SRHR Institutional Ownership & Shareholders
SRH REIT COVERED CALL ETF (SRHR) is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $48.35M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Srh Advisors, Llc is currently the largest disclosed institutional shareholder of SRHR tracked by InsiderSet, reporting ownership valued at approximately $47.82M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $48.53M, representing an estimated gain of +1.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SRHR value among the investors covered in this analysis. Major shareholders include Srh Advisors, Llc, Newedge Advisors, Llc, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in SRH REIT COVERED CALL ETF (SRHR).
This page ranks the largest institutional SRHR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
3
Total Reported Value
$48.35M
Largest Holder
Srh Advisors, Llc
Largest Position
$47.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
4
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Srh Advisors, Llc | 12.28% | 877,013 | $47,817,392 | $48,533,022 | +$715,630 | +1.50% | |
| Newedge Advisors, Llc | 0.00% | 4,632 | $275,306 | $256,330 | -$18,976 | -6.89% | |
| Citadel Advisors Llc | 0.00% | 4,332 | $257,497 | $239,729 | -$17,768 | -6.90% |
Frequently asked questions about SRHR
Who are the largest institutional holders of SRHR?
The largest institutional holders of SRHR reported in the latest SEC Form 13F filings include Srh Advisors, Llc, Newedge Advisors, Llc, and Citadel Advisors Llc. InsiderSet ranks institutional holders by their latest reported SRHR position.
What is SRHR institutional ownership?
This page tracks SRHR positions reported by institutional investment managers through SEC Form 13F. SRH REIT COVERED CALL ETF (SRHR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SRHR?
InsiderSet currently tracks 3 institutional managers reporting SRHR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SRHR shareholders.
How much SRHR stock do institutions own?
Institutional investment managers disclosed approximately $48.35M in SRHR holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SRHR institutional ownership last updated?
The latest SRHR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SRHR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SRHR position after the reporting date.
Are institutions buying or selling SRHR?
Institutional buying and selling can be analyzed by comparing SRHR positions across consecutive 13F reporting periods. InsiderSet's SRHR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SRHR ownership changes.
How has SRHR institutional ownership changed over time?
InsiderSet tracks SRHR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.