SS BLACKSTONE SR LOAN ETF SRLN
$40.15
+0.2% 52w: $38.34 – $40.38
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data38.3439.3640.38
Jun 20, 2025 Jul 2, 2026
Institutional holders
485
-40 QoQ
13F value
$3.62B
-29.1% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.0×
$4.9M calls / $350.1M puts
Institutional value by quarter
Number of holders
Who owns SRLN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 7.6M | $304.1M | 0.0% | -28.8% |
| MORGAN STANLEY | Bank broker | 6.9M | $276.6M | 0.0% | -38.3% |
| State of Tennessee, Department of Treasury | Diversified mechanical | 5.9M | $238.5M | 0.8% | -5.5% |
| Ensign Peak Advisors, Inc | Diversified mechanical | 4.5M | $180.4M | 0.3% | +47.9% |
| STATE STREET CORP | Index provider | 3.7M | $146.7M | 0.0% | +7.2% |
| LPL Financial LLC | Bank broker | 3.5M | $139.3M | 0.0% | -9.6% |
| Liberty Mutual Group Asset Management Inc. | Other | 3.0M | $121.2M | 9.7% | +107.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 2.8M | $111.0M | 0.0% | -55.5% |
| UBS Group AG | Bank broker | 2.6M | $104.9M | 0.0% | -14.7% |
| Advisory Alpha, LLC | Wealth advisor | 2.3M | $93.4M | 2.6% | +29.1% |
| ROYAL BANK OF CANADA | Bank broker | 2.3M | $90.4M | 0.0% | +2.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.2M | $88.2M | 0.0% | +1.8% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 1.7M | $70.2M | 0.0% | +102.8% |
| 1832 Asset Management L.P. | Other | 1.6M | $64.4M | 0.1% | +45.0% |
| BlackRock, Inc. | Index provider | 1.5M | $60.6M | 0.0% | +102.8% |
| Symetra Investment Management Co | Wealth advisor | 1.5M | $60.0M | 5.2% | Held |
| Ocean Park Asset Management, LLC | Wealth advisor | 1.3M | $51.2M | 3.0% | +85.9% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 1.0M | $41.1M | 0.7% | +6701.6% |
| Aristotle Pacific Capital, LLC | Wealth advisor | 997.1K | $40.0M | 32.5% | -34.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 938.9K | $37.7M | 0.0% | +12.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 911.3K | $36.6M | 0.0% | -13.7% |
| CNO Financial Group, Inc. | Wealth advisor | 862.0K | $34.6M | 19.8% | Held |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | Other | 767.8K | $30.8M | 1.6% | -0.1% |
| HighTower Advisors, LLC | Diversified mechanical | 751.7K | $30.2M | 0.0% | -5.7% |
| Thrivent Financial for Lutherans | Diversified mechanical | 661.9K | $26.6M | 0.1% | +7.2% |
| CONNING INC. | Other | 641.3K | $25.7M | 0.9% | Held |
| LORD, ABBETT & CO. LLC | Other | 605.5K | $24.3M | 0.1% | -0.4% |
| Blackstone Inc. | Other | 555.6K | $22.3M | 0.1% | Held |
| FEDERATED HERMES, INC. | Diversified mechanical | 535.6K | $21.5M | 0.0% | -10.8% |
| Asset Allocation & Management Company, LLC | Wealth advisor | 526.7K | $21.1M | 7.8% | +41.6% |
| Bramshill Investments, LLC | Wealth advisor | 524.8K | $21.1M | 1.8% | +162.4% |
| Creative Planning | Wealth advisor | 508.5K | $20.4M | 0.0% | -5.3% |
| Cetera Investment Advisers | Wealth advisor | 507.3K | $20.4M | 0.0% | +62.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 434.6K | $17.4M | 0.0% | -23.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 381.6K | $15.3M | 0.0% | +21.0% |
| Twelve Points Wealth Management LLC | Wealth advisor | 379.1K | $15.2M | 3.3% | +69.5% |
| Catalyst Capital Advisors LLC | Wealth advisor | 374.6K | $15.0M | 0.3% | Held |
| CWM, LLC | Wealth advisor | 374.0K | $15.0M | 0.0% | +0.6% |
| Amundi | Diversified mechanical | 367.4K | $14.7M | 0.0% | New |
| GUGGENHEIM CAPITAL LLC | Diversified mechanical | 363.5K | $14.6M | 0.1% | -1.9% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 363.4K | $14.6M | 0.1% | +19.3% |
| FORTEM FINANCIAL GROUP, LLC | Other | 359.8K | $14.4M | 3.6% | +25.1% |
| Secure Asset Management, LLC | Other | 356.1K | $14.3M | 2.3% | +13.1% |
| Ninety One UK Ltd | Other | 353.2K | $14.2M | 0.0% | -29.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 340.7K | $13.7M | 0.0% | -10.9% |
| Ameritas Advisory Services, LLC | Wealth advisor | 340.0K | $13.6M | 0.5% | -25.1% |
| Cerity Partners LLC | Diversified mechanical | 337.7K | $13.6M | 0.0% | +31.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 325.9K | $13.1M | 0.0% | -25.9% |
| Calamos Advisors LLC | Other | 316.1K | $12.7M | 0.1% | -61.1% |
| ASSETMARK, INC | Wealth advisor | 314.4K | $12.6M | 0.0% | +2.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.