Institutional Holders (2026 Q1)
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 | 3.32% | 962,567 | $31.5M |
| 2 | S&T Bank/Pa | 2.95% | 241,383 | $7.9M |
| 3 | ROSS\JOHNSON & Associates LLC | 2.74% | 4,634 | $152K |
| 4 | Diversified Enterprises, LLC | 2.42% | 1,347,237 | $44.1M |
| 5 | Compass Capital Corp /Ma/ /Adv | 0.95% | 68,771 | $2.7M |
| 6 | IFG Advisory, LLC | 0.38% | 4,082 | $134K |
| 7 | Lynx Investment Advisory | 0.24% | 15,236 | $499K |
| 8 | 3EDGE Asset Management, LP | 0.21% | 137,720 | $4.3M |
| 9 | Cora Capital Advisors LLC | 0.12% | 10,856 | $356K |
| 10 | Old Mission Capital LLC | 0.08% | 146,207 | $4.8M |
| 11 | Stewardship Advisors, LLC | 0.06% | 8,583 | $281K |
| 12 | LexAurum Advisors, LLC | 0.05% | 12,666 | $415K |
| 13 | United Advisor Group, LLC | 0.04% | 8,859 | $290K |
| 14 | Apella Capital, LLC | 0.03% | 49,511 | $1.8M |
| 15 | OneAscent Financial Services LLC | 0.03% | 14,821 | $485K |
| 16 | Perigon Wealth Management, LLC | 0.02% | 37,405 | $1.2M |
| 17 | Patriot Financial Group Insurance Agency, LLC | 0.02% | 8,512 | $279K |
| 18 | Merit Financial Group, LLC | 0.01% | 51,549 | $1.7M |
| 19 | Ameritas Advisory Services, LLC | 0.01% | 9,279 | $304K |
| 20 | Pinnacle Wealth Planning Services, Inc. | 0.01% | 2,714 | $89K |
| 21 | Sei Investments Co | 0.01% | 206,916 | $6.8M |
| 22 | Rossby Financial, LCC | 0.01% | 828 | $27K |
| 23 | Osaic Holdings, INC. | 0.00% | 87,893 | $2.9M |
| 24 | Whipplewood Advisors, LLC | 0.00% | 216 | $7K |
| 25 | Wealth Enhancement Advisory Services, LLC | 0.00% | 27,367 | $893K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|