SECU

Ishrs Secur Incom Act ETFETF
UnclassifiedUSCUSIP 092528819◍ Confluence graph
Tracked 13F Holders
88
13F Value (tracked)
$416.1M
13F Moves · latest Q
39 added
3 trimmed
Recent Filings
0

Who owns SECU?

88 tracked 13F filers

88 tracked 13F filers disclose a position in SECU as of the latest SEC 13F filings, a combined $416.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$196.3M
3.9M
New
+3.9M sh
Q1 2026
2Permanens Capital L.P.
$41.0M
822K
New
+822K sh
Q1 2026
3BANK OF AMERICA CORP /DE/
$19.9M
400K
254×
Added · +398K sh
Q1 2026
4ENVESTNET ASSET MANAGEMENT INC
$14.6M
293K
New
+293K sh
Q1 2026
5Envestnet Portfolio Solutions, Inc.
$13.8M
276K
New
+276K sh
Q2 2026
6PNC FINANCIAL SERVICES GROUP, INC.
$12.6M
253K
2k×
Added · +253K sh
Q1 2026
7JANE STREET GROUP, LLC
$12.6M
252K
New
+252K sh
Q1 2026
8ASSETMARK, INC
$12.2M
244K
New
+244K sh
Q2 2026
9MML INVESTORS SERVICES, LLC
$8.8M
176K
44×
Added · +172K sh
Q2 2026
10Kelly Financial Services LLC
$5.9M
117K
New
+117K sh
Q2 2026
11DIVERSIFY WEALTH MANAGEMENT, LLC
$5.5M
111K
New
+111K sh
Q2 2026
12Diversify Advisory Services, LLC
$5.5M
111K
New
+111K sh
Q2 2026
13Perigon Wealth Management, LLC
$5.2M
105K
+4.0%
Added · +4K sh
Q2 2026
14Saxony Capital Management, LLC
$4.5M
90K
−5.7%
Reduced · −5K sh
Q2 2026
15JB Capital LLC
$4.3M
85K
New
+85K sh
Q2 2026
16JPMORGAN CHASE & CO
$4.2M
85K
New
+85K sh
Q1 2026
17Tennessee Valley Asset Management Partners
$3.5M
70K
+12%
Added · +7K sh
Q2 2026
18Scarborough Advisors, LLC
$3.2M
64K
−28%
Reduced · −24K sh
Q2 2026
19CITADEL ADVISORS LLC
$2.9M
58K
New
+58K sh
Q1 2026
20C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad
$2.9M
58K
New
+58K sh
Q2 2026
21Cetera Investment Advisers
$2.3M
45K
New
+45K sh
Q1 2026
22Triad Wealth Partners, LLC
$2.2M
45K
New
+45K sh
Q2 2026
23RFG Advisory, LLC
$2.0M
40K
+2.5%
Added · +973 sh
Q2 2026
24INDEPENDENT FINANCIAL GROUP, LLC
$1.8M
36K
+4.1%
Added · +1K sh
Q2 2026
25Private Advisor Group, LLC
$1.8M
35K
New
+35K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SECU being bought or sold by institutions?

Last quarter, 34 funds opened a new position in SECU and 5 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
34
funds
Added
5
funds
Reduced
3
funds
Exited
0
funds

Funds that own SECU also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA43 funds$6.7B
APPLE INCAAPL43 funds$4.6B
AMAZON.COM INCAMZN43 funds$3.3B
MICROSOFT CORPMSFT43 funds$2.8B
ISHARES CORE S&P 500 ETFIVV41 funds$5.1B
SS SPDR S&P 500 ETF TRUST-USSPY41 funds$2.1B
ALPHABET INC-CL AGOOGL41 funds$2.0B
ALPHABET INC-CL CGOOG41 funds$1.8B
JPMORGAN CHASE & COJPM41 funds$1.6B
INVESCO QQQ TRUST SERIES 1QQQ41 funds$1.5B
BERKSHIRE HATHAWAY INC-CL BBRK/B41 funds$1.2B
WALMART INCWMT41 funds$787.6M

Ranked by how many of SECU's institutional holders also hold each name, a cross-fund conviction signal.

Share classes

Class13F holdersValue held
BINCmc725 funds$14.5B
CLOAmc223 funds$1.5B
HIMUmc217 funds$1.1B
GGOVmc188 funds$638.5M
SHYMmc135 funds$413.3M
INMUMF Closed and MF Open111 funds$610.6M
CALISHORT TERM CALIF105 funds$134.0M
SECUthis pagemc88 funds$416.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in SECU

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SECU/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SECU.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SECU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.