9 tracked 13F filers disclose a position in SROI as of the latest SEC 13F filings, a combined $9.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Arlington Financial Advisors, LLC | $5.8M | 154K | ▼−0.3% Reduced · −479 sh | Q2 2026 | |
| 2 | CITADEL ADVISORS LLC | $1.8M | 54K | ▼−13% Reduced · −8K sh | Q1 2026 | |
| 3 | JANE STREET GROUP, LLC | $1.2M | 38K | ▲New +38K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $369K | 11K | ▲+43% Added · +3K sh | Q1 2026 | |
| 5 | Calamos Advisors LLC | $331K | 10K | ▲New +10K sh | Q1 2026 | |
| 6 | Calamos Wealth Management LLC | $331K | 10K | —Held | Q1 2026 | |
| 7 | HARBOUR INVESTMENTS, INC. | $981 | 30 | ▲New +30 sh | Q1 2026 | |
| 8 | City State Bank | $749 | 20 | —Held | Q2 2026 | |
| 9 | SBI Securities Co., Ltd. | $561 | 15 | ▲New +15 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, 3 funds opened a new position in SROI, while 1 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).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 3 funds | $4.9B |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $3.0B |
| APPLE INCAAPL | 3 funds | $2.7B |
| AMAZON.COM INCAMZN | 3 funds | $2.5B |
| MICROSOFT CORPMSFT | 3 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 3 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 3 funds | $1.7B |
| BROADCOM INCAVGO | 3 funds | $1.6B |
| SS SPDR DOW JONES INDUS AVGDIA | 3 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 3 funds | $1.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 3 funds | $1.4B |
| TESLA INCTSLA | 3 funds | $1.1B |
Ranked by how many of SROI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CAIEmc | 114 funds | $407.7M |
| CAIQmc | 41 funds | $89.5M |
| CPSLLADDERED S&P 500 | 26 funds | $52.9M |
| CPNJmc | 26 funds | $9.7M |
| CPSMmc | 23 funds | $23.9M |
| CPSDS&P 500 STRUCTU | 21 funds | $24.8M |
| CPRJmc | 21 funds | $11.2M |
| CPSJS&P 500 STRUCTUR | 20 funds | $21.8M |
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.
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/SROI/capital-change-brief"
Use Arkolith's capital_change_brief for SROI. 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 SROI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.