Who owns SRG (SRG)
Which tracked institutional funds hold SRG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SRG 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
5 tracked funds added or opened SRG while 14 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
SRG’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SRG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SRG 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 82 tracked filers holding SRG, 41 increased or opened the position and 27 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 SRG 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 3
- VANGUARD PORTFOLIO MANAGEMENT LLC$5M
- VANGUARD CAPITAL MANAGEMENT LLC$5M
- VANGUARD FIDUCIARY TRUST CO$714K
Full exits 3
- VANGUARD GROUP INC$11M
- Ursa Fund Management, LLC$552K
- AMERIPRISE FINANCIAL INC$549K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$325K
- TOWERVIEW LLC$294K
Largest trims
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$6M
- D. E. Shaw & Co., Inc.$752K
- LITTLEJOHN & CO LLC$539K
- FourWorld Capital Management LLC$490K
- K2 PRINCIPAL FUND, L.P.$395K
- Yakira Capital Management, Inc.$380K
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 |
|---|---|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 3,126,230 | $9M | 9.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,633,627 | $5M | 4.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,631,377 | $5M | 4.9% | 2026-Q1 |
| FourWorld Capital Management LLC | 1,113,243 | $3M | 3.3% | 2026-Q1 |
| K2 PRINCIPAL FUND, L.P. added | 1,081,400 | $3M | 3.2% | 2026-Q1 |
| TOWERVIEW LLC added | 1,030,000 | $3M | 3.1% | 2026-Q1 |
| Yakira Capital Management, Inc. added | 1,017,606 | $3M | 3.0% | 2026-Q1 |
| LITTLEJOHN & CO LLC trimmed | 885,208 | $2M | 2.6% | 2026-Q1 |
| Cygnus Capital Advisors, LLC added | 851,447 | $2M | 2.5% | 2026-Q1 |
| GABELLI FUNDS LLC | 782,397 | $2M | 2.3% | 2026-Q1 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 773,654 | $2M | 2.3% | 2026-Q1 |
| Groupe la Francaise | 619,871 | $2M | 1.9% | 2026-Q1 |
| BlackRock, Inc. trimmed | 595,273 | $2M | 1.8% | 2026-Q1 |
| CREDIT INDUSTRIEL ET COMMERCIAL | 561,648 | $2M | 1.7% | 2026-Q1 |
| Clutterbuck Capital Management LLC added | 551,997 | $2M | 1.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 509,243 | $1M | 1.5% | 2026-Q1 |
| Creek Drive Management Group LLC added | 506,000 | $1M | 1.5% | 2026-Q1 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 417,500 | $1M | 1.2% | 2026-Q1 |
| Hunting Hill Global Capital, LLC added | 372,304 | $1M | 1.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 360,321 | $1M | 1.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 328,722 | $924K | 1.0% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 312,111 | $877K | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 304,308 | $855K | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 258,302 | $726K | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 254,160 | $714K | 0.8% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 247,135 | $694K | 0.7% | 2026-Q1 |
| Alpine Global Management, LLC added | 225,000 | $632K | 0.7% | 2026-Q1 |
| Ancora Advisors LLC added | 206,999 | $582K | 0.6% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 204,166 | $574K | 0.6% | 2026-Q1 |
| STATE STREET CORP added | 195,390 | $549K | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 195,113 | $548K | 0.6% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 142,200 | $400K | 0.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 138,856 | $391K | 0.4% | 2026-Q1 |
| Worth Venture Partners, LLC added | 134,523 | $378K | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 134,385 | $378K | 0.4% | 2026-Q1 |
| BANQUE PICTET & CIE SA | 132,684 | $373K | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 106,699 | $300K | 0.3% | 2026-Q1 |
| HARBOR CAPITAL ADVISORS, INC. added | 103,902 | $292K | 0.3% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 100,241 | $282K | 0.3% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 93,711 | $263K | 0.3% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 92,326 | $259K | 0.3% | 2026-Q1 |
