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SOBR Safe

26 hedge funds and large institutions have $386K invested in SOBR Safe in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$189K 459,922
Geode Capital Management
2
Geode Capital Management
Massachusetts
$48.7K 118,742 +4,396 +4%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$24.1K 58,817 +58,817 New
BlackRock
4
BlackRock
New York
$22.2K 54,175 -2,276 -4%
SW
5
SkyOak Wealth
Michigan
$14.1K 34,500 +10,000 +41%
KPWS
6
Kestra Private Wealth Services
Texas
$13.1K 31,950
WP
7
Westmount Partners
California
$12.2K 29,636
Renaissance Technologies
8
Renaissance Technologies
New York
$11K 26,700 +26,700 New
FFS
9
Founders Financial Securities
Maryland
$10.7K 26,150
State Street
10
State Street
Massachusetts
$10.1K 24,700
Northern Trust
11
Northern Trust
Illinois
$7.58K 18,487
WANY
12
Wealthspire Advisors (New York)
New York
$6.08K 14,818
XT
13
XTX Topco
Cayman Islands
$5.6K 13,658 +499 +4%
CWM
14
Centric Wealth Management
Illinois
$3.31K 11,017
HAG
15
HighPoint Advisor Group
Illinois
$3K 12,800 +12,800 New
TRCT
16
Tower Research Capital (TRC)
New York
$2.71K 6,604 +47 +0.7%
NFSG
17
Newbridge Financial Services Group
Florida
$820 2,000
Osaic Holdings
18
Osaic Holdings
Arizona
$698 1,705
UBS Group
19
UBS Group
Switzerland
$455 1,109 -8,999 -89%
SPIA
20
Steward Partners Investment Advisory
New York
$431 1,050 -57,850 -98%
SIS
21
Sound Income Strategies
Florida
$288 702
CA
22
CoreCap Advisors
Michigan
$205 500 +500 New
Wells Fargo
23
Wells Fargo
California
$50 122 +2 +2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$16 40 +13 +48%
Stifel Financial
25
Stifel Financial
Missouri
-20,000 Closed