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Institutional Ownership · SEC Form 13F

Who owns SECU


Which tracked institutional funds hold SECU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SECU company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

106
Institutional holders
17M
Shares held (tracked funds)

Conviction spread

SECU’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SECU more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in SECU 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, we do not read how tracked institutions changed their SECU positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. 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

Holder changes are not shown this quarter: many holders could not be matched across the two filings, most often because the security's identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Funds that held SECU in the 2026-Q1 filings and are missing from 2026-Q2 may still hold it, so we do not name them as exits or read the quarter as buying or selling.

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added4,182,224$209M24.7%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added2,416,325$120M14.3%2026-Q2
STATE OF MICHIGAN RETIREMENT SYSTEM new1,900,000$95M11.2%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed1,332,817$66M7.9%2026-Q2
Permanens Capital L.P. added1,103,409$55M6.5%2026-Q2
LPL Financial LLC added885,051$44M5.2%2026-Q2
FMR LLC new744,112$37M4.4%2026-Q2
Cetera Investment Advisers added401,449$20M2.4%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed369,449$18M2.2%2026-Q2
MORGAN STANLEY added279,511$14M1.6%2026-Q2
Envestnet Portfolio Solutions, Inc. new276,466$14M1.6%2026-Q2
PNC Financial Services Group, Inc. trimmed252,901$13M1.5%2026-Q2
ASSETMARK, INC new243,814$12M1.4%2026-Q2
JPMORGAN CHASE & CO added196,050$10M1.2%2026-Q2
MML INVESTORS SERVICES, LLC added175,940$9M1.0%2026-Q2
OneDigital Investment Advisors LLC new149,693$7M0.9%2026-Q2
CITADEL ADVISORS LLC added144,480$7M0.9%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC new139,892$7M0.8%2026-Q2
All Terrain Financial Advisors, LLC new122,105$6M0.7%2026-Q2
Kelly Financial Services LLC new117,403$6M0.7%2026-Q2
Diversify Advisory Services, LLC new110,772$5M0.6%2026-Q2
DIVERSIFY WEALTH MANAGEMENT, LLC new110,772$5M0.6%2026-Q2
Perigon Wealth Management, LLC added105,067$5M0.6%2026-Q2
Saxony Capital Management, LLC trimmed89,886$4M0.5%2026-Q2
JB Capital LLC new85,247$4M0.5%2026-Q2
UNITED CAPITAL FINANCIAL ADVISORS, LLC new77,243$4M0.5%2026-Q2
Tennessee Valley Asset Management Partners added70,414$4M0.4%2026-Q2
Scarborough Advisors, LLC trimmed63,913$3M0.4%2026-Q2
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new58,133$3M0.3%2026-Q2
Triad Wealth Partners, LLC new45,041$2M0.3%2026-Q2
RFG Advisory, LLC added39,677$2M0.2%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC added36,057$2M0.2%2026-Q2
Private Advisor Group, LLC new35,241$2M0.2%2026-Q2
TCP Asset Management, LLC new35,079$2M0.2%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV new32,697$2M0.2%2026-Q2
IHT Wealth Management, LLC added29,513$1M0.2%2026-Q2
Sanctuary Advisors, LLC new29,314$1M0.2%2026-Q2
CreativeOne Wealth, LLC new24,563$1M0.1%2026-Q2
