Institutional Holders (2026 Q1)
27 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SELV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Chatterton & Associates Inc. | 1.93% | 84,415 | $2.8M |
| 2 | K2 Financial Inc. | 0.53% | 22,521 | $733K |
| 3 | Meriwether Wealth & Planning, LLC | 0.14% | 8,100 | $262K |
| 4 | SUMMIT WEALTH GROUP LLC / CO | 0.09% | 26,875 | $869K |
| 5 | SEI INVESTMENTS CO | 0.08% | 2,721,070 | $88.0M |
| 6 | Stewardship Advisors, LLC | 0.07% | 8,809 | $285K |
| 7 | WPG Advisers, LLC | 0.03% | 1,221 | $39K |
| 8 | Geneos Wealth Management Inc. | 0.03% | 37,000 | $1.2M |
| 9 | Ameritas Advisory Services, LLC | 0.01% | 7,887 | $255K |
| 10 | Rossby Financial, LCC | 0.01% | 1,228 | $40K |
| 11 | Sunrise Financial Services, LLC | 0.01% | 300 | $10K |
| 12 | Merit Financial Group, LLC | 0.00% | 17,637 | $570K |
| 13 | PRINCIPAL SECURITIES, INC. | 0.00% | 8,333 | $269K |
| 14 | TRUIST FINANCIAL CORP | 0.00% | 69,768 | $2.3M |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.00% | 41,572 | $1.4M |
| 16 | AdvisorNet Financial, Inc | 0.00% | 977 | $32K |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 0.00% | 78,552 | $2.5M |
| 18 | Cambridge Investment Research Advisors, Inc. | 0.00% | 7,113 | — |
| 19 | Cetera Investment Advisers | 0.00% | 8,186 | $265K |
| 20 | LPL Financial LLC | 0.00% | 14,289 | $462K |
| 21 | ASSETMARK, INC | 0.00% | 224 | $7K |
| 22 | UBS Group AG | 0.00% | 74 | $2K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|