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Institutional Ownership · SEC Form 13F

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.

32
Institutional holders
3,589,408
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Diversified Enterprises, LLC added1,347,237$44M35.0%2026-Q1
SUMMIT WEALTH GROUP LLC / CO added962,567$32M25.0%2026-Q1
S&T Bank/PA added241,383$8M6.3%2026-Q1
SEI INVESTMENTS CO added206,916$7M5.4%2026-Q1
OLD MISSION CAPITAL LLC added146,207$5M3.8%2026-Q1
3EDGE Asset Management, LP trimmed137,720$4M3.5%2026-Q1
JANE STREET GROUP, LLC added99,886$3M2.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed87,893$3M2.3%2026-Q1
COMPASS CAPITAL CORP /MA/ /ADV trimmed68,771$3M2.1%2026-Q1
Apella Capital, LLC trimmed49,511$2M1.4%2026-Q1
Merit Financial Group, LLC added51,549$2M1.3%2026-Q1
Perigon Wealth Management, LLC added37,405$1M1.0%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed27,367$893K0.7%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP new20,541$673K0.5%2026-Q1
Lynx Investment Advisory trimmed15,236$499K0.4%2026-Q1
OneAscent Financial Services LLC trimmed14,821$485K0.4%2026-Q1
LexAurum Advisors, LLC trimmed12,666$415K0.3%2026-Q1
CORA CAPITAL ADVISORS LLC trimmed10,856$356K0.3%2026-Q1
Ameritas Advisory Services, LLC trimmed9,279$304K0.2%2026-Q1
United Advisor Group, LLC added8,859$290K0.2%2026-Q1
Stewardship Advisors, LLC trimmed8,583$281K0.2%2026-Q1
Patriot Financial Group Insurance Agency, LLC trimmed8,512$279K0.2%2026-Q1
ROSS\JOHNSON & Associates LLC trimmed4,634$152K0.1%2026-Q1
IFG Advisory, LLC new4,082$134K0.1%2026-Q1
Pinnacle Wealth Planning Services, Inc. trimmed2,714$89K0.1%2026-Q1
Advisory Services Network, LLC new1,719$56K0.0%2026-Q1
Rossby Financial, LCC new828$27K0.0%2026-Q1
MORGAN STANLEY589$19K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed580$19K0.0%2026-Q1
Whipplewood Advisors, LLC216$7K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added146$5K0.0%2026-Q1
CWM, LLC trimmed135$4K0.0%2026-Q1
Apeiron RIA LLC trimmed105,334$3M2.5%2025-Q3 stale
BlueChip Wealth Advisors LLC trimmed47,749$1M1.2%2025-Q4 stale
Stark Wealth Management LLC added31,126$969K0.8%2025-Q4 stale
Geneos Wealth Management Inc. added21,558$593K0.5%2025-Q2 stale
PETRA FINANCIAL ADVISORS INC trimmed14,550$453K0.4%2025-Q4 stale
Binnacle Investments Inc trimmed14,757$446K0.4%2025-Q3 stale
Wealthcare Advisory Partners LLC new11,464$284K0.2%2025-Q1 stale
Harvest Investment Services, LLC new9,666$266K0.2%2025-Q2 stale
Global Retirement Partners, LLC new3,059$95K0.1%2025-Q4 stale
JPMORGAN CHASE & CO added1,638$41K0.0%2025-Q1 stale
CENTRAL TRUST Co new1,468$36K0.0%2025-Q1 stale
NewEdge Advisors, LLC trimmed631$20K0.0%2025-Q4 stale
REAP Financial Group, LLC new340$9K0.0%2025-Q2 stale
UBS Group AG trimmed273$8K0.0%2025-Q4 stale
ASSETMARK, INC added162$5K0.0%2025-Q3 stale
Turning Point Benefit Group, Inc. trimmed127$4K0.0%2025-Q4 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new91$3K0.0%2025-Q2 stale
Steward Partners Investment Advisory, LLC new36$1K0.0%2025-Q3 stale
BANK OF AMERICA CORP /DE/ new30$9340.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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