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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
6.49MShares held
$92.54MReported value
+5New positions
−5Exits
Stable How these are computed → Explain this at the Research Desk →

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
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
Q1 2025 2 -2 340.66K $5.74M +1 −3
Q4 2024 4 0 333.14K $5.38M
Q3 2024 4 +1 384.50K $5.79M +1
Q2 2024 3 454.74K $7.32M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 JPMorgan Chase 1.26M -7.0% $17.73M 0.0% ▼ Trim 3 SEC ↗
2 JPMorgan Chase 1.26M -7.0% $17.73M 0.0% ▼ Trim 3 SEC ↗
3 UBS Group AG 569.24K -1.5% $8.15M 0.0% ▼ Trim 2 SEC ↗
4 UBS Group AG 569.24K -1.5% $8.15M 0.0% ▼ Trim 2 SEC ↗
5 Franklin Resources Inc 568.40K +26.5% $8.13M 0.0% ▲ Add 2 SEC ↗
6 Franklin Resources Inc 568.40K +26.5% $8.13M 0.0% ▲ Add 2 SEC ↗
7 Two Sigma Investments 452.37K +7.9% $6.47M 0.0% ▲ Add 8 SEC ↗
8 Ensign Peak Advisors, Inc 450.00K +28.6% $6.44M 0.0% ▲ Add 2 SEC ↗
9 Legal & General Group Plc 420.68K +10.7% $6.02M 0.0% ▲ Add 2 SEC ↗
10 Sumitomo Mitsui Trust Group, Inc. 378.89K +0.4% $5.42M 0.0% ▲ Add 2 SEC ↗
11 Raymond James Financial Inc 344.31K -0.1% $4.93M 0.0% ▼ Trim 2 SEC ↗
12 Raymond James Financial Inc 344.31K -0.1% $4.93M 0.0% ▼ Trim 2 SEC ↗
13 Morgan Stanley 264.18K -18.3% $3.78M 0.0% ▼ Trim 3 SEC ↗
14 Morgan Stanley 264.18K -18.3% $3.78M 0.0% ▼ Trim 3 SEC ↗
15 Morgan Stanley 264.18K -18.3% $3.78M 0.0% ▼ Trim 3 SEC ↗
16 Morgan Stanley 264.18K -18.3% $3.78M 0.0% ▼ Trim 3 SEC ↗
17 Morgan Stanley 264.18K -18.3% $3.78M 0.0% ▼ Trim 3 SEC ↗
18 Sei Investments Co 250.17K -1.9% $3.58M 0.0% ▼ Trim 2 SEC ↗
19 Sei Investments Co 250.17K -1.9% $3.58M 0.0% ▼ Trim 2 SEC ↗
20 Royal Bank Of Canada 225.97K +10.0% $3.23M 0.0% ▲ Add 2 SEC ↗
21 BlackRock (passive) 211.70K -45.3% $3.03M 0.0% ▼ Trim 4 SEC ↗
22 LPL Financial LLC 150.88K +32.0% $2.16M 0.0% ▲ Add 2 SEC ↗
23 Neuberger Berman Group LLC 140.89K -2.4% $2.02M 0.0% ▼ Trim 2 SEC ↗
24 Ameriprise Financial Inc 123.57K -18.8% $1.77M 0.0% ▼ Trim 2 SEC ↗
25 Ameriprise Financial Inc 123.57K -18.8% $1.77M 0.0% ▼ Trim 2 SEC ↗
26 Commonwealth Equity Services, Llc 104.32K -33.6% $1.49M 0.0% ▼ Trim 2 SEC ↗
27 D. E. Shaw & Co. 84.51K +478.4% $1.21M 0.0% ▲ Add 2 SEC ↗
28 Osaic Holdings, Inc. 77.96K -2.8% $1.12M 0.0% ▼ Trim 2 SEC ↗
29 Lido Advisors, LLC 53.38K +27.8% $763,896 0.0% ▲ Add 2 SEC ↗
30 Cetera Investment Advisers 47.69K +0.8% $682,505 0.0% ▲ Add 2 SEC ↗
31 Bank Of America Corp /De/ 47.68K -46.9% $682,315 0.0% ▼ Trim 2 SEC ↗
32 Bank Of America Corp /De/ 47.68K -46.9% $682,315 0.0% ▼ Trim 2 SEC ↗
33 Jane Street Group, Llc 44.66K +9.1% $639,113 0.0% ▲ Add 2 SEC ↗
34 Jane Street Group, Llc 44.66K +9.1% $639,113 0.0% ▲ Add 2 SEC ↗
35 Mackenzie Financial Corp 39.91K +2.6% $571,069 0.0% ▲ Add 2 SEC ↗
36 Envestnet Asset Management Inc 28.71K +37.7% $410,816 0.0% ▲ Add 2 SEC ↗
37 Cerity Partners LLC 21.82K New $312,201 0.0% New 1 SEC ↗
38 Truist Financial Corp 21.73K New $310,959 0.0% New 1 SEC ↗
39 Truist Financial Corp 21.73K New $310,959 0.0% New 1 SEC ↗
40 Stifel Financial Corp 19.97K -2.9% $285,767 0.0% ▼ Trim 2 SEC ↗
41 Captrust Financial Advisors 18.32K +5.0% $262,151 0.0% ▲ Add 2 SEC ↗
42 Fifth Third Bancorp 13.47K New $192,813 0.0% New 1 SEC ↗
43 T. Rowe Price 11.79K -32.0% $169,000 0.0% ▼ Trim 2 SEC ↗
44 Wells Fargo & Company/Mn 11.79K -32.6% $168,688 0.0% ▼ Trim 2 SEC ↗
45 Wells Fargo & Company/Mn 11.79K -32.6% $168,688 0.0% ▼ Trim 2 SEC ↗
46 Focus Partners Wealth 10.83K +6.2% $154,965 0.0% ▲ Add 2 SEC ↗
47 Mariner, LLC 10.25K -11.7% $146,634 0.0% ▼ Trim 2 SEC ↗
48 Rockefeller Capital Management L.P. 3.15K -50.2% $45,046 0.0% ▼ Trim 2 SEC ↗
49 Bnp Paribas Financial Markets 1.78K -85.5% $25,429 0.0% ▼ Trim 2 SEC ↗
50 Cwm, Llc 1.59K -27.4% $22,808 0.0% ▼ Trim 2 SEC ↗
51 Citigroup Inc 450 New $6,440 0.0% New 1 SEC ↗
52 Jones Financial Companies Lllp 273 New $3,802 0.0% New 1 SEC ↗
53 Pnc Financial Services Group, Inc. 205 0.0% $2,934 0.0% Held 2 SEC ↗
54 Danske Bank A/S 2 0.0% $29 0.0% Held 2 SEC ↗
55 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%
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.

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 · Get this via the API