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Siebert Financial Corp (SIEB)

CUSIP: 826176109 | NYSE | Financial Services · Capital Markets | Micro Cap | 128 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AJohn J. Gebbia17,060,60342.0%+247,280Aug 26, 2026No 13F filer matched
13D/ARichard Gebbia17,074,10342.0%New 5%+ stakeJan 20, 2026No 13F filer matched
13D/AJohn J. Gebbia17,060,603
42.0% of class · Aug 26, 2026+247,280
No 13F filer matched
13D/ARichard Gebbia17,074,103
42.0% of class · Jan 20, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Geode Capital Management, LLC260,743
0.0% of portfolio›$560.9K
Commonwealth Equity Services, LLC16,385
0.0% of portfolio›$35.2K
Dimensional Fund Advisors LP13,530
0.0% of portfolio›$29.1K
Williams & Novak Wealth Management, LLC12,700
0.0% of portfolio›$27.3K
PNC Financial Services Group, Inc.2,065
0.0% of portfolio›$4.4K
Russell Investments Group, Ltd.535
0.0% of portfolio›$1.2K
Allworth Financial LP57
0.0% of portfolio›$95
EverSource Wealth Advisors, LLC30
0.0% of portfolio›$64
Essential Partners LLC17
0.0% of portfolio›$37
Farther Finance Advisors, LLC4
0.0% of portfolio›$9
Barclays PLC4
0.0% of portfolio›$9
Fortitude Family Office, LLC4
0.0% of portfolio›$9
Caitong International Asset Management Co., Ltd4
0.0% of portfolio›$9
StyleTurnoverLocationFiled
Geode Capital Management, LLC
260,743$560.9K0.0%IndexVery LowBoston, MA2026-11-06
Commonwealth Equity Services, LLC
16,385$35.2K0.0%ETFLowWaltham, MA2026-11-02
Dimensional Fund Advisors LP
13,530$29.1K0.0%IndexLowAustin, TX2026-11-04
Williams & Novak Wealth Management, LLC
12,700$27.3K0.0%ETFMediumWestlake Village, CA2026-10-09
PNC Financial Services Group, Inc.
2,065$4.4K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Russell Investments Group, Ltd.
535$1.2K0.0%CoreLowSeattle, WA2026-11-06
Allworth Financial LP
57$950.0%IndexLowFolsom, CA2026-11-06
EverSource Wealth Advisors, LLC
30$640.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
17$370.0%ValueMediumRancho Santa Fe, CA2026-10-14
Farther Finance Advisors, LLC
4$90.0%IndexLowSan Francisco, CA2026-10-08
Barclays PLC
4$90.0%CoreMediumLondon, United Kingdom2026-11-06
Fortitude Family Office, LLC
4$90.0%ETFMediumScottsdale, AZ2026-10-14
Caitong International Asset Management Co., Ltd
4$90.0%GrowthVery HighHong Kong, South Korea2026-10-29