Who owns SECT
Which tracked institutional funds hold SECT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SECT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
43 tracked funds added or opened SECT while 16 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SECT’s largest tracked holder by dollar value, Orion Porfolio Solutions, LLC, sizes it at 9.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SECT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 122 tracked filers holding SECT, 71 increased or opened the position and 51 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SECT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 9
- Main Management LLC$24M
- Gibbs Wealth Management$13M
- CWM, LLC$7M
- Cambridge Investment Research Advisors, Inc.$4M
- FLOW TRADERS U.S. LLC$2M
- NATIXIS ADVISORS, LLC$858K
Largest adds
- Orion Porfolio Solutions, LLC$200M
- LPL Financial LLC$101M
- OSAIC HOLDINGS, INC.$73M
- ENVESTNET ASSET MANAGEMENT INC$19M
- Copley Financial Group, Inc.$13M
- GeoWealth Management, LLC$12M
Largest trims
- Sigma Planning Corp$7M
- Mariner, LLC$2M
- CITADEL ADVISORS LLC$675K
- Foundations Investment Advisors, LLC$642K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$459K
- Atria Investments, Inc$398K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Orion Porfolio Solutions, LLC trimmed | 17,402,704 | $1.3B | 47.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 6,193,703 | $446M | 16.8% | 2026-Q2 |
| LPL Financial LLC added | 5,688,149 | $410M | 15.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,389,250 | $100M | 3.8% | 2026-Q2 |
| POTOMAC FUND MANAGEMENT INC /ADV added | 845,221 | $61M | 2.3% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 647,836 | $47M | 1.8% | 2026-Q2 |
| GeoWealth Management, LLC added | 613,483 | $44M | 1.7% | 2026-Q2 |
| Copley Financial Group, Inc. added | 384,988 | $28M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 346,474 | $25M | 0.9% | 2026-Q2 |
| Madrona Financial Services, LLC added | 261,358 | $19M | 0.7% | 2026-Q2 |
| Mutual Advisors, LLC added | 246,758 | $18M | 0.7% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 216,151 | $16M | 0.6% | 2026-Q2 |
| Encompass More Asset Management added | 176,200 | $13M | 0.5% | 2026-Q2 |
| Silver Grove Financial Group, Inc. added | 162,820 | $12M | 0.4% | 2026-Q2 |
| AMG Asset Management Group, Inc. trimmed | 153,480 | $11M | 0.4% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 134,956 | $10M | 0.4% | 2026-Q2 |
| Atria Investments, Inc trimmed | 116,376 | $8M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 116,026 | $8M | 0.3% | 2026-Q2 |
| Spire Wealth Management trimmed | 106,703 | $8M | 0.3% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 103,495 | $7M | 0.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 86,525 | $6M | 0.2% | 2026-Q2 |
| Virtue Capital Management, LLC added | 85,721 | $6M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 77,629 | $6M | 0.2% | 2026-Q2 |
| Echo45 Advisors LLC trimmed | 68,750 | $5M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 66,390 | $5M | 0.2% | 2026-Q2 |
| PACIFIC FINANCIAL GROUP INC added | 64,658 | $5M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 48,684 | $4M | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 48,013 | $3M | 0.1% | 2026-Q2 |
| Advantage Trust Co added | 47,492 | $3M | 0.1% | 2026-Q2 |
| Tactive Advisors, LLC trimmed | 41,307 | $3M | 0.1% | 2026-Q2 |
| Balefire, LLC trimmed | 41,188 | $3M | 0.1% | 2026-Q2 |
| CFC Planning Co LLC trimmed | 41,100 | $3M | 0.1% | 2026-Q2 |
| Synergy Investment Management, LLC trimmed | 38,780 | $3M | 0.1% | 2026-Q2 |
| Lunt Capital Management, Inc. trimmed | 37,166 | $3M | 0.1% | 2026-Q2 |
| Ethos Financial Group, LLC added | 34,437 | $2M | 0.1% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC added | 34,187 | $2M | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 33,183 | $2M | 0.1% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 33,018 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 31,686 | $2M | 0.1% | 2026-Q2 |
| FLORIDA FINANCIAL ADVISORS, LLC trimmed | 29,445 | $2M | 0.1% | 2026-Q2 |
