| 0.02% |
| 4 | BANK OF MONTREAL /CAN/ | 1.3M | $96.3M | -10.7% | 5.531% | 0.03% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 945K | $72.4M | -3.5% | 4.159% | 0.00% |
| 6 | STATE STREET CORP | 910K | $69.7M | +3.8% | 4.002% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 599K | $45.9M | +1.3% | 2.635% | 0.00% |
| 8 | MORGAN STANLEY | 592K | $45.3M | +90.3% | 2.603% | 0.00% |
| 9 | MARSHFIELD ASSOCIATES | 559K | $42.8M | -29.5% | 2.459% | 1.00% |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 448K | $34.3M | -1.5% | 1.970% | 0.02% |
| 11 | Qube Research & Technologies Ltd | 413K | $31.7M | -5.6% | 1.817% | 0.03% |
| 12 | Nuveen, LLC | 357K | $27.4M | -6.7% | 1.571% | 0.01% |
| 13 | AQR CAPITAL MANAGEMENT LLC | 344K | $26.3M | +47.8% | 1.513% | 0.01% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 340K | $26.0M | -4.1% | 1.494% | 0.00% |
| 15 | TWO SIGMA INVESTMENTS, LP | 293K | $22.4M | -17.6% | 1.287% | 0.02% |
| 16 | ALGERT GLOBAL LLC | 275K | $21.1M | +26.6% | 1.211% | 0.25% |
| 17 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 255K | $19.6M | -14.0% | 1.124% | 0.15% |
| 18 | NORTHERN TRUST CORP | 252K | $19.3M | +0.4% | 1.108% | 0.00% |
| 19 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 238K | $18.2M | +30.6% | 1.046% | 0.02% |
| 20 | Triodos Investment Management BV | 220K | $16.8M | 0.0% | 0.968% | 1.03% |
| 21 | Bank of New York Mellon Corp | 219K | $16.8M | -1.9% | 0.963% | 0.00% |
| 22 | Lightrock Netherlands B.V. | 210K | $16.1M | +49.7% | 0.925% | 3.18% |
| 23 | ROYAL BANK OF CANADA | 193K | $14.8M | -28.0% | 0.850% | 0.00% |
| 24 | D. E. Shaw & Co., Inc. | 177K | $13.5M | +24.9% | 0.778% | 0.01% |
| 25 | BARCLAYS PLC | 176K | $13.5M | +41.8% | 0.773% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in STRA — a direct measure of their conviction.
| 90.14% |
| +0.64 pp |
| $1.66B |
| 10% |
| Q4 2024 | 236 | 2.1% | 89.50% | 0.63 pp | $1.85B | +1.2% |
| Q3 2024 | 241 | — | 90.13% | — | $1.83B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
41 institutions opened new positions in STRA during Q2 2026, while 34 fully exited. 84 added to existing positions and 160 trimmed.
STRA institutional ownership rose by 2.13 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 58.6% of all reported 13F value in STRA, and the top 25 account for 77.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.