Among active 13F managers last quarter, 3 opened and 2 added, while 14 reduced; the largest holder to move was Allianz SE (33× the prior stake).
48 tracked 13F filers disclose a position in SEPW as of the latest SEC 13F filings, a combined $142.1M 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 | AE Wealth Management LLC | 2.2M | $69.2M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 2 | Commonwealth Equity Services, LLC | 548K | $17.3M | ▼−2.8% Reduced · −16K sh | Q1 2026 | |
| 3 | Authentikos Wealth Advisory, LLC | 221K | $7.4M | ▼−4.7% Reduced · −11K sh | Q2 2026 | |
| 4 | Osaic Holdings, Inc. | 184K | $5.8M | ▼−15% Reduced · −33K sh | Q1 2026 | |
| 5 | Allianz SE | 166K | $5.3M | ▲33× Added · +161K sh | Q1 2026 | |
| 6 | Raymond James Financial Inc | 136K | $4.3M | ▲+1.9% Added · +2K sh | Q1 2026 | |
| 7 | American Asset Management Inc. | 134K | $4.5M | ▼−0.5% Reduced · −680 sh | Q2 2026 | |
| 8 | Westshore Wealth, LLC | 129K | $4.3M | ▼−19% Reduced · −30K sh | Q2 2026 | |
| 9 | LPL Financial LLC | 102K | $3.2M | ▼−0.7% Reduced · −757 sh | Q1 2026 | |
| 10 | Spire Wealth Management | 97K | $3.1M | ▼−0.1% Reduced · −88 sh | Q1 2026 | |
| 11 | Elevated Capital Advisors, LLC | 70K | $2.3M | ▼−49% Reduced · −67K sh | Q2 2026 | |
| 12 | Kestra Advisory Services, LLC | 57K | $1.9M | ▼−25% Reduced · −19K sh | Q2 2026 | |
| 13 | Cetera Investment Advisers | 56K | $1.8M | ▼−3.5% Reduced · −2K sh | Q1 2026 | |
| 14 | Envestnet Asset Management Inc | 36K | $1.1M | ▲+4.8% Added · +2K sh | Q1 2026 | |
| 15 | Focus Financial Network, Inc. | 29K | $901K | ▼−6.7% Reduced · −2K sh | Q1 2026 | |
| 16 | Old Mission Capital LLC | 27K | $868K | ▲+330% Added · +21K sh | Q1 2026 | |
| 17 | BCGM Wealth Management, LLC | 25K | $836K | —Held | Q2 2026 | |
| 18 | Summit Financial, LLC | 19K | $649K | ▲New +19K sh | Q2 2026 | |
| 19 | Joseph P. Lucia & Associates, LLC | 19K | $648K | ▼−1.0% Reduced · −200 sh | Q2 2026 | |
| 20 | Centaurus Financial, Inc. | 19K | $644K | ▼−2.5% Reduced · −500 sh | Q2 2026 | |
| 21 | Harbour Investments, Inc. | 19K | $588K | ▼−26% Reduced · −6K sh | Q1 2026 | |
| 22 | Avidian Wealth Enterprises, LLC | 18K | $611K | —Held | Q2 2026 | |
| 23 | MML Investors Services, LLC | 13K | $436K | —Held | Q2 2026 | |
| 24 | Advisory Solutions Group, LLC | 12K | $399K | ▲New +12K sh | Q2 2026 | |
| 25 | Advus Financial Partners, LLC | 12K | $398K | ▼−0.4% Reduced · −50 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, 3 funds opened a new position in SEPW and 2 added to an existing one, while 14 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 | 27 funds | $4.7B |
| Invesco QQQ Trust Series 1QQQ | 27 funds | $1.7B |
| Apple IncAAPL | 26 funds | $4.6B |
| Amazon.com IncAMZN | 26 funds | $3.8B |
| Microsoft CorpMSFT | 26 funds | $2.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 26 funds | $2.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 26 funds | $1.1B |
| Tesla IncTSLA | 26 funds | $941.5M |
| Ishares Core S&P 500 ETFIVV | 25 funds | $15.9B |
| Alphabet Inc-CL AGOOGL | 25 funds | $2.0B |
| Vanguard S&P 500 ETFVOO | 25 funds | $1.5B |
| JPMorgan Chase & CoJPM | 25 funds | $1.3B |
Ranked by how many of SEPW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SEPW.
| 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 SEPW
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/SEPW/capital-change-brief"
Use Arkolith's capital_change_brief for SEPW. 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 SEPW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.