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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
AE Wealth Management LLC | 315,072 | $8,442 | 12/31/2023 |
SEPT | 315,072 | $8,442 | 12/31/2023 |
Allianz Investment Management U.S. LLC | 184,223 | $4,834 | 12/31/2023 |
SEPT | 184,223 | $4,834 | 12/31/2023 |
Advisor Group Holdings Inc. | 123,311 | $3,240 | 12/31/2023 |
SEPT | 123,311 | $3,240 | 12/31/2023 |
Harbour Investments Inc. | 32,029 | $842 | 12/31/2023 |
SEPT | 32,029 | $842 | 12/31/2023 |
Commonwealth Equity Services LLC | 26,724 | $751 | 03/31/2024 |
SEPT | 26,724 | $751 | 03/31/2024 |
Atria Wealth Solutions Inc. | 17,374 | $456 | 12/31/2023 |
SEPT | 17,374 | $456 | 12/31/2023 |
Envestnet Asset Management Inc. | 13,568 | $356 | 12/31/2023 |
SEPT | 13,568 | $356 | 12/31/2023 |
Cetera Advisors LLC | 12,060 | $317 | 12/31/2023 |
SEPT | 12,060 | $317 | 12/31/2023 |
Avantax Advisory Services Inc. | 10,257 | $269 | 12/31/2023 |
SEPT | 10,257 | $269 | 12/31/2023 |
US Bancorp DE | 398 | $10 | 12/31/2023 |
SEPT | 398 | $10 | 12/31/2023 |
JPMorgan Chase & Co. | 168 | $4 | 12/31/2023 |
SEPT | 168 | $4 | 12/31/2023 |
Allworth Financial LP | 30 | $1 | 03/31/2024 |
SEPT | 30 | $1 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
SEPT | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SEPT
See Details: Top 10 Hedge Funds Holding SEPT
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