SRLN

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$40.35

-0.03 (-0.07%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding SRLN · 2026-Q1 methodology → sources →

484 holders

% of shares outstanding held

—

Shares held (13F)

89,996,030

Reporting holders

484

Top holders

largest 100 of 484 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	7,575,9357.6M	$304M	—	TRIM -29%
2	MORGAN STANLEY	6,892,0826.9M	$277M	—	TRIM -38%
3	State of Tennessee, Department of Treasury	5,941,3205.9M	$238M	—	TRIM -6%
4	Ensign Peak Advisors, Inc	4,493,6814.5M	$180M	—	ADD 48%
5	STATE STREET CORP	3,653,8083.7M	$147M	—	ADD 7%
6	LPL Financial LLC	3,469,7133.5M	$139M	—	TRIM -10%
7	Liberty Mutual Group Asset Management Inc.	3,018,9873.0M	$121M	—	ADD 107%
8	GOLDMAN SACHS GROUP INC	2,765,0292.8M	$111M	—	TRIM -56%
9	UBS Group AG	2,612,2242.6M	$105M	—	TRIM -15%
10	Advisory Alpha, LLC	2,327,9592.3M	$93M	—	ADD 29%
11	ROYAL BANK OF CANADA	2,251,4712.3M	$90M	—	ADD 2%
12	WELLS FARGO & COMPANY/MN	2,196,7942.2M	$88M	—	—
13	WELLINGTON MANAGEMENT GROUP LLP	1,748,0501.7M	$70M	—	ADD 103%
14	1832 Asset Management L.P.	1,604,3501.6M	$64M	—	ADD 45%
15	BlackRock, Inc.	1,509,1541.5M	$61M	—	ADD 103%
16	Symetra Investment Management Co	1,495,0851.5M	$60M	—	—
17	Ocean Park Asset Management, LLC	1,274,9001.3M	$51M	—	ADD 86%
18	DIVERSIFY WEALTH MANAGEMENT, LLC	1,012,2771.0M	$41M	—	ADD 6702%
19	Aristotle Pacific Capital, LLC	997,066997,066	$40M	—	TRIM -34%
20	ENVESTNET ASSET MANAGEMENT INC	938,906938,906	$38M	—	ADD 13%
21	RAYMOND JAMES FINANCIAL INC	911,349911,349	$37M	—	TRIM -14%
22	CNO Financial Group, Inc.	862,000862,000	$35M	—	—
23	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	767,782767,782	$31M	—	—
24	HighTower Advisors, LLC	751,651751,651	$30M	—	TRIM -6%
25	Thrivent Financial for Lutherans	661,937661,937	$27M	—	ADD 7%
26	CONNING INC.	641,275641,275	$26M	—	—
27	LORD, ABBETT & CO. LLC	605,533605,533	$24M	—	—
28	Blackstone Inc.	555,591555,591	$22M	—	—
29	FEDERATED HERMES, INC.	535,650535,650	$22M	—	TRIM -11%
30	Asset Allocation & Management Company, LLC	526,704526,704	$21M	—	ADD 42%
31	Bramshill Investments, LLC	524,778524,778	$21M	—	ADD 162%
32	Creative Planning	508,469508,469	$20M	—	TRIM -5%
33	Cetera Investment Advisers	507,278507,278	$20M	—	ADD 63%
34	STIFEL FINANCIAL CORP	434,594434,594	$17M	—	TRIM -23%
35	Janney Montgomery Scott LLC	381,592381,592	$15M	—	ADD 21%
36	Twelve Points Wealth Management LLC	379,118379,118	$15M	—	ADD 70%
37	Catalyst Capital Advisors LLC	374,591374,591	$15M	—	—
38	CWM, LLC	374,008374,008	$15M	—	—
39	Amundi	367,394367,394	$15M	—	NEW
40	GUGGENHEIM CAPITAL LLC	363,511363,511	$15M	—	—
41	Envestnet Portfolio Solutions, Inc.	363,433363,433	$15M	—	ADD 19%
42	FORTEM FINANCIAL GROUP, LLC	359,832359,832	$14M	—	ADD 25%
43	Secure Asset Management, LLC	356,099356,099	$14M	—	ADD 13%
44	Ninety One UK Ltd	353,185353,185	$14M	—	TRIM -29%
45	Cambridge Investment Research Advisors, Inc.	340,729340,729	$14M	—	TRIM -11%
46	Ameritas Advisory Services, LLC	339,968339,968	$14M	—	TRIM -25%
47	Cerity Partners LLC	337,729337,729	$14M	—	ADD 31%
48	OSAIC HOLDINGS, INC.	325,860325,860	$13M	—	TRIM -26%
