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Funds Holding SEPW

On this page, we present all of the funds holding SEPW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SEPW, with a link to that fund's top holdings. The next columns indicate the amount of SEPW stock held by each of the funds holding SEPW, followed by the SEPW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 26 funds holding SEPW 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 SEPW), click the fund name in the "Holder" column of the funds-holding-SEPW table below.

HolderAmountPosition Size
($ in 1000's)
 As of
AE Wealth Management LLC316,677$8,360 12/31/2023
     SEPW316,677$8,360 12/31/2023
Commonwealth Equity Services LLC215,819$5,867 03/31/2024
     SEPW215,819$5,867 03/31/2024
Advisor Group Holdings Inc.208,091$5,416 12/31/2023
     SEPW208,091$5,416 12/31/2023
Allianz Investment Management U.S. LLC198,906$5,174 12/31/2023
     SEPW198,906$5,174 12/31/2023
Raymond James Financial Services Advisors Inc.109,187$2,968 03/31/2024
     SEPW109,187$2,968 03/31/2024
Cambridge Investment Research Advisors Inc.32,050$871 03/31/2024
     SEPW32,050$871 03/31/2024
BCGM Wealth Management LLC30,533$795 12/31/2023
     SEPW30,533$795 12/31/2023
Cetera Advisor Networks LLC28,288$736 12/31/2023
     SEPW28,288$736 12/31/2023
Susquehanna International Group LLP25,897$674 12/31/2023
     SEPW25,897$674 12/31/2023
Envestnet Asset Management Inc.22,784$593 12/31/2023
     SEPW22,784$593 12/31/2023
Kestra Advisory Services LLC21,812$568 12/31/2023
     SEPW21,812$568 12/31/2023
PFG Advisors17,901$466 12/31/2023
     SEPW17,901$466 12/31/2023
Harbour Investments Inc.17,861$465 12/31/2023
     SEPW17,861$465 12/31/2023
Cetera Advisors LLC16,182$421 12/31/2023
     SEPW16,182$421 12/31/2023
Atria Wealth Solutions Inc.12,107$315 12/31/2023
     SEPW12,107$315 12/31/2023
Strategic Blueprint LLC11,081$301 03/31/2024
     SEPW11,081$301 03/31/2024
Avantax Advisory Services Inc.10,553$275 12/31/2023
     SEPW10,553$275 12/31/2023
Cetera Investment Advisers9,274$241 12/31/2023
     SEPW9,274$241 12/31/2023
Allegheny Financial Group LTD9,138$238 12/31/2023
     SEPW9,138$238 12/31/2023
Lincoln National Corp8,900$232 12/31/2023
     SEPW8,900$232 12/31/2023
Farther Finance Advisors LLC5,000$130 12/31/2023
     SEPW5,000$130 12/31/2023
IFP Advisors Inc2,026$53 12/31/2023
     SEPW2,026$53 12/31/2023
UBS Group AG1,102$29 12/31/2023
     SEPW1,102$29 12/31/2023
US Bancorp DE696$18 12/31/2023
     SEPW696$18 12/31/2023
Tucker Asset Management LLC203$5 12/31/2023
     SEPW203$5 12/31/2023
Oliver Lagore Vanvalin Investment Group133$3 12/31/2023
     SEPW133$3 12/31/2023
Proequities Inc.0$0 12/31/2023
     SEPW0$0 12/31/2023

See Summary: Institutional Holders of SEPW
See Details: Top 10 Hedge Funds Holding SEPW
Also See: SEPW Holdings Changes

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