Ft Vest US Eq Max Buf Sep
$33.270%
-$1.4M
Net Activity
-11.19% total shares
Institutions Holding
31
Popularity Rank
#7395
Avg Weight
0.01%
Total Value
$16.2M
31 institutions currently hold SEPM, with 10 net buyers and 18 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
18
Net Buying Institutions
10
Top 5 by Value
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Across its top 20 institutional holders, SEPM's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 30/100).
SEPM ranks #7395 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
31 institutions disclose a position in SEPM, but none treat it as a major bet — even Hbw Advisory Services LLC, its most concentrated holder, allocates just 0.1% of its own portfolio to it.
Park Avenue Securities LLC has added to its SEPM position for two straight quarters, increasing it by $876.0K to reach $1.7M today.
Encompass More Asset Management has trimmed its SEPM position for two straight quarters, cutting it by $1.2M while still holding $381.5K.
SEPM is up 0% today, but institutions show net selling of $1.4M this quarter — a divergence between today's price move and the underlying institutional flow.
+$1.1M
Total Buy Value
$2.8M
Total Sell Value
10
Net Buyers
18
Net Sellers
SEPM
Q2 2026
Top 5 Institutional Movers
-$894.6K
+$523.0K
-$261.5K
-$260.2K
-$226.3K
SEPM 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 2026-06-30 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.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
33740U554
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,125
Total reported value
$257.5B
Held by 4125 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,113
Total reported value
$649.2B
Held by 4113 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,112
Total reported value
$279.5B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Access SEPM's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SEPMCLI
npx alphasmo stocks get SEPM