SARATOGA INVT CORP

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SAR·80349A208·US·Common Stock·Financial Services - Asset Management

SAR (SARATOGA INVT CORP) is held by 25 institutional investors as of Q2 2026. Largest holders: Lido Advisors, LLC ($4M), Private Advisor Group, LLC ($3.3M), Legal & General Group Plc ($3.2M). Net institutional sentiment: Mixed.

25

Holders

$24M

Total Value

43% (28)

Consensus

12 buying - 16 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)58

Insider (Form 4)60

Activist (13D/13G)79

Congressional (STOCK Act)58

Holder Quality

85

★★★★★

Elite

25

★★★★

Strong

13

★★★

Solid

51

★★

Below

10

★

Weak

Held by 25 funds

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders Sep 10, 2026 · Activists none · Congress none

InsiderOLOberbeck Christian LOther 290 shSep 9, 2026

InsiderOLOberbeck Christian LOther 280 shAug 18, 2026

InsiderOLOberbeck Christian LOther 3K shJul 22, 2026

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Top Holders

Top Holders (25)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Lido Advisors, LLC	Decreased	181,518(-8.8%)	$4M	0.0%	-21.93%	0
Private Advisor Group, LLC	Decreased	146,681(-11.2%)	$3.3M	0.0%	-10.32%	0
Legal & General Group Plc	Increased	141,229(+14.9%)	$3.2M	0.0%	-1.92%	30
LPL Financial LLC	Decreased	111,909(-1.8%)	$2.5M	0.0%	+5.33%	0
WELLS FARGO & COMPANY/MN	Decreased	85,079(-0.2%)	$1.9M	0.0%	-12.27%	0
BlackRock, Inc.	Decreased	53,261(-2.5%)	$1.2M	0.0%	-23.51%	0
CITADEL ADVISORS LLC	Increased	50,507(+116.7%)	$1.1M	0.0%	-28.09%	41
RAYMOND JAMES FINANCIAL INC	Increased	49,143(+1.4%)	$1.1M	0.0%	-22.89%	25
MORGAN STANLEY	Increased	41,713(+47.5%)	$930,617	0.0%	-17.07%	23
FWFocus Partners Wealth	Increased	31,441(+13.5%)	$701,448	0.0%	-27.18%	28
XTX Topco Ltd	Increased	24,939(+147.4%)	$556,389	0.0%	-27.76%	39
Cetera Investment Advisers	Increased	23,001(+3.1%)	$513,146	0.0%	-27.08%	25
OSAIC HOLDINGS, INC.	Increased	22,747(+0.2%)	$507,484	0.0%	-15.06%	24
ROYAL BANK OF CANADA	Increased	19,238(+7.2%)	$429,000	0.0%	-23.82%	26
TWO SIGMA INVESTMENTS, LP	Decreased	17,419(-68.2%)	$388,618	0.0%	-19.27%	0
D.A. DAVIDSON & CO.	Decreased	14,895(-18.6%)	$332,323	0.0%	+4.14%	0
AMERIPRISE FINANCIAL INC	Decreased	14,782(-18.5%)	$329,775	0.0%	-7.76%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	11,122(-35.3%)	$248,140	0.0%	-16.55%	0
Steward Partners Investment Advisory, LLC	Increased	9,851(+31.8%)	$219,776	0.0%	-25.98%	29
BANK OF AMERICA CORP /DE/	Decreased	9,580(-61.7%)	$213,730	0.0%	-25.29%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer