TC3RC4MW6 - SOCURE SERIES A CVT PFD STOCK PP Stock - Stock Price, Institutional Ownership, Shareholders

Basic Stats
Institutional Owners 13 total, 13 long only, 0 short only, 0 long/short - change of 0.00% MRQ
Average Portfolio Allocation 0.0045 % - change of 7.35% MRQ
Institutional Shares (Long) 1,192,427 (ex 13D/G) - change of 0.00MM shares 0.00% MRQ
Institutional Value (Long) $ 5,755 USD ($1000)
Institutional Ownership and Shareholders

SOCURE SERIES A CVT PFD STOCK PP (US:TC3RC4MW6) has 13 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,192,427 shares. Largest shareholders include TRLGX - T. Rowe Price Institutional Large-Cap Growth Fund, PRSVX - T. Rowe Price Small-Cap Value Fund, Inc., PRNHX - T. Rowe Price New Horizons Fund, Inc., PRMTX - T. Rowe Price Communications & Technology Fund, OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc., TRSSX - T. Rowe Price Institutional Small-Cap Stock Fund, PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc., PREFX - T. Rowe Price Tax-Efficient Equity Fund, TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund, and TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund .

SOCURE SERIES A CVT PFD STOCK PP (TC3RC4MW6) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

SOCURE SERIES A CVT PFD STOCK PP Institutional Ownership
13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-06-25 NP TMSRX - T. Rowe Price Multi-Strategy Total Return Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 109 0.00 0
2025-07-29 NP PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,237 0.00 7 20.00
2025-07-29 NP PREFX - T. Rowe Price Tax-Efficient Equity Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,046 0.00 66 32.00
2025-05-30 NP OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 153,828 0.00 640 0.00
2025-05-30 NP QAAGRX - T. Rowe Price Moderate Allocation Portfolio This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 142 0.00 1
2025-07-29 NP TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,491 0.00 19 35.71
2025-08-26 NP TRLGX - T. Rowe Price Institutional Large-Cap Growth Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 390,346 0.00 2,147 32.22
2025-08-26 NP PRMTX - T. Rowe Price Communications & Technology Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 156,804 0.00 862 32.21
2025-07-29 NP TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,943 0.00 11 25.00
2025-05-30 NP TRSSX - T. Rowe Price Institutional Small-Cap Stock Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 90,776 0.00 378 0.00
2025-08-26 NP PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32,662 0.00 180 32.59
2025-05-30 NP PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 182,290 0.00 758 0.00
2025-05-30 NP PRNHX - T. Rowe Price New Horizons Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 166,753 0.00 694 0.00
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