Security record · archived quarter
SLRC
name pending profile ingest
41Tracked holders
0Δ holders
6.49MShares held
$92.54MReported value
+5New positions
−5Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 1.26M | -7.0% | $17.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | UBS Group AG | 569.24K | -1.5% | $8.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Franklin Resources Inc | 568.40K | +26.5% | $8.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Two Sigma Investments ✦ | 452.37K | +7.9% | $6.47M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 5 | Ensign Peak Advisors, Inc | 450.00K | +28.6% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Legal & General Group Plc | 420.68K | +10.7% | $6.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Sumitomo Mitsui Trust Group, Inc. | 378.89K | +0.4% | $5.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 344.31K | -0.1% | $4.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 264.18K | -18.3% | $3.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 10 | Sei Investments Co | 250.17K | -1.9% | $3.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 225.97K | +10.0% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 211.70K | -45.3% | $3.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | LPL Financial LLC | 150.88K | +32.0% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Neuberger Berman Group LLC | 140.89K | -2.4% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 123.57K | -18.8% | $1.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Commonwealth Equity Services, Llc | 104.32K | -33.6% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 84.51K | +478.4% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 77.96K | -2.8% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Lido Advisors, LLC | 53.38K | +27.8% | $763,896 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 47.69K | +0.8% | $682,505 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 47.68K | -46.9% | $682,315 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Jane Street Group, Llc | 44.66K | +9.1% | $639,113 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Mackenzie Financial Corp | 39.91K | +2.6% | $571,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 28.71K | +37.7% | $410,816 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cerity Partners LLC | 21.82K | New | $312,201 | 0.0% | New | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 21.73K | New | $310,959 | 0.0% | New | 1 | SEC ↗ ×2 |
| 27 | Stifel Financial Corp | 19.97K | -2.9% | $285,767 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Captrust Financial Advisors | 18.32K | +5.0% | $262,151 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fifth Third Bancorp | 13.47K | New | $192,813 | 0.0% | New | 1 | SEC ↗ |
| 30 | T. Rowe Price ✦ | 11.79K | -32.0% | $169,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 11.79K | -32.6% | $168,688 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | Focus Partners Wealth | 10.83K | +6.2% | $154,965 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mariner, LLC | 10.25K | -11.7% | $146,634 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 3.15K | -50.2% | $45,046 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bnp Paribas Financial Markets | 1.78K | -85.5% | $25,429 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cwm, Llc | 1.59K | -27.4% | $22,808 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Citigroup Inc | 450 | New | $6,440 | 0.0% | New | 1 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 273 | New | $3,802 | 0.0% | New | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 205 | 0.0% | $2,934 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Danske Bank A/S | 2 | 0.0% | $29 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 2 | 0.0% | $29 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Cerity Partners LLC | $312,201 | 0.0% |
| Truist Financial Corp | $310,959 | 0.0% |
| Fifth Third Bancorp | $192,813 | 0.0% |
| Citigroup Inc | $6,440 | 0.0% |
| Jones Financial Companies Lllp | $3,802 | 0.0% |
Exited
| State Street Global Advisors | $1.03M | was 0.0% |
| Connor, Clark & Lunn… | $509,160 | was 0.0% |
| Northern Trust Corp | $371,659 | was 0.0% |
| Susquehanna International… | $179,027 | was 0.0% |
| Northwestern Mutual Wealth… | $19,109 | 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.
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: Q1 2026 ·
Methodology ·
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