| ALTFEST L J & CO INC | 71,672 | $201K | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC | 69,270 | $195K | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 63,013 | $177K | 0.2% | 2026-Q1 |
| RBF Capital, LLC new | 62,000 | $174K | 0.2% | 2026-Q1 |
| JBF Capital, Inc. | 60,000 | $169K | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 57,826 | $162K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 52,025 | $146K | 0.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 44,120 | $123K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 41,411 | $116K | 0.1% | 2026-Q1 |
| Newtyn Management, LLC new | 41,120 | $116K | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 36,933 | $104K | 0.1% | 2026-Q1 |
| Red Tortoise LLC new | 33,292 | $94K | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 26,756 | $75K | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 25,691 | $72K | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 24,598 | $68K | 0.1% | 2026-Q1 |
| UBS Group AG added | 24,225 | $68K | 0.1% | 2026-Q1 |
| OMERS ADMINISTRATION Corp trimmed | 24,200 | $68K | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 23,011 | $65K | 0.1% | 2026-Q1 |
| INGALLS & SNYDER LLC | 21,000 | $59K | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC trimmed | 20,667 | $58K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 19,889 | $56K | 0.1% | 2026-Q1 |
| Camelot Portfolios, LLC | 19,222 | $54K | 0.1% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 18,685 | $53K | 0.1% | 2026-Q1 |
| Beverly Hills Private Wealth, LLC | 17,000 | $48K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 14,980 | $42K | 0.0% | 2026-Q1 |
| CIBC Asset Management Inc | 10,615 | $30K | 0.0% | 2026-Q1 |
| BARCLAYS PLC | 7,575 | $21K | 0.0% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 5,223 | $15K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 3,390 | $10K | 0.0% | 2026-Q1 |
| 1620 INVESTMENT ADVISORS, INC. | 3,382 | $10K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 3,515,358 | $11M | 12.2% | 2025-Q4 stale |
| FIL Ltd trimmed | 1,879,521 | $6M | 6.5% | 2025-Q1 stale |
| Tabor Asset Management, LP new | 1,038,021 | $3M | 3.6% | 2025-Q1 stale |
| Aquamarine Zurich AG | 500,000 | $2M | 2.3% | 2025-Q3 stale |
| LMR Partners LLP | 366,622 | $1M | 1.2% | 2025-Q2 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 168,839 | $718K | 0.8% | 2025-Q3 stale |
| Ursa Fund Management, LLC | 170,000 | $552K | 0.6% | 2025-Q4 stale |
| AMERIPRISE FINANCIAL INC | 168,900 | $549K | 0.6% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 105,500 | $448K | 0.5% | 2025-Q3 stale |
| Sandia Investment Management LP | 93,887 | $399K | 0.4% | 2025-Q3 stale |
| Proficio Capital Partners LLC | 93,887 | $399K | 0.4% | 2025-Q3 stale |
| OP Asset Management Ltd trimmed | 70,575 | $217K | 0.2% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP trimmed | 59,900 | $195K | 0.2% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC trimmed | 48,363 | $156K | 0.2% | 2025-Q1 stale |
| Atom Investors LP added | 32,321 | $104K | 0.1% | 2025-Q1 stale |
| SEI INVESTMENTS CO trimmed | 30,748 | $100K | 0.1% | 2025-Q4 stale |
| PEAK6 LLC added | 21,946 | $71K | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 22,073 | $71K | 0.1% | 2025-Q1 stale |
| Brevan Howard Capital Management LP added | 20,867 | $64K | 0.1% | 2025-Q2 stale |
| Graham Capital Management, L.P. trimmed | 17,850 | $55K | 0.1% | 2025-Q2 stale |
| SHERBROOKE PARK ADVISERS LLC added | 11,833 | $50K | 0.1% | 2025-Q3 stale |
| Total Clarity Wealth Management, Inc. trimmed | 15,471 | $50K | 0.1% | 2025-Q4 stale |
| WOLVERINE TRADING, LLC trimmed | 11,517 | $48K | 0.1% | 2025-Q3 stale |
| LEVIN CAPITAL STRATEGIES, L.P. trimmed | 10,000 | $42K | 0.0% | 2025-Q3 stale |
| Caption Management, LLC trimmed | 11,076 | $36K | 0.0% | 2025-Q1 stale |
| Virtu Financial LLC trimmed | 10,437 | $32K | 0.0% | 2025-Q2 stale |
| Cove Street Capital, LLC new | 5,103 | $22K | 0.0% | 2025-Q3 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 3,293 | $11K | 0.0% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC new | 2,972 | $9K | 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.