| Independent Wealth Network Inc. added | 27,935 | $2M | 0.1% | 2026-Q2 |
| BAM Wealth Management, LLC added | 26,870 | $2M | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 26,271 | $2M | 0.1% | 2026-Q2 |
| Fiduciary Alliance LLC trimmed | 24,286 | $2M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 24,007 | $2M | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC added | 22,084 | $2M | 0.1% | 2026-Q2 |
| Bravias Capital Group, LLC | 21,979 | $2M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 21,050 | $2M | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. added | 21,034 | $2M | 0.1% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 20,888 | $2M | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 20,050 | $1M | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 16,192 | $1M | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 15,589 | $1M | 0.0% | 2026-Q2 |
| PFG Investments, LLC added | 12,885 | $928K | 0.0% | 2026-Q2 |
| TCP Asset Management, LLC | 12,266 | $884K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC added | 12,058 | $869K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 11,758 | $847K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 11,664 | $841K | 0.0% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 10,427 | $751K | 0.0% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 10,278 | $741K | 0.0% | 2026-Q2 |
| Sigma Planning Corp trimmed | 9,611 | $693K | 0.0% | 2026-Q2 |
| Barnes Dennig Private Wealth Management LLC | 7,713 | $556K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC | 7,653 | $551K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 7,595 | $547K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 7,298 | $526K | 0.0% | 2026-Q2 |
| Integrity Advisory Solutions, LLC added | 6,935 | $500K | 0.0% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 6,916 | $498K | 0.0% | 2026-Q2 |
| WIN ADVISORS, INC new | 6,767 | $488K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 6,270 | $452K | 0.0% | 2026-Q2 |
| Sovran Advisors, LLC | 6,236 | $434K | 0.0% | 2026-Q2 |
| Summit Financial, LLC added | 6,203 | $447K | 0.0% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 6,037 | $435K | 0.0% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 5,820 | $419K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC added | 5,482 | $395K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 5,203 | $375K | 0.0% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 5,154 | $361K | 0.0% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 5,154 | $361K | 0.0% | 2026-Q2 |
| Meeder Advisory Services, Inc. trimmed | 5,115 | $369K | 0.0% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 5,002 | $360K | 0.0% | 2026-Q2 |
| UBS Group AG new | 4,404 | $317K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 4,387 | $316K | 0.0% | 2026-Q2 |
| Discipline Wealth Solutions, LLC trimmed | 4,375 | $315K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 4,302 | $310K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 4,301 | $310K | 0.0% | 2026-Q2 |
| Keystone Financial Group | 4,272 | $308K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 4,254 | $307K | 0.0% | 2026-Q2 |
| Cerity Partners LLC | 4,153 | $299K | 0.0% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC | 4,097 | $295K | 0.0% | 2026-Q2 |
| Fourth Dimension Wealth, LLC new | 3,902 | $281K | 0.0% | 2026-Q2 |
| Arkadios Wealth Advisors added | 3,807 | $274K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 3,643 | $263K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 3,509 | $253K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 3,482 | $248K | 0.0% | 2026-Q2 |
| Perigon Wealth Management, LLC | 3,301 | $238K | 0.0% | 2026-Q2 |
| Waterfront Wealth Inc. | 3,300 | $237K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 3,276 | $236K | 0.0% | 2026-Q2 |
| Mission Financial Group, LLC new | 3,244 | $234K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 3,200 | $231K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 3,192 | $230K | 0.0% | 2026-Q2 |
| ProVise Management Group, LLC new | 3,141 | $226K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.