Institutional Holders (2026 Q2)
32 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SEEM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Summit Wealth Group LLC / Co | 3.51% | 1,059,125 | $42.5M |
| 2 | S&T Bank/Pa | 3.17% | 263,451 | $10.6M |
| 3 | ROSS\JOHNSON & Associates LLC | 3.05% | 4,854 | $195K |
| 4 | Diversified Enterprises, LLC | 2.70% | 1,393,071 | $55.9M |
| 5 | Compass Capital Corp /Ma/ /Adv | 0.89% | 69,917 | $2.7M |
| 6 | 3EDGE Asset Management, LP | 0.73% | 410,526 | $16.5M |
| 7 | Petra Financial Advisors Inc | 0.62% | 33,468 | $1.3M |
| 8 | Foundry Financial Group, Inc. | 0.21% | 11,944 | $479K |
| 9 | Lynx Investment Advisory | 0.19% | 14,723 | $590K |
| 10 | Apeiron RIA LLC | 0.16% | 7,896 | $612K |
| 11 | Cora Capital Advisors LLC | 0.12% | 10,536 | $422K |
| 12 | Ameriflex Group, INC. | 0.08% | 4,987 | $200K |
| 13 | Stewardship Advisors, LLC | 0.07% | 8,784 | $352K |
| 14 | LexAurum Advisors, LLC | 0.06% | 12,149 | $487K |
| 15 | United Advisor Group, LLC | 0.04% | 9,364 | $375K |
| 16 | OneAscent Financial Services LLC | 0.03% | 14,868 | $596K |
| 17 | Merit Financial Group, LLC | 0.03% | 116,028 | $4.7M |
| 18 | Perigon Wealth Management, LLC | 0.02% | 36,126 | $1.4M |
| 19 | Apella Capital, LLC | 0.02% | 39,795 | $1.5M |
| 20 | Old Mission Capital LLC | 0.02% | 30,360 | $1.2M |
| 21 | Whipplewood Advisors, LLC | 0.02% | 677 | $27K |
| 22 | Sei Investments Co | 0.01% | 313,028 | $12.6M |
| 23 | Pinnacle Wealth Planning Services, Inc. | 0.01% | 2,682 | $108K |
| 24 | Rossby Financial, LCC | 0.01% | 1,071 | $43K |
| 25 | IFG Advisory, LLC | 0.01% | 4,545 | $182K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|