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/SRLN/capital-change-brief"
Use Arkolith's capital_change_brief for SRLN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Arizona PSPRS Trust | $344.9M | 8.4M | ▲+2.5% Added · +208K sh | Q4 2025 | |
| 2 | BANK OF AMERICA CORP /DE/ | $304.1M | 7.6M | ▼−29% Reduced · −3.1M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $276.6M | 6.9M | ▼−38% Reduced · −4.3M sh | Q1 2026 | |
| 4 | State of Tennessee, Department of Treasury | $238.5M | 5.9M | ▼−5.5% Reduced · −349K sh | Q1 2026 | |
| 5 | Ensign Peak Advisors, Inc | $180.4M | 4.5M | ▲+48% Added · +1.5M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $146.7M | 3.7M | ▲+7.2% Added · +246K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $139.3M | 3.5M | ▼−9.6% Reduced · −367K sh | Q1 2026 | |
| 8 | Liberty Mutual Group Asset Management Inc. | $121.2M | 3.0M | ▲+107% Added · +1.6M sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $111.0M | 2.8M | ▼−56% Reduced · −3.5M sh | Q1 2026 | |
| 10 | UBS Group AG | $104.9M | 2.6M | ▼−15% Reduced · −451K sh | Q1 2026 | |
| 11 | Advisory Alpha, LLC | $93.4M | 2.3M | ▲+29% Added · +525K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $90.4M | 2.3M | ▲+2.4% Added · +52K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $88.2M | 2.2M | ▲+1.8% Added · +39K sh | Q1 2026 | |
| 14 | BlackRock, Inc. | $60.6M | 1.5M | ▲+103% Added · +765K sh | Q1 2026 | |
| 15 | Ocean Park Asset Management, LLC | $51.2M | 1.3M | ▲+86% Added · +589K sh | Q1 2026 | |
| 16 | DIVERSIFY WEALTH MANAGEMENT, LLC | $41.1M | 1.0M | ▲68× Added · +997K sh | Q1 2026 | |
| 17 | Aristotle Pacific Capital, LLC | $40.0M | 997K | ▼−34% Reduced · −520K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $37.7M | 939K | ▲+13% Added · +107K sh | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $36.6M | 911K | ▼−14% Reduced · −144K sh | Q1 2026 | |
| 20 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $30.8M | 768K | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $30.2M | 752K | ▼−5.7% Reduced · −45K sh | Q1 2026 | |
| 22 | CONNING INC. | $25.7M | 641K | —Held | Q1 2026 | |
| 23 | Blackstone Inc. | $22.3M | 556K | —Held | Q1 2026 | |
| 24 | FEDERATED HERMES, INC. | $21.5M | 536K | ▼−11% Reduced · −65K sh | Q1 2026 | |
| 25 | Bramshill Investments, LLC | $21.1M | 525K | ▲+162% Added · +325K 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.
| Class | 13F holders | Value held |
|---|---|---|
| SRLNthis pagemc | 260 funds | $3.3B |
| TOTLmc | 203 funds | $3.0B |
| RLYSTATE STREET MUL | 92 funds | $505.7M |
| ULSTULT SHT TRM BD | 72 funds | $380.9M |
| GALUIT EXCHANGE TRADED | 46 funds | $105.7M |
| INKMSTATE STREET INC | 15 funds | $10.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 143 funds | $30.9B |
| BROADCOM INCAVGO | 143 funds | $15.5B |
| TESLA INCTSLA | 143 funds | $7.0B |
| GENERAL ELECTRICGE | 143 funds | $3.4B |
| INTEL CORPINTC | 143 funds | $1.3B |
| NVIDIA CORPNVDA | 142 funds | $41.5B |
| APPLE INCAAPL | 142 funds | $40.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 142 funds | $27.7B |
| ALPHABET INC-CL AGOOGL | 142 funds | $21.8B |
| JPMORGAN CHASE & COJPM | 142 funds | $13.6B |
| ALPHABET INC-CL CGOOG | 142 funds | $13.6B |
| META PLATFORMS INC-CLASS AMETA | 142 funds | $13.6B |
Ranked by how many of SRLN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.