Among active 13F managers last quarter, 2 opened and 3 added, while 8 reduced; the largest holder to move was Old Mission Capital LLC (new position).
28 tracked 13F filers disclose a position in SEPM as of the latest SEC 13F filings, a combined $14.6M 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 | Commonwealth Equity Services, LLC | 49K | $1.5M | ▼−9.5% Reduced · −5K sh | Q1 2026 | |
| 2 | Ashton Thomas Private Wealth, LLC | 47K | $1.6M | ▲+45% Added · +15K sh | Q2 2026 | |
| 3 | Old Mission Capital LLC | 41K | $1.3M | ▲New +41K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | 32K | $1.0M | ▲+19% Added · +5K sh | Q1 2026 | |
| 5 | Susquehanna International Group, LLP | 26K | $813K | ▲+1.7% Added · +441 sh | Q1 2026 | |
| 6 | HBW Advisory Services LLC | 25K | $816K | ▼−2.8% Reduced · −726 sh | Q2 2026 | |
| 7 | Citadel Advisors LLC | 21K | $697K | ▲+9.1% Added · +2K sh | Q2 2026 | |
| 8 | Kestra Advisory Services, LLC | 20K | $661K | ▼−0.5% Reduced · −92 sh | Q2 2026 | |
| 9 | Americana Partners, LLC | 20K | $659K | ▼−5.1% Reduced · −1K sh | Q2 2026 | |
| 10 | Mariner, LLC | 19K | $612K | ▼−2.5% Reduced · −497 sh | Q1 2026 | |
| 11 | LVZ, Inc. | 14K | $463K | ▲+20% Added · +2K sh | Q2 2026 | |
| 12 | Harbour Investments, Inc. | 13K | $416K | ▲+874% Added · +12K sh | Q1 2026 | |
| 13 | AE Wealth Management LLC | 13K | $406K | ▲~0% Added · +2 sh | Q1 2026 | |
| 14 | Ashton Thomas Securities, LLC | 12K | $403K | ▼−70% Reduced · −29K sh | Q2 2026 | |
| 15 | Atria Investments, Inc | 12K | $387K | ▼−3.9% Reduced · −479 sh | Q2 2026 | |
| 16 | Waverly Advisors, LLC | 12K | $382K | —Held | Q2 2026 | |
| 17 | Encompass More Asset Management | 12K | $381K | ▼−16% Reduced · −2K sh | Q2 2026 | |
| 18 | UBS Group AG | 9K | $290K | ▲New +9K sh | Q1 2026 | |
| 19 | Novem Group | 8K | $256K | ▼−28% Reduced · −3K sh | Q2 2026 | |
| 20 | Gallagher Fiduciary Advisors, LLC | 7K | $240K | —Held | Q2 2026 | |
| 21 | Envestnet Asset Management Inc | 7K | $227K | ▲New +7K sh | Q1 2026 | |
| 22 | Osaic Holdings, Inc. | 7K | $211K | ▼−13% Reduced · −1K sh | Q1 2026 | |
| 23 | Main Street Financial Solutions, LLC | 7K | $217K | —Held | Q2 2026 | |
| 24 | IFP Advisors, Inc | 7K | $214K | ▼−36% Reduced · −4K sh | Q2 2026 | |
| 25 | Mutual Advisors, LLC | 6K | $213K | ▼−8.6% Reduced · −610 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, 2 funds opened a new position in SEPM and 3 added to an existing one, while 8 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 | 17 funds | $4.5B |
| Taiwan Semiconductor-SP ADRTSM | 17 funds | $1.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $1.5B |
| Tesla IncTSLA | 17 funds | $1.0B |
| Ishares Core S&P 500 ETFIVV | 16 funds | $4.4B |
| Apple IncAAPL | 16 funds | $2.8B |
| Amazon.com IncAMZN | 16 funds | $2.4B |
| Microsoft CorpMSFT | 16 funds | $2.0B |
| Broadcom IncAVGO | 16 funds | $1.5B |
| Alphabet Inc-CL AGOOGL | 16 funds | $1.5B |
| JPMorgan Chase & CoJPM | 16 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 16 funds | $1.1B |
Ranked by how many of SEPM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SEPM.
| Class | 13F holders | Value held |
|---|---|---|
| BUFDmc | 200 funds | $1.4B |
| BUFQmc | 172 funds | $1.0B |
| FJULmc | 140 funds | $252.0M |
| FSEPmc | 138 funds | $287.4M |
| FDECmc | 137 funds | $307.6M |
| FAPRmc | 136 funds | $216.3M |
| BUFZmc | 131 funds | $763.4M |
| DDECmc | 116 funds | $180.7M |
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 SEPM
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/SEPM/capital-change-brief"
Use Arkolith's capital_change_brief for SEPM. 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 SEPM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.