Siebert Financial Corp
SIEB- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000065596
In the last 90 days, Siebert Financial Corp insiders filed 1 open-market purchase and 0 sales; 47 institutions reported holding it in 13F filings for Q2 2026, worth $3.93M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Siebert Financial Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 47
- −7 vs. Q1 2026
- Shares held
- 2.38M
- −815.4K (−25.5%) vs. Q1 2026
- Total value
- $3.93M
- −$2.21M (−36.0%) vs. Q1 2026
- New holders
- 11
- 12 more added
- Sold out
- 18
- 22 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SIEB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 47 | $3.93M |
| Q1 2026 | 55 | $6.13M |
| Q4 2025 | 48 | $11.4M |
| Q3 2025 | 48 | $10.2M |
| Q2 2025 | 44 | $14.2M |
| Q1 2025 | 24 | $3.21M |
| Q4 2024 | 23 | $3.25M |
| Q3 2024 | 19 | $2.32M |
| Q2 2024 | 19 | $1.42M |
| Q1 2024 | 18 | $1.34M |
| Q4 2023 | 16 | $1.01M |
| Q3 2023 | 17 | $1.21M |
| Q2 2023 | 17 | $1.51M |
| Q1 2023 | 14 | $874.3K |
| Q4 2022 | 17 | $767.0K |
| Q3 2022 | 15 | $750.5K |
| Q2 2022 | 16 | $769.5K |
| Q1 2022 | 20 | $1.12M |
| Q4 2021 | 23 | $1.56M |
| Q3 2021 | 24 | $2.30M |
| Q2 2021 | 33 | $4.77M |
| Q1 2021 | 42 | $8.69M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Siebert Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 1 | $2 | 0.00% | +1 | New |
| True Wealth Design, LLC | 2 | $4 | 0.00% | −2−50.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 4 | $7 | 0.00% | +4 | New |
| Wells Fargo & Company | 10 | $17 | 0.00% | −5,313−99.8% | Reduced |
| Fortitude Family Office, LLC | 10 | $17 | 0.00% | +10 | New |
| IFP Advisors, Inc | 11 | $18 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 13 | $21 | 0.00% | +11+550.0% | Added |
| Farther Finance Advisors, LLC | 24 | $40 | 0.00% | +21+700.0% | Added |
| Essential Partners LLC | 41 | $68 | 0.00% | −96−70.1% | Reduced |
| Allworth Financial LP | 57 | $95 | 0.00% | +30+111.1% | Added |
| EverSource Wealth Advisors, LLC | 73 | $121 | 0.00% | +45+160.7% | Added |
| BNP Paribas Arbitrage, SA | 101 | $167 | 0.00% | −3,037−96.8% | Reduced |
| FMR LLC | 190 | $314 | 0.00% | −4,341−95.8% | Reduced |
| Citigroup Inc | 400 | $660 | 0.00% | −265−39.8% | Reduced |
| JPMorgan Chase & Co | 482 | $815 | 0.00% | −5,762−92.3% | Reduced |
| SRS Capital Advisors, Inc. | 576 | $951 | 0.00% | +576 | New |
| Barclays PLC | 654 | $1.08K | 0.00% | −2,364−78.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,060 | $1.75K | 0.00% | −6,779−86.5% | Reduced |
| Royal Bank of Canada | 6,728 | $11.0K | 0.00% | +1,974+41.5% | Added |
| Rhumbline Advisers | 7,380 | $12.2K | 0.00% | −10,418−58.5% | Reduced |
| Advisor Group Holdings, Inc. | 8,130 | $13.4K | 0.00% | −2,800−25.6% | Reduced |
| Russell Investments Group, Ltd. | 8,859 | $14.6K | 0.00% | +7,688+656.5% | Added |
| Vanguard Global Advisers, LLC | 9,447 | $15.6K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 11,398 | $18.8K | 0.00% | +11,398 | New |
| American Century Companies Inc | 11,545 | $19.0K | 0.00% | −1,543−11.8% | Reduced |
| XTX Topco Ltd | 17,780 | $29.3K | 0.00% | +17,780 | New |
| Renaissance Technologies LLC | 21,000 | $34.6K | 0.00% | −800−3.7% | Reduced |
| Qube Research & Technologies Ltd | 21,315 | $35.2K | 0.00% | +21,315 | New |
| Williams & Novak, LLC | 21,900 | $36.1K | 0.02% | +6,100+38.6% | Added |
| Morgan Stanley | 22,084 | $36.4K | 0.00% | +13,852+168.3% | Added |
| UBS Group AG | 22,296 | $36.8K | 0.00% | −138,297−86.1% | Reduced |
| AQR Capital Management LLC | 25,273 | $41.7K | 0.00% | +25,273 | New |
| Dimensional Fund Advisors LP | 26,299 | $43.5K | 0.00% | −8,542−24.5% | Reduced |
| Bridgeway Capital Management, LLC | 35,307 | $58.3K | 0.00% | −21,953−38.3% | Reduced |
| Northern Trust Corp | 42,312 | $69.8K | 0.00% | −96,313−69.5% | Reduced |
| Susquehanna International Group, LLP | 48,308 | $79.7K | 0.00% | +19,643+68.5% | Added |
| Citadel Advisors LLC | 48,906 | $80.7K | 0.00% | +21,561+78.8% | Added |
| State Street Corp | 50,650 | $83.6K | 0.00% | −93,584−64.9% | Reduced |
| Jane Street Group, LLC | 55,771 | $92.0K | 0.00% | +55,771 | New |
| Goldman Sachs Group Inc | 56,158 | $92.7K | 0.00% | +20,090+55.7% | Added |
| BlackRock, Inc. | 101,946 | $168.2K | 0.00% | −677,640−86.9% | Reduced |
| Vanguard Fiduciary Trust Co | 107,626 | $177.6K | 0.00% | −5,269−4.7% | Reduced |
| Millennium Management LLC | 121,232 | $200.0K | 0.00% | +121,232 | New |
| Cetera Investment Advisers | 146,990 | $242.5K | 0.00% | +531+0.4% | Added |
| Geode Capital Management, LLC | 253,888 | $419.2K | 0.00% | −181,651−41.7% | Reduced |
| Cantor Fitzgerald, L. P. | 515,911 | $851.3K | 0.02% | +515,911 | New |
| Vanguard Capital Management LLC | 549,720 | $907.0K | 0.00% | −899−0.2% | Reduced |
| STRS Ohio | 0 | $0 | 0.00% | −84,200−100.0% | Sold out |
| Vanguard Portfolio Management LLC | 0 | $0 | 0.00% | −80,715−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −36,488−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −35,736−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −35,189−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −32,823−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −32,765−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −18,282−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −12,156−100.0% | Sold out |
| Police & Firemen's Retirement System of New Jersey | 0 | $0 | 0.00% | −8,543−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −6,832−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −1,444−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −1,282−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |