Siebert Financial Corp: which funds bought and sold

Institutions that bought and sold Siebert Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 24 institutions that filed 13F reports for both quarters added to or opened positions in Siebert Financial, and 40 cut or closed them. Together they sold a net 299K shares, −9.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 139K shares (+88.9%); index fund managers were net sellers of 1.2M shares (−51.5%). 12 opened a new position and 18 sold out entirely.

Bought, Q2 2026 24 institutions, 12 of them new holders Sold, Q2 2026 40 institutions, 18 of them sold out

Net change, all compared −299K shares (−9.4%)

Net change, active managers +139K shares (+88.9%), 5 bought, 5 sold

Buyers versus sellers

institutions compared, 66

24 bought 2 40 sold

Active managers and hedge funds 5 bought · 5 sold · +139K

Index fund managers 0 bought · 9 sold · −1.2M

Other institutions 19 bought · 26 sold · +743K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Cantor Fitzgerald, L. P.	+1.0M New position	1.0M	$1.7M
Millennium Management LLC Hedge fund	+121K New position	121K	$200,033
Jane Street Group, LLC	+56K New position	56K	$92,023
AQR Capital Management LLC Hedge fund	+25K New position	25K	$41,701
Citadel Advisors LLC Hedge fund	+22K +78.8%	49K	$80,695
Qube Research & Technologies Ltd Hedge fund	+21K New position	21K	$35,170
Goldman Sachs Group Inc	+20K +55.7%	56K	$92,661
Susquehanna International Group, LLP	+20K +68.5%	48K	$79,708
Xtx Topco Ltd	+18K New position	18K	$29,337
Morgan Stanley	+14K +168.3%	22K	$36,439
Point72 Asset Management, L.P. Hedge fund	+11K New position	11K	$18,807
Russell Investments Group, Ltd.	+7,688 +656.5%	8,859	$14,617
Williams & Novak, LLC	+6,100 +38.6%	22K	$36,135
Royal Bank Of Canada	+1,974 +41.5%	6,728	$11,000
Arax Advisory Partners	+576 New position	576	$951
Cetera Investment Advisers	+531 +0.4%	147K	$242,534
Integrated Wealth Concepts LLC	+70 New position	70	$116
Eversource Wealth Advisors, LLC	+45 +160.7%	73	$121
Allworth Financial LP	+30 +111.1%	57	$95
Farther Finance Advisors, LLC	+21 +700.0%	24	$40

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+121K New position	121K	$200,033
AQR Capital Management LLC Hedge fund	+25K New position	25K	$41,701
Citadel Advisors LLC Hedge fund	+22K +78.8%	49K	$80,695
Qube Research & Technologies Ltd Hedge fund	+21K New position	21K	$35,170
Point72 Asset Management, L.P. Hedge fund	+11K New position	11K	$18,807

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	−678K −86.9%	102K	$168,210
Geode Capital Management, LLC Index funds	−182K −41.7%	254K	$419,165
UBS Group AG	−138K −86.1%	22K	$36,788
Northern Trust Corp Index funds	−96K −69.5%	42K	$69,815
State Street Corp Index funds	−94K −64.9%	51K	$83,573
Strs Ohio	−84K Sold out	0	—
Vanguard Portfolio Management LLC Index funds	−81K Sold out	0	—
Focus Partners Wealth	−36K Sold out	0	—
Bank Of New York Mellon Corp	−36K Sold out	0	—
Charles Schwab Investment Management Inc Index funds	−35K Sold out	0	—
Deutsche Bank Ag\	−33K Sold out	0	—
Panagora Asset Management Inc Active manager	−33K Sold out	0	—
Bridgeway Capital Management, LLC Active manager	−22K −38.3%	35K	$58,257
New York State Common Retirement Fund	−22K Sold out	0	—
Nuveen, LLC	−18K Sold out	0	—
Bank Of America Corp	−12K Sold out	0	—
Rhumbline Advisers Index funds	−10K −58.5%	7,380	$12,177
Police & Firemen'S Retirement System Of New Jersey	−8,543 Sold out	0	—
Dimensional Fund Advisors LP	−8,542 −24.5%	26K	$43,545
Mirae Asset Global Etfs Holdings Ltd.	−6,832 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Panagora Asset Management Inc Active manager	−33K Sold out	0	—
Bridgeway Capital Management, LLC Active manager	−22K −38.3%	35K	$58,257
FMR LLC Active manager	−4,341 −95.8%	190	$314
American Century Companies Inc Active manager	−1,543 −11.8%	12K	$19,049
Renaissance Technologies LLC Hedge fund	−800 −3.7%	21K	$34,650

New positions

largest by value

Institution	Shares	Value June 30, 2026
Cantor Fitzgerald, L. P.	1.0M	$1.7M
Millennium Management LLCHedge fund	121K	$200,033
Jane Street Group, LLC	56K	$92,023
AQR Capital Management LLCHedge fund	25K	$41,701
Qube Research & Technologies LtdHedge fund	21K	$35,170
Xtx Topco Ltd	18K	$29,337
Point72 Asset Management, L.P.Hedge fund	11K	$18,807
Arax Advisory Partners	576	$951
Integrated Wealth Concepts LLC	70	$116
Fortitude Family Office, LLC	10	$17

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Strs Ohio	84K	$161,664
Vanguard Portfolio Management LLCIndex funds	81K	$154,973
Focus Partners Wealth	36K	$70,057
Bank Of New York Mellon Corp	36K	$68,613
Charles Schwab Investment Management IncIndex funds	35K	$67,563
Deutsche Bank Ag\	33K	$63,020
Panagora Asset Management IncActive manager	33K	$62,909
New York State Common Retirement Fund	22K	$41,472
Nuveen, LLC	18K	$35,101
Bank Of America Corp	12K	$23,340

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 48
Ten largest holders: 85.5%
Index fund managers: 38.5%
Active managers and hedge funds: 10.2%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	5	5	4	1	+139K	+88.9%
Index fund managers	0	9	0	2	−1.2M	−51.5%
Other institutions	19	26	8	15	+743K	+100.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Siebert Financial.

Only managers that filed a holdings report for both quarters are compared (66 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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