Who owns SEEM (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-Q1 13F filings. 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
9 tracked funds added or opened SEEM while 5 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.4pp 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 2025-Q4 and 2026-Q1, across 32 tracked filers holding SEEM, 16 increased or opened the position and 22 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 2025-Q4 and 2026-Q1 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 1
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$673K
Full exits 2
- BlueChip Wealth Advisors LLC$1M
- Stark Wealth Management LLC$969K
Largest adds
- Diversified Enterprises, LLC$44M
- SUMMIT WEALTH GROUP LLC / CO$7M
- SEI INVESTMENTS CO$6M
- OLD MISSION CAPITAL LLC$4M
- JANE STREET GROUP, LLC$2M
- S&T Bank/PA$1M
Largest trims
- OSAIC HOLDINGS, INC.$28M
- 3EDGE Asset Management, LP$19M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
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 | 1,347,237 | $44M | 35.0% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO added | 962,567 | $32M | 25.0% | 2026-Q1 |
| S&T Bank/PA added | 241,383 | $8M | 6.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 206,916 | $7M | 5.4% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 146,207 | $5M | 3.8% | 2026-Q1 |
| 3EDGE Asset Management, LP trimmed | 137,720 | $4M | 3.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 99,886 | $3M | 2.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 87,893 | $3M | 2.3% | 2026-Q1 |
| COMPASS CAPITAL CORP /MA/ /ADV trimmed | 68,771 | $3M | 2.1% | 2026-Q1 |
| Apella Capital, LLC trimmed | 49,511 | $2M | 1.4% | 2026-Q1 |
| Merit Financial Group, LLC added | 51,549 | $2M | 1.3% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 37,405 | $1M | 1.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 27,367 | $893K | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 20,541 | $673K | 0.5% | 2026-Q1 |
| Lynx Investment Advisory trimmed | 15,236 | $499K | 0.4% | 2026-Q1 |
| OneAscent Financial Services LLC trimmed | 14,821 | $485K | 0.4% | 2026-Q1 |
| LexAurum Advisors, LLC trimmed | 12,666 | $415K | 0.3% | 2026-Q1 |
| CORA CAPITAL ADVISORS LLC trimmed | 10,856 | $356K | 0.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 9,279 | $304K | 0.2% | 2026-Q1 |
| United Advisor Group, LLC added | 8,859 | $290K | 0.2% | 2026-Q1 |
| Stewardship Advisors, LLC trimmed | 8,583 | $281K | 0.2% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 8,512 | $279K | 0.2% | 2026-Q1 |
| ROSS\JOHNSON & Associates LLC trimmed | 4,634 | $152K | 0.1% | 2026-Q1 |
| IFG Advisory, LLC new | 4,082 | $134K | 0.1% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 2,714 | $89K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC new | 1,719 | $56K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC new | 828 | $27K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 589 | $19K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 580 | $19K | 0.0% | 2026-Q1 |
| Whipplewood Advisors, LLC | 216 | $7K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 146 | $5K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 135 | $4K | 0.0% | 2026-Q1 |
| Apeiron RIA LLC trimmed | 105,334 | $3M | 2.5% | 2025-Q3 stale |
| BlueChip Wealth Advisors LLC trimmed | 47,749 | $1M | 1.2% | 2025-Q4 stale |
| Stark Wealth Management LLC added | 31,126 | $969K | 0.8% | 2025-Q4 stale |
| Geneos Wealth Management Inc. added | 21,558 | $593K | 0.5% | 2025-Q2 stale |
| PETRA FINANCIAL ADVISORS INC trimmed | 14,550 | $453K | 0.4% | 2025-Q4 stale |
| Binnacle Investments Inc trimmed | 14,757 | $446K | 0.4% | 2025-Q3 stale |
| Wealthcare Advisory Partners LLC new | 11,464 | $284K | 0.2% | 2025-Q1 stale |
| Harvest Investment Services, LLC new | 9,666 | $266K | 0.2% | 2025-Q2 stale |
| Global Retirement Partners, LLC new | 3,059 | $95K | 0.1% | 2025-Q4 stale |
| JPMORGAN CHASE & CO added | 1,638 | $41K | 0.0% | 2025-Q1 stale |
| CENTRAL TRUST Co new | 1,468 | $36K | 0.0% | 2025-Q1 stale |
| NewEdge Advisors, LLC trimmed | 631 | $20K | 0.0% | 2025-Q4 stale |
| REAP Financial Group, LLC new | 340 | $9K | 0.0% | 2025-Q2 stale |
| UBS Group AG trimmed | 273 | $8K | 0.0% | 2025-Q4 stale |
| ASSETMARK, INC added | 162 | $5K | 0.0% | 2025-Q3 stale |
| Turning Point Benefit Group, Inc. trimmed | 127 | $4K | 0.0% | 2025-Q4 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 91 | $3K | 0.0% | 2025-Q2 stale |
| Steward Partners Investment Advisory, LLC new | 36 | $1K | 0.0% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ new | 30 | $934 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.