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On this page, we present all of the funds holding SEPW from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SEPW, with a link to that fund's top holdings. The next columns
indicate the amount of SEPW stock held by each of the funds holding SEPW, followed by the SEPW position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 26 funds holding SEPW within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by AE Wealth Management LLC. For more details on the positions held by AE Wealth Management LLC
(or by any of the other funds holding SEPW), click the fund name in the "Holder" column of the funds-holding-SEPW table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
AE Wealth Management LLC | 316,677 | $8,360 | 12/31/2023 | SEPW | 316,677 | $8,360 | 12/31/2023 | Commonwealth Equity Services LLC | 250,957 | $6,532 | 12/31/2023 | SEPW | 250,957 | $6,532 | 12/31/2023 | Advisor Group Holdings Inc. | 208,091 | $5,416 | 12/31/2023 | SEPW | 208,091 | $5,416 | 12/31/2023 | Allianz Investment Management U.S. LLC | 198,906 | $5,174 | 12/31/2023 | SEPW | 198,906 | $5,174 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 109,187 | $2,968 | 03/31/2024 | SEPW | 109,187 | $2,968 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 32,050 | $871 | 03/31/2024 | SEPW | 32,050 | $871 | 03/31/2024 | BCGM Wealth Management LLC | 30,533 | $795 | 12/31/2023 | SEPW | 30,533 | $795 | 12/31/2023 | Cetera Advisor Networks LLC | 28,288 | $736 | 12/31/2023 | SEPW | 28,288 | $736 | 12/31/2023 | Susquehanna International Group LLP | 25,897 | $674 | 12/31/2023 | SEPW | 25,897 | $674 | 12/31/2023 | Envestnet Asset Management Inc. | 22,784 | $593 | 12/31/2023 | SEPW | 22,784 | $593 | 12/31/2023 | Kestra Advisory Services LLC | 21,812 | $568 | 12/31/2023 | SEPW | 21,812 | $568 | 12/31/2023 | PFG Advisors | 17,901 | $466 | 12/31/2023 | SEPW | 17,901 | $466 | 12/31/2023 | Harbour Investments Inc. | 17,861 | $465 | 12/31/2023 | SEPW | 17,861 | $465 | 12/31/2023 | Cetera Advisors LLC | 16,182 | $421 | 12/31/2023 | SEPW | 16,182 | $421 | 12/31/2023 | Atria Wealth Solutions Inc. | 12,107 | $315 | 12/31/2023 | SEPW | 12,107 | $315 | 12/31/2023 | Strategic Blueprint LLC | 11,081 | $301 | 03/31/2024 | SEPW | 11,081 | $301 | 03/31/2024 | Avantax Advisory Services Inc. | 10,553 | $275 | 12/31/2023 | SEPW | 10,553 | $275 | 12/31/2023 | Cetera Investment Advisers | 9,274 | $241 | 12/31/2023 | SEPW | 9,274 | $241 | 12/31/2023 | Allegheny Financial Group LTD | 9,138 | $238 | 12/31/2023 | SEPW | 9,138 | $238 | 12/31/2023 | Lincoln National Corp | 8,900 | $232 | 12/31/2023 | SEPW | 8,900 | $232 | 12/31/2023 | Farther Finance Advisors LLC | 5,000 | $130 | 12/31/2023 | SEPW | 5,000 | $130 | 12/31/2023 | IFP Advisors Inc | 2,026 | $53 | 12/31/2023 | SEPW | 2,026 | $53 | 12/31/2023 | UBS Group AG | 1,102 | $29 | 12/31/2023 | SEPW | 1,102 | $29 | 12/31/2023 | US Bancorp DE | 696 | $18 | 12/31/2023 | SEPW | 696 | $18 | 12/31/2023 | Tucker Asset Management LLC | 203 | $5 | 12/31/2023 | SEPW | 203 | $5 | 12/31/2023 | Oliver Lagore Vanvalin Investment Group | 133 | $3 | 12/31/2023 | SEPW | 133 | $3 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | SEPW | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SEPW
See Details: Top 10 Hedge Funds Holding SEPW
Also See: SEPW Holdings Changes
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