SRLN Institutional Ownership
State Street Blackstone Senior Loan ETF
1W: +0.3%
1M: -0.5%
3M: -0.2%
YTD: -2.0%
1Y: -1.4%
3Y: +16.0%
5Y: +19.4%
$40.02
+0.20 (+0.50%)
Pre-Market: $40.10 (+0.08, +0.20%)
Weekly Expected Move ±0.3%
$40
$40
$40
$40
$40
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SRLN
535
Institutional Holders
-23 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
51
New Positions
208
Increased
218
Reduced
56
Closed
2.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (593 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 7,597,224 | 304M | +705,142 | +10.2% | 53Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 7,466,384 | 299M | -109,551 | -1.4% | 15Q | SEC ↗ |
| 3 | Arizona PSPRS Trust | 6,470,566 | 259M | -1,985,505 | -23.5% | 9Q | SEC ↗ |
| 4 | Liberty Mutual Group Asset Management | 4,699,823 | 188M | +1,680,836 | +55.7% | 4Q | SEC ↗ |
| 5 | State of Tennessee, Department of Trea | 4,414,977 | 177M | -1,526,343 | -25.7% | 35Q | SEC ↗ |
| 6 | Ensign Peak Advisors, Inc | 4,000,098 | 160M | -493,583 | -11.0% | 22Q | SEC ↗ |
| 7 | LPL Financial LLC | 3,586,924 | 144M | +117,211 | +3.4% | 53Q | SEC ↗ |
| 8 | STATE STREET CORP | 3,509,642 | 140M | -144,166 | -3.9% | 46Q | SEC ↗ |
| 9 | Ocean Park Asset Management, LLC | 3,162,200 | 127M | +1,887,300 | +148.0% | 13Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 2,607,022 | 104M | +355,551 | +15.8% | 53Q | SEC ↗ |
| 11 | UBS Group AG | 2,519,303 | 101M | -92,921 | -3.6% | 47Q | SEC ↗ |
| 12 | Advisory Alpha, LLC | 2,246,592 | 90M | -81,367 | -3.5% | 14Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 2,195,295 | 88M | -1,499 | -0.1% | 52Q | SEC ↗ |
| 14 | BlackRock, Inc. | 1,803,154 | 72M | +294,000 | +19.5% | 8Q | SEC ↗ |
| 15 | 1832 Asset Management L.P. | 1,661,384 | 66M | +57,034 | +3.6% | 7Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC | 1,653,488 | 66M | -1,111,541 | -40.2% | 15Q | SEC ↗ |
| 17 | Symetra Investment Management Co | 1,554,851 | 62M | +59,766 | +4.0% | 11Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 1,383,526 | 55M | +1,326,623 | +2331.4% | 53Q | SEC ↗ |
| 19 | Aristotle Pacific Capital, LLC | 1,367,066 | 55M | +370,000 | +37.1% | 12Q | SEC ↗ |
| 20 | Diversify Advisory Services, LLC NEW | 1,360,178 | 54M | — | +0.0% | 1Q | SEC ↗ |
| 21 | DIVERSIFY WEALTH MANAGEMENT, LLC | 1,360,178 | 54M | +347,901 | +34.4% | 9Q | SEC ↗ |
| 22 | Coppell Advisory Solutions LLC NEW | 1,248,706 | 50M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Horizon Investments, LLC | 1,213,236 | 49M | +1,213,126 | +1102841.8% | 14Q | SEC ↗ |
| 24 | WELLINGTON MANAGEMENT GROUP LLP | 1,174,850 | 47M | -573,200 | -32.8% | 35Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 905,792 | 36M | -33,114 | -3.5% | 53Q | SEC ↗ |
| 26 | CNO Financial Group, Inc. | 862,000 | 34M | — | +0.0% | 6Q | SEC ↗ |
| 27 | HighTower Advisors, LLC | 777,643 | 31M | +25,992 | +3.5% | 52Q | SEC ↗ |
| 28 | RAYMOND JAMES FINANCIAL INC | 776,016 | 31M | -135,333 | -14.8% | 7Q | SEC ↗ |
| 29 | OSBORNE PARTNERS CAPITAL MANAGEMENT, L | 723,630 | 29M | -44,152 | -5.8% | 22Q | SEC ↗ |
