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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Arlington Financial Advisors LLC | 143,348 | $4,039 | 03/31/2024 |
SROI | 143,348 | $4,039 | 03/31/2024 |
Jane Street Group LLC | 13,276 | $354 | 12/31/2023 |
SROI | 13,276 | $354 | 12/31/2023 |
Calamos Wealth Management LLC | 10,130 | $270 | 12/31/2023 |
SROI | 10,130 | $270 | 12/31/2023 |
Advisor Group Holdings Inc. | 100 | $3 | 12/31/2023 |
SROI | 100 | $3 | 12/31/2023 |
City State Bank | 20 | $1 | 03/31/2024 |
SROI | 20 | $1 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 03/31/2024 |
SROI | 0 | $0 | 03/31/2024 |
See Summary: Institutional Holders of SROI
See Details: Top 10 Hedge Funds Holding SROI
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