SIEB
Siebert Financial Corp.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $1.50 | $1.71 | +14% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $1.78 | $1.71 | -4% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Millennium Management | Q3 2024 | Q3 2025 | → $3.90 | +119% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at SIEBERT FINANCIAL CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Mar 12, 2026 — the most recent Form 4 on file — not from today.
- Form 40001213900-26-027152Mar 12, 2026
- Form 40001213900-26-027151Mar 12, 2026
- Form 40001213900-26-027149Mar 12, 2026
- Form 40001213900-26-027148Mar 12, 2026
- Form 40001213900-26-027145Mar 12, 2026
- Form 40001213900-26-006704Jan 22, 2026
- Form 40001213900-26-006703Jan 22, 2026
- Form 40001213900-26-006702Jan 22, 2026
- Form 40001213900-26-006701Jan 22, 2026
- Form 40001213900-26-006700Jan 22, 2026
- Form 40001213900-25-114251Nov 24, 2025
- Form 40001213900-25-114252Nov 24, 2025
- Form 40001213900-25-114250Nov 24, 2025
- Form 40001213900-25-114247Nov 24, 2025
- Form 40001213900-25-114249Nov 24, 2025
Fundamentals
XBRL · Siebert Financial Corp.Annual figures sourced directly from Siebert Financial Corp.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for SIEBERT FINANCIAL CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQUARTERLY REPORTMay 15, 2026
- 10-KANNUAL REPORTMar 30, 2026
- 8-KCURRENT REPORTNov 21, 2025
- 10-QQUARTERLY REPORTNov 12, 2025
- 8-KCURRENT REPORTOct 31, 2025
- DEF 14AProxy statementOct 9, 2025
- 10-QQUARTERLY REPORTAug 12, 2025
- 8-KCURRENT REPORTJun 27, 2025
- S-3REGISTRATION STATEMENTMay 30, 2025
- 10-QQUARTERLY REPORTMay 13, 2025
- 8-KCURRENT REPORTApr 10, 2025
- 10-K/AAMENDMENT NO. 1 TO FORM 10-KApr 1, 2025
- 10-KANNUAL REPORTMar 31, 2025
- 8-KCURRENT REPORTDec 19, 2024
- 10-QQUARTERLY REPORTNov 12, 2024
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q2 2026 | open | $1.77 | $1.71 | -3% |
| Citadel Advisors | Q3 2024 | Q3 2025 | $1.78 | $3.90 | +119% |
| Millennium Management | Q3 2024 | Q3 2025 | $1.78 | $3.90 | +119% |
| Renaissance Technologies | Q3 2024 | open | $1.50 | $1.71 | +14% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.