Who owns SECU (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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
Only one quarter (2026-Q1) of 13F history is available — a quarter-over-quarter accumulation delta needs two.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
Institutional holders
One row per tracked fund, largest reported value first. “% 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 |
|---|---|---|---|---|
| BlackRock, Inc. new | 3,941,269 | $196M | 47.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS new | 1,520,764 | $76M | 18.3% | 2026-Q1 |
| Permanens Capital L.P. new | 822,353 | $41M | 9.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ new | 400,014 | $20M | 4.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC new | 293,454 | $15M | 3.5% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. new | 253,298 | $13M | 3.1% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 251,988 | $13M | 3.0% | 2026-Q1 |
| Perigon Wealth Management, LLC new | 100,986 | $5M | 1.2% | 2026-Q1 |
| Saxony Capital Management, LLC new | 95,276 | $5M | 1.1% | 2026-Q1 |
| Scarborough Advisors, LLC new | 88,165 | $4M | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 85,166 | $4M | 1.0% | 2026-Q1 |
| Tennessee Valley Asset Management Partners new | 63,030 | $3M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 58,339 | $3M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers new | 45,181 | $2M | 0.5% | 2026-Q1 |
| RFG Advisory, LLC new | 38,704 | $2M | 0.5% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 34,641 | $2M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC new | 32,446 | $2M | 0.4% | 2026-Q1 |
| IHT Wealth Management, LLC new | 28,565 | $1M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 28,356 | $1M | 0.3% | 2026-Q1 |
| UBS Group AG new | 21,911 | $1M | 0.3% | 2026-Q1 |
| LPL Financial LLC new | 20,901 | $1M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP new | 16,651 | $829K | 0.2% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC new | 14,565 | $726K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 9,843 | $490K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC new | 7,398 | $368K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC new | 5,239 | $261K | 0.1% | 2026-Q1 |
| Icon Wealth Advisors, LLC new | 5,051 | $252K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP new | 4,476 | $222K | 0.1% | 2026-Q1 |
| MORGAN STANLEY new | 4,384 | $218K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP new | 4,154 | $207K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 4,020 | $200K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. new | 1,810 | $90K | 0.0% | 2026-Q1 |
| Measured Wealth Private Client Group, LLC new | 334 | $17K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC new | 305 | $15K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC new | 149 | $7K | 0.0% | 2026-Q1 |
| MAI Capital Management new | 37 | $2K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. new | 17 | $865 | 0.0% | 2026-Q1 |
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.