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Disclosery

SAR SARATOGA INVT CORP

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COM NEW (common), issuer CIK 1377936

59 managers (59 13F filers) reported a position in SAR shares at 2026-06-30, 1,867,345 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
59
13F filers
59
New
5
Added
21
Reduced
21
Sold out
8
Shares held by filers
1,867,345

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Lido Advisors, LLCin group Lido Advisors, LLC181,518$4.05M0.01%-17,62013F-HRTimelineGroup
Private Advisor Group, LLC146,681$3.27M0.01%-18,45813F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc141,229$3.16M<0.01%+18,28813F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.127,040$2.83M0.08%-10,63513F-HRTimeline
Advisors Asset Management, Inc.121,635$2.71M0.04%+15,01013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…116,012$2.61M0.16%+33,60513F-HRTimeline
LPL Financial LLC111,909$2.5M<0.01%-2,08613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN85,079$1.9M<0.01%-18813F-HRTimelineGroup
Ethos Financial Group, LLC56,533$1.26M0.08%+3,68713F-HRTimeline
Janney Montgomery Scott LLC56,157$1.25M<0.01%+45,90113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.53,261$1.19M<0.01%-1,33513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC50,507$1.13M<0.01%+27,20413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC49,143$1.1M<0.01%+68913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …49,141$1.1M0.02%-1,43213F-HRTimelineGroup
Palogic Value Management, L.P.46,680$1.04M0.37%013F-HRTimeline
Next Level Private LLC43,527$971K0.19%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY41,713$931K<0.01%+13,42713F-HRTimelineGroup
JB CAPITAL PARTNERS LP33,847$737K0.11%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth31,441$701K<0.01%+3,73213F-HRTimelineGroup
Focus Financial Network, Inc.25,218$563K0.02%+4,04213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd24,939$556K0.01%+14,86013F-HRTimelineGroup
Cambridge Investment Research Advisors,…23,199$518K<0.01%-77713F-HR/ATimeline
Cetera Investment Advisers23,001$513K<0.01%+70013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,747$507K<0.01%+5313F-HRTimelineGroup
GREENWOOD GEARHART LLC21,500$480K0.02%+3,70013F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…20,757$463K0.11%-4,99513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,238$429K<0.01%+1,28813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP17,419$389K<0.01%-37,32713F-HRTimelineGroup
D.A. DAVIDSON & CO.14,895$332K<0.01%-3,40813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,782$330K<0.01%-3,34913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,122$248K<0.01%-6,06013F-HRTimeline
DAVIDSON TRUST CO11,000$245K0.1%013F-HRTimeline
WEDBUSH SECURITIES INC10,200$228K0.01%-50013F-HRTimeline
Steward Partners Investment Advisory, L…9,851$220K<0.01%+2,37413F-HRTimeline
VestGen Advisors, LLC9,719$217K0.01%-9,53113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,580$214K<0.01%-15,44713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,929$154K<0.01%-9213F-HRTimelineGroup
UBS Group AGin group UBS Group AG6,665$149K<0.01%-20,61513F-HRTimelineGroup
Register Financial Advisors LLC6,027$134K0.04%+2413F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…4,984$111K<0.01%-22,04313F-HRTimelineGroup
Triumph Capital Management2,950$65.8K0.01%+1,17513F-HRTimeline
Aquatic Capital Management LLC1,014$22.6K<0.01%-4,71113F-HRTimeline
IFP Advisors, Inc1,000$22.3K<0.01%013F-HRTimeline
IFG Advisory, LLC1,000$22.3K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC965$21.5K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS809$18K<0.01%+12513F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.701$15.6K0.01%013F-HRTimeline
State of Alaska, Department of Revenue630$14K<0.01%013F-HRTimeline
PFS Partners, LLC503$11.2K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…285$6.36K<0.01%-4313F-HRTimelineGroup
Avion Wealth218$4K<0.01%+713F-HRTimeline
NewEdge Advisors, LLC100$2.23K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL100$2.23K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…94$2.1K<0.01%013F-HRTimeline
West Financial Advisors, LLC57$1.28K<0.01%+113F-HRTimeline
Larson Financial Group LLC49$1.09K<0.01%013F-HRTimeline
Quarry LP20$446<0.01%new13F-HRTimeline
Hurley Capital, LLC15$344<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC10$224<0.01%new13F-HRTimeline