8 tracked 13F filers disclose a position in SEEGX as of the latest SEC 13F filings, a combined $1.2M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | $568K | 6K | —Held | Q2 2026 | |
| 2 | FULTON BANK, N.A. | $337K | 5K | —Held | Q1 2026 | |
| 3 | Vermillion Wealth Management, Inc. | $142K | 2K | ▲Added Added · +2K sh | Q2 2026 | |
| 4 | Oakworth Capital, Inc. | $39K | 522 | —Held | Q1 2026 | |
| 5 | NBT BANK, N.A. | $45K | 508 | ▲New +508 sh | Q2 2026 | |
| 6 | Coston, McIsaac & Partners | $19K | 224 | ▼−87% Reduced · −2K sh | Q2 2026 | |
| 7 | McIlrath & Eck, LLC | $12K | 156 | ▲New +156 sh | Q1 2026 | |
| 8 | KELLEHER FINANCIAL ADVISORS | $7K | 82 | ▲+100% Added · +41 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.
Last quarter, 1 fund opened a new position in SEEGX, while 1 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).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES RUSSELL 1000 VALUE EIWD | 2 funds | $184.8M |
| VANGUARD TOTAL BOND MARKETBND | 2 funds | $163.2M |
| ISHARES RUSSELL 1000 GROWTHIWF | 2 funds | $154.8M |
| VANGUARD FTSE DEVELOPED ETFVEA | 2 funds | $150.0M |
| ISHARES RUSSELL MID-CAP ETFIWR | 2 funds | $118.2M |
| VANGUARD S/T CORP BOND ETFVCSH | 2 funds | $100.2M |
| VANGUARD GROWTH ETFVUG | 2 funds | $73.4M |
| MICROSOFT CORPMSFT | 2 funds | $63.7M |
| DIMENSIONAL SHORT DURATIONDFSD | 2 funds | $62.2M |
| JPMORGAN CHASE & COJPM | 2 funds | $61.1M |
| VANGUARD VALUE ETFVTV | 2 funds | $60.2M |
| SPDR GOLD SHARESGLD | 2 funds | $59.6M |
Ranked by how many of SEEGX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SEEGXthis pageOPEN END TAXABLE NO LOAD FUND | 8 funds | $1.2M |
| HLIEXMF | 4 funds | $1.1M |
| 4812C0381OPEN END TAXABLE NO LOAD FUND | 3 funds | $641K |
| 4812C0845OPEN END TAXABLE NO LOAD FUND | 1 funds | $95K |
| 4812C0670Com | 1 funds | $50K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SEEGX
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SEEGX/capital-change-brief"
Use Arkolith's capital_change_brief for SEEGX. 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 SEEGX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.