Who owns SRLN
Which tracked institutional funds hold SRLN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SRLN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
93 tracked funds added or opened SRLN while 80 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
SRLN’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.2pp gap the other way — the median holder sizes SRLN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SRLN 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 2026-Q1 and 2026-Q2, across 458 tracked filers holding SRLN, 248 increased or opened the position and 235 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 SRLN between the 2026-Q1 and 2026-Q2 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 25
- Arizona PSPRS Trust$261M
- Diversify Advisory Services, LLC$55M
- Coppell Advisory Solutions LLC$27M
- Donoghue Forlines LLC$22M
- VICTORY CAPITAL MANAGEMENT INC$12M
- Whitford Management LLC$9M
Full exits 28
- Symetra Investment Management Co$60M
- HighTower Advisors, LLC$30M
- Thrivent Financial for Lutherans$27M
- LORD, ABBETT & CO. LLC$24M
- Asset Allocation & Management Company, LLC$21M
- Janney Montgomery Scott LLC$15M
Largest adds
- Ocean Park Asset Management, LLC$76M
- Liberty Mutual Group Asset Management Inc.$68M
- JPMORGAN CHASE & CO$53M
- Horizon Investments, LLC$48M
- MORGAN STANLEY$29M
- JANE STREET GROUP, LLC$25M
Largest trims
- State of Tennessee, Department of Treasury$61M
- GOLDMAN SACHS GROUP INC$44M
- WELLINGTON MANAGEMENT GROUP LLP$23M
- Ensign Peak Advisors, Inc$19M
- Hilltop Partners LLC$9M
- BANK OF MONTREAL /CAN/$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 7,597,224 | $306M | 8.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 7,466,384 | $301M | 8.3% | 2026-Q2 |
| Arizona PSPRS Trust trimmed | 6,470,566 | $261M | 7.2% | 2026-Q2 |
| Liberty Mutual Group Asset Management Inc. added | 4,699,823 | $189M | 5.2% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 4,414,977 | $178M | 4.9% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 4,000,098 | $161M | 4.4% | 2026-Q2 |
| LPL Financial LLC added | 3,586,924 | $145M | 4.0% | 2026-Q2 |
| STATE STREET CORP trimmed | 3,509,642 | $141M | 3.9% | 2026-Q2 |
| Ocean Park Asset Management, LLC added | 3,162,200 | $127M | 3.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,607,022 | $105M | 2.9% | 2026-Q2 |
| UBS Group AG trimmed | 2,519,303 | $102M | 2.8% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 2,246,592 | $91M | 2.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,195,295 | $88M | 2.4% | 2026-Q2 |
| BlackRock, Inc. added | 1,803,154 | $73M | 2.0% | 2026-Q2 |
| 1832 Asset Management L.P. added | 1,661,384 | $67M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,653,488 | $67M | 1.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,383,526 | $56M | 1.5% | 2026-Q2 |
| Aristotle Pacific Capital, LLC added | 1,367,066 | $55M | 1.5% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 1,360,178 | $55M | 1.5% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 1,360,178 | $55M | 1.5% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 1,248,706 | $27M | 0.7% | 2026-Q2 |
| Horizon Investments, LLC added | 1,213,236 | $48M | 1.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,174,850 | $47M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 905,792 | $36M | 1.0% | 2026-Q2 |
| CNO Financial Group, Inc. | 862,000 | $35M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 776,016 | $31M | 0.9% | 2026-Q2 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC trimmed | 723,630 | $29M | 0.8% | 2026-Q2 |
| CONNING INC. | 641,275 | $26M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 638,836 | $26M | 0.7% | 2026-Q2 |
| Blackstone Inc. | 555,591 | $22M | 0.6% | 2026-Q2 |
| Donoghue Forlines LLC trimmed | 538,939 | $22M | 0.6% | 2026-Q2 |
| FEDERATED HERMES, INC. | 535,650 | $22M | 0.6% | 2026-Q2 |
| Creative Planning added | 517,812 | $21M | 0.6% | 2026-Q2 |
| Bramshill Investments, LLC trimmed | 473,743 | $19M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 462,910 | $19M | 0.5% | 2026-Q2 |
| Twelve Points Wealth Management LLC added | 461,725 | $19M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 448,972 | $18M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 438,239 | $18M | 0.5% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 425,289 | $17M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 392,272 | $16M | 0.4% | 2026-Q2 |
