SEC 13F Intelligence

SRNESORRENTO THERAPEUTICS IN

CUSIP 83587F202 · Yahoo Finance ↗ · Google Finance ↗

Sorrento Therapeutics In (SRNE) has 4 institutional holders in Filings Flow’s 13F database, together reporting 115.5K shares worth $380 as of Q1 2026. The largest reported holders are Vsm Wealth Advisory, LLC, Kingswood Wealth Advisors, LLC, and Huntington National Bank.

Institutional Holders
4
Q1 2026
Reported Value
$380
Ticker
SRNE
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 57Q4 ’18Q1 ’19: 65Q2 ’19: 64Q2 ’19Q3 ’19: 67Q2 ’21: 189Q2 ’21Q4 ’21: 209Q4 ’22: 199Q4 ’22Q4 ’25: 4Q1 ’26: 4Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $100MQ4 ’18Q1 ’19: $323MQ2 ’19: $211MQ2 ’19Q3 ’19: $161MQ2 ’21: $6.7BQ2 ’21Q4 ’21: $2.0BQ4 ’22: $49MQ4 ’22Q4 ’25: $82Q1 ’26: $380Q1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
VSM Wealth Advisory, LLC$335M AUM0.00%$363110.1KQ1 2026
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.00%$6725.6KQ4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$165.0KQ1 2026
Oakworth Capital, Inc.$1.9B AUM0.00%$1350Q1 2026
Vermillion Wealth Management, Inc.$255M AUM$070Q3 2025OLDER
Financial Gravity Companies, Inc.$509M AUM$018Q2 2025OLDER
Financial Gravity Asset Management, Inc.$562M AUM$018Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.