SAR institutional holders

SARATOGA INVT CORP · 13F, 2026Q2

Managers holding59
Shares held1,890,544
Reported value$42.2m
Quarter flows5 new, 22 added, 20 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Lido Advisors, LLC181,518$4.0m0.0%
Private Advisor Group, LLC146,681$3.3m0.0%
Legal & General Group Plc141,229$3.2m0.0%
Hennion & Walsh Asset Management, Inc.127,040$2.8m0.1%
Advisors Asset Management, Inc.121,635$2.7m0.0%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC116,012$2.6m0.1%
LPL Financial LLC111,909$2.5m0.0%
WELLS FARGO & COMPANY/MN85,079$1.9m0.0%
Ethos Financial Group, LLC56,533$1.3m0.1%
Janney Montgomery Scott LLC56,157$1.3m0.0%
BlackRock, Inc.53,261$1.2m0.0%
CITADEL ADVISORS LLC50,507$1.1m0.0%
RAYMOND JAMES FINANCIAL INC49,143$1.1m0.0%
Wealthcare Advisory Partners LLC49,141$1.1m0.0%
Palogic Value Management, L.P.46,680$1.0m0.3%
Cambridge Investment Research Advisors, Inc.46,398$1.0m0.0%
Next Level Private LLC43,527$971,0870.2%
MORGAN STANLEY41,713$930,6170.0%
JB CAPITAL PARTNERS LP33,847$737,1880.1%
Focus Partners Wealth31,441$701,4480.0%
Focus Financial Network, Inc.25,218$562,6200.0%
XTX Topco Ltd24,939$556,3890.0%
Cetera Investment Advisers23,001$513,1460.0%
OSAIC HOLDINGS, INC.22,747$507,4840.0%
GREENWOOD GEARHART LLC21,500$479,6650.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SAR"). SAR price history · All 13F data

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