| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Arizona PSPRS Trust | $339.4M | 8.46M | Added | Q1 2026 |
| 2 | Ensign Peak Advisors, Inc | $180.4M | 4.49M | Added | Q1 2026 |
| 3 | STATE STREET CORP | $146.7M | 3.65M | Added | Q1 2026 |
| 4 | Advisory Alpha, LLC | $93.4M | 2.33M | Added | Q1 2026 |
| 5 | DIVERSIFY WEALTH MANAGEMENT, LLC | $41.1M | 1.01M | Added | Q1 2026 |
| 6 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $30.8M | 767.8K | Reduced | Q1 2026 |
| 7 | CONNING INC. | $25.7M | 641.3K | Held | Q1 2026 |
| 8 | Catalyst Capital Advisors LLC | $15.0M | 374.6K | Held | Q1 2026 |
| 9 | CWM, LLC | $15.0M | 374.0K | Added | Q1 2026 |
| 10 | Envestnet Portfolio Solutions, Inc. | $14.6M | 363.4K | Added | Q1 2026 |
| 11 | Ameritas Advisory Services, LLC | $13.6M | 340.0K | Reduced | Q1 2026 |
| 12 | Calamos Advisors LLC | $12.7M | 316.1K | Reduced | Q1 2026 |
| 13 | ASSETMARK, INC | $12.6M | 314.4K | Added | Q1 2026 |
| 14 | COUNTRY TRUST BANK | $11.2M | 278.1K | Reduced | Q1 2026 |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | $10.4M | 259.3K | Added | Q1 2026 |
| 16 | Fragasso Financial Advisors Inc | $10.4M | 259.9K | Added | Q1 2026 |
| 17 | Integrated Wealth Concepts LLC | $9.2M | 228.9K | Added | Q1 2026 |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $8.9M | 221.8K | New | Q1 2026 |
| 19 | Merit Financial Group, LLC | $8.2M | 205.1K | Reduced | Q1 2026 |
| 20 | Hennion & Walsh Asset Management, Inc. | $7.8M | 194.2K | Added | Q1 2026 |
| 21 | Sanctuary Advisors, LLC | $7.1M | 177.0K | Reduced | Q1 2026 |
| 22 | CreativeOne Wealth, LLC | $6.3M | 156.8K | Reduced | Q1 2026 |
| 23 | Advisory Services Network, LLC | $6.0M | 146.1K | New | Q4 2025 |
| 24 | OPPENHEIMER & CO INC | $5.7M | 141.3K | Added | Q1 2026 |
| 25 | Steward Partners Investment Advisory, LLC | $4.9M | 122.3K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorporationMSFT | 144 funds | $144.4B |
| Broadcom LtdAVGO | 144 funds | $74.3B |
| Tesla IncTSLA | 144 funds | $49.7B |
| Nvidia CorpNVDA | 143 funds | $214.7B |
| Apple IncAAPL | 143 funds | $193.0B |
| GOOGLE INCGOOGL | 143 funds | $85.9B |
| LPHABET INCGOOG | 143 funds | $66.6B |
| Meta Platforms Inc.META | 143 funds | $64.2B |
| Jpmorgan Chase & CoJPM | 143 funds | $50.1B |
| Exxon Mobil CorporationXOM | 143 funds | $44.3B |
| Lilly (Eli) & CompanyLLY | 143 funds | $40.7B |
| Johnson & JohnsonJNJ | 143 funds | $40.2B |
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 + Form 4 insider transactions + 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.