37 tracked 13F filers disclose a position in SEPW as of the latest SEC 13F filings, a combined $130.5M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $69.2M | 2.2M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $17.3M | 548K | ▼−2.8% Reduced · −16K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $5.8M | 184K | ▼−15% Reduced · −33K sh | Q1 2026 | |
| 4 | ALLIANZ SE | $5.3M | 166K | ▲33× Added · +161K sh | Q1 2026 | |
| 5 | Westshore Wealth, LLC | $5.0M | 159K | ▼~0% Reduced · −38 sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $4.3M | 136K | ▲+1.9% Added · +2K sh | Q1 2026 | |
| 7 | AMERICAN ASSET MANAGEMENT INC. | $4.5M | 134K | ▼−0.5% Reduced · −680 sh | Q2 2026 | |
| 8 | LPL Financial LLC | $3.2M | 102K | ▼−0.7% Reduced · −757 sh | Q1 2026 | |
| 9 | Spire Wealth Management | $3.1M | 97K | ▼−0.1% Reduced · −88 sh | Q1 2026 | |
| 10 | Kestra Advisory Services, LLC | $1.9M | 57K | ▼−25% Reduced · −19K sh | Q2 2026 | |
| 11 | Cetera Investment Advisers | $1.8M | 56K | ▼−3.5% Reduced · −2K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 36K | ▲+4.8% Added · +2K sh | Q1 2026 | |
| 13 | Focus Financial Network, Inc. | $901K | 29K | ▼−6.7% Reduced · −2K sh | Q1 2026 | |
| 14 | OLD MISSION CAPITAL LLC | $868K | 27K | ▲+330% Added · +21K sh | Q1 2026 | |
| 15 | Csenge Advisory Group | $687K | 22K | ▲+13% Added · +2K sh | Q1 2026 | |
| 16 | CENTAURUS FINANCIAL, INC. | $625K | 20K | —Held | Q1 2026 | |
| 17 | Joseph P. Lucia & Associates, LLC | $620K | 20K | —Held | Q1 2026 | |
| 18 | HARBOUR INVESTMENTS, INC. | $588K | 19K | ▼−26% Reduced · −6K sh | Q1 2026 | |
| 19 | Avidian Wealth Enterprises, LLC | $611K | 18K | —Held | Q2 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $412K | 13K | ▼−8.4% Reduced · −1K sh | Q1 2026 | |
| 21 | First Heartland Consultants, Inc. | $365K | 11K | —Held | Q2 2026 | |
| 22 | CreativeOne Wealth, LLC | $340K | 11K | ▼−0.1% Reduced · −14 sh | Q1 2026 | |
| 23 | Concurrent Investment Advisors, LLC | $326K | 10K | —Held | Q2 2026 | |
| 24 | Castle Rock Wealth Management, LLC | $290K | 9K | —Held | Q2 2026 | |
| 25 | Merit Financial Group, LLC | $283K | 8K | ▼−9.7% Reduced · −910 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, 1 fund opened a new position in SEPW and 3 added to an existing one, while 7 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 17 funds | $5.9B |
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $5.6B |
| APPLE INCAAPL | 17 funds | $4.4B |
| AMAZON.COM INCAMZN | 17 funds | $3.3B |
| MICROSOFT CORPMSFT | 17 funds | $2.9B |
| ALPHABET INC-CL AGOOGL | 17 funds | $2.1B |
| BROADCOM INCAVGO | 17 funds | $1.9B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 17 funds | $1.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 17 funds | $1.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 17 funds | $1.7B |
Ranked by how many of SEPW's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.