Fund shareholders of Siebert Financial Corp
ISIN US8261761097 · United States
- Fund shareholders
- 24
- Of which ETFs
- 6 18 other funds
- Value held
- 1.7M $
- Share of capital
- 2.4 % of 41.1M shares on Aug 11, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 322,275 | 531.8K $ | 0.78 % | as of Jun 30, 2026 ↗ | |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 227,445 | 375.3K $ | 0.00 % | 0.55 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 121,426 | 225.9K $ | 0.00 % | 0.30 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 71,987 | 133.9K $ | 0.00 % | 0.18 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 50,031 | 82.6K $ | 0.01 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 38,204 | 71.1K $ | 0.00 % | 0.09 % | as of May 31, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 35,307 | 58.3K $ | 0.06 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 32,347 | 60.2K $ | 0.00 % | 0.08 % | as of May 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 18,579 | 34.6K $ | 0.00 % | 0.05 % | as of May 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,146 | 18.2K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 10,547 | 19.6K $ | 0.00 % | 0.03 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,678 | 18K $ | 0.00 % | 0.02 % | as of May 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 6,476 | 10.7K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 5,751 | 10.7K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,600 | 6.7K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,773 | 4.6K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,476 | 2.7K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 1,398 | 2.6K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 666 | 1.2K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 524 | 974.6 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 521 | 969.1 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 13 | 24.2 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 8 | 13.2 $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 3 | 5.6 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.06 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 0.00 % | as of May 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 0.00 % | as of May 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 24 | -46 | 972,181 | -44.2 % |
| 2026Q2 | 70 | -9 | 1,743,028 | -2.9 % |
| 2026Q1 | 79 | +2 | 1,794,666 | +2.1 % |
| 2025Q4 | 77 | +21 | 1,757,726 | +8.6 % |
| 2025Q3 | 56 | +45 | 1,618,918 | +138.2 % |
| 2025Q2 | 11 | 0 | 679,566 | +1.1 % |
| 2025Q1 | 11 | 0 | 671,898 | +16.0 % |
| 2024Q4 | 11 | 0 | 579,412 | +6.5 % |
| 2024Q3 | 11 | 0 | 544,250 | -0.5 % |
| 2024Q2 | 11 | +1 | 546,987 | +12.5 % |
| 2024Q1 | 10 | -1 | 486,196 | +4.6 % |
| 2023Q4 | 11 | 464,849 |
Institutional managers
51 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 779,586 | 1.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 435,539 | 836.5K $ | as of Mar 31, 2026 |
| UBS Group AG | 160,593 | 308.3K $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 146,459 | 281.2K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 144,234 | 276.9K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 138,625 | 266.2K $ | as of Mar 31, 2026 |
| STRS OHIO | 84,200 | 161.7K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 57,260 | 109.9K $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 36,488 | 70.1K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 36,068 | 69.3K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 35,736 | 68.6K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 35,189 | 67.6K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 34,841 | 66.7K $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 32,823 | 63K $ | as of Mar 31, 2026 |
| PANAGORA ASSET MANAGEMENT INC | 32,765 | 62.9K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,665 | 55K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 27,345 | 52.5K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 21,800 | 41.9K $ | as of Mar 31, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | 21,600 | 41.5K $ | as of Mar 31, 2026 |
| Nuveen, LLC | 18,282 | 35.1K $ | as of Mar 31, 2026 |
| RHUMBLINE ADVISERS | 17,798 | 34.2K $ | as of Mar 31, 2026 |
| Williams & Novak, LLC | 15,800 | 28.6K $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 13,088 | 25.1K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 12,156 | 23.3K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 10,930 | 21K $ | as of Mar 31, 2026 |
Declared shareholders of Siebert Financial Corp
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Gloria E. Gebbia and 5 others | 42.00 % | 17,060,603 | as of Aug 26, 2026 · SCHEDULE 13D |
Cite this page
Titelia. "Fund shareholders of Siebert Financial Corp". https://titelia.com/en/stocks/siebert-financial-corp-US8261761097