Who owns SEPM?
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31 institutions reported holding SEPM, worth $16.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SEPM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Park Avenue Securities LLC | New York, NY | $1.7M | 51,323 | No change |
| Ashton Thomas Private Wealth, LLC | Scottsdale, AZ | $1.6M | 47,391 | +14,769 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $1.5M | 45,471 | −3,118 shares |
| Old Mission Capital LLC | Chicago, IL | $1.2M | 36,486 | −4,956 shares |
| Cetera Investment Advisers | Schaumburg, IL | $1.0M | 31,167 | −763 shares |
| HBW Advisory Services LLC | Simi Valley, CA | $816K | 24,863 | −726 shares |
| Citadel Advisors LLC | Miami, FL | $697K | 21,242 | +1,774 shares |
| Kestra Advisory Services, LLC | Austin, TX | $661K | 20,143 | −92 shares |
| Mariner, LLC | Overland Park, KS | $661K | 20,138 | +793 shares |
| Americana Partners, LLC | Houston, TX | $659K | 20,066 | −1,082 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SEPM?
31 institutional managers reported holding SEPM in Form 13F filings for June 30, 2026, worth $16.2M in total. The largest reported position was held by Park Avenue Securities LLC, at $1.7M.
Did institutions buy or sell SEPM last quarter?
Reported 13F value fell 5.4% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SEPM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.