Stock ownership · SEC 13F · Q4 2025
STE STRT FINCL SLCT
Who owns STE STRT FINCL SLCT (CUSIP 81369Y605)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $15.3M
- Reported value
- 11
- Institutions
- 94%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, STE STRT FINCL SLCT ranks #372 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 11 institutions report $15.3M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 11
- institutions hold it
- $15.3M
- reported 13F value
- 94%
- held by top 5
- #372
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, STE STRT FINCL SLCT ranks #372 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 81369Y605 · Q4 2025 $15M reported
VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL
- VALUE-MID #372/775
- HOLDERS-NARROW 11 filers
- CONC-DOM 94% top-5
- PHOTO-FINISH JOHNSON CONTROLS INT F
- ACTIVITY-HOT 10 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: JOHNSON CONTROLS INT F
Read with: Ownership concentration guide - STE STRT FINCL SLCT's top-five holders account for 94% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · STE STRT FINCL SLCT
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
STE STRT FINCL SLCT vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
11 Top 67% higher than 33% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a STE STRT FINCL SLCT position has risen from 8 to 11 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | SOUTHERN CAPITAL SERVICES INC /ADV | 174,413 | $9.6M | 62.6% |
| 2 | FLOYD FINANCIAL GROUP LLC | 39,096 | $2.1M | 13.4% |
| 3 | Tempo Wealth, LLC | 22,161 | $1.2M | 8.0% |
| 4 | Anchor Investment Management, LLC | 15,354 | $841K | 5.5% |
| 5 | Nolet Wealth Management, LLC | 13,624 | $746K | 4.9% |
| 6 | ARWA LLC | 9,360 | $513K | 3.4% |
| 7 | Investment Insight Wealth Management, LLC | 4,120 | $226K | 1.5% |
| 8 | TD Capital Management LLC | 1,484 | $81K | 0.5% |
| 9 | MidFirst Bank | 424 | $23K | 0.2% |
| 10 | Strategic Investment Solutions, Inc. /IL | 254 | $14K | 0.1% |
| 11 | Compass Financial Services Inc | 20 | $1K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among STE STRT FINCL SLCT's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (10)
Complete exits (15)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for STE STRT FINCL SLCT: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($15.3M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (11 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.