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Disclosery

SAR SARATOGA INVT CORP

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COM NEW (common), issuer CIK 1377936

63 managers (63 13F filers) reported a position in SAR shares at 2026-03-31, 1,926,185 shares in all. 8 filers opened a position and 15 filers sold out during the quarter.

Managers
63
13F filers
63
New
8
Added
26
Reduced
9
Sold out
15
Shares held by filers
1,926,185

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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$4.36M0.02%013F-HRTimelineGroup
Private Advisor Group, LLC165,139$3.61M0.02%+1,78013F-HRTimeline
Hennion & Walsh Asset Management, Inc.137,675$3.01M0.1%-3,79513F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc122,941$2.69M<0.01%+5,64713F-HRTimelineGroup
LPL Financial LLC113,995$2.49M<0.01%+26813F-HRTimeline
Advisors Asset Management, Inc.106,625$2.33M0.04%+5,24213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN85,267$1.86M<0.01%+2,43713F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…82,407$1.76M0.12%+20,59813F-HRTimeline
Ethos Financial Group, LLC52,846$1.22M0.09%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP54,746$1.2M<0.01%-12,76113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.54,596$1.19M<0.01%-40,60113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …50,573$1.11M0.02%+1,10213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,454$1.06M<0.01%+22,78813F-HRTimelineGroup
Palogic Value Management, L.P.46,680$1.02M0.45%013F-HRTimeline
Next Level Private LLC43,527$952K0.22%013F-HRTimeline
JB CAPITAL PARTNERS LP33,847$761K0.13%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY28,286$619K<0.01%-2,05213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth27,709$606K<0.01%+2,10913F-HRTimelineGroup
UBS Group AGin group UBS Group AG27,280$597K<0.01%+14,25613F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…27,027$591K0.01%013F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…25,752$563K0.16%-6,88913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,027$547K<0.01%+23,95913F-HRTimelineGroup
Cambridge Investment Research Advisors,…23,976$524K<0.01%+5,02613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,303$510K<0.01%+4,84313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,694$496K<0.01%+4,29113F-HRTimelineGroup
Cetera Investment Advisers22,301$488K<0.01%+47613F-HRTimeline
PFG Advisors21,704$475K0.02%+713F-HRTimeline
HRT FINANCIAL LP21,519$470K<0.01%new13F-HRTimeline
Focus Financial Network, Inc.21,176$463K0.02%+1,72113F-HRTimeline
VestGen Advisors, LLC19,250$426K0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.18,303$400K<0.01%+10913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC18,131$397K<0.01%-47,46113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,950$393K<0.01%+55713F-HRTimelineGroup
GREENWOOD GEARHART LLC17,800$389K0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,182$376K<0.01%-1,45513F-HRTimeline
Sunbelt Securities, Inc.13,726$300K0.02%013F-HRTimeline
DAVIDSON TRUST CO11,000$241K0.1%013F-HRTimeline
WEDBUSH SECURITIES INC10,700$234K0.01%013F-HRTimeline
Janney Montgomery Scott LLC10,256$224K<0.01%new13F-HRTimeline
HighTower Advisors, LLC10,221$224K<0.01%+813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,079$220K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…7,477$164K<0.01%+2,26513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,021$150K<0.01%013F-HR/ATimelineGroup
Register Financial Advisors LLC6,003$131K0.05%+2313F-HRTimeline
Aquatic Capital Management LLC5,725$125K<0.01%-6,37613F-HRTimeline
Daytona Street Capital LLC1,999$50.4K0.04%013F-HRTimeline
Triumph Capital Management1,775$38.8K0.01%+1,55013F-HRTimeline
IFP Advisors, Inc1,000$21.9K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.701$15.3K0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS684$15K<0.01%013F-HRTimelineGroup
State of Alaska, Department of Revenue630$13K<0.01%013F-HRTimeline
PFS Partners, LLC503$11K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB500$10.9K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…328$7.17K<0.01%-15213F-HRTimelineGroup
Advisory Services Network, LLC241$5.27K<0.01%new13F-HRTimeline
Avion Wealth211$4K<0.01%+713F-HRTimeline
Fortitude Family Office, LLC140$3.06K<0.01%new13F-HRTimeline
MAI Capital Management125$2.73K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL100$2.19K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…94$2.06K<0.01%013F-HRTimeline
West Financial Advisors, LLC56$1.22K<0.01%+213F-HRTimeline
Larson Financial Group LLC49$1.07K<0.01%013F-HRTimeline
Hurley Capital, LLC15$326<0.01%+113F-HRTimeline