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On this page, we present all of the funds holding SBR from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SBR, with a link to that fund's top holdings. The next columns
indicate the amount of SBR stock held by each of the funds holding SBR, followed by the SBR position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 111 funds holding SBR within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Fayez Sarofim & Co. For more details on the positions held by Fayez Sarofim & Co
(or by any of the other funds holding SBR), click the fund name in the "Holder" column of the funds-holding-SBR table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Fayez Sarofim & Co | 248,198 | $15,495 | 12/31/2023 | SBR | 248,198 | $15,495 | 12/31/2023 | Beacon Pointe Advisors LLC | 198,490 | $13,440 | 12/31/2023 | SBR | 198,490 | $13,440 | 12/31/2023 | Mirae Asset Global Investments Co. Ltd. | 175,711 | $11,173 | 03/31/2024 | SBR | 175,711 | $11,173 | 03/31/2024 | King Luther Capital Management Corp | 150,107 | $10,186 | 12/31/2023 | SBR | 150,107 | $10,186 | 12/31/2023 | Chilton Capital Management LLC | 49,772 | $3,370 | 12/31/2023 | SBR | 49,772 | $3,370 | 12/31/2023 | Bank of America Corp DE | 44,905 | $3,047 | 12/31/2023 | SBR | 44,905 | $3,047 | 12/31/2023 | Morgan Stanley | 40,083 | $2,720 | 12/31/2023 | SBR | 40,083 | $2,720 | 12/31/2023 | Significant Wealth Partners LLC | 39,090 | $2,647 | 12/31/2023 | SBR | 39,090 | $2,647 | 12/31/2023 | Horizon Kinetics Asset Management LLC | 34,663 | $2,352 | 12/31/2023 | SBR | 34,663 | $2,352 | 12/31/2023 | American National Bank | 36,185 | $2,301 | 03/31/2024 | SBR | 36,185 | $2,301 | 03/31/2024 | Koshinski Asset Management Inc. | 33,085 | $2,240 | 12/31/2023 | SBR | 33,085 | $2,240 | 12/31/2023 | Edge Capital Group LLC | 31,115 | $2,111 | 12/31/2023 | SBR | 31,115 | $2,111 | 12/31/2023 | Two Sigma Investments LP | 29,630 | $2,011 | 12/31/2023 | SBR | 29,630 | $2,011 | 12/31/2023 | Wells Fargo & Company MN | 28,674 | $1,946 | 12/31/2023 | SBR | 28,674 | $1,946 | 12/31/2023 | Mraz Amerine & Associates Inc. | 28,312 | $1,917 | 12/31/2023 | SBR | 28,312 | $1,917 | 12/31/2023 | Capital Analysts LLC | 26,117 | $1,772 | 12/31/2023 | SBR | 26,117 | $1,772 | 12/31/2023 | Raymond James & Associates | 25,839 | $1,643 | 03/31/2024 | SBR | 25,839 | $1,643 | 03/31/2024 | Advisor Group Holdings Inc. | 24,052 | $1,632 | 12/31/2023 | SBR | 24,052 | $1,632 | 12/31/2023 | Howard Financial Services LTD. | 25,745 | $1,627 | 03/31/2024 | SBR | 25,745 | $1,627 | 03/31/2024 | Ronald Blue Trust Inc. | 24,992 | $1,589 | 03/31/2024 | SBR | 24,992 | $1,589 | 03/31/2024 | VeraBank N.A. | 24,024 | $1,528 | 03/31/2024 | SBR | 24,024 | $1,528 | 03/31/2024 | Peapack Gladstone Financial Corp | 22,482 | $1,526 | 12/31/2023 | SBR | 22,482 | $1,526 | 12/31/2023 | Commonwealth Equity Services LLC | 21,918 | $1,394 | 03/31/2024 | SBR | 21,918 | $1,394 | 03/31/2024 | LPL Financial LLC | 20,466 | $1,389 | 12/31/2023 | SBR | 20,466 | $1,389 | 12/31/2023 | Prospera Financial Services Inc | 19,665 | $1,334 | 12/31/2023 | SBR | 19,665 | $1,334 | 12/31/2023 | Qube Research & Technologies Ltd | 18,833 | $1,278 | 12/31/2023 | SBR | 18,833 | $1,278 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 17,927 | $1,214 | 12/31/2023 | SBR | 17,927 | $1,214 | 12/31/2023 | CI Private Wealth LLC | 17,893 | $1,214 | 12/31/2023 | SBR | 17,893 | $1,214 | 12/31/2023 | Bramshill Investments LLC | 17,477 | $1,186 | 12/31/2023 | SBR | 17,477 | $1,186 | 12/31/2023 | Creative Planning | 15,680 | $1,062 | 12/31/2023 | SBR | 15,680 | $1,062 | 12/31/2023 | UBS Group AG | 15,231 | $1,034 | 12/31/2023 | SBR | 15,231 | $1,034 | 12/31/2023 | Manhattan West Asset Management LLC | 15,262 | $1,033 | 12/31/2023 | SBR | 15,262 | $1,033 | 12/31/2023 | PFG Advisors | 14,796 | $1,002 | 12/31/2023 | SBR | 14,796 | $1,002 | 12/31/2023 | Transcend Wealth Collective LLC | 14,492 | $922 | 03/31/2024 | SBR | 14,492 | $922 | 03/31/2024 | Mcdaniel Terry & Co. | 14,000 | $890 | 03/31/2024 | SBR | 14,000 | $890 | 03/31/2024 | Captrust Financial Advisors | 13,017 | $882 | 12/31/2023 | SBR | 13,017 | $882 | 12/31/2023 | Capital Investment Advisors LLC | 13,800 | $873 | 03/31/2024 | SBR | 13,800 | $873 | 03/31/2024 | Exencial Wealth Advisors LLC | 12,007 | $813 | 12/31/2023 | SBR | 12,007 | $813 | 12/31/2023 | Stifel Financial Corp | 11,889 | $807 | 12/31/2023 | SBR | 11,889 | $807 | 12/31/2023 | AMG National Trust Bank | 12,680 | $804 | 03/31/2024 | SBR | 12,680 | $804 | 03/31/2024 | Motco | 11,600 | $787 | 12/31/2023 | SBR | 11,600 | $787 | 12/31/2023 | Moors & Cabot Inc. | 11,567 | $785 | 12/31/2023 | SBR | 11,567 | $785 | 12/31/2023 | Essex Financial Services Inc. | 11,957 | $760 | 03/31/2024 | SBR | 11,957 | $760 | 03/31/2024 | Fielder Capital Group LLC | 11,733 | $746 | 03/31/2024 | SBR | 11,733 | $746 | 03/31/2024 | Verdence Capital Advisors LLC | 11,600 | $738 | 03/31/2024 | SBR | 11,600 | $738 | 03/31/2024 | Hilltop Holdings Inc. | 10,100 | $685 | 12/31/2023 | SBR | 10,100 | $685 | 12/31/2023 | BOKF NA | 10,000 | $679 | 12/31/2023 | SBR | 10,000 | $679 | 12/31/2023 | Burford Brothers Inc. | 10,000 | $677 | 12/31/2023 | SBR | 10,000 | $677 | 12/31/2023 | Adviser Investments LLC | 10,215 | $650 | 03/31/2024 | SBR | 10,215 | $650 | 03/31/2024 | Franklin Street Advisors Inc. NC | 10,081 | $641 | 03/31/2024 | SBR | 10,081 | $641 | 03/31/2024 | Envestnet Asset Management Inc. | 9,330 | $632 | 12/31/2023 | SBR | 9,330 | $632 | 12/31/2023 | Chilton Investment Co. LLC | 9,067 | $615 | 12/31/2023 | SBR | 9,067 | $615 | 12/31/2023 | HighTower Advisors LLC | 9,558 | $606 | 03/31/2024 | SBR | 9,558 | $606 | 03/31/2024 | Greylin Investment Mangement Inc. | 9,100 | $575 | 03/31/2024 | SBR | 9,100 | $575 | 03/31/2024 | Brown Advisory Inc. | 9,000 | $572 | 03/31/2024 | SBR | 9,000 | $572 | 03/31/2024 | Summit Trail Advisors LLC | 8,500 | $541 | 03/31/2024 | SBR | 8,500 | $541 | 03/31/2024 | Kovitz Investment Group Partners LLC | 7,032 | $476 | 12/31/2023 | SBR | 7,032 | $476 | 12/31/2023 | Carnegie Capital Asset Management LLC | 7,300 | $464 | 03/31/2024 | SBR | 7,300 | $464 | 03/31/2024 | Private Trust Co. NA | 6,800 | $432 | 03/31/2024 | SBR | 6,800 | $432 | 03/31/2024 | Holderness Investments Co. | 6,000 | $406 | 12/31/2023 | SBR | 6,000 | $406 | 12/31/2023 | Fairfield Bush & CO. | 5,828 | $395 | 12/31/2023 | SBR | 5,828 | $395 | 12/31/2023 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 6,116 | $385 | 03/31/2024 | SBR | 6,116 | $385 | 03/31/2024 | Custos Family Office LLC | 5,564 | $378 | 12/31/2023 | SBR | 5,564 | $378 | 12/31/2023 | LGT Financial Advisors LLC | 5,560 | $354 | 03/31/2024 | SBR | 5,560 | $354 | 03/31/2024 | Westwood Holdings Group Inc. | 5,183 | $351 | 12/31/2023 | SBR | 5,183 | $351 | 12/31/2023 | Argent Trust Co | 4,977 | $338 | 12/31/2023 | SBR | 4,977 | $338 | 12/31/2023 | State Street Corp | 4,775 | $324 | 12/31/2023 | SBR | 4,775 | $324 | 12/31/2023 | Tyche Wealth Partners LLC | 5,083 | $323 | 03/31/2024 | SBR | 5,083 | $323 | 03/31/2024 | Invesco Ltd. | 4,706 | $319 | 12/31/2023 | SBR | 4,706 | $319 | 12/31/2023 | Monticello Wealth Management LLC | 4,765 | $303 | 03/31/2024 | SBR | 4,765 | $303 | 03/31/2024 | TCG Advisory Services LLC | 4,370 | $296 | 12/31/2023 | SBR | 4,370 | $296 | 12/31/2023 | Citadel Advisors LLC | 4,289 | $291 | 12/31/2023 | SBR | 4,289 | $291 | 12/31/2023 | Atria Wealth Solutions Inc. | 4,115 | $279 | 12/31/2023 | SBR | 4,115 | $279 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 4,165 | $265 | 03/31/2024 | SBR | 4,165 | $265 | 03/31/2024 | Oxbow Advisors LLC | 4,141 | $262 | 03/31/2024 | SBR | 4,141 | $262 | 03/31/2024 | Pathstone Holdings LLC | 3,617 | $245 | 12/31/2023 | SBR | 3,617 | $245 | 12/31/2023 | Cetera Advisor Networks LLC | 3,585 | $243 | 12/31/2023 | SBR | 3,585 | $243 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 3,811 | $241 | 03/31/2024 | SBR | 3,811 | $241 | 03/31/2024 | State of Wyoming | 3,508 | $238 | 12/31/2023 | SBR | 3,508 | $238 | 12/31/2023 | Islay Capital Management LLC | 3,500 | $237 | 12/31/2023 | SBR | 3,500 | $237 | 12/31/2023 | Regions Financial Corp | 3,539 | $225 | 03/31/2024 | SBR | 3,539 | $225 | 03/31/2024 | Ackerman Capital Advisors LLC | 