Institutional Holders (2026 Q2)
39 + 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 | Diversified Enterprises, LLC | 2.50% | 1,581,216 | $51.7M |
| 2 | Chatterton & Associates Inc. | 1.75% | 89,803 | $3.0M |
| 3 | K2 Financial Inc. | 0.53% | 22,736 | $752K |
| 4 | Meriwether Wealth & Planning, LLC | 0.13% | 8,100 | $265K |
| 5 | Petra Financial Advisors Inc | 0.11% | 6,978 | $228K |
| 6 | Foundry Financial Group, Inc. | 0.09% | 6,150 | $201K |
| 7 | Summit Wealth Group LLC / Co | 0.08% | 31,242 | $1.0M |
| 8 | Sei Investments Co | 0.08% | 2,792,918 | $91.3M |
| 9 | Stewardship Advisors, LLC | 0.06% | 8,761 | $286K |
| 10 | Geneos Wealth Management Inc. | 0.03% | 45,000 | $1.5M |
| 11 | WPG Advisers, LLC | 0.02% | 1,245 | $41K |
| 12 | Silver Grove Financial Group, Inc. | 0.01% | 847 | $28K |
| 13 | Cape Investment Advisory, Inc. | 0.01% | 1,362 | $45K |
| 14 | Rossby Financial, LCC | 0.01% | 1,252 | $41K |
| 15 | IMA Advisory Services, Inc. | 0.01% | 3,411 | $111K |
| 16 | Sunrise Financial Services, LLC | 0.01% | 300 | $10K |
| 17 | Beacon Pointe Advisors, LLC | 0.00% | 32,385 | $1.1M |
| 18 | Merit Financial Group, LLC | 0.00% | 17,695 | $578K |
| 19 | Principal Securities, INC. | 0.00% | 8,420 | $275K |
| 20 | Ameriflex Group, INC. | 0.00% | 215 | $7K |
| 21 | Truist Financial Corp | 0.00% | 67,636 | $2.2M |
| 22 | Wealth Enhancement Advisory Services, LLC | 0.00% | 44,287 | $1.5M |
| 23 | Global Retirement Partners, LLC | 0.00% | 4,708 | $154K |
| 24 | NewEdge Advisors, LLC | 0.00% | 18,563 | $607K |
| 25 | Synergy Investment Management, LLC | 0.00% | 174 | $6K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|