Among active 13F managers last quarter, 1 opened and 1 reduced; the largest holder to move was SRH Advisors, LLC (−0.3%).
3 tracked 13F filers disclose a position in SRHR as of the latest SEC 13F filings, a combined $52.7M 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 | SRH Advisors, LLC | 877K | $52.1M | ▼−0.3% Reduced · −2K sh | Q2 2026 | |
| 2 | NewEdge Advisors, LLC | 5K | $275K | ▲~0% Added · +2 sh | Q2 2026 | |
| 3 | Citadel Advisors LLC | 4K | $257K | ▲New +4K sh | Q2 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, 1 fund opened a new position in SRHR, while 1 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 |
|---|---|---|
| Schwab US DVD Equity ETFSCHD | 1 funds | $27.7M |
| JPMorgan Chase & CoJPM | 1 funds | $18.7M |
| Schwab US Broad Market ETFSCHB | 1 funds | $11.4M |
| Cohen & Steers InfrastructurUTF | 1 funds | $11.3M |
| Avantis US Large Cap ValueAVLV | 1 funds | $7.2M |
| Berkshire Hathaway Inc-CL BBRK/B | 1 funds | $5.2M |
| Evercore Inc - AEVR | 1 funds | $3.9M |
| Ishares Core S&P 500 ETFIVV | 1 funds | $3.7M |
| Vanguard S&P 500 ETFVOO | 1 funds | $3.5M |
| Vanguard Dividend Apprec ETFVIG | 1 funds | $3.2M |
| SRH Total Return Fund IncSTEW | 1 funds | $3.0M |
Ranked by how many of SRHR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SRHR.
| Class | 13F holders | Value held |
|---|---|---|
| QBERTRUESHARES QUART | 34 funds | $62.8M |
| ONEZTRUESHARES SEASO | 32 funds | $140.8M |
| SEPZTRUESHARES STRUC | 31 funds | $93.3M |
| CEFZRIVERNORTH ACTIV | 28 funds | $14.4M |
| PAYMSP AU DE IN ETF | 27 funds | $89.9M |
| LRNZTRUESHS TECH AI | 25 funds | $6.0M |
| SOVFSOVEREIGNS CAPIT | 24 funds | $70.5M |
| DIVZUIT EXCHANGE TRADED | 21 funds | $84.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SRHR
This ETF 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/SRHR/capital-change-brief"
Use Arkolith's capital_change_brief for SRHR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SRHR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.