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Disclosery

SAR SARATOGA INVT CORP

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COM NEW (common), issuer CIK 1377936

70 managers (71 13F filers) reported a position in SAR shares at 2025-12-31, 2,087,793 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
70
13F filers
71
New
9
Added
21
Reduced
22
Sold out
10
Shares held by filers
2,087,793

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC199,138$4.86M0.02%+1,26513F-HRTimelineGroup
Private Advisor Group, LLC163,359$3.77M0.02%+5,07313F-HRTimeline
Closed-End Fund Advisors, Inc.159,499$3.68M2.17%13F-HRTimeline
Hennion & Walsh Asset Management, Inc.141,470$3.26M0.11%-38,59313F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc117,294$2.71M<0.01%+23,76513F-HRTimelineGroup
LPL Financial LLC113,727$2.62M<0.01%+4,99813F-HRTimeline
Advisors Asset Management, Inc.101,383$2.34M0.04%-14,25813F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.95,197$2.2M<0.01%-3,66913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN82,830$1.91M<0.01%-1,26913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding78,507$1.81M-137,175Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC65,592$1.51M<0.01%-5,95713F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…61,809$1.43M0.1%+9,19913F-HRTimeline
Ethos Financial Group, LLC52,846$1.22M0.09%-98713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …49,471$1.14M0.02%+4,79113F-HRTimelineGroup
Palogic Value Management, L.P.46,680$1.08M0.46%013F-HRTimeline
Next Level Private LLC43,527$1M0.26%013F-HRTimeline
JB CAPITAL PARTNERS LP33,847$781K0.13%013F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…32,641$753K0.2%-3,64413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY30,338$700K<0.01%-46,69513F-HR/ATimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…27,027$624K0.01%-23,20513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,666$592K<0.01%+2,59413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth25,600$591K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers21,825$503K<0.01%+1,80713F-HRTimeline
PFG Advisors21,697$501K0.02%-22013F-HRTimeline
Focus Financial Network, Inc.19,455$449K0.02%+3,80013F-HRTimeline
Cambridge Investment Research Advisors,…18,950$437K<0.01%-8,16413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,637$430K<0.01%-6,56113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,460$426K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,403$425K<0.01%+11,78713F-HRTimelineGroup
D.A. DAVIDSON & CO.18,194$420K<0.01%-13,25813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,393$401K<0.01%-1,57313F-HRTimelineGroup
Trexquant Investment LP16,827$388K<0.01%-34,93513F-HRTimeline
Sunbelt Securities, Inc.13,726$317K0.02%+34413F-HRTimeline
Dynamic Technology Lab Private Ltd13,214$305K0.07%new13F-HRTimeline
UBS Group AGin group UBS Group AG13,024$300K<0.01%+12,06413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,875$297K<0.01%+2,52913F-HRTimelineGroup
Aquatic Capital Management LLC12,101$279K0.01%-62813F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…11,419$263K0.01%-6,25613F-HRTimelineGroup
DAVIDSON TRUST CO11,000$254K0.11%013F-HRTimeline
WEDBUSH SECURITIES INC10,700$247K0.01%013F-HRTimeline
HighTower Advisors, LLC10,213$236K<0.01%-64713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,021$162K<0.01%-10413F-HRTimelineGroup
Register Financial Advisors LLC5,980$138K0.05%+2913F-HRTimeline
HARBOUR INVESTMENTS, INC.5,973$138K<0.01%+3,00013F-HRTimeline
Steward Partners Investment Advisory, L…5,212$120K<0.01%+4,47813F-HRTimeline
SIMPLEX TRADING, LLC4,264$98.4K<0.01%+1,43513F-HRTimeline
Daytona Street Capital LLC1,999$50.6K0.04%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$46.1K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,987$45.8K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,068$24.6K<0.01%+36813F-HRTimelineGroup
IFP Advisors, Inc1,000$23.1K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.701$16.2K0.01%+5013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS684$15.8K<0.01%-32213F-HRTimelineGroup
State of Alaska, Department of Revenue630$14K<0.01%013F-HRTimeline
PFS Partners, LLC503$11.6K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.500$11.5K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…480$11.1K<0.01%+32013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC443$10.2K<0.01%new13F-HRTimeline
EASTERN BANK400$9.23K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.261$6.02K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC241$5.56K<0.01%new13F-HRTimeline
Triumph Capital Management225$5.19K<0.01%new13F-HRTimeline
Avion Wealth204$4K<0.01%new13F-HRTimeline
MAI Capital Management125$2.88K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL100$2.31K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…94$2.17K<0.01%013F-HR/ATimeline
West Financial Advisors, LLC54$1.24K<0.01%+213F-HRTimeline
Larson Financial Group LLC49$1.13K<0.01%new13F-HRTimeline
Blue Trust, Inc.20$461<0.01%013F-HRTimeline
Hurley Capital, LLC14$333<0.01%013F-HRTimeline