Who Owns SARATOGA (SAR)? -- Institutional Holders (2026-06-30)

68 institutions reported holding $44.2M of SARATOGA (SAR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Lido Advisors, LLC ($4.0M), Private Advisor Group, LLC ($3.3M), Legal & General Group Plc ($3.2M), Hennion & Walsh Asset Management, Inc. ($2.8M), Advisors Asset Management, Inc. ($2.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Lido Advisors, LLC	$4.0M	181,518	Trimmed
2	Private Advisor Group, LLC	$3.3M	146,681	Trimmed
3	Legal & General Group Plc	$3.2M	141,229	Added
4	Hennion & Walsh Asset Management, Inc.	$2.8M	127,040	Trimmed
5	Advisors Asset Management, Inc.	$2.7M	121,635	Added
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$2.6M	116,012	Added
7	LPL Financial LLC	$2.5M	111,909	Trimmed
8	WELLS FARGO & COMPANY/MN	$1.9M	85,079	Trimmed
9	CITADEL ADVISORS LLC	$1.6M	69,907	Added
10	Ethos Financial Group, LLC	$1.3M	56,533	Added
11	Janney Montgomery Scott LLC	$1.3M	56,157	Added
12	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.2M	55,300	Trimmed
13	BlackRock, Inc.	$1.2M	53,261	Trimmed
14	RAYMOND JAMES FINANCIAL INC	$1.1M	49,143	Added
15	Wealthcare Advisory Partners LLC	$1.1M	49,141	Trimmed
16	Palogic Value Management, L.P.	$1.0M	46,680	Hold
17	Next Level Private LLC	$971,087	43,527	Hold
18	MORGAN STANLEY	$930,617	41,713	Added
19	JANE STREET GROUP, LLC	$874,552	39,200	New
20	JB CAPITAL PARTNERS LP	$737,188	33,847	Hold
21	Focus Partners Wealth	$701,448	31,441	Added
22	Focus Financial Network, Inc.	$562,620	25,218	Added
23	XTX Topco Ltd	$556,389	24,939	Added
24	Cambridge Investment Research Advisors, Inc.	$518,000	23,199	Trimmed
25	Cetera Investment Advisers	$513,146	23,001	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30