As of the latest SEC filings, SAFE BULKERS, INC. (SB) is held by 116 institutional funds. The largest fund shareholder is Janus Henderson Multi-Sector Income Fund (JMUAX), holding an estimated $12,329,206.55 in market value, representing 0.18% of its portfolio.
Funds holding SAFE BULKERS, INC. (SB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SB
- CIK:
- 0001434754
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
JMUAX
Janus Henderson Multi-Sector Income Fund
|
MF | Independent / Boutique | 0.18% | $12,329,206.55 | 12,632,913 | Mar 31, 2026 | May 29, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.04% | $8,799,807.04 | 1,341,434 | Feb 28, 2026 | Apr 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $8,024,256.15 | 1,267,655 | Mar 31, 2026 | May 28, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.29% | $6,380,737.78 | 946,697 | Apr 30, 2026 | Jun 25, 2026 |
|
GTTUX
Goldman Sachs Small Cap Value Insights Fund
|
MF | Goldman Sachs | 0.45% | $5,028,673.56 | 746,094 | Apr 30, 2026 | Jun 22, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.21% | $4,201,417.23 | 663,731 | Mar 31, 2026 | Jun 1, 2026 |
|
GIRPX
Goldman Sachs Emerging Markets Equity Insights Fund
|
MF | Goldman Sachs | 0.11% | $4,006,930.00 | 594,500 | Apr 30, 2026 | Jun 22, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.29% | $3,431,493.00 | 542,100 | Mar 31, 2026 | May 21, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $3,404,198.76 | 505,074 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,814,318.00 | 444,600 | Mar 31, 2026 | May 28, 2026 |
|
LVAQX
LSV Small Cap Value Fund
|
MF | Independent / Boutique | 0.39% | $2,520,571.28 | 373,972 | Apr 30, 2026 | Jun 29, 2026 |
|
GDSTX
Goldman Sachs Small Cap Equity Insights Fund
|
MF | Goldman Sachs | 0.33% | $2,424,829.58 | 359,767 | Apr 30, 2026 | Jun 22, 2026 |
|
JSVZX
JPMorgan Small Cap Value Fund
|
MF | JPMorgan | 0.20% | $2,255,923.38 | 356,386 | Mar 31, 2026 | May 29, 2026 |
|
-
Emerging Markets Portfolio
|
ETF | Independent / Boutique | 0.23% | $1,906,596.00 | 301,200 | Mar 31, 2026 | May 27, 2026 |
|
SPEM
State Street(R) SPDR(R) Portfolio Emerging Markets ETF
|
ETF | State Street (SPDR) | 0.01% | $1,829,376.33 | 289,001 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,672,832.80 | 255,005 | Feb 28, 2026 | Apr 28, 2026 |
|
ORSAX
NORTH SQUARE DYNAMIC SMALL CAP FUND
|
MF | Independent / Boutique | 0.18% | $1,215,312.16 | 185,261 | Feb 28, 2026 | Apr 27, 2026 |
|
-
Columbia Variable Portfolio - Small Cap Value Fund
|
ETF | Columbia Threadneedle | 0.30% | $1,194,882.45 | 188,765 | Mar 31, 2026 | May 28, 2026 |
|
-
NVIT GS Small Cap Equity Insights Fund
|
ETF | Independent / Boutique | 0.45% | $874,837.65 | 138,205 | Mar 31, 2026 | May 18, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.07% | $820,304.70 | 129,590 | Mar 31, 2026 | May 28, 2026 |
|
GCTCX
Goldman Sachs U.S. Tax-Managed Equity Fund
|
MF | Goldman Sachs | 0.02% | $772,690.44 | 122,068 | Mar 31, 2026 | May 29, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $770,348.30 | 114,295 | Apr 30, 2026 | Jun 25, 2026 |
|
GINUX
Goldman Sachs Small Cap Growth Insights Fund
|
MF | Goldman Sachs | 0.26% | $743,603.98 | 110,327 | Apr 30, 2026 | Jun 22, 2026 |
|
SLPAX
SIIT SMALL CAP FUND
|
MF | Independent / Boutique | 0.37% | $692,145.60 | 105,510 | Feb 28, 2026 | Apr 28, 2026 |
|
-
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund
|
ETF | Goldman Sachs | 0.36% | $671,087.61 | 106,017 | Mar 31, 2026 | May 29, 2026 |
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