SEPZ(SEPZ)
SEPZ
Institutional Ownership
Top 44 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| CoreCap Advisors, LLC | -- | Sep 30, 26 | -51 | -- |
| AE Wealth Management LLC | 947.95K | Jun 30, 26 | -79.72K | 34.09% |
| TrueMark Investments, LLC | 497.73K | Jun 30, 26 | +268.55K | 17.90% |
| Lloyd Advisory Services, LLC. | 162.19K | Jun 30, 26 | +152.62K | 5.83% |
| Valtinson Bruner Financial Planning LLC | 50.88K | Jun 30, 26 | -321 | 1.83% |
| Elevated Capital Advisors, LLC | 49.07K | Jun 30, 26 | -3.44K | 1.76% |
| B.O.S.S. Retirement Advisors, LLC | 45.15K | Jun 30, 26 | -2.06K | 1.62% |
| HOWARD BAILEY SECURITIES, LLC | 42.38K | Jun 30, 26 | -1.69K | 1.52% |
| Family Wealth Group, LLC | 37.75K | Jun 30, 26 | +4.04K | 1.36% |
| FSR Wealth Management Ltd. | 35.51K | Jun 30, 26 | -11.92K | 1.28% |
| SMART Wealth LLC | 34.10K | Jun 30, 26 | -13.54K | 1.23% |
| ENVESTNET ASSET MANAGEMENT INC | 21.98K | Jun 30, 26 | +21.98K | 0.79% |
| Great Lakes Retirement, Inc. | 20.79K | Jun 30, 26 | -2.33K | 0.75% |
| Richmond Brothers, Inc. | 19.76K | Jun 30, 26 | +19.76K | 0.71% |
| Integrated Wealth Management | 19.64K | Jun 30, 26 | -3.50K | 0.71% |
| Centennial Advisors, LLC | 17.94K | Jun 30, 26 | -63 | 0.65% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 16.82K | Jun 30, 26 | +16.82K | 0.60% |
| LifeWealth Investments, LLC | 16.09K | Jun 30, 26 | -5.36K | 0.58% |
| ADVISOR GROUP HOLDINGS, INC. | 13.87K | Jun 30, 26 | +6.09K | 0.50% |
| FSA Advisors, Inc. | 12.38K | Jun 30, 26 | -2.11K | 0.45% |
| IFG Advisory, LLC | 11.04K | Jun 30, 26 | +11.04K | 0.40% |
| Quest 10 Wealth Builders, Inc. | 10.49K | Jun 30, 26 | -1.69K | 0.38% |
| OLD MISSION CAPITAL LLC | 8.85K | Jun 30, 26 | +3.39K | 0.32% |
| Kingdom Financial Group LLC. | 8.60K | Jun 30, 26 | -970 | 0.31% |
| Capital Investment Advisory Services, LLC | 7.84K | Jun 30, 26 | -- | 0.28% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.34K | Jun 30, 26 | +7.34K | 0.26% |
| Csenge Advisory Group | 7.00K | Jun 30, 26 | -3.35K | 0.25% |
| Montgomery Financial Services LLC | 5.26K | Jun 30, 26 | +5.26K | 0.19% |
| Networth Advisors, LLC | 2.42K | Jun 30, 26 | -4.45K | 0.09% |
| DHJJ Financial Advisors, Ltd. | 1.85K | Jun 30, 26 | -- | 0.07% |
| SRS Capital Advisors, Inc. | 1.68K | Jun 30, 26 | -- | 0.06% |
| Mosley Wealth Management | 1.55K | Jun 30, 26 | +1.53K | 0.06% |
| Decker Retirement Planning Inc. | 1.15K | Jun 30, 26 | +891 | 0.04% |
| HARBOUR INVESTMENTS, INC. | 700 | Jun 30, 26 | -400 | 0.03% |
| Key Capital Management, INC | 464 | Jun 30, 26 | -9 | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 84 | Jun 30, 26 | +84 | 0.00% |
| ASSETMARK, INC | 43 | Jun 30, 26 | -- | 0.00% |
| POM Investment Strategies, LLC | 37 | Jun 30, 26 | -14.03K | 0.00% |
| Outlook Wealth Advisors, LLC | -- | Jun 30, 26 | -8.38K | -- |
| US BANCORP \DE\ | -- | Jun 30, 26 | -31 | -- |
| WOLVERINE TRADING, LLC | 11.08K | Sep 30, 25 | +11.08K | 0.40% |
| Pineridge Advisors LLC | 31 | Sep 30, 25 | -- | 0.00% |
| NEXT Financial Group, Inc | 1.38K | Dec 31, 21 | -- | 0.05% |
| OLD MISSION CAPITAL, LLC | 28.48K | Dec 31, 20 | +28.48K | 1.02% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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