| 0.05% |
| 4 | FMR LLC | 1.2M | $987.1M | -20.3% | 3.832% | 0.04% |
| 5 | JANE STREET GROUP, LLC | 1.1M | $931.1M | +755.0% | 3.615% | 0.08% |
| 6 | STATE STREET CORP | 956K | $802.8M | -12.1% | 3.117% | 0.01% |
| 7 | FIRST TRUST ADVISORS LP | 896K | $752.0M | +2.0% | 2.920% | 0.44% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 767K | $659.5M | -18.4% | 2.499% | 0.04% |
| 9 | Invesco Ltd. | 780K | $654.4M | -34.4% | 2.541% | 0.05% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 672K | $564.2M | -12.3% | 2.191% | 0.78% |
| 11 | LONE PINE CAPITAL LLC | 610K | $511.7M | — | 1.987% | 3.13% |
| 12 | MORGAN STANLEY | 514K | $431.4M | +9.9% | 1.675% | 0.02% |
| 13 | Jupiter Topco LLC | 471K | $395.1M | — | 1.534% | 0.16% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 380K | $319.0M | +154.8% | 1.239% | 0.02% |
| 15 | JPMORGAN CHASE & CO | 390K | $318.2M | +45.2% | 1.270% | 0.02% |
| 16 | JENNISON ASSOCIATES LLC | 370K | $310.2M | +18556.4% | 1.204% | 0.19% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 318K | $267.1M | -17.7% | 1.037% | 0.04% |
| 18 | MILLENNIUM MANAGEMENT LLC | 313K | $262.5M | +686.9% | 1.019% | 0.10% |
| 19 | Temasek Holdings (Private) Ltd | 294K | $247.1M | +399.4% | 0.959% | 0.66% |
| 20 | CITADEL ADVISORS LLC | 274K | $229.9M | +157.0% | 0.892% | 0.01% |
| 21 | DIMENSIONAL FUND ADVISORS LP | 257K | $215.9M | -54.7% | 0.839% | 0.04% |
| 22 | NORTHERN TRUST CORP | 252K | $211.1M | -30.9% | 0.820% | 0.02% |
| 23 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 245K | $205.8M | +2.1% | 0.799% | 0.25% |
| 24 | Clark Capital Management Group, Inc. | 239K | $200.4M | -25.3% | 0.778% | 1.09% |
| 25 | CONGRESS ASSET MANAGEMENT CO | 230K | $193.4M | -53.6% | 0.751% | 1.19% |
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 STRL — a direct measure of their conviction.
| 87.98% |
| +1.03 pp |
| $2.86B |
| 31% |
| Q4 2024 | 430 | +8.9% | 86.95% | +0.52 pp | $4.16B | +17% |
| Q3 2024 | 395 | — | 86.43% | — | $3.55B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
223 institutions opened new positions in STRL during Q2 2026, while 51 fully exited. 560 added to existing positions and 80 trimmed.
STRL institutional ownership fell by 4.20 percentage points quarter-over-quarter, with a net change of +178 holders.
The top 10 institutions account for 47.0% of all reported 13F value in STRL, and the top 25 account for 66.7%.
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.