Who owns SLNZ (SLNZ)
Which tracked institutional funds hold SLNZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SLNZ company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
2 tracked funds added or opened SLNZ while 4 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SLNZ’s largest tracked holder by dollar value, TCW GROUP INC, sizes it at 1.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SLNZ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 12 tracked filers holding SLNZ, 6 increased or opened the position and 8 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SLNZ between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- OSAIC HOLDINGS, INC.$3M
Full exits 2
- MOODY NATIONAL BANK TRUST DIVISION$7M
- ROVIN CAPITAL /UT/ /ADV$3M
Largest adds
- TCW GROUP INC$2M
Largest trims
- ROYAL BANK OF CANADA$1M
- JANE STREET GROUP, LLC$980K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| TCW GROUP INC added | 4,340,315 | $197M | 87.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 56,996 | $3M | 1.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 18,080 | $819K | 0.4% | 2026-Q1 |
| WBI INVESTMENTS, LLC trimmed | 17,428 | $789K | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 9,513 | $431K | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 8,671 | $393K | 0.2% | 2026-Q1 |
| PFG Investments, LLC added | 6,454 | $292K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 5,130 | $232K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 4,678 | $212K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 774 | $35K | 0.0% | 2026-Q1 |
| UBS Group AG added | 352 | $16K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 58 | $3K | 0.0% | 2026-Q1 |
| MOODY NATIONAL BANK TRUST DIVISION added | 158,982 | $7M | 3.3% | 2025-Q4 stale |
| Cetera Investment Advisers trimmed | 76,990 | $4M | 1.6% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 57,403 | $3M | 1.2% | 2025-Q1 stale |
| ROVIN CAPITAL /UT/ /ADV added | 55,608 | $3M | 1.1% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC new | 52,837 | $2M | 1.1% | 2025-Q1 stale |
| ENVESTNET ASSET MANAGEMENT INC added | 36,360 | $2M | 0.8% | 2025-Q3 stale |
| CPA Asset Management Group, LLC | 13,635 | $641K | 0.3% | 2025-Q3 stale |
| Frontier Asset Management, LLC added | 9,773 | $460K | 0.2% | 2025-Q3 stale |
| Thrivent Financial for Lutherans new | 4,876 | $226K | 0.1% | 2025-Q4 stale |
| Bristlecone Advisors, LLC trimmed | 3,478 | $164K | 0.1% | 2025-Q2 stale |
| AE Wealth Management LLC added | 2,339 | $110K | 0.0% | 2025-Q3 stale |
| Global Retirement Partners, LLC | 102 | $5K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.