3,417 | $216 | 03/31/2024 | SBR | 3,417 | $216 | 03/31/2024 | Virtus ETF Advisers LLC | 3,151 | $214 | 12/31/2023 | SBR | 3,151 | $214 | 12/31/2023 | Buckingham Strategic Partners | 3,058 | $208 | 12/31/2023 | SBR | 3,058 | $208 | 12/31/2023 | Perritt Capital Management Inc. | 2,567 | $174 | 12/31/2023 | SBR | 2,567 | $174 | 12/31/2023 | The PNC Financial Services Group Inc. | 2,234 | $152 | 12/31/2023 | SBR | 2,234 | $152 | 12/31/2023 | Creekmur Asset Management LLC | 2,173 | $147 | 12/31/2023 | SBR | 2,173 | $147 | 12/31/2023 | Lazard Asset Management LLC | 1,796 | $121 | 12/31/2023 | SBR | 1,796 | $121 | 12/31/2023 | Royal Bank of Canada | 1,054 | $71 | 12/31/2023 | SBR | 1,054 | $71 | 12/31/2023 | US Bancorp DE | 1,000 | $68 | 12/31/2023 | SBR | 1,000 | $68 | 12/31/2023 | Tucker Asset Management LLC | 1,000 | $68 | 12/31/2023 | SBR | 1,000 | $68 | 12/31/2023 | Citizens National Bank Trust Department | 1,000 | $64 | 03/31/2024 | SBR | 1,000 | $64 | 03/31/2024 | JPMorgan Chase & Co. | 758 | $51 | 12/31/2023 | SBR | 758 | $51 | 12/31/2023 | Sunbelt Securities Inc. | 600 | $38 | 03/31/2024 | SBR | 600 | $38 | 03/31/2024 | GWM Advisors LLC | 540 | $37 | 12/31/2023 | SBR | 540 | $37 | 12/31/2023 | First Manhattan Co. | 500 | $34 | 12/31/2023 | SBR | 500 | $34 | 12/31/2023 | Geneos Wealth Management Inc. | 515 | $33 | 03/31/2024 | SBR | 515 | $33 | 03/31/2024 | Huntington National Bank | 500 | $32 | 03/31/2024 | SBR | 500 | $32 | 03/31/2024 | Steward Partners Investment Advisory LLC | 430 | $29 | 12/31/2023 | SBR | 430 | $29 | 12/31/2023 | Venturi Wealth Management LLC | 399 | $25 | 03/31/2024 | SBR | 399 | $25 | 03/31/2024 | Allworth Financial LP | 286 | $18 | 03/31/2024 | SBR | 286 | $18 | 03/31/2024 | CWM LLC | 215 | $14 | 03/31/2024 | SBR | 215 | $14 | 03/31/2024 | Proequities Inc. | 180 | $11 | 03/31/2024 | SBR | 180 | $11 | 03/31/2024 | Tower Research Capital LLC TRC | 116 | $8 | 12/31/2023 | SBR | 116 | $8 | 12/31/2023 | PSI Advisors LLC | 75 | $5 | 03/31/2024 | SBR | 75 | $5 | 03/31/2024 | SJS Investment Consulting Inc. | 75 | $5 | 03/31/2024 | SBR | 75 | $5 | 03/31/2024 | Harbour Investments Inc. | 77 | $5 | 12/31/2023 | SBR | 77 | $5 | 12/31/2023 | UMB Bank N A MO | 45 | $3 | 03/31/2024 | SBR | 45 | $3 | 03/31/2024 | Sound Income Strategies LLC | 50 | $3 | 03/31/2024 | SBR | 50 | $3 | 03/31/2024 | Principal Securities Inc. | 23 | $2 | 12/31/2023 | SBR | 23 | $2 | 12/31/2023 | Russell Investments Group Ltd. | 10 | $1 | 12/31/2023 | SBR | 10 | $1 | 12/31/2023 | Farther Finance Advisors LLC | 22 | $1 | 12/31/2023 | SBR | 22 | $1 | 12/31/2023 |
See Summary: Institutional Holders of SBR
See Details: Top 10 Hedge Funds Holding SBR
Also See: SBR Holdings Changes
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