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Disclosery

SBI WESTERN ASSET INTER MUNI

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COM (common), issuer CIK 882300

55 managers (55 13F filers) reported a position in SBI shares at 2025-12-31, 5,893,768 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
55
13F filers
55
New
2
Added
18
Reduced
16
Sold out
5
Shares held by filers
5,893,768

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
RIVERNORTH CAPITAL MANAGEMENT, LLC1,180,537$9.07M0.43%-36,04713F-HRTimeline
1607 Capital Partners, LLC437,801$3.36M0.23%-82,09613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN399,208$3.07M<0.01%+65,25113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC305,465$2.35M0.02%-15,88313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.301,003$2.31M<0.01%+34,63113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY298,824$2.29M<0.01%+38,78813F-HR/ATimelineGroup
WHITEBOX ADVISORS LLC204,801$1.57M0.03%013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC196,578$1.51M0.63%+2,07413F-HRTimeline
LPL Financial LLC190,855$1.47M<0.01%+20,26513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC188,362$1.45M<0.01%-14,67713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC187,459$1.44M<0.01%-2,21013F-HRTimelineGroup
Cetera Investment Advisers177,428$1.36M<0.01%+2,64313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …172,051$1.32M<0.01%013F-HRTimelineGroup
Carson Advisory Inc.170,597$1.31M0.68%-13,60013F-HRTimeline
Traub Capital Management LLC94,791$728K0.7%-9,78813F-HRTimeline
Whipplewood Advisors, LLC91,087$700K0.45%+1,66313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC86,973$668K<0.01%-64,92313F-HRTimelineGroup
UBS Group AGin group UBS Group AG86,261$662K<0.01%+8,82213F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC81,242$629K0.01%-15,66813F-HRTimeline
Rock Point Advisors, LLC70,925$545K0.14%+7,00013F-HRTimeline
Waverly Advisors, LLC64,525$496K<0.01%-7,47113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA62,781$482K<0.01%+2,16513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp61,046$469K<0.01%-12,64313F-HRTimelineGroup
Concorde Asset Management, LLC56,178$431K0.17%+4,88713F-HRTimeline
Logan Stone Capital, LLC54,685$420K0.1%+39,79013F-HRTimeline
KEMPNER CAPITAL MANAGEMENT INC.47,800$371K0.35%013F-HRTimeline
Summit Financial Wealth Advisors, LLC46,556$358K0.05%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.46,347$356K0.21%013F-HRTimeline
Northwest Financial Advisors43,870$337K0.69%+30,37013F-HRTimeline
WHITTIER TRUST CO41,343$320K<0.01%-1,57713F-HRTimeline
RIVERBRIDGE PARTNERS LLC40,871$314K0.01%-16213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,565$273K<0.01%+10,57613F-HRTimelineGroup
Noble Wealth Management PBC34,491$265K0.13%-5,85013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC32,451$249K0.08%013F-HRTimeline
Basepoint Wealth LLC27,634$212K0.13%-90713F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC25,480$196K<0.01%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…24,800$190K<0.01%013F-HRTimelineGroup
IHT Wealth Management, LLC23,801$183K<0.01%+2,10313F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC21,200$163K<0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC19,850$152K<0.01%+2,20013F-HRTimeline
Mariner, LLCin group Mariner, LLC19,618$151K<0.01%013F-HRTimelineGroup
Closed-End Fund Advisors, Inc.17,477$134K0.08%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC16,809$129K0.02%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT15,110$116K0.01%013F-HRTimelineGroup
GatePass Capital, LLC15,000$115K0.06%013F-HRTimeline
Cambridge Investment Research Advisors,…14,861$114K<0.01%new13F-HRTimeline
HighTower Advisors, LLC14,653$113K<0.01%-4,71313F-HRTimeline
Private Advisor Group, LLC13,678$105K<0.01%+2,12513F-HRTimeline
ROTHSCHILD INVESTMENT LLC12,500$96K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,197$78.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…7,865$60.4K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,000$7.68K<0.01%013F-HRTimeline
MAI Capital Management665$5.11K<0.01%+1513F-HRTimeline
SOA Wealth Advisors, LLC.483$3.71K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management330$2.53K<0.01%013F-HRTimelineGroup