| 30 | Thrivent Financial for Lutherans | 708,493 | 28M | +46,556 | +7.0% | 21Q | SEC ↗ |
| 31 | Amundi | 659,591 | 26M | +292,197 | +79.5% | 2Q | SEC ↗ |
| 32 | CONNING INC. | 641,275 | 26M | — | +0.0% | 15Q | SEC ↗ |
| 33 | JANE STREET GROUP, LLC | 638,836 | 26M | +627,650 | +5611.0% | 3Q | SEC ↗ |
| 34 | Asset Allocation & Management Company, | 591,546 | 24M | +64,842 | +12.3% | 19Q | SEC ↗ |
| 35 | Blackstone Inc. | 555,591 | 22M | — | +0.0% | 14Q | SEC ↗ |
| 36 | Donoghue Forlines LLC NEW | 538,939 | 22M | — | +0.0% | 1Q | SEC ↗ |
| 37 | FEDERATED HERMES, INC. | 535,650 | 21M | — | +0.0% | 13Q | SEC ↗ |
| 38 | Creative Planning | 517,812 | 21M | +9,343 | +1.8% | 20Q | SEC ↗ |
| 39 | Bramshill Investments, LLC | 473,743 | 19M | -51,035 | -9.7% | 6Q | SEC ↗ |
| 40 | Cetera Investment Advisers | 462,910 | 19M | -44,368 | -8.7% | 27Q | SEC ↗ |
| 41 | Twelve Points Wealth Management LLC | 461,725 | 18M | +82,607 | +21.8% | 19Q | SEC ↗ |
| 42 | STIFEL FINANCIAL CORP | 448,972 | 18M | +14,378 | +3.3% | 49Q | SEC ↗ |
| 43 | Cambridge Investment Research Advisors | 432,761 | 17M | +92,032 | +27.0% | 38Q | SEC ↗ |
| 44 | Envestnet Portfolio Solutions, Inc. | 425,289 | 17M | +61,856 | +17.0% | 12Q | SEC ↗ |
| 45 | OSAIC HOLDINGS, INC. | 392,272 | 16M | +66,412 | +20.4% | 26Q | SEC ↗ |
| 46 | Secure Asset Management, LLC | 379,830 | 15M | +23,731 | +6.7% | 23Q | SEC ↗ |
| 47 | Catalyst Capital Advisors LLC | 374,591 | 15M | — | +0.0% | 15Q | SEC ↗ |
| 48 | CWM, LLC | 374,008 | 15M | +2,233 | +0.6% | 18Q | SEC ↗ |
| 49 | FORTEM FINANCIAL GROUP, LLC | 372,511 | 15M | +12,679 | +3.5% | 6Q | SEC ↗ |
| 50 | ARS Wealth Advisors Group, LLC | 366,035 | 15M | +174,895 | +91.5% | 20Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 1,360,178 | 54M |
| Coppell Advisory Solutions LLC | 1,248,706 | 50M |
| Donoghue Forlines LLC | 538,939 | 22M |
| VICTORY CAPITAL MANAGEMENT INC | 300,000 | 12M |
| Whitford Management LLC | 212,000 | 8M |
| Matthew Goff Investment Advisor, LL | 211,865 | 8M |
| MANUFACTURERS LIFE INSURANCE COMPAN | 150,114 | 6M |
| Vertrix Wealth Management, LLC | 146,567 | 6M |
| Prudent Man Advisors, LLC | 135,100 | 5M |
| Global Retirement Partners, LLC | 113,959 | 5M |
| Americana Partners, LLC | 106,806 | 4M |
| MONEY CONCEPTS CAPITAL CORP | 95,244 | 4M |
| Cadent Capital Advisors, LLC | 78,264 | 3M |
| Mutual Advisors, LLC | 64,614 | 3M |
| American Beacon Advisors, Inc. | 64,500 | 3M |
| LOOMIS SAYLES & CO L P | 53,700 | 2M |
| HAMILTON CAPITAL PARTNERS, LLC | 45,273 | 2M |
| ASHFORD CAPITAL MANAGEMENT INC | 41,956 | 2M |
| Capstone Wealth Management Group, I | 32,915 | 1M |
| Brookstone Capital Management | 23,690 | 948K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HEALTHCARE OF ONTARIO PENSION PLAN | 9,757,441 | 390M |
| STATE OF WISCONSIN INVESTMENT BOARD | 609,000 | 24M |
| CITADEL ADVISORS LLC | 272,389 | 11M |
| Motley Fool Wealth Management, LLC | 240,039 | 10M |
| GTS SECURITIES LLC | 214,010 | 9M |
| Graham Capital Management, L.P. | 200,000 | 8M |
| PRELUDE CAPITAL MANAGEMENT, LLC | 188,330 | 8M |
