Global Advisers, LLC$15.6K9,4470.00%2qHELD
Russell Investments Group, Ltd.$14.6K8,8590.00%4q+656.5%+$12.7K
OSAIC HOLDINGS, INC.$13.4K8,1300.00%22q-25.6%-$4.6K
RHUMBLINE ADVISERS$12.2K7,3800.00%5q-58.5%-$17.2K
ROYAL BANK OF CANADA$11.0K6,7280.00%5q+41.5%+$3.2K
MERCER GLOBAL ADVISORS INC /ADV$2.0K1,1890.00%newNEW
Tower Research Capital LLC (TRC)$1.7K1,0600.00%5q-86.5%-$11.2K
BARCLAYS PLC$1.1K6540.00%5q-78.3%-$3.9K
Arax Advisory Partners$9515760.00%newNEW
JPMORGAN CHASE & CO$8154820.00%13q-92.3%-$9.7K
CITIGROUP INC$6604000.00%5q-39.8%
FMR LLC$3141900.00%5q-95.8%-$7.2K
BNP PARIBAS FINANCIAL MARKETS$1671010.00%31q-96.8%-$5.0K
EverSource Wealth Advisors, LLC$121730.00%2q+160.7%
Integrated Wealth Concepts LLC$116700.00%newNEW
Allworth Financial LP$95570.00%2q+111.1%
Essential Partners LLC$68410.00%2q-70.1%
Farther Finance Advisors, LLC$40240.00%2q+700.0%
ROTHSCHILD INVESTMENT LLC$21130.00%2q+550.0%
IFP Advisors, Inc$18110.00%2qHELD
WELLS FARGO & COMPANY/MN$17100.00%15q-99.9%-$18.1K
Fortitude Family Office, LLC$17100.00%newNEW
Caitong International Asset Management Co., Ltd$740.00%newNEW
True Wealth Design, LLC$420.00%2q-50.0%
SJS Investment Consulting Inc.$210.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202649$4.8M2,897,0381311210.0%
Q1 202655$6.1M3,201,2981110170.0%
Q4 202547$11.4M3,240,833214130.0%
Q3 202548$10.3M3,524,57061890.3%
Q2 202547$14.3M3,211,062281151.0%
Q1 202523$3.3M1,062,5410872.8%
Q4 202424$3.5M1,064,50561133.2%
Q3 202420$2.3M915,1974550.9%
Q2 202418$1.4M812,6243650.8%
Q1 202417$1.4M638,6953346.8%
Q4 202316$1.1M604,8460644.5%
Q3 202318$1.2M615,5193541.3%
Q2 202317$1.6M596,8325428.6%
Q1 202313$872.4K449,4062251.5%
Q4 202214$628.3K442,1963204.5%
Q3 202213$835.5K509,14703110.2%
Q2 202213$870.5K496,79506411.6%
Q1 202219$1.3M520,17916914.7%
Q4 202122$2.0M710,87957719.4%
Q3 202124$3.0M686,411081222.1%
Q2 202135$6.2M992,256842023.3%
Q1 202142$10.1M2,146,3261714913.6%
Q4 202032$8.0M1,905,83551280.3%
Q3 202033$6.1M1,853,819310102.2%
Q2 202032$10.4M2,010,26761362.1%
Q1 202031$14.6M2,016,28541360.1%
Q4 201930$12.9M1,468,37621261.3%
Q3 201930$12.8M1,377,63031171.3%
Q2 201928$12.1M1,301,34341152.8%
Q1 201929$14.3M1,159,6703974.0%
Q4 201829$17.9M1,129,1590028.7%