49	Calamos Advisors LLC	316,100316,100	$13M	—	TRIM -61%
50	ASSETMARK, INC	314,379314,379	$13M	—	ADD 3%
51	COUNTRY TRUST BANK	278,052278,052	$11M	—	TRIM -17%
52	Goldstone Financial Group, LLC	276,883276,883	$11M	—	—
53	HORIZON FINANCIAL SERVICES, LLC	275,617275,617	$11M	—	ADD 25%
54	CITADEL ADVISORS LLC	272,389272,389	$11M	—	TRIM -27%
55	Stablepoint Partners, LLC	266,815266,815	$11M	—	TRIM -7%
56	KMG FIDUCIARY PARTNERS, LLC	264,486264,486	$11M	—	ADD 5%
57	KESTRA PRIVATE WEALTH SERVICES, LLC	259,333259,333	$10M	—	—
58	Fragasso Financial Advisors Inc	259,880259,880	$10M	—	ADD 10%
59	MRA Advisory Group	252,778252,778	$10M	—	ADD 6%
60	COMMONWEALTH EQUITY SERVICES, LLC	246,104246,104	$10M	—	TRIM -3%
61	Hilltop Partners LLC	232,547232,547	$9M	—	ADD 6%
62	Integrated Wealth Concepts LLC	228,877228,877	$9M	—	ADD 5%
63	BANK OF MONTREAL /CAN/	224,587224,587	$9M	—	ADD 79%
64	INDEPENDENT FINANCIAL GROUP, LLC	221,762221,762	$9M	—	—
65	NEUBERGER BERMAN GROUP LLC	213,463213,463	$9M	—	TRIM -33%
66	Merit Financial Group, LLC	205,080205,080	$8M	—	TRIM -4%
67	ZEGA Investments, LLC	200,083200,083	$8M	—	TRIM -22%
68	Hennion & Walsh Asset Management, Inc.	194,232194,232	$8M	—	ADD 9%
69	ARS Wealth Advisors Group, LLC	191,140191,140	$8M	—	ADD 147%
70	Summit Global Investments	185,262185,262	$7M	—	ADD 19%
71	Sanctuary Advisors, LLC	177,048177,048	$7M	—	TRIM -17%
72	Canal Capital Management, LLC	175,691175,691	$7M	—	TRIM -4%
73	O'Connor Financial Group LLC	174,552174,552	$7M	—	—
74	Advisory Services Network, LLC	173,737173,737	$7M	—	ADD 19%
75	Palogic Value Management, L.P.	166,381166,381	$7M	—	—
76	Western Wealth Management, LLC	163,006163,006	$7M	—	ADD 485%
77	CreativeOne Wealth, LLC	156,868156,868	$6M	—	TRIM -10%
78	Cynosure Group, LLC	156,785156,785	$6M	—	ADD 46%
79	Live Oak Investment Partners	153,425153,425	$6M	—	—
80	BLUELINE ADVISORS LLC	150,481150,481	$6M	—	TRIM -6%
81	Westview Management dba Westview Investment Advisors	150,006150,006	$6M	—	TRIM -7%
82	WEDBUSH SECURITIES INC	145,248145,248	$6M	—	TRIM -15%
83	OPPENHEIMER & CO INC	141,265141,265	$6M	—	ADD 25%
84	RAINEY & RANDALL WEALTH ADVISORS INC.	140,046140,046	$6M	—	TRIM -3%
85	Plan Group Financial, LLC	138,766138,766	$6M	—	ADD 4%
86	CAPTRUST FINANCIAL ADVISORS	137,149137,149	$6M	—	ADD 10%
87	Aspire Private Capital, LLC	133,859133,859	$5M	—	ADD 5%
88	Windsor Capital Management, LLC	129,801129,801	$5M	—	ADD 3%
89	FIRST FOUNDATION ADVISORS	128,343128,343	$5M	—	TRIM -61%
90	CITY NATIONAL BANK OF FLORIDA /MSD	127,637127,637	$5M	—	ADD 37%
91	Curtis Advisory Group, LLC	126,978126,978	$5M	—	—
92	J HAGAN CAPITAL, INC.	125,578125,578	$5M	—	ADD 22%
93	NewSquare Capital LLC	125,078125,078	$5M	—	TRIM -3%
94	Steward Partners Investment Advisory, LLC	122,251122,251	$5M	—	ADD 10%
95	Valtinson Bruner Financial Planning LLC	119,235119,235	$5M	—	ADD 10%
96	Waverly Advisors, LLC	116,707116,707	$5M	—	ADD 3%
97	Rockefeller Capital Management L.P.	113,743113,743	$5M	—	ADD 9%
98	AMERIPRISE FINANCIAL INC	112,792112,792	$5M	—	TRIM -10%
99	Equitable Holdings, Inc.	109,060109,060	$4M	—	TRIM -26%
100	Maridea Wealth Management LLC	110,967110,967	$4M	—	ADD 30%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

