88 tracked 13F filers disclose a position in SETM as of the latest SEC 13F filings, a combined $149.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Paul R. Ried Financial Group, LLC | $28.8M | 924K | ▼−8.0% Reduced · −80K sh | Q2 2026 | |
| 2 | JANE STREET GROUP, LLC | $17.8M | 539K | ▲65× Added · +531K sh | Q1 2026 | |
| 3 | Atria Investments, Inc | $13.9M | 445K | ▲New +445K sh | Q2 2026 | |
| 4 | BFI Infinity Ltd. | $12.6M | 404K | ▲+2.9% Added · +11K sh | Q2 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $4.9M | 148K | ▲New +148K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 139K | ▲+31% Added · +33K sh | Q1 2026 | |
| 7 | Stegent Equity Advisors, Inc. | $3.6M | 117K | ▲+220% Added · +80K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $3.9M | 117K | ▲+16% Added · +16K sh | Q1 2026 | |
| 9 | STIFEL FINANCIAL CORP | $3.8M | 116K | ▲+141% Added · +68K sh | Q1 2026 | |
| 10 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $3.2M | 103K | ▲+183% Added · +67K sh | Q2 2026 | |
| 11 | Inspire Advisors, LLC | $3.3M | 99K | ▲+5.8% Added · +5K sh | Q1 2026 | |
| 12 | Carnegie Investment Counsel | $2.8M | 89K | ▲+4.8% Added · +4K sh | Q2 2026 | |
| 13 | LPL Financial LLC | $2.9M | 87K | ▲New +87K sh | Q1 2026 | |
| 14 | Savvy Advisors, Inc. | $2.7M | 80K | ▲New +80K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $2.6M | 79K | ▲+808% Added · +70K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $2.5M | 77K | ▲+161% Added · +47K sh | Q1 2026 | |
| 17 | ASSETMARK, INC | $2.3M | 74K | ▲+0.8% Added · +562 sh | Q2 2026 | |
| 18 | G&S Capital LLC | $2.2M | 72K | ▲+1.1% Added · +808 sh | Q2 2026 | |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M | 69K | ▲+40% Added · +20K sh | Q2 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | $2.1M | 64K | ▲+86% Added · +30K sh | Q1 2026 | |
| 21 | GFS Advisors, LLC | Withheld | 56K | ▲New +56K sh | Q2 2026 | |
| 22 | LeClair Wealth Partners LLC | $1.5M | 48K | ▲New +48K sh | Q2 2026 | |
| 23 | HighTower Advisors, LLC | $1.4M | 41K | ▲+19% Added · +6K sh | Q1 2026 | |
| 24 | Beacon Pointe Advisors, LLC | $1.3M | 39K | ▲New +39K sh | Q1 2026 | |
| 25 | WT Wealth Management | $1.2M | 39K | ▼−24% Reduced · −12K 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, 18 funds opened a new position in SETM and 13 added to an existing one, while 5 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 | 39 funds | $7.9B |
| ALPHABET INC-CL AGOOGL | 38 funds | $3.9B |
| APPLE INCAAPL | 37 funds | $5.7B |
| MICROSOFT CORPMSFT | 37 funds | $4.9B |
| AMAZON.COM INCAMZN | 37 funds | $3.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $2.3B |
| ABBVIE INCABBV | 37 funds | $606.5M |
| ALPHABET INC-CL CGOOG | 36 funds | $2.8B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $2.7B |
| COSTCO WHOLESALE CORPCOST | 36 funds | $1.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 36 funds | $1.4B |
| JOHNSON & JOHNSONJNJ | 36 funds | $1.1B |
Ranked by how many of SETM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| URNMmc | 185 funds | $429.6M |
| SETMthis pagemc | 87 funds | $149.6M |
| SLVRmc | 86 funds | $97.7M |
| COPPmc | 63 funds | $36.7M |
| URNJmc | 47 funds | $38.5M |
| GBUGMF Closed and MF Open | 37 funds | $27.4M |
| COPJMF Closed and MF Open | 34 funds | $22.7M |
| NIKLSHARES | 28 funds | $22.6M |
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 SETM
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/SETM/capital-change-brief"
Use Arkolith's capital_change_brief for SETM. 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 SETM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.