55 tracked 13F filers disclose a position in YSEP as of the latest SEC 13F filings, a combined $48.6M 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 | Modern Wealth Management, LLC | $5.7M | 218K | ▲+53% Added · +76K sh | Q1 2026 | |
| 2 | US BANCORP \DE\ | $5.6M | 214K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 198K | ▼−10.0% Reduced · −22K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $3.6M | 137K | ▼−49% Reduced · −130K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $3.0M | 114K | ▲+0.6% Added · +672 sh | Q1 2026 | |
| 6 | SOA Wealth Advisors, LLC. | $2.5M | 89K | ▼−0.9% Reduced · −789 sh | Q2 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $2.3M | 86K | ▼−18% Reduced · −18K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $2.0M | 75K | ▼−5.0% Reduced · −4K sh | Q1 2026 | |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Withheld | 74K | ▼−2.6% Reduced · −2K sh | Q2 2026 | |
| 10 | NorthCrest Asset Manangement, LLC | $1.7M | 63K | ▼−3.0% Reduced · −2K sh | Q2 2026 | |
| 11 | Avantra Family Wealth, Inc. | $1.6M | 58K | ▲+1.7% Added · +975 sh | Q2 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 46K | ▲+18% Added · +7K sh | Q1 2026 | |
| 13 | SILVER OAK SECURITIES, INCORPORATED | $1.0M | 38K | ▼−0.1% Reduced · −55 sh | Q2 2026 | |
| 14 | OLD MISSION CAPITAL LLC | $855K | 33K | ▲+17% Added · +5K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $848K | 32K | ▲+4.4% Added · +1K sh | Q1 2026 | |
| 16 | HARBOUR INVESTMENTS, INC. | $804K | 31K | ▲+67% Added · +12K sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $770K | 29K | ▼−3.7% Reduced · −1K sh | Q1 2026 | |
| 18 | Ignite Planners, LLC | $792K | 29K | ▼−0.6% Reduced · −177 sh | Q2 2026 | |
| 19 | Noble Wealth Management PBC | $751K | 27K | ▼−15% Reduced · −5K sh | Q2 2026 | |
| 20 | WEALTHGARDEN F.S. LLC | $679K | 25K | —Held | Q2 2026 | |
| 21 | Corient Private Wealth LP | $608K | 23K | —Held | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | $625K | 23K | ▼−32% Reduced · −11K sh | Q2 2026 | |
| 23 | KINTRA WEALTH, LLC | $592K | 23K | ▲New +23K sh | Q1 2026 | |
| 24 | Ameritas Investment Partners, Inc. | $597K | 22K | ▼−1.6% Reduced · −345 sh | Q2 2026 | |
| 25 | Prospera Financial Services Inc | $488K | 18K | ▼−1.7% Reduced · −305 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 YSEP and 3 added to an existing one, while 9 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 | 23 funds | $1.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $831.2M |
| INVESCO QQQ TRUST SERIES 1QQQ | 23 funds | $720.3M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 23 funds | $287.9M |
| TESLA INCTSLA | 23 funds | $274.4M |
| APPLE INCAAPL | 22 funds | $1.6B |
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $1.1B |
| MICROSOFT CORPMSFT | 22 funds | $771.2M |
| AMAZON.COM INCAMZN | 22 funds | $736.7M |
| ALPHABET INC-CL AGOOGL | 22 funds | $590.2M |
| JPMORGAN CHASE & COJPM | 22 funds | $370.6M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 22 funds | $310.1M |
Ranked by how many of YSEP's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BUFDmc | 197 funds | $1.4B |
| BUFQmc | 171 funds | $1.0B |
| FJULmc | 140 funds | $250.9M |
| FSEPmc | 139 funds | $288.3M |
| FDECmc | 138 funds | $308.2M |
| FAPRmc | 133 funds | $212.0M |
| BUFZmc | 131 funds | $762.8M |
| DDECmc | 117 funds | $181.4M |
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 YSEP
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/YSEP/capital-change-brief"
Use Arkolith's capital_change_brief for YSEP. 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 YSEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.