10.7M

11.6M

13.3M

10.7M

10.6M

7.6M

$304M

MORGAN STANLEY

7.4M

11.1M

11.6M

10.5M

11.2M

6.9M

$277M

State of Tennessee, Department of Treasury

5.9M

6.6M

6.4M

6.6M

6.3M

5.9M

$238M

Ensign Peak Advisors, Inc

2.8M

4.0M

2.6M

3.0M

4.5M

$180M

STATE STREET CORP

3.3M

3.2M

3.3M

3.4M

3.7M

$147M

LPL Financial LLC

2.8M

3.6M

3.7M

3.8M

3.5M

$139M

Liberty Mutual Group Asset Management Inc.

—

601K

1.5M

3.0M

$121M

GOLDMAN SACHS GROUP INC

6.9M

6.2M

7.1M

6.1M

6.2M

2.8M

$111M

UBS Group AG

1.6M

1.5M

2.8M

3.1M

2.6M

$105M

Advisory Alpha, LLC

1.6M

1.7M

1.8M

2.3M

$93M

ROYAL BANK OF CANADA

2.0M

4.9M

2.5M

2.2M

2.3M

$90M

WELLS FARGO & COMPANY/MN

2.1M

2.5M

2.1M

2.2M

$88M

WELLINGTON MANAGEMENT GROUP LLP

1.5M

2.7M

937K

862K

1.7M

$70M

1832 Asset Management L.P.

1.0M

1.1M

1.6M

$64M

BlackRock, Inc.

9.2M

2.2M

2.0M

924K

744K

1.5M

$61M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	484	89,996,030	—	$3.6B
2025-Q4	525	123,685,474	—	$5.1B
2025-Q3	499	131,844,242	—	$5.5B
2025-Q2	522	141,938,964	—	$5.9B
2025-Q1	522	150,039,064	—	$6.2B
2024-Q4	527	145,458,487	—

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding SRLN · 2026-Q1 methodology → sources →

484 holders

% of shares outstanding held

—

Shares held (13F)

