STRL institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

685 institutional managers reported holding STRL for the quarter ended Mar 31, 2026. Together they hold about 89% of shares outstanding; the top 10 hold 47%. 132 opened new positions; 75 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
BlackRock3.98M12.84%$1.62Badded +1.6%≤2013
Vanguard Group2.99M9.64%$1.22Badded +0.9%≤2013
FMR (Fidelity)1.47M4.75%$600.4Mtrimmed -10.9%2021 Q1
Invesco1.19M3.83%$484.1Madded +47.4%2016 Q1
State Street1.09M3.51%$443.2Madded +1.5%≤2013
Geode Capital939.3k3.03%$382.4Madded +16.4%≤2013
First Trust Advisors LP878.0k2.83%$357.5Madded +27.3%2017 Q3
Renaissance Technologies766.9k2.47%$312.3Mtrimmed -4.5%≤2013
Janus Henderson619.1k2.00%$252.1Madded +7.5%2022 Q2
Dimensional Fund Advisors568.6k1.83%$231.5Mtrimmed -2%≤2013
Congress Asset Management CO497.1k1.60%$202.4Madded +5.9%2023 Q2
American Century Companies INC471.6k1.52%$192.0Mtrimmed -2.8%2021 Q2
Morgan Stanley467.7k1.51%$190.5Mtrimmed -26.8%≤2013
T. Rowe Price410.7k1.32%$167.2Madded +17.5%≤2013
Fuller & Thaler Asset Management, INC.403.0k1.30%$164.1Mtrimmed -33.4%2023 Q4
Charles Schwab Investment Management386.5k1.25%$157.4Mtrimmed -1.9%2017 Q2
Northern Trust363.7k1.17%$148.1Madded +1.7%≤2013
Capital Research Global Investors338.0k1.09%$137.6Mtrimmed -7.2%2024 Q3
William Blair Investment Management, LLC323.4k1.04%$131.7Madded +684%2025 Q3
Clark Capital Management Group, INC.319.6k1.03%$130.1Madded +5.5%2023 Q3
Gw&k Investment Management, LLC304.7k0.98%$124.1Mtrimmed -2.3%2024 Q2
UBS304.4k0.98%$124.0Madded +4%2014 Q3
Mirae Asset Global Etfs Holdings LTD.273.0k0.88%$111.1Madded +18.6%2018 Q3
Ameriprise Financial INC217.5k0.70%$88.6Mtrimmed -35.7%2018 Q4
Principal Financial Group INC208.1k0.67%$84.7Mtrimmed -39.2%2022 Q2
Goldman Sachs195.2k0.63%$79.5Mtrimmed -3.3%≤2013
Nuveen192.1k0.62%$78.2Madded +22.3%2019 Q2
BNY Mellon187.1k0.60%$76.2Mtrimmed -0.6%≤2013
Driehaus Capital Management LLC168.2k0.54%$68.5Mtrimmed -13.5%2022 Q4
Munro Partners165.0k0.53%$67.2Mopened2026 Q1
Lord, Abbett & CO. LLC163.1k0.53%$66.4Madded +57.4%2023 Q2
Loomis Sayles & CO L P161.7k0.52%$65.8Mtrimmed -7.7%2023 Q4
Raymond James Financial INC151.1k0.49%$61.5Madded +7.5%2020 Q4
AQR Capital150.1k0.48%$61.1Madded +95.9%2019 Q2
Capital Group (American Funds)132.4k0.43%$53.9Mopened2026 Q1
Bank OF America CORP /DE/125.4k0.40%$51.1Mtrimmed -4.9%2017 Q3
Envestnet Asset Management INC107.7k0.35%$43.9Madded +6%2022 Q4
Panagora Asset Management INC107.0k0.34%$43.6Munchanged2023 Q1
LPL Financial LLC102.9k0.33%$41.9Madded +20.1%2021 Q4
BNP Paribas Financial Markets100.5k0.32%$40.9Mtrimmed -2.7%2017 Q2
CI Investments INC.99.2k0.32%$40.4Mopened2025 Q2
Arrowstreet Capital94.2k0.30%$38.3Mtrimmed -14%2025 Q2
Rhumbline Advisers92.6k0.30%$37.7Madded +1.9%2017 Q2
Fred Alger Management, LLC92.3k0.30%$37.6Mtrimmed -15.5%2025 Q1
Franklin Resources90.5k0.29%$36.8Mtrimmed -7.8%2013 Q3
Value Aligned Research Advisors, LLC89.5k0.29%$36.4Mopened2026 Q1
Osaic Holdings, INC.86.7k0.28%$35.3Mtrimmed -4.1%2020 Q1
ArrowMark Colorado Holdings LLC86.0k0.28%$35.0Madded +1.1%2025 Q4
Cookson Peirce & CO INC82.7k0.27%$33.7Madded +0.5%2023 Q4
Emerald Advisers, LLC79.8k0.26%$32.5Mtrimmed -2.7%2025 Q2

Largest 50 of 685 shown; the full ranked, searchable register is at boothcheck.com/holders/STRL. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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