Who owns SEEM
Which tracked institutional funds hold SEEM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SEEM 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
10 tracked funds added or opened SEEM while 4 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
SEEM’s largest tracked holder by dollar value, Diversified Enterprises, LLC, sizes it at 2.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SEEM 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 40 tracked filers holding SEEM, 28 increased or opened the position and 15 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 SEEM 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.
New buyers 2
- PETRA FINANCIAL ADVISORS INC$1M
- Apeiron RIA LLC$612K
Full exits 1
- JANE STREET GROUP, LLC$3M
Largest adds
- 3EDGE Asset Management, LP$12M
- Diversified Enterprises, LLC$12M
- SUMMIT WEALTH GROUP LLC / CO$11M
- SEI INVESTMENTS CO$6M
- Merit Financial Group, LLC$3M
- S&T Bank/PA$3M
Largest trims
- OLD MISSION CAPITAL LLC$4M
- Ameritas Advisory Services, LLC$301K
- Apella Capital, LLC$290K
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. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Diversified Enterprises, LLC added | 1,393,071 | $56M | 32.9% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO added | 1,059,125 | $42M | 25.0% | 2026-Q2 |
| 3EDGE Asset Management, LP added | 410,526 | $16M | 9.7% | 2026-Q2 |
| SEI INVESTMENTS CO added | 313,028 | $13M | 7.4% | 2026-Q2 |
| S&T Bank/PA added | 263,451 | $11M | 6.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 116,028 | $5M | 2.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 87,443 | $4M | 2.1% | 2026-Q2 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 69,917 | $3M | 1.6% | 2026-Q2 |
| Apella Capital, LLC trimmed | 39,795 | $2M | 0.9% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 36,126 | $1M | 0.9% | 2026-Q2 |
| PETRA FINANCIAL ADVISORS INC added | 33,468 | $1M | 0.8% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 30,360 | $1M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 28,685 | $1M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 15,851 | $636K | 0.4% | 2026-Q2 |
| Apeiron RIA LLC trimmed | 7,896 | $612K | 0.4% | 2026-Q2 |
| OneAscent Financial Services LLC added | 14,868 | $596K | 0.4% | 2026-Q2 |
| Lynx Investment Advisory trimmed | 14,723 | $590K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,601 | $585K | 0.3% | 2026-Q2 |
| LexAurum Advisors, LLC trimmed | 12,149 | $487K | 0.3% | 2026-Q2 |
| Foundry Financial Group, Inc. new | 11,944 | $479K | 0.3% | 2026-Q2 |
| CORA CAPITAL ADVISORS LLC trimmed | 10,536 | $422K | 0.2% | 2026-Q2 |
| United Advisor Group, LLC added | 9,364 | $375K | 0.2% | 2026-Q2 |
| Stewardship Advisors, LLC added | 8,784 | $352K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 8,451 | $339K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 6,576 | $264K | 0.2% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new | 6,243 | $241K | 0.1% | 2026-Q2 |
| AMERIFLEX GROUP, INC. new | 4,987 | $200K | 0.1% | 2026-Q2 |
| ROSS\JOHNSON & Associates LLC added | 4,854 | $195K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 4,545 | $182K | 0.1% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 2,682 | $108K | 0.1% | 2026-Q2 |
| Rossby Financial, LCC added | 1,071 | $43K | 0.0% | 2026-Q2 |
| Whipplewood Advisors, LLC added | 677 | $27K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 631 | $25K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 589 | $24K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 201 | $8K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 113 | $4K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 87 | $3K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 75 | $3K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 64 | $3K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 35 | $1K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 99,886 | $3M | 1.9% | 2026-Q1 stale (1 quarter behind) |
| Patriot Financial Group Insurance Agency, LLC trimmed | 8,512 | $279K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 1,719 | $56K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 135 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BlueChip Wealth Advisors LLC trimmed | 47,749 | $1M | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Stark Wealth Management LLC added | 31,126 | $969K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Turning Point Benefit Group, Inc. trimmed | 127 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 30 | $934 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Binnacle Investments Inc trimmed | 14,757 | $446K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Steward Partners Investment Advisory, LLC new | 36 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Geneos Wealth Management Inc. added | 21,558 | $593K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Harvest Investment Services, LLC new | 9,666 | $266K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| REAP Financial Group, LLC new | 340 | $9K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.