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SEMG

SEMG — Institutional Holders Breakdown

Suncoast Select Growth ETF

-$7.0M

Net Activity

Institutions Holding

8

Popularity Rank

#10405

Avg Weight

0.06%

Total Value

$86.1M

Ownership Trend

8 institutions currently hold SEMG, with 7 net buyers and 5 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

5

Net Buying Institutions

7

Key Holders

Key Holders

Top 5 by Value

EA
Envestnet Asset Management INC
$38.6M
PF
Pnc Financial Services Group, INC.
$38.6M
RB
Royal Bank Of Canada
$4.3M
SE
Suncoast Equity Management
$3.2M
AT
Ashton Thomas Private Wealth, LLC
$993.6K

Top 5 by Conviction

SE
Suncoast Equity Management
0.39%
PF
Pnc Financial Services Group, INC.
0.02%
AT
Ashton Thomas Private Wealth, LLC
0.02%
EA
Envestnet Asset Management INC
0.01%
CS
Cary Street Partners Financial LLC
0.01%
View all 8 holding institutions

Across its top 8 institutional holders, SEMG's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 21/100).

Quarterly Activity

Recent Activity

+$85.9M

Total Buy Value

$1.6M

Total Sell Value

New buy1
Trim0
Add6
Sold out5

7

Net Buyers

5

Net Sellers

Smart Money Convergence

SEMG does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

02072Q580

FAQ

Who are the top institutional investors holding SUNCOAST SELECT GROWTH ETF (SEMG)?
Major stakeholders currently include Envestnet Asset Management INC ($38.6M), Pnc Financial Services Group, INC. ($38.6M), Royal Bank Of Canada ($4.3M). Based on the latest 13F filings, there are a total of 8 tracked investment funds and institutions maintaining positions in SEMG.
What is the overall institutional sentiment toward SEMG recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $7.0M, driven by 7 managers accumulating shares while 5 reduced their exposure.
Which institutions have been selling or reducing their SEMG positions?
In the latest period, 0 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $1.6M.
Are there any notable investors adding SEMG to their portfolios?
Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 6 existing holders added to their shares. The total reported buy value for the quarter amounted to $85.9M.

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