Who owns SRLN (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-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
66 tracked funds added or opened SRLN while 138 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
SRLN’s largest tracked holder by dollar value, HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 484 tracked filers holding SRLN, 244 increased or opened the position and 266 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 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 7
- Amundi$15M
- MOULTON WEALTH MANAGEMENT, INC$3M
- Apella Capital, LLC$2M
- TradeWell Securities, LLC.$2M
- Strategic Financial Concepts, LLC$1M
- FIFTH THIRD BANCORP$1M
Full exits 41
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$403M
- Arizona PSPRS Trust$345M
- Diversify Advisory Services, LLC$31M
- STATE OF WISCONSIN INVESTMENT BOARD$25M
- Donoghue Forlines LLC$24M
- Coppell Advisory Solutions LLC$22M
Largest adds
- Liberty Mutual Group Asset Management Inc.$61M
- Ensign Peak Advisors, Inc$55M
- DIVERSIFY WEALTH MANAGEMENT, LLC$40M
- WELLINGTON MANAGEMENT GROUP LLP$35M
- BlackRock, Inc.$30M
- Ocean Park Asset Management, LLC$23M
Largest trims
- MORGAN STANLEY$184M
- GOLDMAN SACHS GROUP INC$146M
- BANK OF AMERICA CORP /DE/$135M
- JANE STREET GROUP, LLC$55M
- Horizon Investments, LLC$48M
- HRT FINANCIAL LP$33M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 7,575,935 | $304M | 6.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 6,892,082 | $277M | 5.8% | 2026-Q1 |
| State of Tennessee, Department of Treasury trimmed | 5,941,320 | $238M | 5.0% | 2026-Q1 |
| Ensign Peak Advisors, Inc added | 4,493,681 | $180M | 3.8% | 2026-Q1 |
| STATE STREET CORP added | 3,653,808 | $147M | 3.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 3,469,713 | $139M | 2.9% | 2026-Q1 |
| Liberty Mutual Group Asset Management Inc. added | 3,018,987 | $121M | 2.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 2,765,029 | $111M | 2.3% | 2026-Q1 |
| UBS Group AG trimmed | 2,612,224 | $105M | 2.2% | 2026-Q1 |
| Advisory Alpha, LLC added | 2,327,959 | $93M | 2.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,251,471 | $90M | 1.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,196,794 | $88M | 1.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,748,050 | $70M | 1.5% | 2026-Q1 |
| 1832 Asset Management L.P. added | 1,604,350 | $64M | 1.4% | 2026-Q1 |
| BlackRock, Inc. added | 1,509,154 | $61M | 1.3% | 2026-Q1 |
| Symetra Investment Management Co | 1,495,085 | $60M | 1.3% | 2026-Q1 |
| Ocean Park Asset Management, LLC added | 1,274,900 | $51M | 1.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 1,012,277 | $41M | 0.9% | 2026-Q1 |
| Aristotle Pacific Capital, LLC trimmed | 997,066 | $40M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 938,906 | $38M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 911,349 | $37M | 0.8% | 2026-Q1 |
| CNO Financial Group, Inc. | 862,000 | $35M | 0.7% | 2026-Q1 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC trimmed | 767,782 | $31M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 751,651 | $30M | 0.6% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 661,937 | $27M | 0.6% | 2026-Q1 |
| CONNING INC. | 641,275 | $26M | 0.5% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 605,533 | $24M | 0.5% | 2026-Q1 |
| Blackstone Inc. | 555,591 | $22M | 0.5% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 535,650 | $22M | 0.5% | 2026-Q1 |
| Asset Allocation & Management Company, LLC added | 526,704 | $21M | 0.4% | 2026-Q1 |
| Bramshill Investments, LLC added | 524,778 | $21M | 0.4% | 2026-Q1 |
| Creative Planning trimmed | 508,469 | $20M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 507,278 | $20M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 434,594 | $17M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 381,592 | $15M | 0.3% | 2026-Q1 |
| Twelve Points Wealth Management LLC added | 379,118 | $15M | 0.3% | 2026-Q1 |
| Catalyst Capital Advisors LLC | 374,591 | $15M | 0.3% | 2026-Q1 |
| CWM, LLC added | 374,008 | $15M | 0.3% | 2026-Q1 |
| Amundi added | 367,394 | $15M | 0.3% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 363,511 | $15M | 0.3% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 363,433 | $15M | 0.3% | 2026-Q1 |
| FORTEM FINANCIAL GROUP, LLC added | 359,832 | $14M | 0.3% | 2026-Q1 |
