SRLN

SS Blackstone SR Loan ETFETF
UnclassifiedUSCUSIP 78467V608◍ Confluence graph
Tracked 13F Holders
431
-107 QoQ
13F Value (tracked)
$3.6B
13F Moves · latest Q
32 added
22 trimmed
Recent Filings
0

Who owns SRLN?

431 tracked 13F filers

431 tracked 13F filers disclose a position in SRLN as of the latest SEC 13F filings, a combined $3.6B 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.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BANK OF AMERICA CORP /DE/
$304.1M
7.6M
−29%
Reduced · −3.1M sh
Q1 2026
2MORGAN STANLEY
$276.6M
6.9M
−38%
Reduced · −4.3M sh
Q1 2026
3Arizona PSPRS Trust
$260.7M
6.5M
−23%
Reduced · −1.9M sh
Q2 2026
4State of Tennessee, Department of Treasury
$238.5M
5.9M
−5.5%
Reduced · −349K sh
Q1 2026
5Ensign Peak Advisors, Inc
$161.2M
4.0M
−11%
Reduced · −494K sh
Q2 2026
6STATE STREET CORP
$141.4M
3.5M
−3.9%
Reduced · −144K sh
Q2 2026
7LPL Financial LLC
$139.3M
3.5M
−9.6%
Reduced · −367K sh
Q1 2026
8Liberty Mutual Group Asset Management Inc.
$121.2M
3.0M
+107%
Added · +1.6M sh
Q1 2026
9GOLDMAN SACHS GROUP INC
$111.0M
2.8M
−56%
Reduced · −3.5M sh
Q1 2026
10UBS Group AG
$104.9M
2.6M
−15%
Reduced · −451K sh
Q1 2026
11ROYAL BANK OF CANADA
$90.4M
2.3M
+2.4%
Added · +52K sh
Q1 2026
12Advisory Alpha, LLC
$90.5M
2.2M
−3.5%
Reduced · −81K sh
Q2 2026
13WELLS FARGO & COMPANY/MN
$88.2M
2.2M
+1.8%
Added · +39K sh
Q1 2026
14BlackRock, Inc.
$60.6M
1.5M
+103%
Added · +765K sh
Q1 2026
15DIVERSIFY WEALTH MANAGEMENT, LLC
$54.9M
1.4M
+34%
Added · +348K sh
Q2 2026
16Diversify Advisory Services, LLC
$54.9M
1.4M
Added
Added · +1.4M sh
Q2 2026
17Ocean Park Asset Management, LLC
$51.2M
1.3M
+86%
Added · +589K sh
Q1 2026
18Aristotle Pacific Capital, LLC
$40.0M
997K
−34%
Reduced · −520K sh
Q1 2026
19ENVESTNET ASSET MANAGEMENT INC
$37.7M
939K
+13%
Added · +107K sh
Q1 2026
20RAYMOND JAMES FINANCIAL INC
$36.6M
911K
−14%
Reduced · −144K sh
Q1 2026
21CNO Financial Group, Inc.
$34.7M
862K
Held
Q2 2026
22HighTower Advisors, LLC
$30.2M
752K
−5.7%
Reduced · −45K sh
Q1 2026
23OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
$29.2M
724K
−5.8%
Reduced · −44K sh
Q2 2026
24CONNING INC.
$25.8M
641K
Held
Q2 2026
25Blackstone Inc.
$22.3M
556K
Held
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.

Is SRLN being bought or sold by institutions?

Last quarter, 4 funds opened a new position in SRLN and 28 added to an existing one, while 22 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
28
funds
Reduced
22
funds
Exited
0
funds

Funds that own SRLN also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT248 funds$44.8B
NVIDIA CORPNVDA247 funds$69.4B
ALPHABET INC-CL AGOOGL245 funds$32.2B
APPLE INCAAPL244 funds$58.0B
AMAZON.COM INCAMZN241 funds$36.5B
JPMORGAN CHASE & COJPM241 funds$13.1B
META PLATFORMS INC-CLASS AMETA240 funds$19.2B
BROADCOM INCAVGO236 funds$24.1B
ALPHABET INC-CL CGOOG236 funds$20.9B
JOHNSON & JOHNSONJNJ234 funds$11.5B
SS SPDR S&P 500 ETF TRUST-USSPY231 funds$15.8B
ELI LILLY & COLLY231 funds$13.4B

Ranked by how many of SRLN's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

328 funds-10 since Q3 2024
0229458Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.6B · 1 values withheld

Share classes

Class13F holdersValue held
SRLNthis pagemc431 funds$3.6B
TOTLmc335 funds$3.4B
RLYSTATE STREET MUL156 funds$731.5M
ULSTULT SHT TRM BD104 funds$452.6M
GALUIT EXCHANGE TRADED63 funds$157.5M
INKMSTATE STREET INC19 funds$15.3M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in SRLN

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SRLN/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SRLN.
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 SRLN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.