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Funds Holding SEPT

On this page, we present all of the funds holding SEPT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SEPT, with a link to that fund's top holdings. The next columns indicate the amount of SEPT stock held by each of the funds holding SEPT, followed by the SEPT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 12 funds holding SEPT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by AE Wealth Management LLC. For more details on the positions held by AE Wealth Management LLC (or by any of the other funds holding SEPT), click the fund name in the "Holder" column of the funds-holding-SEPT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
AE Wealth Management LLC315,072$8,442 12/31/2023
     SEPT315,072$8,442 12/31/2023
Allianz Investment Management U.S. LLC184,223$4,834 12/31/2023
     SEPT184,223$4,834 12/31/2023
Advisor Group Holdings Inc.123,311$3,240 12/31/2023
     SEPT123,311$3,240 12/31/2023
Harbour Investments Inc.32,029$842 12/31/2023
     SEPT32,029$842 12/31/2023
Commonwealth Equity Services LLC26,724$751 03/31/2024
     SEPT26,724$751 03/31/2024
Atria Wealth Solutions Inc.17,374$456 12/31/2023
     SEPT17,374$456 12/31/2023
Envestnet Asset Management Inc.13,568$356 12/31/2023
     SEPT13,568$356 12/31/2023
Cetera Advisors LLC12,060$317 12/31/2023
     SEPT12,060$317 12/31/2023
Avantax Advisory Services Inc.10,257$269 12/31/2023
     SEPT10,257$269 12/31/2023
US Bancorp DE398$10 12/31/2023
     SEPT398$10 12/31/2023
JPMorgan Chase & Co.168$4 12/31/2023
     SEPT168$4 12/31/2023
Allworth Financial LP30$1 03/31/2024
     SEPT30$1 03/31/2024
Proequities Inc.0$0 12/31/2023
     SEPT0$0 12/31/2023

See Summary: Institutional Holders of SEPT
See Details: Top 10 Hedge Funds Holding SEPT

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