Siebert Financial Corp. (SIEB)

Neutral

Institutional ownership roughly stable: -0.23% change quarter-over-quarter.

Data as of Q1 2026

Institutional Ownership

7.78%

QoQ Change

-0.23%

Total Value

$6.1B

Shares Outstanding

40.9M

Crowding AnalysisCrowded

Holders54of 5,944

Avg: 68

Uncrowded83th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.96x

58th percentile

26 buying27 selling

+14

New

-7

Closed

-45,428

Net shares

Holding Period Distribution

estimate

Median: 4 QAvg: 3.1 QHolders: 54

Ownership Concentration

Top 5: 65.0%Top 10: 82.6%

BlackRock,24.5%

VANGUARD CAPITAL MANAGEMENT17.3%

GEODE CAPITAL MANAGEMENT,13.7%

UBS Group AG5.0%

Cetera Investment Advisers4.6%

Others (49)35.0%

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Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.00%Max: 0.00%High conviction (>1%): 0

BlackRock,

VANGUARD CAPITAL MANAGEMENT

GEODE CAPITAL MANAGEMENT,

UBS Group AG

Cetera Investment Advisers

STATE STREET

NORTHERN TRUST

VANGUARD FIDUCIARY TRUST

STRS OHIO

VANGUARD PORTFOLIO MANAGEMENT

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWVANGUARD CAPITAL MANAGEMENT$1M551K shr

NEWVANGUARD FIDUCIARY TRUST$217K113K shr

NEWVANGUARD PORTFOLIO MANAGEMENT$155K81K shr

BOUGHTUBS Group AG$141K73K shr

BOUGHTGEODE CAPITAL MANAGEMENT$33K17K shr

SOLDUBS Group AG$477K136K shr

SOLDNAVELLIER & ASSOCIATES$279K80K shr

NEWBRIDGEWAY CAPITAL MANAGEMENT$225K64K shr

BOUGHTVANGUARD GROUP$100K29K shr

BOUGHTBlackRock$75K21K shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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