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Security record · archived quarter

SLRC

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
41Tracked holders
0Δ holders
6.62MShares held
$102.36MReported value
+2New positions
−2Exits
Falling 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -16.8% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 42 +2 6.69M $82.87M +8 −6
Q1 2026 41 0 6.49M $92.54M +5 −5
Q4 2025 41 0 6.62M $102.36M +2 −2
Q3 2025 7 0 3.93M $60.02M +2 −2
Q2 2025 5 +1 686.31K $11.08M +1 n/a
Q1 2025 2 -2 340.66K $5.74M +1 −3
Q4 2024 4 0 333.14K $5.38M n/a n/a
Q3 2024 4 +1 384.50K $5.79M +1 n/a
Q2 2024 3 n/a 454.74K $7.32M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 JPMorgan Chase ✦ 1.36M -49.4% $20.99M 0.0% ▼ Trim 2 SEC ↗ ×3
2 UBS Group AG 577.73K n/a $8.93M 0.0% n/c 1 SEC ↗ ×2
3 Franklin Resources Inc 449.29K n/a $6.95M 0.0% n/c 1 SEC ↗ ×2
4 Two Sigma Investments ✦ 419.09K +10.2% $6.48M 0.0% ▲ Add 7 SEC ↗
5 BlackRock ✦ (passive) 387.31K -1.2% $5.99M 0.0% ▼ Trim 3 SEC ↗
6 Legal & General Group Plc 379.91K n/a $5.87M 0.0% n/c 1 SEC ↗
7 Sumitomo Mitsui Trust Group, Inc. 377.27K n/a $5.83M 0.0% n/c 1 SEC ↗
8 Ensign Peak Advisors, Inc 350.00K n/a $5.41M 0.0% n/c 1 SEC ↗
9 Raymond James Financial Inc 344.82K n/a $5.33M 0.0% n/c 1 SEC ↗ ×2
10 Morgan Stanley ✦ 323.24K +49.6% $5.00M 0.0% ▲ Add 2 SEC ↗ ×6
11 Sei Investments Co 255.13K n/a $3.94M 0.0% n/c 1 SEC ↗ ×2
12 Royal Bank Of Canada 205.50K n/a $3.18M 0.0% n/c 1 SEC ↗
13 Commonwealth Equity Services, Llc 157.09K n/a $2.43M 0.0% n/c 1 SEC ↗
14 Ameriprise Financial Inc 152.10K n/a $2.35M 0.0% n/c 1 SEC ↗
15 Neuberger Berman Group LLC 144.40K n/a $2.23M 0.0% n/c 1 SEC ↗
16 LPL Financial LLC 114.27K n/a $1.77M 0.0% n/c 1 SEC ↗
17 Bank Of America Corp /De/ 89.77K n/a $1.39M 0.0% n/c 1 SEC ↗ ×3
18 Osaic Holdings, Inc. 80.23K n/a $1.24M 0.0% n/c 1 SEC ↗
19 State Street Global Advisors ✦ (passive) 66.53K +23.9% $1.03M 0.0% ▲ Add 4 SEC ↗
20 Cetera Investment Advisers 47.32K n/a $731,586 0.0% n/c 1 SEC ↗
21 Lido Advisors, LLC 41.78K n/a $638,847 0.0% n/c 1 SEC ↗
22 Jane Street Group, Llc 40.92K n/a $632,623 0.0% n/c 1 SEC ↗ ×3
23 Mackenzie Financial Corp 38.89K n/a $600,118 0.0% n/c 1 SEC ↗
24 Connor, Clark & Lunn Investment… 32.93K n/a $509,160 0.0% n/c 1 SEC ↗
25 Northern Trust Corp 24.04K n/a $371,659 0.0% n/c 1 SEC ↗ ×2
26 Envestnet Asset Management Inc 20.86K n/a $322,411 0.0% n/c 1 SEC ↗
27 Stifel Financial Corp 20.56K n/a $317,923 0.0% n/c 1 SEC ↗
28 Wells Fargo & Company/Mn 17.48K n/a $270,285 0.0% n/c 1 SEC ↗ ×3
29 Captrust Financial Advisors 17.45K n/a $269,781 0.0% n/c 1 SEC ↗
30 T. Rowe Price ✦ 17.34K New $269,000 0.0% New 1 SEC ↗
31 D. E. Shaw & Co. ✦ 14.61K New $225,886 0.0% New 1 SEC ↗
32 Bnp Paribas Financial Markets 12.25K n/a $189,385 0.0% n/c 1 SEC ↗
33 Mariner, LLC 11.60K n/a $179,305 0.0% n/c 1 SEC ↗
34 Susquehanna International Group, Llp 11.58K n/a $179,027 0.0% n/c 1 SEC ↗
35 Focus Partners Wealth 10.20K n/a $157,726 0.0% n/c 1 SEC ↗
36 Rockefeller Capital Management L.P. 6.33K n/a $97,786 0.0% n/c 1 SEC ↗
37 Cwm, Llc 2.19K n/a $34,000 0.0% n/c 1 SEC ↗
38 Northwestern Mutual Wealth… 1.24K n/a $19,109 0.0% n/c 1 SEC ↗
39 Pnc Financial Services Group, Inc. 205 n/a $3,169 0.0% n/c 1 SEC ↗
40 Russell Investments Group, Ltd. 2 n/a $31 0.0% n/c 1 SEC ↗
41 Danske Bank A/S 2 n/a $31 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

T. Rowe Price $269,000 0.0%
D. E. Shaw & Co. $225,886 0.0%

Exited

Millennium Management $2.65M was 0.0%
Marshall Wace $387,816 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 122 holders, 16.70M shares, $234.25M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Sep 10 GROSS MICHAEL S

Officer, Director · See Remarks · 20.00K sh @ 12.35 · $246,980

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API