Who owns SRTA (SRTA)
Which tracked institutional funds hold SRTA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SRTA 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
13 tracked funds added or opened SRTA while 26 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
SRTA’s largest tracked holder by dollar value, ARK Investment Management LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SRTA 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 133 tracked filers holding SRTA, 72 increased or opened the position and 58 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 SRTA 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 4
- VANGUARD CAPITAL MANAGEMENT LLC$12M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- VANGUARD FIDUCIARY TRUST CO$2M
- PRINCIPAL FINANCIAL GROUP INC$537K
Full exits 3
- VANGUARD GROUP INC$17M
- Bouvel Investment Partners, LLC$1M
- RAYMOND JAMES FINANCIAL INC$785K
Largest adds
- ROYCE & ASSOCIATES LP$3M
- Northern Right Capital Management, L.P.$3M
- Creek Drive Management Group LLC$1M
- Pillsbury Lake Capital LLC$1M
- UBS Group AG$542K
- NORTHERN TRUST CORP$355K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$75M
- Third Point LLC$3M
- ARK Investment Management LLC$3M
- BlackRock, Inc.$3M
- AWM Investment Company, Inc.$2M
- MORGAN STANLEY$2M
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 |
|---|---|---|---|---|
| ARK Investment Management LLC added | 7,455,284 | $31M | 11.5% | 2026-Q1 |
| Third Point LLC | 5,000,000 | $21M | 7.7% | 2026-Q1 |
| BlackRock, Inc. added | 4,568,268 | $19M | 7.0% | 2026-Q1 |
| Northern Right Capital Management, L.P. added | 4,090,169 | $17M | 6.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,872,446 | $12M | 4.4% | 2026-Q1 |
| AWM Investment Company, Inc. | 2,821,468 | $12M | 4.3% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 2,816,372 | $12M | 4.3% | 2026-Q1 |
| Pillsbury Lake Capital LLC added | 2,603,796 | $11M | 4.0% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 2,266,243 | $9M | 3.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,699,710 | $7M | 2.6% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,654,361 | $7M | 2.5% | 2026-Q1 |
| Amova Asset Management Americas, Inc. trimmed | 1,654,361 | $7M | 2.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,617,104 | $7M | 2.5% | 2026-Q1 |
| STATE STREET CORP added | 1,346,075 | $6M | 2.1% | 2026-Q1 |
| Uniplan Investment Counsel, Inc. added | 1,300,317 | $5M | 2.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,079,025 | $5M | 1.7% | 2026-Q1 |
| Creek Drive Management Group LLC added | 1,060,000 | $4M | 1.6% | 2026-Q1 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd trimmed | 712,524 | $3M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 643,635 | $3M | 1.0% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 539,510 | $2M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 497,858 | $2M | 0.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 483,420 | $2M | 0.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 474,886 | $2M | 0.7% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 453,882 | $2M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 432,269 | $2M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 414,445 | $2M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 372,941 | $2M | 0.6% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 366,266 | $2M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 320,234 | $1M | 0.5% | 2026-Q1 |
| UBS Group AG added | 293,593 | $1M | 0.5% | 2026-Q1 |
| Cerity Partners LLC added | 251,099 | $1M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 236,231 | $987K | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 201,808 | $844K | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 181,574 | $759K | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 159,804 | $668K | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 154,954 | $648K | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 146,954 | $614K | 0.2% | 2026-Q1 |
| Intellectus Partners, LLC trimmed | 144,050 | $602K | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 143,239 | $599K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 128,949 | $539K | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC new | 128,573 | $537K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 127,248 | $532K | 0.2% | 2026-Q1 |
