Who owns SRV
Which tracked institutional funds hold SRV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SRV company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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
8 tracked funds added or opened SRV while 3 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
SRV’s largest tracked holder by dollar value, SIT INVESTMENT ASSOCIATES INC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SRV 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 35 tracked filers holding SRV, 24 increased or opened the position and 13 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 SRV 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.
Full exits 2
- SIT INVESTMENT ASSOCIATES INC$13M
- J.W. COLE ADVISORS, INC.$1M
Largest adds
- ABSOLUTE INVESTMENT ADVISERS, LLC$2M
- OSAIC HOLDINGS, INC.$849K
- NWF Advisory Services Inc.$824K
- LPL Financial LLC$569K
- Quarry LP$559K
- CoreCap Advisors, LLC$509K
Largest trims
- MORGAN STANLEY$545K
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 |
|---|---|---|---|---|
| ABSOLUTE INVESTMENT ADVISERS, LLC added | 99,777 | $4M | 9.6% | 2026-Q1 |
| LPL Financial LLC added | 77,920 | $3M | 7.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 51,372 | $2M | 5.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 51,102 | $2M | 4.9% | 2026-Q1 |
| Summit Financial, LLC trimmed | 49,740 | $2M | 4.8% | 2026-Q1 |
| NWF Advisory Services Inc. added | 32,160 | $1M | 3.1% | 2026-Q1 |
| Quarry LP added | 26,001 | $1M | 2.5% | 2026-Q1 |
| Focus Financial Network, Inc. added | 19,449 | $865K | 1.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 19,370 | $862K | 1.9% | 2026-Q1 |
| UBS Group AG added | 17,506 | $779K | 1.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 13,957 | $621K | 1.3% | 2026-Q1 |
| CoreCap Advisors, LLC added | 13,150 | $585K | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 12,094 | $538K | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 11,858 | $528K | 1.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 10,721 | $477K | 1.0% | 2026-Q1 |
| Baird Financial Group, Inc. added | 9,783 | $435K | 0.9% | 2026-Q1 |
| Stratos Wealth Advisors, LLC | 9,285 | $413K | 0.9% | 2026-Q1 |
| Private Advisor Group, LLC added | 8,856 | $394K | 0.9% | 2026-Q1 |
| Total Wealth Planning & Management, Inc. new | 8,157 | $363K | 0.8% | 2026-Q1 |
| Virtu Financial LLC trimmed | 7,994 | $356K | 0.8% | 2026-Q1 |
| XTX Topco Ltd new | 7,801 | $347K | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 6,875 | $306K | 0.7% | 2026-Q1 |
| Symphony Financial Services, Inc. added | 5,672 | $252K | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,334 | $237K | 0.5% | 2026-Q1 |
| WEDBUSH SECURITIES INC | 5,240 | $233K | 0.5% | 2026-Q1 |
| OneDigital Investment Advisors LLC new | 5,000 | $222K | 0.5% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 3,835 | $171K | 0.4% | 2026-Q1 |
| Colonial Trust Co / SC | 3,148 | $140K | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 562 | $25K | 0.1% | 2026-Q1 |
| Atlantic Union Bankshares Corp | 238 | $11K | 0.0% | 2026-Q1 |
| Osbon Capital Management LLC new | 158 | $7K | 0.0% | 2026-Q1 |
| FINANCIAL CONSULATE, INC | 100 | $4K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 22 | $979 | 0.0% | 2026-Q1 |
| CWM, LLC new | 6 | $267 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $17 | 0.0% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC added | 323,176 | $13M | 27.4% | 2025-Q4 stale |
| Cambridge Investment Research Advisors, Inc. added | 35,012 | $2M | 3.3% | 2025-Q1 stale |
| J.W. COLE ADVISORS, INC. trimmed | 36,603 | $1M | 3.1% | 2025-Q4 stale |
| Cornerstone Advisors, LLC added | 26,028 | $1M | 2.6% | 2025-Q3 stale |
| Consolidated Portfolio Review Corp new | 9,862 | $453K | 1.0% | 2025-Q3 stale |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 7,009 | $322K | 0.7% | 2025-Q3 stale |
| Concurrent Investment Advisors, LLC new | 6,253 | $275K | 0.6% | 2025-Q1 stale |
| HighPoint Advisor Group LLC added | 5,891 | $271K | 0.6% | 2025-Q3 stale |
| Bison Wealth, LLC added | 5,260 | $231K | 0.5% | 2025-Q1 stale |
| AXXCESS WEALTH MANAGEMENT, LLC | 5,905 | $231K | 0.5% | 2025-Q4 stale |
| ENVESTNET ASSET MANAGEMENT INC new | 5,258 | $205K | 0.4% | 2025-Q4 stale |
| BlackRock, Inc. | 4,187 | $177K | 0.4% | 2025-Q2 stale |
| NewEdge Advisors, LLC | 4,023 | $157K | 0.3% | 2025-Q4 stale |
| PNC Financial Services Group, Inc. | 2,997 | $138K | 0.3% | 2025-Q3 stale |
| PSI Advisors, LLC added | 1,550 | $68K | 0.1% | 2025-Q1 stale |
| Keener Financial Planning LLC new | 1,104 | $50K | 0.1% | 2025-Q3 stale |
| Parkside Financial Bank & Trust new | 1,000 | $46K | 0.1% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 1,000 | $42K | 0.1% | 2025-Q2 stale |
| Elequin Capital, LP new | 942 | $40K | 0.1% | 2025-Q2 stale |
| Kovack Advisors, Inc. new | 52,642 | $29K | 0.1% | 2025-Q4 stale |
| COMERICA BANK trimmed | 562 | $22K | 0.0% | 2025-Q4 stale |
| Rockefeller Capital Management L.P. new | 250 | $11K | 0.0% | 2025-Q3 stale |
| EVOLUTION WEALTH MANAGEMENT INC. new | 216 | $9K | 0.0% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 87 | $4K | 0.0% | 2025-Q2 stale |
| Steward Partners Investment Advisory, LLC new | 75 | $3K | 0.0% | 2025-Q1 stale |
| Newbridge Financial Services Group, Inc. | 20 | $919 | 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.