89,996,030

Reporting holders

484

Top holders

largest 100 of 484 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	7,575,9357.6M	$304M	—	TRIM -29%
2	MORGAN STANLEY	6,892,0826.9M	$277M	—	TRIM -38%
3	State of Tennessee, Department of Treasury	5,941,3205.9M	$238M	—	TRIM -6%
4	Ensign Peak Advisors, Inc	4,493,6814.5M	$180M	—	ADD 48%
5	STATE STREET CORP	3,653,8083.7M	$147M	—	ADD 7%
6	LPL Financial LLC	3,469,7133.5M	$139M	—	TRIM -10%
7	Liberty Mutual Group Asset Management Inc.	3,018,9873.0M	$121M	—	ADD 107%
8	GOLDMAN SACHS GROUP INC	2,765,0292.8M	$111M	—	TRIM -56%
9	UBS Group AG	2,612,2242.6M	$105M	—	TRIM -15%
10	Advisory Alpha, LLC	2,327,9592.3M	$93M	—	ADD 29%
11	ROYAL BANK OF CANADA	2,251,4712.3M	$90M	—	ADD 2%
12	WELLS FARGO & COMPANY/MN	2,196,7942.2M	$88M	—	—
13	WELLINGTON MANAGEMENT GROUP LLP	1,748,0501.7M	$70M	—	ADD 103%
14	1832 Asset Management L.P.	1,604,3501.6M	$64M	—	ADD 45%
15	BlackRock, Inc.	1,509,1541.5M	$61M	—	ADD 103%
16	Symetra Investment Management Co	1,495,0851.5M	$60M	—	—
17	Ocean Park Asset Management, LLC	1,274,9001.3M	$51M	—	ADD 86%
18	DIVERSIFY WEALTH MANAGEMENT, LLC	1,012,2771.0M	$41M	—	ADD 6702%
19	Aristotle Pacific Capital, LLC	997,066997,066	$40M	—	TRIM -34%
20	ENVESTNET ASSET MANAGEMENT INC	938,906938,906	$38M	—	ADD 13%
21	RAYMOND JAMES FINANCIAL INC	911,349911,349	$37M	—	TRIM -14%
22	CNO Financial Group, Inc.	862,000862,000	$35M	—	—
23	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	767,782767,782	$31M	—	—
24	HighTower Advisors, LLC	751,651751,651	$30M	—	TRIM -6%
25	Thrivent Financial for Lutherans	661,937661,937	$27M	—	ADD 7%
26	CONNING INC.	641,275641,275	$26M	—	—
27	LORD, ABBETT & CO. LLC	605,533605,533	$24M	—	—
28	Blackstone Inc.	555,591555,591	$22M	—	—
29	FEDERATED HERMES, INC.	535,650535,650	$22M	—	TRIM -11%
30	Asset Allocation & Management Company, LLC	526,704526,704	$21M	—	ADD 42%
31	Bramshill Investments, LLC	524,778524,778	$21M	—	ADD 162%
32	Creative Planning	508,469508,469	$20M	—	TRIM -5%
33	Cetera Investment Advisers	507,278507,278	$20M	—	ADD 63%
34	STIFEL FINANCIAL CORP	434,594434,594	$17M	—	TRIM -23%
35	Janney Montgomery Scott LLC	381,592381,592	$15M	—	ADD 21%
36	Twelve Points Wealth Management LLC	379,118379,118	$15M	—	ADD 70%
37	Catalyst Capital Advisors LLC	374,591374,591	$15M	—	—
38	CWM, LLC	374,008374,008	$15M	—	—
39	Amundi	367,394367,394	$15M	—	NEW
40	GUGGENHEIM CAPITAL LLC	363,511363,511	$15M	—	—
41	Envestnet Portfolio Solutions, Inc.	363,433363,433	$15M	—	ADD 19%
42	FORTEM FINANCIAL GROUP, LLC	359,832359,832	$14M	—	ADD 25%
43	Secure Asset Management, LLC	356,099356,099	$14M	—	ADD 13%
44	Ninety One UK Ltd	353,185353,185	$14M	—	TRIM -29%
45	Cambridge Investment Research Advisors, Inc.	340,729340,729	$14M	—	TRIM -11%
46	Ameritas Advisory Services, LLC	339,968339,968	$14M	—	TRIM -25%
47	Cerity Partners LLC	337,729337,729	$14M	—	ADD 31%
48	OSAIC HOLDINGS, INC.	325,860325,860	$13M	—	TRIM -26%
49	Calamos Advisors LLC	316,100316,100	$13M	—	TRIM -61%
50	ASSETMARK, INC	314,379314,379	$13M	—	ADD 3%
51	COUNTRY TRUST BANK	278,052278,052	$11M	—	TRIM -17%
52	Goldstone Financial Group, LLC	276,883276,883	$11M	—	—
53	HORIZON FINANCIAL SERVICES, LLC	275,617275,617	$11M	—	ADD 25%
54	CITADEL ADVISORS LLC	272,389272,389	$11M	—	TRIM -27%
55	Stablepoint Partners, LLC	266,815266,815	$11M	—	TRIM -7%
56	KMG FIDUCIARY PARTNERS, LLC	264,486264,486	$11M	—	ADD 5%
57	KESTRA PRIVATE WEALTH SERVICES, LLC	259,333259,333	$10M	—	—
58	Fragasso Financial Advisors Inc	259,880259,880	$10M	—	ADD 10%
59	MRA Advisory Group	252,778252,778	$10M	—	ADD 6%
60	COMMONWEALTH EQUITY SERVICES, LLC	246,104246,104	$10M	—	TRIM -3%
61	Hilltop Partners LLC	232,547232,547	$9M	—	ADD 6%
62	Integrated Wealth Concepts LLC	228,877228,877	$9M	—	ADD 5%
63	BANK OF MONTREAL /CAN/	224,587224,587	$9M	—	ADD 79%
64	INDEPENDENT FINANCIAL GROUP, LLC	221,762221,762	$9M	—	—
65	NEUBERGER BERMAN GROUP LLC	213,463213,463	$9M	—	TRIM -33%
66	Merit Financial Group, LLC	205,080205,080	$8M	—	TRIM -4%
67	ZEGA Investments, LLC	200,083200,083	$8M	—	TRIM -22%
68	Hennion & Walsh Asset Management, Inc.	194,232194,232	$8M	—	ADD 9%
69	ARS Wealth Advisors Group, LLC	191,140191,140	$8M	—	ADD 147%
70	Summit Global Investments	185,262185,262	$7M	—	ADD 19%
71	Sanctuary Advisors, LLC	177,048177,048	$7M	—	TRIM -17%
72	Canal Capital Management, LLC	175,691175,691	$7M	—	TRIM -4%
73	O'Connor Financial Group LLC	174,552174,552	$7M	—	—
74	Advisory Services Network, LLC	173,737173,737	$7M	—	ADD 19%
75	Palogic Value Management, L.P.	166,381166,381	$7M	—	—
76	Western Wealth Management, LLC	163,006163,006	$7M	—	ADD 485%
77	CreativeOne Wealth, LLC	156,868156,868	$6M	—	TRIM -10%
78	Cynosure Group, LLC	156,785156,785	$6M	—	ADD 46%
79	Live Oak Investment Partners	153,425153,425	$6M	—	—
80	BLUELINE ADVISORS LLC	150,481150,481	$6M	—	TRIM -6%
81	Westview Management dba Westview Investment Advisors	150,006150,006	$6M	—	TRIM -7%
82	WEDBUSH SECURITIES INC	145,248145,248	$6M	—	TRIM -15%
83	OPPENHEIMER & CO INC	141,265141,265	$6M	—	ADD 25%
84	RAINEY & RANDALL WEALTH ADVISORS INC.	140,046140,046	$6M	—	TRIM -3%
85	Plan Group Financial, LLC	138,766138,766	$6M	—	ADD 4%
86	CAPTRUST FINANCIAL ADVISORS	137,149137,149	$6M	—	ADD 10%
87	Aspire Private Capital, LLC	133,859133,859	$5M	—	ADD 5%
88	Windsor Capital Management, LLC	129,801129,801	$5M	—	ADD 3%
89	FIRST FOUNDATION ADVISORS	128,343128,343	$5M	—	TRIM -61%
90	CITY NATIONAL BANK OF FLORIDA /MSD	127,637127,637	$5M	—	ADD 37%
91	Curtis Advisory Group, LLC	126,978126,978	$5M	—	—
92	J HAGAN CAPITAL, INC.	125,578125,578	$5M	—	ADD 22%
93	NewSquare Capital LLC	125,078125,078	$5M	—	TRIM -3%
94	Steward Partners Investment Advisory, LLC	122,251122,251	$5M	—	ADD 10%
95	Valtinson Bruner Financial Planning LLC	119,235119,235	$5M	—	ADD 10%
96	Waverly Advisors, LLC	116,707116,707	$5M	—	ADD 3%
97	Rockefeller Capital Management L.P.	113,743113,743	$5M	—	ADD 9%
98	AMERIPRISE FINANCIAL INC	112,792112,792	$5M	—	TRIM -10%
99	Equitable Holdings, Inc.	109,060109,060	$4M	—	TRIM -26%
100	Maridea Wealth Management LLC	110,967110,967	$4M	—	ADD 30%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

