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Institutional Ownership · SEC Form 13F

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.

33
Institutional holders
4,867,081
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
SEI INVESTMENTS CO added2,721,070$88M42.0%2026-Q1
Diversified Enterprises, LLC added1,611,332$52M24.9%2026-Q1
Chatterton & Associates Inc. added84,415$3M1.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed78,552$3M1.2%2026-Q1
TRUIST FINANCIAL CORP trimmed69,768$2M1.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed41,572$1M0.6%2026-Q1
Geneos Wealth Management Inc. added37,000$1M0.6%2026-Q1
Beacon Pointe Advisors, LLC added32,249$1M0.5%2026-Q1
SUMMIT WEALTH GROUP LLC / CO added26,875$869K0.4%2026-Q1
K2 Financial Inc. added22,521$733K0.4%2026-Q1
Merit Financial Group, LLC trimmed17,637$570K0.3%2026-Q1
LPL Financial LLC added14,289$462K0.2%2026-Q1
ROYAL BANK OF CANADA added14,166$458K0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added12,377$400K0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed10,228$331K0.2%2026-Q1
Stewardship Advisors, LLC added8,809$285K0.1%2026-Q1
PRINCIPAL SECURITIES, INC. added8,333$269K0.1%2026-Q1
Cetera Investment Advisers added8,186$265K0.1%2026-Q1
Meriwether Wealth & Planning, LLC8,100$262K0.1%2026-Q1
Ameritas Advisory Services, LLC trimmed7,887$255K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed7,113$230K0.1%2026-Q1
Rossby Financial, LCC new1,228$40K0.0%2026-Q1
WPG Advisers, LLC trimmed1,221$39K0.0%2026-Q1
AdvisorNet Financial, Inc977$32K0.0%2026-Q1
CWM, LLC904$29K0.0%2026-Q1
Silver Grove Financial Group, Inc. new847$27K0.0%2026-Q1
NewEdge Advisors, LLC trimmed18,336$18K0.0%2026-Q1
Sunrise Financial Services, LLC new300$10K0.0%2026-Q1
JPMORGAN CHASE & CO250$8K0.0%2026-Q1
ASSETMARK, INC added224$7K0.0%2026-Q1
Advisory Services Network, LLC added212$7K0.0%2026-Q1
UBS Group AG trimmed74$2K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. new29$9300.0%2026-Q1
Pollock Investment Advisors, LLC added1,594,323$52M24.6%2025-Q4 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added11,540$322K0.2%2025-Q4 stale
Stratos Wealth Partners, LTD. added9,283$284K0.1%2025-Q1 stale
PETRA FINANCIAL ADVISORS INC added6,799$220K0.1%2025-Q4 stale
Global Retirement Partners, LLC new4,332$140K0.1%2025-Q4 stale
Cape Investment Advisory, Inc.1,362$44K0.0%2025-Q4 stale
FSA Advisors, Inc. new18,357$22K0.0%2025-Q4 stale
Binnacle Investments Inc trimmed145$5K0.0%2025-Q3 stale
Farther Finance Advisors, LLC new119$4K0.0%2025-Q2 stale
Whipplewood Advisors, LLC trimmed90$3K0.0%2025-Q2 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