Alianzim US Eq Bfr20 Sep-usd

Major stakeholders currently include AE Wealth Management LLC ($69.2M), Commonwealth Equity Services, LLC ($17.3M), Authentikos Wealth Advisory, LLC ($7.3M). Based on the latest 13F filings, there are a total of 65 tracked investment funds and institutions maintaining positions in SEPW.

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $13.2M, driven by 23 managers accumulating shares while 32 reduced their exposure.

In the latest period, 28 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $175.5M.

Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 15 existing holders added to their shares. The total reported buy value for the quarter amounted to $34.5M.