10.7M

11.6M

13.3M

10.7M

10.6M

7.6M

$304M

MORGAN STANLEY

7.4M

11.1M

11.6M

10.5M

11.2M

6.9M

$277M

State of Tennessee, Department of Treasury

5.9M

6.6M

6.4M

6.6M

6.3M

5.9M

$238M

Ensign Peak Advisors, Inc

2.8M

4.0M

2.6M

3.0M

4.5M

$180M

STATE STREET CORP

3.3M

3.2M

3.3M

3.4M

3.7M

$147M

LPL Financial LLC

2.8M

3.6M

3.7M

3.8M

3.5M

$139M

Liberty Mutual Group Asset Management Inc.

—

601K

1.5M

3.0M

$121M

GOLDMAN SACHS GROUP INC

6.9M

6.2M

7.1M

6.1M

6.2M

2.8M

$111M

UBS Group AG

1.6M

1.5M

2.8M

3.1M

2.6M

$105M

Advisory Alpha, LLC

1.6M

1.7M

1.8M

2.3M

$93M

ROYAL BANK OF CANADA

2.0M

4.9M

2.5M

2.2M

2.3M

$90M

WELLS FARGO & COMPANY/MN

2.1M

2.5M

2.1M

2.2M

$88M

WELLINGTON MANAGEMENT GROUP LLP

1.5M

2.7M

937K

862K

1.7M

$70M

1832 Asset Management L.P.

1.0M

1.1M

1.6M

$64M

BlackRock, Inc.

9.2M

2.2M

2.0M

924K

744K

1.5M

$61M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	484	89,996,030	—	$3.6B
2025-Q4	525	123,685,474	—	$5.1B
2025-Q3	499	131,844,242	—	$5.5B
2025-Q2	522	141,938,964	—	$5.9B
2025-Q1	522	150,039,064	—	$6.2B
2024-Q4	527	145,458,487	—

Short interest has its own tab now — open SI →

SRLN☆

Institutional ownership· 13F filers holding SRLN · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding SRLN · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

SRLN