| Aspen Grove Capital, LLC | 125,000 | $522K | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 105,472 | $441K | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 96,635 | $404K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 73,940 | $356K | 0.1% | 2026-Q1 |
| Boston Partners added | 84,833 | $355K | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 78,861 | $330K | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 72,026 | $301K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 71,030 | $297K | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC added | 69,820 | $292K | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. new | 67,030 | $280K | 0.1% | 2026-Q1 |
| Creative Planning added | 60,322 | $252K | 0.1% | 2026-Q1 |
| Shay Capital LLC added | 58,357 | $244K | 0.1% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new | 57,742 | $241K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 54,333 | $227K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 52,368 | $219K | 0.1% | 2026-Q1 |
| Quantbot Technologies LP added | 48,446 | $203K | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 47,529 | $199K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 3,295 | $186K | 0.1% | 2026-Q1 |
| nVerses Capital, LLC added | 41,636 | $174K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 33,269 | $139K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 32,469 | $136K | 0.1% | 2026-Q1 |
| Arnhold LLC | 30,000 | $125K | 0.0% | 2026-Q1 |
| VIRTUS ADVISERS, LLC | 29,168 | $122K | 0.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 27,134 | $113K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 26,685 | $112K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 26,661 | $111K | 0.0% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 25,493 | $107K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 3,633,537 | $17M | 6.4% | 2025-Q4 stale |
| CANNELL CAPITAL LLC added | 1,598,489 | $8M | 3.0% | 2025-Q3 stale |
| Tidal Investments LLC added | 293,065 | $1M | 0.4% | 2025-Q2 stale |
| Bouvel Investment Partners, LLC trimmed | 243,672 | $1M | 0.4% | 2025-Q4 stale |
| DNB Asset Management AS added | 267,568 | $1M | 0.4% | 2025-Q2 stale |
| AMERIPRISE FINANCIAL INC trimmed | 188,099 | $952K | 0.4% | 2025-Q3 stale |
| Quinn Opportunity Partners LLC | 227,427 | $917K | 0.3% | 2025-Q2 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 160,863 | $814K | 0.3% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC trimmed | 163,181 | $785K | 0.3% | 2025-Q4 stale |
| Deane Retirement Strategies, Inc. added | 256,237 | $700K | 0.3% | 2025-Q1 stale |
| MARSHALL WACE, LLP trimmed | 144,167 | $581K | 0.2% | 2025-Q2 stale |
| Manatuck Hill Partners, LLC trimmed | 100,000 | $506K | 0.2% | 2025-Q3 stale |
| Stratos Wealth Partners, LTD. added | 112,800 | $455K | 0.2% | 2025-Q2 stale |
| Verition Fund Management LLC added | 92,701 | $446K | 0.2% | 2025-Q4 stale |
| Squarepoint Ops LLC trimmed | 92,013 | $443K | 0.2% | 2025-Q4 stale |
| Walleye Capital LLC added | 100,921 | $407K | 0.1% | 2025-Q2 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 147,449 | $403K | 0.1% | 2025-Q1 stale |
| Qube Research & Technologies Ltd trimmed | 80,035 | $385K | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 72,781 | $368K | 0.1% | 2025-Q3 stale |
| Caprock Group, LLC added | 70,815 | $341K | 0.1% | 2025-Q4 stale |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 57,300 | $290K | 0.1% | 2025-Q3 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 45,939 | $232K | 0.1% | 2025-Q3 stale |
| SIMPLEX TRADING, LLC trimmed | 46,033 | $232K | 0.1% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP added | 50,817 | $205K | 0.1% | 2025-Q2 stale |
| CONNORS INVESTOR SERVICES INC trimmed | 35,308 | $179K | 0.1% | 2025-Q3 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 34,497 | $175K | 0.1% | 2025-Q3 stale |
| GUGGENHEIM CAPITAL LLC trimmed | 63,798 | $174K | 0.1% | 2025-Q1 stale |
| AXQ CAPITAL, LP new | 35,240 | $170K | 0.1% | 2025-Q4 stale |
| State of Wyoming added | 27,728 | $133K | 0.0% | 2025-Q4 stale |
| Engineers Gate Manager LP trimmed | 23,332 | $118K | 0.0% | 2025-Q3 stale |
| Graham Capital Management, L.P. added | 21,803 | $110K | 0.0% | 2025-Q3 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.