Among active 13F managers last quarter, 2 opened and 1 reduced; the largest holder to move was Citadel Advisors LLC (−88%).
9 tracked 13F filers disclose a position in SROI as of the latest SEC 13F filings, a combined $8.2M 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 | Arlington Financial Advisors, LLC | 154K | $5.8M | ▼−0.3% Reduced · −479 sh | Q2 2026 | |
| 2 | Jane Street Group, LLC | 38K | $1.2M | ▲New +38K sh | Q1 2026 | |
| 3 | Osaic Holdings, Inc. | 11K | $369K | ▲+43% Added · +3K sh | Q1 2026 | |
| 4 | Calamos Wealth Management LLC | 10K | $379K | —Held | Q2 2026 | |
| 5 | Citadel Advisors LLC | 6K | $242K | ▼−88% Reduced · −48K sh | Q2 2026 | |
| 6 | Sittner & Nelson, LLC | 6K | $239K | —Held | Q2 2026 | |
| 7 | Harbour Investments, Inc. | 30 | $981 | ▲New +30 sh | Q1 2026 | |
| 8 | City State Bank | 20 | $749 | —Held | Q2 2026 | |
| 9 | SBI Securities Co., Ltd. | 15 | $561 | ▲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, 2 funds opened a new position in SROI, while 1 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 4 funds | $13.3B |
| Nvidia CorpNVDA | 4 funds | $2.9B |
| Amazon.com IncAMZN | 4 funds | $2.7B |
| Apple IncAAPL | 4 funds | $2.4B |
| Microsoft CorpMSFT | 4 funds | $1.5B |
| Electronic Arts IncEA | 4 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 4 funds | $1.2B |
| Warner Bros Discovery IncWBD | 4 funds | $1.2B |
| Eli Lilly & CoLLY | 4 funds | $1.2B |
| Broadcom IncAVGO | 4 funds | $1.1B |
| BlackRock IncBLK | 4 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 4 funds | $995.1M |
Ranked by how many of SROI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SROI.
| Class | 13F holders | Value held |
|---|---|---|
| CAIEmc | 153 funds | $516.8M |
| CAIQmc | 54 funds | $115.9M |
| CAGEETF | 31 funds | $20.7M |
| CPSMmc | 29 funds | $27.3M |
| CPSJS&P 500 STR JULY | 29 funds | $23.4M |
| CPNJmc | 29 funds | $10.3M |
| CPSLLADDERED S&P 500 ETF | 28 funds | $56.6M |
| CPSDS&P 500 STRUCTU | 28 funds | $26.7M |
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.
Connected entities for SROI
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.