| FIRST MANHATTAN CO. LLC. | 180,074 | 7M |
| O'Connor Financial Group LLC | 174,552 | 7M |
| MIRABELLA FINANCIAL SERVICES LLP | 156,900 | 6M |
| FLOW TRADERS U.S. LLC | 154,422 | 6M |
| OLD MISSION CAPITAL LLC | 131,772 | 5M |
| Little Harbor Advisors, LLC | 126,286 | 5M |
| Nuveen, LLC | 120,000 | 5M |
| RENAISSANCE TECHNOLOGIES LLC | 114,783 | 5M |
| S. R. Schill & Associates | 93,954 | 4M |
| IEQ CAPITAL, LLC | 85,916 | 3M |
| MOULTON WEALTH MANAGEMENT, INC | 81,542 | 3M |
| WESPAC Advisors SoCal, LLC | 80,226 | 3M |
| Callodine Capital Management, LP | 70,000 | 3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Ocean Park Asset Management, LLC | +1,887,300 | +148.0% | 3,162,200 |
| Liberty Mutual Group Asset Manageme | +1,680,836 | +55.7% | 4,699,823 |
| JPMORGAN CHASE & CO | +1,326,623 | +2331.4% | 1,383,526 |
| Horizon Investments, LLC | +1,213,126 | +1102841.8% | 1,213,236 |
| MORGAN STANLEY | +705,142 | +10.2% | 7,597,224 |
| JANE STREET GROUP, LLC | +627,650 | +5611.0% | 638,836 |
| Aristotle Pacific Capital, LLC | +370,000 | +37.1% | 1,367,066 |
| ROYAL BANK OF CANADA | +355,551 | +15.8% | 2,607,022 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | +347,901 | +34.4% | 1,360,178 |
| BlackRock, Inc. | +294,000 | +19.5% | 1,803,154 |
| Amundi | +292,197 | +79.5% | 659,591 |
| Baird Financial Group, Inc. | +243,499 | +403.0% | 303,914 |
| ARS Wealth Advisors Group, LLC | +174,895 | +91.5% | 366,035 |
| LPL Financial LLC | +117,211 | +3.4% | 3,586,924 |
| Simplicity Wealth,LLC | +101,001 | +173.5% | 159,229 |
| HRT FINANCIAL LP | +94,923 | +530.9% | 112,801 |
| Cambridge Investment Research Advis | +92,032 | +27.0% | 432,761 |
| Twelve Points Wealth Management LLC | +82,607 | +21.8% | 461,725 |
| Merit Financial Group, LLC | +77,153 | +37.6% | 282,233 |
| MERCER GLOBAL ADVISORS INC /ADV | +75,949 | +470.5% | 92,090 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Arizona PSPRS Trust | -1,985,505 | -23.5% | 6,470,566 |
| State of Tennessee, Department of T | -1,526,343 | -25.7% | 4,414,977 |
| GOLDMAN SACHS GROUP INC | -1,111,541 | -40.2% | 1,653,488 |
| WELLINGTON MANAGEMENT GROUP LLP | -573,200 | -32.8% | 1,174,850 |
| Ensign Peak Advisors, Inc | -493,583 | -11.0% | 4,000,098 |
| LORD, ABBETT & CO. LLC | -314,377 | -51.9% | 291,156 |
| Hilltop Partners LLC | -215,560 | -92.7% | 16,987 |
| Janney Montgomery Scott LLC | -189,155 | -49.6% | 192,437 |
| BANK OF MONTREAL /CAN | -152,575 | -67.9% | 72,012 |
| STATE STREET CORP | -144,166 | -3.9% | 3,509,642 |
| Cynosure Group, LLC | -138,149 | -88.1% | 18,636 |
| RAYMOND JAMES FINANCIAL INC | -135,333 | -14.8% | 776,016 |
| BANK OF AMERICA CORP /DE | -109,551 | -1.4% | 7,466,384 |
| Curtis Advisory Group, LLC | -94,451 | -74.4% | 32,527 |
| UBS Group AG | -92,921 | -3.6% | 2,519,303 |
| Advisory Alpha, LLC | -81,367 | -3.5% | 2,246,592 |
| FIRST FOUNDATION ADVISORS | -78,284 | -61.0% | 50,059 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -69,820 | -74.5% | 23,934 |
| Western Wealth Management, LLC | -68,697 | -42.1% | 94,309 |
| Ameritas Advisory Services, LLC | -57,324 | -16.9% | 282,644 |