As of the latest SEC filings, ST BARBARA LTD (SBM) is held by 19 institutional funds. The largest fund shareholder is Avantis International Small Cap Value ETF (AVDV), holding an estimated $13,714,215.39 in market value, representing 0.07% of its portfolio.
Funds holding ST BARBARA LTD (SBM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SBM
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AVDV
Avantis International Small Cap Value ETF
|
ETF | American Century | 0.07% | $13,714,215.39 | 23,161,297 | Feb 28, 2026 | Apr 29, 2026 |
|
GDXJ
VanEck Junior Gold Miners ETF
|
ETF | Independent / Boutique | 0.12% | $10,949,075.65 | 25,545,108 | Mar 31, 2026 | May 28, 2026 |
|
-
THE ASIA PACIFIC SMALL COMPANY SERIES
|
ETF | Dimensional Fund Advisors | 0.23% | $3,956,659.15 | 8,782,575 | Apr 30, 2026 | Jun 24, 2026 |
|
AVDE
Avantis International Equity ETF
|
ETF | American Century | 0.01% | $1,603,663.33 | 2,708,352 | Feb 28, 2026 | Apr 29, 2026 |
|
SCHC
Schwab International Small-Cap Equity ETF
|
ETF | Charles Schwab | 0.03% | $1,445,425.22 | 2,443,662 | Feb 28, 2026 | Apr 24, 2026 |
|
DFIEX
INTERNATIONAL CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $1,207,463.85 | 2,680,201 | Apr 30, 2026 | Jun 24, 2026 |
|
GWX
State Street(R) SPDR(R) S&P(R) International Small Cap ETF
|
ETF | State Street (SPDR) | 0.03% | $256,963.85 | 610,056 | Mar 31, 2026 | May 28, 2026 |
|
DFVQX
International Vector Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $163,311.20 | 362,501 | Apr 30, 2026 | Jun 24, 2026 |
|
GDMN
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
|
ETF | WisdomTree | 0.05% | $153,811.20 | 260,036 | Feb 28, 2026 | Apr 28, 2026 |
|
DFWIX
World ex U.S. Core Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $140,065.67 | 310,903 | Apr 30, 2026 | Jun 24, 2026 |
|
AVDVX
Avantis International Small Cap Value Fund
|
MF | American Century | 0.02% | $135,991.10 | 229,669 | Feb 28, 2026 | Apr 29, 2026 |
|
DSCLX
International Social Core Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $129,452.49 | 287,345 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Brighthouse/Dimensional International Small Company Portfolio
|
ETF | Independent / Boutique | 0.03% | $121,303.54 | 275,392 | Mar 31, 2026 | May 28, 2026 |
|
DFSPX
International Sustainability Core 1 Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $119,691.69 | 265,679 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Dimensional VA International Small Portfolio
|
ETF | Dimensional Fund Advisors | 0.03% | $109,933.14 | 244,018 | Apr 30, 2026 | Jun 24, 2026 |
|
AVDEX
Avantis International Equity Fund
|
MF | American Century | 0.01% | $107,418.45 | 181,414 | Feb 28, 2026 | Apr 29, 2026 |
|
AVDS
Avantis International Small Cap Equity ETF
|
ETF | American Century | 0.04% | $90,264.80 | 152,444 | Feb 28, 2026 | Apr 29, 2026 |
|
JAJDX
International Small Company Trust
|
MF | John Hancock | 0.02% | $18,979.24 | 43,956 | Mar 31, 2026 | May 29, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.00% | $374.83 | 832 | Apr 30, 2026 | Jun 26, 2026 |
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