Institutional Holders (2026 Q2)
86 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SEVN. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Smith Asset Management Co., LLC | 0.19% | 29,326 | $247K |
| 2 | Sanders Morris Harris LLC | 0.07% | 14,000 | $118K |
| 3 | Independent Advisor Alliance | 0.07% | 336,118 | $2.8M |
| 4 | Odyssean, LLC | 0.06% | 41,973 | $354K |
| 5 | Riverbridge Partners LLC | 0.06% | 243,649 | $2.1M |
| 6 | Adapt Wealth Advisors, LLC | 0.06% | 20,510 | $173K |
| 7 | Abel Hall, LLC | 0.06% | 37,849 | $319K |
| 8 | Flat Footed LLC | 0.05% | 83,043 | $700K |
| 9 | Prelude Capital Management, LLC | 0.02% | 35,000 | $295K |
| 10 | Hotchkis & Wiley Capital Management LLC | 0.00% | 163,500 | $1.4M |
| 11 | Lido Advisors, LLC | 0.00% | 86,106 | $726K |
| 12 | TFC Financial Management, Inc. | 0.00% | 1,441 | $12K |
| 13 | O'shaughnessy Asset Management, LLC | 0.00% | 30,650 | $258K |
| 14 | Renaissance Technologies LLC | 0.00% | 87,034 | $734K |
| 15 | Essential Partners LLC | 0.00% | 206 | $2K |
| 16 | Triumph Capital Management | 0.00% | 481 | $4K |
| 17 | AE Wealth Management LLC | 0.00% | 18,578 | $157K |
| 18 | Cerity Partners LLC | 0.00% | 60,139 | $507K |
| 19 | Qube Research & Technologies Ltd | 0.00% | 70,028 | $590K |
| 20 | Ares Financial Consulting, LLC | 0.00% | 87 | — |
| 21 | MetLife Investment Management, LLC | 0.00% | 13,190 | $111K |
| 22 | Police & Firemen's Retirement System of New Jersey | 0.00% | 6,971 | $59K |
| 23 | Morgan Stanley | 0.00% | 889,511 | $7.5M |
| 24 | GAMMA Investing LLC | 0.00% | 1,263 | $11K |
| 25 | Global Retirement Partners, LLC | 0.00% | 2,850 | $24K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|