13 tracked 13F filers disclose a position in SEPI as of the latest SEC 13F filings, a combined $90.9M 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 | SHELTON CAPITAL MANAGEMENT | $47.6M | 1.9M | ▲+31% Added · +447K sh | Q1 2026 | |
| 2 | Good Steward Wealth Advisors,LLC | $11.5M | 414K | ▲+0.9% Added · +4K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $6.9M | 276K | ▲New +276K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $6.9M | 275K | ▲New +275K sh | Q1 2026 | |
| 5 | Hilton Head Capital Partners, LLC | $5.6M | 203K | ▲+440% Added · +165K sh | Q2 2026 | |
| 6 | Steward Partners Investment Advisory, LLC | $4.8M | 190K | ▲New +190K sh | Q1 2026 | |
| 7 | JANE STREET GROUP, LLC | $2.7M | 107K | ▲New +107K sh | Q1 2026 | |
| 8 | Investment Planning Advisors, Inc. | $2.6M | 92K | ▲+3.0% Added · +3K sh | Q2 2026 | |
| 9 | ROYAL BANK OF CANADA | $1.4M | 56K | ▲New +56K sh | Q1 2026 | |
| 10 | Private Advisor Group, LLC | $509K | 18K | ▲+65% Added · +7K sh | Q2 2026 | |
| 11 | Western Wealth Management, LLC | $400K | 16K | ▲New +16K sh | Q1 2026 | |
| 12 | PITTENGER & ANDERSON INC | $39K | 2K | —Held | Q1 2026 | |
| 13 | DHJJ Financial Advisors, Ltd. | $446 | 16 | —Held | 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, 0 funds opened a new position in SEPI and 3 added to an existing one, while 0 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 |
|---|---|---|
| APPLE INCAAPL | 4 funds | $417.6M |
| NVIDIA CORPNVDA | 4 funds | $368.3M |
| MICROSOFT CORPMSFT | 4 funds | $296.0M |
| AMAZON.COM INCAMZN | 4 funds | $195.3M |
| ALPHABET INC-CL AGOOGL | 4 funds | $183.2M |
| WALMART INCWMT | 4 funds | $119.8M |
| COSTCO WHOLESALE CORPCOST | 4 funds | $111.7M |
| TESLA INCTSLA | 4 funds | $102.4M |
| LINDE PLCLIN | 4 funds | $48.4M |
| CATERPILLAR INCCAT | 4 funds | $47.8M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 4 funds | $46.8M |
| MASTERCARD INC - AMA | 4 funds | $44.9M |
Ranked by how many of SEPI's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SEPI
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/SEPI/capital-change-brief"
Use Arkolith's capital_change_brief for SEPI. 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 SEPI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.