Siebert Financial Corp (SIEB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Geode Capital Management, LLC

INCREASED

Shares260,743 from 253,888

Change+6,855 (+3%)

Value$560.9K (+$141.8K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

NEW

Shares16,385

Change+16,385

Value$35.2K

Filed 2026-11-02

Dimensional Fund Advisors LP

DECREASED

Shares13,530 from 26,299

Change-12,769 (-49%)

Value$29.1K (-$14.5K)

Filed 2026-11-04

Williams & Novak Wealth Management, LLC

DECREASED

Shares12,700 from 21,900

Change-9,200 (-42%)

Value$27.3K (-$8.8K)

Filed 2026-10-09

PNC Financial Services Group, Inc.

NEW

Shares2,065

Change+2,065

Value$4.4K

Filed 2026-11-06

Russell Investments Group, Ltd.

DECREASED

Shares535 from 8,859

Change-8,324 (-94%)

Value$1.2K (-$13.5K)

Filed 2026-11-06

Allworth Financial LP

UNCHANGED

Shares57 from 57

Change0 (0%)

Value$95 ($0)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

DECREASED

Shares30 from 73

Change-43 (-59%)

Value$64 (-$57)

Filed 2026-11-04

Essential Partners LLC

DECREASED

Shares17 from 41

Change-24 (-59%)

Value$37 (-$31)

Filed 2026-10-14

Barclays PLC

DECREASED

Shares4 from 654

Change-650 (-99%)

Value$9 (-$1.1K)

Filed 2026-11-06

Farther Finance Advisors, LLC

DECREASED

Shares4 from 24

Change-20 (-83%)

Value$9 (-$31)

Filed 2026-10-08

Fortitude Family Office, LLC

DECREASED

Shares4 from 10

Change-6 (-60%)

Value$9 (-$8)

Filed 2026-10-14

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$9 (+$2)

Filed 2026-10-29

Citigroup Inc

CLOSED

Shares0 from 400

Change-400 (-100%)

Value$0 (-$660)

Filed 2026-11-04

IFP Advisors, Inc

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$18)

Filed 2026-10-16

True Wealth Design, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$4)

Filed 2026-10-13

SJS Investment Consulting Inc.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$2)

Filed 2026-10-26

Vanguard Capital Management LLC

N/A

Shares— from 549,720

Change-549,720 (-100%)

Value—

Cantor Fitzgerald, L. P.

N/A

Shares— from 515,911

Change-515,911 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 146,990

Change-146,990 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 121,232

Change-121,232 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 107,626

Change-107,626 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 101,946

Change-101,946 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 56,158

Change-56,158 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 55,771

Change-55,771 (-100%)

Value—

State Street Corp

N/A

Shares— from 50,650

Change-50,650 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 48,906

Change-48,906 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 48,308

Change-48,308 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 42,312

Change-42,312 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 35,307

Change-35,307 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 25,273

Change-25,273 (-100%)

Value—

UBS Group AG

N/A

Shares— from 22,296

Change-22,296 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 22,084

Change-22,084 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 21,315

Change-21,315 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 21,000

Change-21,000 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 17,780

Change-17,780 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 11,545

Change-11,545 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 11,398

Change-11,398 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 9,447

Change-9,447 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 8,130

Change-8,130 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 7,380

Change-7,380 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 6,728

Change-6,728 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,060

Change-1,060 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 576

Change-576 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 482

Change-482 (-100%)

