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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Total Investment Management Inc. | 32,254 | $51 | 03/31/2024 |
SRM | 32,254 | $51 | 03/31/2024 |
HRT Financial LP | 27,985 | $43 | 12/31/2023 |
SRM | 27,985 | $43 | 12/31/2023 |
Vanguard Group Inc. | 16,042 | $25 | 12/31/2023 |
SRM | 16,042 | $25 | 12/31/2023 |
Baystate Wealth Management LLC | 9,371 | $15 | 12/31/2023 |
SRM | 9,371 | $15 | 12/31/2023 |
Tower Research Capital LLC TRC | 6,971 | $11 | 12/31/2023 |
SRM | 6,971 | $11 | 12/31/2023 |
Tyler Stone Wealth Management | 5,258 | $8 | 12/31/2023 |
SRM | 5,258 | $8 | 12/31/2023 |
Advisor Group Holdings Inc. | 4,600 | $7 | 12/31/2023 |
SRM | 4,600 | $7 | 12/31/2023 |
Morgan Stanley | 516 | $1 | 12/31/2023 |
SRM | 516 | $1 | 12/31/2023 |
Allworth Financial LP | 5 | $0 | 03/31/2024 |
SRM | 5 | $0 | 03/31/2024 |
JPMorgan Chase & Co. | 1 | $0 | 12/31/2023 |
SRM | 1 | $0 | 12/31/2023 |
Bank of America Corp DE | 134 | $0 | 12/31/2023 |
SRM | 134 | $0 | 12/31/2023 |
Wells Fargo & Company MN | 9 | $0 | 12/31/2023 |
SRM | 9 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
SRM | 0 | $0 | 12/31/2023 |
Comerica Bank | 51 | $0 | 12/31/2023 |
SRM | 51 | $0 | 12/31/2023 |
Signaturefd LLC | 5 | $0 | 12/31/2023 |
SRM | 5 | $0 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 120 | $0 | 12/31/2023 |
SRM | 120 | $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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