Institutional Holders (2026 Q2)
31 + 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 | 0.85% | 551,014 | $10.4M |
| 2 | Crux Wealth Advisors | 0.80% | 123,124 | $2.3M |
| 3 | Principle Wealth Partners LLC | 0.42% | 453,381 | $8.5M |
| 4 | Simplicity Wealth,LLC | 0.33% | 521,467 | $9.8M |
| 5 | Axis Wealth Partners, LLC | 0.27% | 30,432 | $572K |
| 6 | Warner Group LLC | 0.18% | 39,614 | $745K |
| 7 | IHT Wealth Management, LLC | 0.12% | 306,698 | $5.8M |
| 8 | World Investment Advisors | 0.05% | 164,278 | $3.1M |
| 9 | Westside Investment Management, Inc. | 0.05% | 20,650 | $388K |
| 10 | Huntleigh Advisors, Inc. | 0.03% | 13,300 | $250K |
| 11 | Daymark Wealth Partners, LLC | 0.02% | 43,063 | $809K |
| 12 | Creative Financial Designs Inc /Adv | 0.02% | 18,930 | $356K |
| 13 | Essex Financial Services, Inc. | 0.01% | 13,459 | $253K |
| 14 | Ameriprise Financial Inc | 0.01% | 2,185,168 | $41.1M |
| 15 | Private Advisor Group, LLC | 0.01% | 74,167 | $1.4M |
| 16 | Osaic Holdings, INC. | 0.01% | 263,051 | $4.9M |
| 17 | Kestra Advisory Services, LLC | 0.00% | 73,499 | $1.4M |
| 18 | LPL Financial LLC | 0.00% | 1,038,699 | $19.5M |
| 19 | Commonwealth Equity Services, LLC | 0.00% | 182,940 | $3.4M |
| 20 | Summit Financial, LLC | 0.00% | 12,368 | $232K |
| 21 | Cetera Investment Advisers | 0.00% | 120,525 | $2.3M |
| 22 | Raymond James Financial Inc | 0.00% | 255,460 | $4.8M |
| 23 | Bank of America Corp /de/ | 0.00% | 309,915 | $5.8M |
| 24 | Jane Street Group, LLC | 0.00% | 158,492 | $3.0M |
| 25 | Jones Financial Companies Lllp | 0.00% | 11,294 | $212K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|