Value—

FMR LLC

N/A

Shares— from 190

Change-190 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 101

Change-101 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
Geode Capital Management, LLC	INCREASED	260,743	253,888	+6,855	+3%	$419.2K	$560.9K	+$141.8K	2026-11-06
Commonwealth Equity Services, LLC	NEW	16,385	—	+16,385	—	—	$35.2K	—	2026-11-02
Dimensional Fund Advisors LP	DECREASED	13,530	26,299	-12,769	-49%	$43.5K	$29.1K	-$14.5K	2026-11-04
Williams & Novak Wealth Management, LLC	DECREASED	12,700	21,900	-9,200	-42%	$36.1K	$27.3K	-$8.8K	2026-10-09
PNC Financial Services Group, Inc.	NEW	2,065	—	+2,065	—	—	$4.4K	—	2026-11-06
Russell Investments Group, Ltd.	DECREASED	535	8,859	-8,324	-94%	$14.6K	$1.2K	-$13.5K	2026-11-06
Allworth Financial LP	UNCHANGED	57	57	0	0%	$95	$95	$0	2026-11-06
EverSource Wealth Advisors, LLC	DECREASED	30	73	-43	-59%	$121	$64	-$57	2026-11-04
Essential Partners LLC	DECREASED	17	41	-24	-59%	$68	$37	-$31	2026-10-14
Barclays PLC	DECREASED	4	654	-650	-99%	$1.1K	$9	-$1.1K	2026-11-06
Farther Finance Advisors, LLC	DECREASED	4	24	-20	-83%	$40	$9	-$31	2026-10-08
Fortitude Family Office, LLC	DECREASED	4	10	-6	-60%	$17	$9	-$8	2026-10-14
Caitong International Asset Management Co., Ltd	UNCHANGED	4	4	0	0%	$7	$9	+$2	2026-10-29
Citigroup Inc	CLOSED	0	400	-400	-100%	$660	$0	-$660	2026-11-04
IFP Advisors, Inc	CLOSED	0	11	-11	-100%	$18	$0	-$18	2026-10-16
True Wealth Design, LLC	CLOSED	0	2	-2	-100%	$4	$0	-$4	2026-10-13
SJS Investment Consulting Inc.	CLOSED	0	1	-1	-100%	$2	$0	-$2	2026-10-26
Vanguard Capital Management LLC	N/A	—	549,720	-549,720	-100%	$907.0K	—	—	—
Cantor Fitzgerald, L. P.	N/A	—	515,911	-515,911	-100%	$851.3K	—	—	—
Cetera Investment Advisers	N/A	—	146,990	-146,990	-100%	$242.5K	—	—	—
Millennium Management LLC	N/A	—	121,232	-121,232	-100%	$200.0K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	107,626	-107,626	-100%	$177.6K	—	—	—
BlackRock, Inc.	N/A	—	101,946	-101,946	-100%	$168.2K	—	—	—
Goldman Sachs Group Inc	N/A	—	56,158	-56,158	-100%	$92.7K	—	—	—
Jane Street Group, LLC	N/A	—	55,771	-55,771	-100%	$92.0K	—	—	—
State Street Corp	N/A	—	50,650	-50,650	-100%	$83.6K	—	—	—
Citadel Advisors LLC	N/A	—	48,906	-48,906	-100%	$80.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	48,308	-48,308	-100%	$79.7K	—	—	—
Northern Trust Corp	N/A	—	42,312	-42,312	-100%	$69.8K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	35,307	-35,307	-100%	$58.3K	—	—	—
AQR Capital Management LLC	N/A	—	25,273	-25,273	-100%	$41.7K	—	—	—
UBS Group AG	N/A	—	22,296	-22,296	-100%	$36.8K	—	—	—
Morgan Stanley	N/A	—	22,084	-22,084	-100%	$36.4K	—	—	—
Qube Research & Technologies Ltd	N/A	—	21,315	-21,315	-100%	$35.2K	—	—	—
Renaissance Technologies LLC	N/A	—	21,000	-21,000	-100%	$34.7K	—	—	—
XTX Topco Ltd	N/A	—	17,780	-17,780	-100%	$29.3K	—	—	—
American Century Companies Inc	N/A	—	11,545	-11,545	-100%	$19.0K	—	—	—
Point72 Asset Management, L.P.	N/A	—	11,398	-11,398	-100%	$18.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	9,447	-9,447	-100%	$15.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	8,130	-8,130	-100%	$13.4K	—	—	—
Rhumbline Advisers	N/A	—	7,380	-7,380	-100%	$12.2K	—	—	—
Royal Bank of Canada	N/A	—	6,728	-6,728	-100%	$11.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,060	-1,060	-100%	$1.7K	—	—	—
Arax Advisory Partners	N/A	—	576	-576	-100%	$951	—	—	—
JPMorgan Chase & Co	N/A	—	482	-482	-100%	$815	—	—	—
FMR LLC	N/A	—	190	-190	-100%	$314	—	—	—
BNP Paribas Financial Markets	N/A	—	101	-101	-100%	$167	—	—	—
Rothschild Investment LLC	N/A	—	13	-13	-100%	$21	—	—	—
Wells Fargo & Company	N/A	—	10	-10	-100%	$17	—	—	—

Showing 49 of 49 institutions