| Secure Asset Management, LLC added | 379,830 | $15M | 0.4% | 2026-Q2 |
| Catalyst Capital Advisors LLC | 374,591 | $15M | 0.4% | 2026-Q2 |
| FORTEM FINANCIAL GROUP, LLC added | 372,511 | $15M | 0.4% | 2026-Q2 |
| ARS Wealth Advisors Group, LLC added | 366,035 | $15M | 0.4% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 362,070 | $15M | 0.4% | 2026-Q2 |
| Ninety One UK Ltd added | 359,410 | $14M | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 350,264 | $14M | 0.4% | 2026-Q2 |
| ASSETMARK, INC added | 342,445 | $14M | 0.4% | 2026-Q2 |
| Calamos Advisors LLC | 316,100 | $13M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 303,914 | $12M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 300,000 | $12M | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 282,644 | $11M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC added | 282,233 | $11M | 0.3% | 2026-Q2 |
| COUNTRY TRUST BANK added | 278,522 | $11M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 272,468 | $11M | 0.3% | 2026-Q2 |
| Stablepoint Partners, LLC added | 269,885 | $11M | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 269,167 | $11M | 0.3% | 2026-Q2 |
| Fragasso Financial Advisors Inc added | 267,428 | $11M | 0.3% | 2026-Q2 |
| KMG FIDUCIARY PARTNERS, LLC trimmed | 260,160 | $10M | 0.3% | 2026-Q2 |
| MRA Advisory Group added | 259,585 | $10M | 0.3% | 2026-Q2 |
| HORIZON FINANCIAL SERVICES, LLC trimmed | 258,638 | $10M | 0.3% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 255,058 | $10M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 215,406 | $9M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 212,397 | $9M | 0.2% | 2026-Q2 |
| Whitford Management LLC added | 212,000 | $9M | 0.2% | 2026-Q2 |
| Matthew Goff Investment Advisor, LLC trimmed | 211,865 | $9M | 0.2% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 209,986 | $8M | 0.2% | 2026-Q2 |
| ZEGA Investments, LLC trimmed | 199,821 | $8M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 173,417 | $7M | 0.2% | 2026-Q2 |
| Palogic Value Management, L.P. trimmed | 163,161 | $7M | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 162,635 | $7M | 0.2% | 2026-Q2 |
| Canal Capital Management, LLC trimmed | 160,735 | $6M | 0.2% | 2026-Q2 |
| Plan Group Financial, LLC added | 160,458 | $6M | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC added | 159,229 | $6M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 158,101 | $6M | 0.2% | 2026-Q2 |
| Westview Management dba Westview Investment Advisors added | 157,912 | $6M | 0.2% | 2026-Q2 |
| Live Oak Investment Partners added | 157,789 | $6M | 0.2% | 2026-Q2 |
| BLUELINE ADVISORS LLC added | 153,628 | $6M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 150,114 | $8M | 0.2% | 2026-Q2 |
| Vertrix Wealth Management, LLC new | 146,567 | $6M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 146,130 | $6M | 0.2% | 2026-Q2 |
| Aspire Private Capital, LLC added | 140,554 | $6M | 0.2% | 2026-Q2 |
| RAINEY & RANDALL WEALTH ADVISORS INC. trimmed | 139,709 | $6M | 0.2% | 2026-Q2 |
| J HAGAN CAPITAL, INC. added | 138,997 | $6M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 136,428 | $5M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 135,221 | $5M | 0.1% | 2026-Q2 |
| Prudent Man Advisors, LLC added | 135,100 | $5M | 0.1% | 2026-Q2 |
| Windsor Capital Management, LLC trimmed | 126,416 | $5M | 0.1% | 2026-Q2 |
| NewSquare Capital LLC added | 125,902 | $5M | 0.1% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC added | 124,429 | $5M | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC added | 122,980 | $5M | 0.1% | 2026-Q2 |
| COURIER CAPITAL LLC added | 121,017 | $5M | 0.1% | 2026-Q2 |
| S&A Financial Services, Inc. trimmed | 117,121 | $5M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 114,675 | $5M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 113,959 | $5M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 110,965 | $4M | 0.1% | 2026-Q2 |
| Trivium Point Advisory, LLC added | 110,528 | $4M | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC added | 109,356 | $4M | 0.1% | 2026-Q2 |
| Americana Partners, LLC new | 106,806 | $4M | 0.1% | 2026-Q2 |
| CITY NATIONAL BANK OF FLORIDA /MSD trimmed | 105,545 | $4M | 0.1% | 2026-Q2 |
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.