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Funds Holding SROI

On this page, we present all of the funds holding SROI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SROI, with a link to that fund's top holdings. The next columns indicate the amount of SROI stock held by each of the funds holding SROI, followed by the SROI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 5 funds holding SROI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Arlington Financial Advisors LLC. For more details on the positions held by Arlington Financial Advisors LLC (or by any of the other funds holding SROI), click the fund name in the "Holder" column of the funds-holding-SROI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Arlington Financial Advisors LLC143,348$4,039 03/31/2024
     SROI143,348$4,039 03/31/2024
Jane Street Group LLC13,276$354 12/31/2023
     SROI13,276$354 12/31/2023
Calamos Wealth Management LLC10,130$270 12/31/2023
     SROI10,130$270 12/31/2023
Advisor Group Holdings Inc.100$3 12/31/2023
     SROI100$3 12/31/2023
City State Bank20$1 03/31/2024
     SROI20$1 03/31/2024
Proequities Inc.0$0 03/31/2024
     SROI0$0 03/31/2024

See Summary: Institutional Holders of SROI
See Details: Top 10 Hedge Funds Holding SROI

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