| Secure Asset Management, LLC added | 356,099 | $14M | 0.3% | 2026-Q1 |
| Ninety One UK Ltd trimmed | 353,185 | $14M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 340,729 | $14M | 0.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 339,968 | $14M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 337,729 | $14M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 325,860 | $13M | 0.3% | 2026-Q1 |
| Calamos Advisors LLC trimmed | 316,100 | $13M | 0.3% | 2026-Q1 |
| ASSETMARK, INC added | 314,379 | $13M | 0.3% | 2026-Q1 |
| COUNTRY TRUST BANK trimmed | 278,052 | $11M | 0.2% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 276,883 | $11M | 0.2% | 2026-Q1 |
| HORIZON FINANCIAL SERVICES, LLC added | 275,617 | $11M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 272,389 | $11M | 0.2% | 2026-Q1 |
| Stablepoint Partners, LLC trimmed | 266,815 | $11M | 0.2% | 2026-Q1 |
| KMG FIDUCIARY PARTNERS, LLC added | 264,486 | $11M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 259,333 | $10M | 0.2% | 2026-Q1 |
| Fragasso Financial Advisors Inc added | 259,880 | $10M | 0.2% | 2026-Q1 |
| MRA Advisory Group added | 252,778 | $10M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 246,104 | $10M | 0.2% | 2026-Q1 |
| Hilltop Partners LLC added | 232,547 | $9M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 228,877 | $9M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 224,587 | $9M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 213,463 | $9M | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 207,518 | $8M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 205,080 | $8M | 0.2% | 2026-Q1 |
| ZEGA Investments, LLC trimmed | 200,083 | $8M | 0.2% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 194,232 | $8M | 0.2% | 2026-Q1 |
| ARS Wealth Advisors Group, LLC added | 191,140 | $8M | 0.2% | 2026-Q1 |
| Summit Global Investments added | 185,262 | $7M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 177,048 | $7M | 0.1% | 2026-Q1 |
| Canal Capital Management, LLC trimmed | 175,691 | $7M | 0.1% | 2026-Q1 |
| O'Connor Financial Group LLC added | 174,552 | $7M | 0.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 9,757,441 | $403M | 8.5% | 2025-Q4 stale |
| Corebridge Financial, Inc. | 9,585,037 | $399M | 8.4% | 2025-Q3 stale |
| Arizona PSPRS Trust added | 8,357,347 | $345M | 7.3% | 2025-Q4 stale |
| Money Design Co.,Ltd. added | 1,503,826 | $63M | 1.3% | 2025-Q2 stale |
| Kensington Asset Management, LLC | 1,244,811 | $51M | 1.1% | 2025-Q1 stale |
| Counterpoint Mutual Funds LLC | 1,130,422 | $46M | 1.0% | 2025-Q1 stale |
| NATIONAL BANK OF CANADA /FI/ added | 927,100 | $38M | 0.8% | 2025-Q1 stale |
| Diversify Advisory Services, LLC added | 747,744 | $31M | 0.7% | 2025-Q4 stale |
| BANK OF NOVA SCOTIA trimmed | 645,900 | $27M | 0.6% | 2025-Q1 stale |
| STATE OF WISCONSIN INVESTMENT BOARD new | 609,000 | $25M | 0.5% | 2025-Q4 stale |
| Donoghue Forlines LLC trimmed | 586,350 | $24M | 0.5% | 2025-Q4 stale |
| Coppell Advisory Solutions LLC added | 531,514 | $22M | 0.5% | 2025-Q4 stale |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC added | 521,111 | $21M | 0.5% | 2025-Q1 stale |
| Quadrature Capital Ltd added | 510,156 | $21M | 0.4% | 2025-Q2 stale |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 245,807 | $10M | 0.2% | 2025-Q1 stale |
| Motley Fool Wealth Management, LLC trimmed | 240,039 | $10M | 0.2% | 2025-Q4 stale |
| Shilanski & Associates, Inc. added | 223,982 | $9M | 0.2% | 2025-Q3 stale |
| First Eagle Investment Management, LLC added | 218,112 | $9M | 0.2% | 2025-Q1 stale |
| Matthew Goff Investment Advisor, LLC trimmed | 218,611 | $9M | 0.2% | 2025-Q4 stale |
| GTS SECURITIES LLC added | 214,010 | $9M | 0.2% | 2025-Q4 stale |
| Logan Stone Capital, LLC added | 205,275 | $9M | 0.2% | 2025-Q3 stale |
| State of New Jersey Common Pension Fund D trimmed | 200,000 | $8M | 0.2% | 2025-Q3 stale |
| Graham Capital Management, L.P. new | 200,000 | $8M | 0.2% | 2025-Q4 stale |
| VICTORY CAPITAL MANAGEMENT INC new | 200,000 | $8M | 0.2% | 2025-Q1 stale |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 188,330 | $8M | 0.2% | 2025-Q4 stale |
| Austin Private Wealth, LLC added | 181,612 | $7M | 0.2% | 2025-Q4 stale |
| FIRST MANHATTAN CO. LLC. trimmed | 180,074 | $7M | 0.2% | 2025-Q4 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.