Siebert Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 549.72 K | $907.04 K | -0.16% | 1.34% |
| CANTOR FITZGERALD, L. P. | 08/19/2026 | 515.91 K | $851.25 K | 100.00% | 1.26% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 253.89 K | $419.17 K | -41.71% | 0.62% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 146.99 K | $242.53 K | 0.36% | 0.36% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 121.23 K | $200.03 K | 100.00% | 0.30% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 107.63 K | $177.58 K | -4.67% | 0.26% |
| BLACKROCK, INC. | 08/07/2026 | 101.95 K | $168.21 K | -86.92% | 0.25% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 56.16 K | $92.66 K | 55.70% | 0.14% |
| JANE STREET GROUP, LLC | 08/14/2026 | 55.77 K | $92.02 K | 100.00% | 0.14% |
| STATE STREET CORP | 08/07/2026 | 50.65 K | $83.57 K | -64.88% | 0.12% |
| CITADEL ADVISORS LLC | 09/02/2026 | 48.91 K | $80.70 K | 78.85% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 48.31 K | $79.71 K | 68.53% | 0.12% |
| NORTHERN TRUST CORP | 08/13/2026 | 42.31 K | $69.82 K | -69.48% | 0.10% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 35.31 K | $58.26 K | -38.34% | 0.09% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 26.30 K | $43.55 K | -24.52% | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 25.27 K | $41.70 K | 100.00% | 0.06% |
| UBS GROUP AG | 08/13/2026 | 22.30 K | $36.79 K | -86.12% | 0.05% |
| MORGAN STANLEY | 08/13/2026 | 22.08 K | $36.44 K | 168.27% | 0.05% |
| WILLIAMS & NOVAK, LLC | 07/08/2026 | 21.90 K | $36.14 K | 38.61% | 0.05% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 21.32 K | $35.17 K | 100.00% | 0.05% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 21.00 K | $34.65 K | -3.67% | 0.05% |
| XTX TOPCO LTD | 08/14/2026 | 17.78 K | $29.34 K | 100.00% | 0.04% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 11.55 K | $19.05 K | -11.79% | 0.03% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 11.40 K | $18.81 K | 100.00% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 9.45 K | $15.59 K | 0.00% | 0.02% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 8.86 K | $14.62 K | 656.53% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 8.13 K | $13.41 K | -25.62% | 0.02% |
| RHUMBLINE ADVISERS | 08/12/2026 | 7.38 K | $12.18 K | -58.53% | 0.02% |
| ROYAL BANK OF CANADA | 08/14/2026 | 6.73 K | $11.00 K | 41.52% | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 1.19 K | $1.96 K | 100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 1.06 K | $1.75 K | -86.48% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 654 | $1.08 K | -78.33% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 576 | $951 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 482 | $815 | -92.28% | 0.00% |
| CITIGROUP INC | 08/03/2026 | 400 | $660 | -39.85% | 0.00% |
| FMR LLC | 08/13/2026 | 190 | $314 | -95.81% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 101 | $167 | -96.78% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 73 | $121 | 160.71% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 70 | $116 | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 57 | $95 | 111.11% | 0.00% |
| ESSENTIAL PARTNERS LLC | 08/10/2026 | 41 | $68 | -70.07% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 24 | $40 | 700.00% | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 13 | $21 | 550.00% | 0.00% |
| IFP ADVISORS, INC | 07/20/2026 | 11 | $18 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 10 | $17 | -99.81% | 0.00% |
| FORTITUDE FAMILY OFFICE, LLC | 07/20/2026 | 10 | $17 | 100.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 4 | $7 | 100.00% | 0.00% |
| TRUE WEALTH DESIGN, LLC | 07/16/2026 | 2 | $4 | -50.00% | 0.00% |
| SJS INVESTMENT CONSULTING INC. | 07/22/2026 | 1 | $2 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
Siebert Financial Corp. institutional Ownership - FAQ's
During the previous two years, 75 institutional investors and hedge funds held shares of Siebert Financial Corp.. The most heavily invested institutionals were:
VANGUARD CAPITAL MANAGEMENT LLC: 549,720
CANTOR FITZGERALD, L. P.: 515,911
GEODE CAPITAL MANAGEMENT, LLC: 253,888
Cetera Investment Advisers: 146,990
MILLENNIUM MANAGEMENT LLC: 121,232
VANGUARD FIDUCIARY TRUST CO: 107,626
5.81% of Siebert Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 3.24 M shares in the last 24 months. This purchase volume represents approximately $5.95 M in transactions.