Among active 13F managers last quarter, 1 opened and 1 reduced; the largest holder to move was Ameritas Advisory Services, LLC (−7.3%).
9 tracked 13F filers disclose a position in SEPP as of the latest SEC 13F filings, a combined $15.5M 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 | Prudential Financial Inc | 376K | $11.3M | ▲+37% Added · +102K sh | Q1 2026 | |
| 2 | Ameritas Advisory Services, LLC | 73K | $2.4M | ▼−7.3% Reduced · −6K sh | Q2 2026 | |
| 3 | Commonwealth Equity Services, LLC | 25K | $753K | ▲+8.3% Added · +2K sh | Q1 2026 | |
| 4 | Old Mission Capital LLC | 14K | $425K | ▲New +14K sh | Q1 2026 | |
| 5 | Sanctuary Advisors, LLC | 7K | $232K | —Held | Q2 2026 | |
| 6 | Steward Partners Investment Advisory, LLC | 5K | $159K | ▼−12% Reduced · −672 sh | Q2 2026 | |
| 7 | Royal Bank Of Canada | 4K | $118K | ▲11× Added · +4K sh | Q1 2026 | |
| 8 | PNC Financial Services Group, Inc. | 3K | $104K | ▲+9.1% Added · +289 sh | Q1 2026 | |
| 9 | DHJJ Financial Advisors, Ltd. | 2K | $80K | —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, 1 fund opened a new position in SEPP, 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 |
|---|---|---|
| Ishares Core Msci EmergingIEMG | 2 funds | $623.5M |
| SS SPDR S&P 500 ETF Trust-USSPY | 2 funds | $413.3M |
| Vanguard S&P 500 ETFVOO | 2 funds | $192.2M |
| Innovator US Eq 10 BufferZALT | 2 funds | $143.1M |
| Janus Henderson Aaa Clo ETFJAAA | 2 funds | $113.6M |
| Ishares Msci South Korea ETFEWY | 2 funds | $109.8M |
| Vanguard Int-Term CorporateVCIT | 2 funds | $108.6M |
| Ishares Core S&P 500 ETFIVV | 2 funds | $97.0M |
| Nvidia CorpNVDA | 2 funds | $76.2M |
| Fidelity Total Bond ETFFBND | 2 funds | $71.7M |
| Taiwan Semiconductor-SP ADRTSM | 2 funds | $67.6M |
| Tesla IncTSLA | 2 funds | $66.0M |
Ranked by how many of SEPP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SEPP.
| Class | 13F holders | Value held |
|---|---|---|
| BUFPcs | 37 funds | $132.8M |
| PBFRPGIM LADDERED S&P 500 BUFFER 20 ETF | 37 funds | $121.7M |
| PBJASP 500 BUFFER | 24 funds | $48.2M |
| PBDEUS LARGE CAP BUF | 20 funds | $28.5M |
| PBJNSP 500 BUFFER | 20 funds | $23.5M |
| PBJLSP 500 BUFFER | 18 funds | $42.2M |
| PBFBUS LARGE CAP BUF | 18 funds | $23.6M |
| PBOCUS LARGE CAP BUF | 17 funds | $34.6M |
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 SEPP
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/SEPP/capital-change-brief"
Use Arkolith's capital_change_brief for SEPP. 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 SEPP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.