Among active 13F managers last quarter, 4 added and 3 reduced; the largest holder to move was Gradient Investments LLC (+15%).
22 tracked 13F filers disclose a position in SEPU as of the latest SEC 13F filings, a combined $155.0M 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 | Gradient Investments LLC | 3.9M | $119.9M | ▲+15% Added · +489K sh | Q2 2026 | |
| 2 | Allianz SE | 441K | $12.4M | ▲+289% Added · +328K sh | Q1 2026 | |
| 3 | AE Wealth Management LLC | 235K | $6.6M | ▲New +235K sh | Q1 2026 | |
| 4 | Stephens Inc | 129K | $4.0M | ▼−0.7% Reduced · −937 sh | Q2 2026 | |
| 5 | Brown Financial Advisors | 105K | $3.3M | ▲+4.5% Added · +5K sh | Q2 2026 | |
| 6 | Paladin Wealth, LLC | 76K | $2.4M | ▲+11% Added · +7K sh | Q2 2026 | |
| 7 | Mattson Financial Services, LLC | 58K | $1.8M | ▲+12% Added · +6K sh | Q2 2026 | |
| 8 | Arax Advisory Partners | 38K | $1.2M | ▲+116% Added · +20K sh | Q2 2026 | |
| 9 | Osaic Holdings, Inc. | 34K | $960K | ▼−0.2% Reduced · −63 sh | Q1 2026 | |
| 10 | Commonwealth Equity Services, LLC | 23K | $652K | ▼−2.3% Reduced · −560 sh | Q1 2026 | |
| 11 | Centaurus Financial, Inc. | 14K | $435K | —Held | Q2 2026 | |
| 12 | Cetera Investment Advisers | 12K | $336K | ▲+6.7% Added · +755 sh | Q1 2026 | |
| 13 | Stratos Wealth Advisors, LLC | 8K | $263K | ▼−1.1% Reduced · −95 sh | Q2 2026 | |
| 14 | Copley Financial Group, Inc. | 8K | $262K | ▼−7.5% Reduced · −687 sh | Q2 2026 | |
| 15 | Kestra Advisory Services, LLC | 8K | $250K | ▼−6.9% Reduced · −600 sh | Q2 2026 | |
| 16 | Cypress Wealth Services, LLC | 8K | $240K | —Held | Q2 2026 | |
| 17 | A4 Wealth Advisors LLC | 7K | $211K | ▼−65% Reduced · −13K sh | Q2 2026 | |
| 18 | IFP Advisors, Inc | 842 | $26K | ▼−5.6% Reduced · −50 sh | Q2 2026 | |
| 19 | JPMorgan Chase & Co | 332 | $9K | ▲New +332 sh | Q1 2026 | |
| 20 | Country Trust Bank | 128 | $4K | ▲New +128 sh | Q2 2026 | |
| 21 | Mosley Wealth Management | 91 | $3K | ▲New +91 sh | Q2 2026 | |
| 22 | Morgan Stanley | 38 | $1K | —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, 4 funds added to an existing position in SEPU, while 3 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 | 8 funds | $1.1B |
| Nvidia CorpNVDA | 8 funds | $1.0B |
| Invesco QQQ Trust Series 1QQQ | 8 funds | $760.5M |
| Amazon.com IncAMZN | 8 funds | $710.3M |
| Microsoft CorpMSFT | 8 funds | $679.8M |
| Alphabet Inc-CL CGOOG | 8 funds | $533.0M |
| Broadcom IncAVGO | 8 funds | $444.4M |
| JPMorgan Chase & CoJPM | 8 funds | $403.2M |
| Walmart IncWMT | 8 funds | $327.8M |
| Meta Platforms Inc-Class AMETA | 8 funds | $317.2M |
| Goldman Sachs Group IncGS | 8 funds | $220.1M |
| Johnson & JohnsonJNJ | 8 funds | $216.6M |
Ranked by how many of SEPU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SEPU.
| Class | 13F holders | Value held |
|---|---|---|
| OCTWmc | 80 funds | $351.3M |
| JANWmc | 79 funds | $246.4M |
| DECWmc | 75 funds | $137.6M |
| JUNWmc | 73 funds | $138.8M |
| MAYWUS LAGCP B20 MAY | 67 funds | $140.5M |
| JULWmc | 66 funds | $205.0M |
| APRWmc | 60 funds | $144.8M |
| FEBWmc | 59 funds | $88.4M |
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 SEPU
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/SEPU/capital-change-brief"
Use Arkolith's capital_change_brief for SEPU. 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 SEPU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.