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Funds Holding SRM

On this page, we present all of the funds holding SRM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SRM, with a link to that fund's top holdings. The next columns indicate the amount of SRM stock held by each of the funds holding SRM, followed by the SRM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 15 funds holding SRM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Total Investment Management Inc.. For more details on the positions held by Total Investment Management Inc. (or by any of the other funds holding SRM), click the fund name in the "Holder" column of the funds-holding-SRM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Total Investment Management Inc.32,254$51 03/31/2024
     SRM32,254$51 03/31/2024
HRT Financial LP27,985$43 12/31/2023
     SRM27,985$43 12/31/2023
Vanguard Group Inc.16,042$25 12/31/2023
     SRM16,042$25 12/31/2023
Baystate Wealth Management LLC9,371$15 12/31/2023
     SRM9,371$15 12/31/2023
Tower Research Capital LLC TRC 6,971$11 12/31/2023
     SRM6,971$11 12/31/2023
Tyler Stone Wealth Management5,258$8 12/31/2023
     SRM5,258$8 12/31/2023
Advisor Group Holdings Inc.4,600$7 12/31/2023
     SRM4,600$7 12/31/2023
Morgan Stanley516$1 12/31/2023
     SRM516$1 12/31/2023
Allworth Financial LP5$0 03/31/2024
     SRM5$0 03/31/2024
JPMorgan Chase & Co.1$0 12/31/2023
     SRM1$0 12/31/2023
Bank of America Corp DE134$0 12/31/2023
     SRM134$0 12/31/2023
Wells Fargo & Company MN9$0 12/31/2023
     SRM9$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     SRM0$0 12/31/2023
Comerica Bank51$0 12/31/2023
     SRM51$0 12/31/2023
Signaturefd LLC5$0 12/31/2023
     SRM5$0 12/31/2023
Steward Partners Investment Advisory LLC120$0 12/31/2023
     SRM120$0 12/31/2023

See Summary: Institutional Holders of SRM
See Details: Top 10 Hedge Funds Holding SRM
Also See: SRM Insider Buying

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