Institutional Holders (2026 Q2)
40 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SEIE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Summit Wealth Group LLC / Co | 7.85% | 2,672,072 | $94.8M |
| 2 | S&T Bank/Pa | 6.25% | 586,454 | $20.8M |
| 3 | Stark Wealth Management LLC | 2.75% | 10,183 | $267K |
| 4 | Compass Capital Corp /Ma/ /Adv | 2.18% | 179,844 | $6.7M |
| 5 | Petra Financial Advisors Inc | 1.04% | 63,466 | $2.3M |
| 6 | 3EDGE Asset Management, LP | 0.89% | 560,531 | $19.9M |
| 7 | Lynx Investment Advisory | 0.47% | 40,241 | $1.4M |
| 8 | Cora Capital Advisors LLC | 0.25% | 25,021 | $888K |
| 9 | Accelerate Investment Advisors LLC | 0.22% | 10,907 | $387K |
| 10 | Apeiron RIA LLC | 0.20% | 15,573 | $791K |
| 11 | Ameriflex Group, INC. | 0.18% | 12,658 | $449K |
| 12 | Stewardship Advisors, LLC | 0.15% | 20,446 | $726K |
| 13 | Bright Futures Wealth Management, LLC. | 0.15% | 6,430 | $228K |
| 14 | LexAurum Advisors, LLC | 0.12% | 28,441 | $1.0M |
| 15 | ROSS\JOHNSON & Associates LLC | 0.10% | 187 | $7K |
| 16 | United Advisor Group, LLC | 0.09% | 23,020 | $817K |
| 17 | OneAscent Financial Services LLC | 0.06% | 37,920 | $1.3M |
| 18 | Diversified Enterprises, LLC | 0.06% | 35,276 | $1.3M |
| 19 | Apella Capital, LLC | 0.05% | 98,120 | $3.5M |
| 20 | Whipplewood Advisors, LLC | 0.05% | 1,910 | $68K |
| 21 | Perigon Wealth Management, LLC | 0.04% | 71,643 | $2.5M |
| 22 | Patriot Financial Group Insurance Agency, LLC | 0.04% | 10,187 | $362K |
| 23 | Merit Financial Group, LLC | 0.03% | 150,926 | $5.4M |
| 24 | Pinnacle Wealth Planning Services, Inc. | 0.02% | 6,547 | $232K |
| 25 | Rossby Financial, LCC | 0.02% | 2,895 | $103K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|