Who owns SELV (SELV)
Which tracked institutional funds hold SELV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SELV 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
5 tracked funds added or opened SELV while 3 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
SELV’s largest tracked holder by dollar value, SEI INVESTMENTS CO, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SELV 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 33 tracked filers holding SELV, 20 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 SELV 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
- Geneos Wealth Management Inc.$1M
Full exits 1
- Pollock Investment Advisors, LLC$52M
Largest adds
- Diversified Enterprises, LLC$52M
- Chatterton & Associates Inc.$1M
- SEI INVESTMENTS CO$492K
- ROYAL BANK OF CANADA$452K
Largest trims
- OSAIC HOLDINGS, INC.$1M
- NewEdge Advisors, LLC$585K
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 |
|---|---|---|---|---|
| SEI INVESTMENTS CO added | 2,721,070 | $88M | 42.0% | 2026-Q1 |
| Diversified Enterprises, LLC added | 1,611,332 | $52M | 24.9% | 2026-Q1 |
| Chatterton & Associates Inc. added | 84,415 | $3M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 78,552 | $3M | 1.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 69,768 | $2M | 1.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 41,572 | $1M | 0.6% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 37,000 | $1M | 0.6% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 32,249 | $1M | 0.5% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO added | 26,875 | $869K | 0.4% | 2026-Q1 |
| K2 Financial Inc. added | 22,521 | $733K | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 17,637 | $570K | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 14,289 | $462K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 14,166 | $458K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,377 | $400K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 10,228 | $331K | 0.2% | 2026-Q1 |
| Stewardship Advisors, LLC added | 8,809 | $285K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 8,333 | $269K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 8,186 | $265K | 0.1% | 2026-Q1 |
| Meriwether Wealth & Planning, LLC | 8,100 | $262K | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 7,887 | $255K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 7,113 | $230K | 0.1% | 2026-Q1 |
| Rossby Financial, LCC new | 1,228 | $40K | 0.0% | 2026-Q1 |
| WPG Advisers, LLC trimmed | 1,221 | $39K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc | 977 | $32K | 0.0% | 2026-Q1 |
| CWM, LLC | 904 | $29K | 0.0% | 2026-Q1 |
| Silver Grove Financial Group, Inc. new | 847 | $27K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 18,336 | $18K | 0.0% | 2026-Q1 |
| Sunrise Financial Services, LLC new | 300 | $10K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 250 | $8K | 0.0% | 2026-Q1 |
| ASSETMARK, INC added | 224 | $7K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 212 | $7K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 74 | $2K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 29 | $930 | 0.0% | 2026-Q1 |
| Pollock Investment Advisors, LLC added | 1,594,323 | $52M | 24.6% | 2025-Q4 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 11,540 | $322K | 0.2% | 2025-Q4 stale |
| Stratos Wealth Partners, LTD. added | 9,283 | $284K | 0.1% | 2025-Q1 stale |
| PETRA FINANCIAL ADVISORS INC added | 6,799 | $220K | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC new | 4,332 | $140K | 0.1% | 2025-Q4 stale |
| Cape Investment Advisory, Inc. | 1,362 | $44K | 0.0% | 2025-Q4 stale |
| FSA Advisors, Inc. new | 18,357 | $22K | 0.0% | 2025-Q4 stale |
| Binnacle Investments Inc trimmed | 145 | $5K | 0.0% | 2025-Q3 stale |
| Farther Finance Advisors, LLC new | 119 | $4K | 0.0% | 2025-Q2 stale |
| Whipplewood Advisors, LLC trimmed | 90 | $3K | 0.0% | 2025-Q2 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.