Among active 13F managers last quarter, 3 opened and 4 added, while 1 reduced; the largest holder to move was Shelton Capital Management (+3.9%).
19 tracked 13F filers disclose a position in SEPI as of the latest SEC 13F filings, a combined $118.1M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Shelton Capital Management | 2.0M | $54.9M | ▲+3.9% Added · +73K sh | Q2 2026 | |
| 2 | Good Steward Wealth Advisors,LLC | 414K | $11.5M | ▲+0.9% Added · +4K sh | Q2 2026 | |
| 3 | Joseph Group Capital Management | 290K | $8.1M | ▲New +290K sh | Q2 2026 | |
| 4 | LPL Financial LLC | 276K | $6.9M | ▲New +276K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 275K | $6.9M | ▲New +275K sh | Q1 2026 | |
| 6 | Focused Alpha, LLC | 255K | $7.1M | ▼−3.0% Reduced · −8K sh | Q2 2026 | |
| 7 | Steward Partners Investment Advisory, LLC | 212K | $5.9M | ▲+12% Added · +22K sh | Q2 2026 | |
| 8 | Hilton Head Capital Partners, LLC | 203K | $5.6M | ▲+440% Added · +165K sh | Q2 2026 | |
| 9 | Jane Street Group, LLC | 107K | $2.7M | ▲New +107K sh | Q1 2026 | |
| 10 | Investment Planning Advisors, Inc. | 92K | $2.6M | ▲+3.0% Added · +3K sh | Q2 2026 | |
| 11 | Carson Advisory Inc. | 58K | $1.6M | ▲+78% Added · +25K sh | Q2 2026 | |
| 12 | Royal Bank Of Canada | 56K | $1.4M | ▲New +56K sh | Q1 2026 | |
| 13 | IHT Wealth Management, LLC | 46K | $1.3M | ▲New +46K sh | Q2 2026 | |
| 14 | Western Wealth Management, LLC | 20K | $558K | ▲+26% Added · +4K sh | Q2 2026 | |
| 15 | Private Advisor Group, LLC | 18K | $509K | ▲+65% Added · +7K sh | Q2 2026 | |
| 16 | Global Retirement Partners, LLC | 8K | $223K | ▲New +8K sh | Q2 2026 | |
| 17 | Citadel Advisors LLC | 8K | $222K | ▲New +8K sh | Q2 2026 | |
| 18 | Pittenger & Anderson Inc | 2K | $39K | —Held | Q1 2026 | |
| 19 | DHJJ Financial Advisors, Ltd. | 16 | $446 | —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, 3 funds opened a new position in SEPI and 4 added to an existing one, while 1 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 |
|---|---|---|
| Nvidia CorpNVDA | 9 funds | $2.9B |
| Amazon.com IncAMZN | 9 funds | $2.9B |
| Apple IncAAPL | 9 funds | $2.8B |
| Microsoft CorpMSFT | 9 funds | $1.8B |
| Alphabet Inc-CL AGOOGL | 9 funds | $1.4B |
| JPMorgan Chase & CoJPM | 9 funds | $818.5M |
| Walmart IncWMT | 9 funds | $755.7M |
| Oracle CorpORCL | 9 funds | $719.8M |
| Coca-Cola CoKO | 9 funds | $684.2M |
| Berkshire Hathaway Inc-CL BBRK/B | 9 funds | $634.2M |
| Chevron CorpCVX | 9 funds | $627.5M |
| ExxonMobil Holdings CorpXOM | 9 funds | $603.2M |
Ranked by how many of SEPI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SEPI.
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.