Among active 13F managers last quarter, 10 opened and 5 added, while 2 reduced; the largest holder to move was Citadel Advisors LLC (new position). Over the last 180 days, 2 insiders sold and none bought, a net -$249K in open-market trades.
The legs disagree, or only one of them leans.
56 tracked 13F filers disclose a position in SRFM as of the latest SEC 13F filings, a combined $21.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Citadel Advisors LLC | 7.4M | $8.6M | ▲New +7.4M sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 4.4M | $5.2M | ▲+78% Added · +2.0M sh | Q2 2026 | |
| 3 | UBS Group AG | 1.0M | $1.2M | ▲+214% Added · +697K sh | Q1 2026 | |
| 4 | Geode Capital Management, LLC | 982K | $1.1M | ▲+75% Added · +419K sh | Q2 2026 | |
| 5 | BlackRock, Inc. | 745K | $865K | ▲+25% Added · +149K sh | Q2 2026 | |
| 6 | Vanguard Fiduciary Trust Co | 524K | $608K | ▲+73% Added · +222K sh | Q2 2026 | |
| 7 | State Street Corp | 514K | $596K | ▲+87% Added · +240K sh | Q2 2026 | |
| 8 | Marshall Wace, LLP | 442K | $508K | ▲New +442K sh | Q1 2026 | |
| 9 | LPL Financial LLC | 326K | $374K | ▲+16% Added · +44K sh | Q1 2026 | |
| 10 | Balefire, LLC | 324K | $376K | ▼−0.8% Reduced · −3K sh | Q2 2026 | |
| 11 | Rathbones Group PLC | 322K | $371K | —Held | Q1 2026 | |
| 12 | Goldman Sachs Group Inc | 135K | $155K | ▲+610% Added · +116K sh | Q1 2026 | |
| 13 | United Bank | 125K | $145K | —Held | Q2 2026 | |
| 14 | J. Derek Lewis & Associates Inc. | 121K | $140K | ▼−59% Reduced · −172K sh | Q2 2026 | |
| 15 | Centiva Capital, LP | 118K | $137K | ▲+129% Added · +67K sh | Q2 2026 | |
| 16 | Two Sigma Securities, LLC | 116K | $135K | ▲New +116K sh | Q2 2026 | |
| 17 | Bridgeway Capital Management, LLC | 114K | $132K | ▲+54% Added · +40K sh | Q2 2026 | |
| 18 | Engineers Gate Manager LP | 96K | $112K | ▲+147% Added · +57K sh | Q2 2026 | |
| 19 | Northern Trust Corp | 91K | $105K | —Held | Q1 2026 | |
| 20 | Focus Partners Wealth | 89K | $102K | ▼−77% Reduced · −299K sh | Q1 2026 | |
| 21 | Commonwealth Equity Services, LLC | 68K | $79K | ▲+78% Added · +30K sh | Q1 2026 | |
| 22 | Raymond James Financial Inc | 51K | $59K | ▼−75% Reduced · −151K sh | Q1 2026 | |
| 23 | Tower Research Capital LLC (TRC) | 50K | $58K | ▲New +50K sh | Q1 2026 | |
| 24 | Mariner, LLC | 44K | $51K | ▲New +44K sh | Q1 2026 | |
| 25 | Barclays PLC | 40K | $46K | ▼−13% Reduced · −6K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 10 funds opened a new position in SRFM and 5 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 20 funds | $6.3B |
| Apple IncAAPL | 20 funds | $5.7B |
| Amazon.com IncAMZN | 20 funds | $5.2B |
| Microsoft CorpMSFT | 20 funds | $3.4B |
| Alphabet Inc-CL AGOOGL | 20 funds | $2.6B |
| Alphabet Inc-CL CGOOG | 20 funds | $1.9B |
| Chevron CorpCVX | 20 funds | $1.6B |
| Meta Platforms Inc-Class AMETA | 20 funds | $1.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 20 funds | $1.0B |
| Oracle CorpORCL | 20 funds | $934.7M |
| Visa Inc-Class A SharesV | 20 funds | $605.1M |
| Broadcom IncAVGO | 19 funds | $2.3B |
Ranked by how many of SRFM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SRFM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 8, 2026 | White Deanna Leigh | Chief Executive Officer | Sell (S) | 57K | $75K |
| May 8, 2026 | Reeves Oliver | Chief Financial Officer | Sell (S) | 77K | $101K |
| Apr 16, 2026 | White Deanna Leigh | Chief Executive Officer | Sell (S) 2 lots, same day | 28K | $36K |
| Apr 16, 2026 | Reeves Oliver | Chief Financial Officer | Sell (S) 2 lots, same day | 29K | $38K |
| Jun 25, 2025 | Painter Tyler | Director | Sell (S) | 22K | $110K |
| Jun 24, 2025 | Painter Tyler | Director | Sell (S) | 19K | $74K |
| Jun 18, 2025 | Palantir Technologies Inc. | 10% Owner | Buy (P) | 1.0M | $2.2M |
| Jun 3, 2025 | Shahani Sudhin | Director | Sell (S) | 76K | $184K |
| May 22, 2025 | Bland Tyrone D. | Director | Sell (S) | 4K | $10K |
| May 21, 2025 | Bland Tyrone D. | Director | Sell (S) | 6K | $15K |
| Mar 26, 2025 | Painter Tyler | Director | Sell (S) | 25K | $93K |
| Mar 25, 2025 | Palantir Technologies Inc. | 10% Owner | Buy (P) | 244K | $947K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 19 | 10 | – |
Insiders Form 4 open-market | 0 | 2 | -$249K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| SRFMthis pagecs | 56 funds | $21.5M |
| 868927104Stock | 7 funds | $7K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SRFM
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SRFM/capital-change-brief"
Use Arkolith's capital_change_brief for SRFM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SRFM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.