Among active 13F managers last quarter, 1 opened and 2 added, while 4 reduced; the largest holder to move was WealthPlan Investment Management, LLC (−23%).
22 tracked 13F filers disclose a position in SEMI as of the latest SEC 13F filings, a combined $10.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WealthPlan Investment Management, LLC | 71K | $2.9M | ▼−23% Reduced · −21K sh | Q2 2026 | |
| 2 | Cetera Investment Advisers | 63K | $1.8M | ▲+337% Added · +49K sh | Q1 2026 | |
| 3 | WealthPLAN Partners, LLC | 40K | $1.6M | ▼−38% Reduced · −25K sh | Q2 2026 | |
| 4 | Susquehanna International Group, LLP | 21K | $598K | ▲New +21K sh | Q1 2026 | |
| 5 | Next Level Private LLC | 18K | $745K | —Held | Q2 2026 | |
| 6 | Fermata Advisors, LLC | 16K | $642K | ▼−3.4% Reduced · −557 sh | Q2 2026 | |
| 7 | Jane Street Group, LLC | 15K | $423K | ▲New +15K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | 14K | $555K | ▲+0.1% Added · +19 sh | Q2 2026 | |
| 9 | Commonwealth Equity Services, LLC | 9K | $273K | ▲+12% Added · +1K sh | Q1 2026 | |
| 10 | LPL Financial LLC | 8K | $244K | ▼−6.8% Reduced · −614 sh | Q1 2026 | |
| 11 | Stratos Wealth Advisors, LLC | 6K | $262K | ▲New +6K sh | Q2 2026 | |
| 12 | NewEdge Advisors, LLC | 6K | $239K | ▲New +6K sh | Q2 2026 | |
| 13 | Stratos Wealth Partners, LTD. | 5K | $217K | ▲New +5K sh | Q2 2026 | |
| 14 | Harbour Investments, Inc. | 3K | $97K | ▲+0.8% Added · +25 sh | Q1 2026 | |
| 15 | JPMorgan Chase & Co | 1K | $34K | —Held | Q1 2026 | |
| 16 | BlackRock, Inc. | 657 | $27K | ▲New +657 sh | Q2 2026 | |
| 17 | Global Retirement Partners, LLC | 470 | $19K | ▲+292% Added · +350 sh | Q2 2026 | |
| 18 | Capital Investment Advisory Services, LLC | 300 | $12K | ▲New +300 sh | Q2 2026 | |
| 19 | Creative Financial Designs Inc | 100 | $4K | —Held | Q2 2026 | |
| 20 | CoreCap Advisors, LLC | 34 | $982 | ▼−19% Reduced · −8 sh | Q1 2026 | |
| 21 | AssetMark, Inc | 7 | $284 | —Held | Q2 2026 | |
| 22 | Morgan Stanley | 1 | $55 | —Held | Q1 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 SEMI and 2 added to an existing one, while 4 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 9 funds | $591.3M |
| Vanguard S&P 500 ETFVOO | 9 funds | $419.2M |
| Ishares Core S&P 500 ETFIVV | 9 funds | $414.0M |
| Nvidia CorpNVDA | 9 funds | $394.2M |
| Invesco QQQ Trust Series 1QQQ | 9 funds | $370.1M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 9 funds | $332.3M |
| Vanguard Total Stock MKT ETFVTI | 9 funds | $315.8M |
| Amazon.com IncAMZN | 9 funds | $236.4M |
| Microsoft CorpMSFT | 9 funds | $218.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 9 funds | $213.4M |
| Vanguard Growth ETFVUG | 9 funds | $179.1M |
| Alphabet Inc-CL AGOOGL | 9 funds | $161.8M |
Ranked by how many of SEMI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SEMI.
| Class | 13F holders | Value held |
|---|---|---|
| RECSmc | 171 funds | $4.0B |
| MUSTmc | 75 funds | $467.7M |
| DIALmc | 51 funds | $267.3M |
| EQINUS EQUITY INCOME | 51 funds | $161.9M |
| CRUXSTOK | 45 funds | $1.3B |
| REVSmc | 35 funds | $215.1M |
| INEQINTL EQ INCO ETF | 31 funds | $70.3M |
| SBNDSHORT DURATION | 30 funds | $123.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SEMI
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/SEMI/capital-change-brief"
Use Arkolith's capital_change_brief for SEMI. 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 SEMI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.