Among active 13F managers last quarter, 2 opened and 19 added, while 24 reduced; the largest holder to move was AYAL Capital Advisors Ltd (−7.7%). Over the last 180 days, 4 insiders bought and 1 insider sold, a net +$86K in open-market trades.
The legs disagree, or only one of them leans.
97 tracked 13F filers disclose a position in SRI as of the latest SEC 13F filings, a combined $134.9M 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 | BlackRock, Inc. | 2.6M | $18.7M | ▲+119% Added · +1.4M sh | Q2 2026 | |
| 2 | 22NW, LP | 2.5M | $18.1M | —Held | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 1.2M | $5.9M | ▼−3.4% Reduced · −43K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 1.2M | $8.8M | ▲+5.1% Added · +59K sh | Q2 2026 | |
| 5 | Federated Hermes, Inc. | 1.2M | $5.7M | ▲+6.8% Added · +75K sh | Q1 2026 | |
| 6 | AYAL Capital Advisors Ltd | 1.0M | $7.4M | ▼−7.7% Reduced · −84K sh | Q2 2026 | |
| 7 | American Century Companies Inc | 858K | $4.1M | ▲+11% Added · +84K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 722K | $5.3M | ▲+114% Added · +385K sh | Q2 2026 | |
| 9 | EVR Research LP | 700K | $5.1M | ▼−9.1% Reduced · −70K sh | Q2 2026 | |
| 10 | D. E. Shaw & Co., Inc. | 668K | $3.2M | ▼−14% Reduced · −110K sh | Q1 2026 | |
| 11 | ArrowMark Colorado Holdings LLC | 661K | $4.8M | ▼−30% Reduced · −277K sh | Q2 2026 | |
| 12 | Russell Investments Group, Ltd. | 577K | $2.8M | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 13 | Marshall Wace, LLP | 536K | $2.6M | ▲+34% Added · +135K sh | Q1 2026 | |
| 14 | Millennium Management LLC | 402K | $1.9M | ▼−44% Reduced · −310K sh | Q1 2026 | |
| 15 | Two Sigma Investments, LP | 388K | $1.9M | ▲+15% Added · +50K sh | Q1 2026 | |
| 16 | Arrowstreet Capital, Limited Partnership | 374K | $1.8M | ▼−22% Reduced · −107K sh | Q1 2026 | |
| 17 | Susquehanna International Group, LLP | 365K | $1.8M | ▲+32% Added · +89K sh | Q1 2026 | |
| 18 | Jacobs Levy Equity Management, Inc | 319K | $2.3M | ▲+21% Added · +55K sh | Q2 2026 | |
| 19 | State Street Corp | 309K | $2.3M | ▲+130% Added · +175K sh | Q2 2026 | |
| 20 | Vanguard Portfolio Management LLC | 290K | $2.1M | ▲+37% Added · +78K sh | Q2 2026 | |
| 21 | Renaissance Technologies LLC | 285K | $1.4M | ▼−12% Reduced · −38K sh | Q1 2026 | |
| 22 | Man Group plc | 280K | $2.0M | ▼−6.0% Reduced · −18K sh | Q2 2026 | |
| 23 | UBS Group AG | 257K | $1.2M | ▲+44% Added · +79K sh | Q1 2026 | |
| 24 | Bridgeway Capital Management, LLC | 252K | $1.8M | ▲+25% Added · +50K sh | Q2 2026 | |
| 25 | Morgan Stanley | 241K | $1.2M | ▼−36% Reduced · −135K 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, 2 funds opened a new position in SRI and 19 added to an existing one, while 24 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 | 48 funds | $135.0B |
| Apple IncAAPL | 48 funds | $93.4B |
| Microsoft CorpMSFT | 48 funds | $77.3B |
| Alphabet Inc-CL AGOOGL | 48 funds | $65.7B |
| Amazon.com IncAMZN | 48 funds | $61.7B |
| JPMorgan Chase & CoJPM | 48 funds | $20.7B |
| Tesla IncTSLA | 46 funds | $23.0B |
| Visa Inc-Class A SharesV | 46 funds | $20.7B |
| Costco Wholesale CorpCOST | 46 funds | $11.2B |
| Alphabet Inc-CL CGOOG | 45 funds | $44.3B |
| Meta Platforms Inc-Class AMETA | 45 funds | $33.7B |
| Micron Technology IncMU | 45 funds | $30.0B |
Ranked by how many of SRI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SRI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 18, 2026 | Humphrey Scott Randall | CFO and Treasurer | Buy (P) | 6K | $42K |
| Aug 10, 2026 | Noblet Natalia | President and CEO, Director | Buy (P) | 5K | $37K |
| Jun 15, 2026 | Ferraiolo Caetano Roberto | President Stoneridge Brazil | Sell (S) | 9K | $68K |
| Jun 12, 2026 | Lasky William M | Director | Buy (P) | 5K | $37K |
| Jun 3, 2026 | Kaplan Ira C. | Director | Buy (P) | 5K | $38K |
| Mar 3, 2025 | Hartman Robert J. Jr. | Chief Accounting Officer | Sell (S) | 969 | $5K |
| May 7, 2024 | Zizelman James | President and CEO, Director | Buy (P) | 7K | $102K |
| Mar 8, 2024 | Kased Rajaey | President Control Devices | Sell (S) | 1K | $17K |
| Mar 6, 2024 | Korth Kim | Director | Sell (S) | 8K | $128K |
| Aug 30, 2023 | Ferraiolo Caetano Roberto | President Stoneridge Brazil | Sell (S) | 2K | $48K |
| Aug 30, 2023 | Kased Rajaey | President Control Devices | Buy (P) | 3K | $51K |
| Aug 18, 2023 | Mayes George S JR | Director | Sell (S) | 3K | $53K |
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 | 32 | 41 | – |
Insiders Form 4 open-market | 4 | 1 | +$86K |
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.
Connected entities for SRI
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/SRI/capital-change-brief"
Use Arkolith's capital_change_brief for SRI. 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 SRI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.