TRUIST FINANCIAL CORP added23,599$1M0.1%2026-Q2
Orion Porfolio Solutions, LLC new22,088$1M0.1%2026-Q2
OSAIC HOLDINGS, INC. added20,519$1M0.1%2026-Q2
BEACON FINANCIAL GROUP new19,834$989K0.1%2026-Q2
Sequoia Financial Advisors, LLC new19,285$962K0.1%2026-Q2
GOLDMAN SACHS GROUP INC new17,014$848K0.1%2026-Q2
ShoreHaven Wealth Partners, LLC new16,889$842K0.1%2026-Q2
OLD MISSION CAPITAL LLC new15,966$796K0.1%2026-Q2
Arkadios Wealth Advisors new15,676$782K0.1%2026-Q2
Simplicity Wealth,LLC new15,646$780K0.1%2026-Q2
INSIGNEO ADVISORY SERVICES, LLC trimmed14,556$726K0.1%2026-Q2
Transamerica Financial Advisors, LLC new14,012$699K0.1%2026-Q2
NewEdge Advisors, LLC new13,065$651K0.1%2026-Q2
Integrated Advisors Network LLC new13,020$649K0.1%2026-Q2
AMERIPRISE FINANCIAL INC trimmed12,459$621K0.1%2026-Q2
Invst, LLC new10,934$545K0.1%2026-Q2
Arax Advisory Partners new9,073$452K0.1%2026-Q2
Ausdal Financial Partners, Inc. new8,937$446K0.1%2026-Q2
Advyzon Investment Management, LLC new8,922$445K0.1%2026-Q2
Keebeck Wealth Management new8,792$438K0.1%2026-Q2
BENJAMIN EDWARDS INC added8,487$423K0.1%2026-Q2
Detalus Advisors, LLC new7,435$371K0.0%2026-Q2
Avantra Family Wealth, Inc. new6,958$347K0.0%2026-Q2
RAYMOND JAMES FINANCIAL INC added6,916$345K0.0%2026-Q2
Dynasty Wealth Management, LLC new6,892$344K0.0%2026-Q2
Keystone Financial Group new6,599$329K0.0%2026-Q2
Summit Financial, LLC new6,402$319K0.0%2026-Q2
LOCKERMAN FINANCIAL GROUP, INC. new5,968$298K0.0%2026-Q2
Strategic Blueprint, LLC new5,775$288K0.0%2026-Q2
Concurrent Investment Advisors, LLC new5,768$288K0.0%2026-Q2
Skyline Advisors, Inc. new5,736$286K0.0%2026-Q2
EHRLICH FINANCIAL GROUP new5,654$282K0.0%2026-Q2
Two West Capital Advisors LLC new5,621$280K0.0%2026-Q2
GTS SECURITIES LLC new5,255$262K0.0%2026-Q2
OpenArc Corporate Advisory, LLC new4,796$239K0.0%2026-Q2
Synergy Investment Management, LLC new4,795$239K0.0%2026-Q2
Security Financial Services, INC. new4,700$234K0.0%2026-Q2
SAGESPRING WEALTH PARTNERS, LLC new4,509$225K0.0%2026-Q2
Icon Wealth Advisors, LLC trimmed4,167$208K0.0%2026-Q2
STIFEL FINANCIAL CORP4,154$207K0.0%2026-Q2
Stratos Wealth Partners, LTD. new4,043$202K0.0%2026-Q2
GeoWealth Management, LLC new3,646$182K0.0%2026-Q2
EFG International AG new3,412$170K0.0%2026-Q2
Global Retirement Partners, LLC new3,131$156K0.0%2026-Q2
FIFTH THIRD BANCORP trimmed2,722$136K0.0%2026-Q2
Rialto Wealth Management, LLC new2,596$129K0.0%2026-Q2
Colonial Trust Co / SC new1,702$85K0.0%2026-Q2
Rossby Financial, LCC added1,310$65K0.0%2026-Q2
Farther Finance Advisors, LLC new1,127$56K0.0%2026-Q2
Aptus Capital Advisors, LLC new880$44K0.0%2026-Q2
IFG Advisory, LLC new560$28K0.0%2026-Q2
AE Wealth Management LLC added558$28K0.0%2026-Q2
Bulwark Capital Corp new405$20K0.0%2026-Q2
Measured Wealth Private Client Group, LLC334$17K0.0%2026-Q2
Rockefeller Capital Management L.P. new323$16K0.0%2026-Q2
PRIVATE TRUST CO NA new190$9K0.0%2026-Q2
IFP Advisors, Inc new171$9K0.0%2026-Q2
MCF Advisors LLC new142$7K0.0%2026-Q2
Steward Partners Investment Advisory, LLC new108$5K0.0%2026-Q2
FIDUCIARY FINANCIAL ADVISORS new86$4K0.0%2026-Q2
VANGUARD ADVISERS INC new80$4K0.0%2026-Q2
Signature Equity Partners, LLC new77$4K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership