ALIANZIM US EQ BFR20 SEP-USD SEPW
$33.41
-0.0% 52w: $30.72 – $33.42
Latest 13F among current holders filed 8 days ago (Aug 25, 2026)
Price — last 12 months
research preview data30.7232.0733.42
Aug 18, 2025 Jul 2, 2026
Institutional holders
66
+2 QoQ
13F value
$186.5M
-6.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SEPW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | Wealth advisor | 2.2M | $69.2M | 0.4% | -0.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 547.9K | $17.3M | 0.0% | -2.8% |
| Authentikos Wealth Advisory, LLC | Wealth advisor | 232.0K | $7.3M | — | -2.9% |
| POM Investment Strategies, LLC | Wealth advisor | 208.7K | $6.6M | 8.2% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 183.8K | $5.8M | 0.0% | -15.1% |
| Allianz SE | Wealth advisor | 166.3K | $5.3M | 0.1% | +3226.0% |
| Westshore Wealth, LLC | Wealth advisor | 158.8K | $5.0M | 1.8% | 0.0% |
| Wellment Financial | Wealth advisor | 156.5K | $4.9M | — | -0.1% |
| Elevated Capital Advisors, LLC | Wealth advisor | 136.5K | $4.3M | 1.1% | +521.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 136.5K | $4.3M | 0.0% | +1.9% |
| AMERICAN ASSET MANAGEMENT INC. | Wealth advisor | 134.2K | $4.2M | 3.7% | -1.6% |
| B.O.S.S. Retirement Advisors, LLC | Wealth advisor | 118.3K | $3.7M | 1.1% | -6.2% |
| Outlook Wealth Advisors, LLC | Wealth advisor | 117.5K | $3.7M | 0.9% | -50.2% |
| HOWARD BAILEY SECURITIES, LLC | Wealth advisor | 114.5K | $3.6M | — | -4.8% |
| LPL Financial LLC | Bank broker | 101.6K | $3.2M | 0.0% | -0.7% |
| Integrated Wealth Management | Wealth advisor | 99.9K | $3.2M | — | +6.5% |
| Spire Wealth Management | Wealth advisor | 96.8K | $3.1M | 0.1% | -0.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 76.1K | $2.4M | 0.0% | +59.9% |
| Networth Advisors, LLC | Wealth advisor | 66.9K | $2.1M | 1.5% | -1.4% |
| Great Lakes Retirement, Inc. | Other | 66.6K | $2.1M | 0.2% | -10.0% |
| Cetera Investment Advisers | Wealth advisor | 56.1K | $1.8M | 0.0% | -3.5% |
| LifeWealth Investments, LLC | Wealth advisor | 54.2K | $1.7M | — | -18.5% |
| SMART Wealth LLC | Wealth advisor | 53.9K | $1.7M | 0.5% | +12.9% |
| FSA Advisors, Inc. | Wealth advisor | 44.5K | $1.4M | 0.9% | +18.5% |
| Centennial Advisors, LLC | Wealth advisor | 43.0K | $1.4M | 1.7% | -7.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 42.1K | $1.3M | 0.0% | -3.2% |
| Aegis Wealth Management, Inc. | Wealth advisor | 38.4K | $1.2M | 1.0% | -1.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 35.7K | $1.1M | 0.0% | +4.8% |
| Focus Financial Network, Inc. | Wealth advisor | 28.5K | $901K | 0.0% | -6.7% |
| World Investment Advisors | Wealth advisor | 27.6K | $871K | 0.0% | New |
| OLD MISSION CAPITAL LLC | Wealth advisor | 27.5K | $868K | 0.0% | +330.5% |
| BCGM Wealth Management, LLC | Wealth advisor | 25.0K | $790K | 0.2% | Held |
| Kingdom Financial Group LLC. | Wealth advisor | 24.2K | $765K | 0.2% | -9.0% |
| Lloyd Advisory Services, LLC. | Wealth advisor | 24.2K | $765K | 0.2% | -95.1% |
| Blackston Financial Advisory Group, LLC | Wealth advisor | 23.4K | $741K | 0.5% | +2.4% |
| Csenge Advisory Group | Wealth advisor | 21.8K | $687K | 0.0% | +12.6% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 19.8K | $625K | 0.0% | Held |
| Joseph P. Lucia & Associates, LLC | Wealth advisor | 19.6K | $620K | 0.2% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 18.6K | $588K | 0.0% | -25.7% |
| Avidian Wealth Enterprises, LLC | Wealth advisor | 18.3K | $578K | 0.0% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 13.1K | $412K | 0.0% | -8.4% |
| Advus Financial Partners, LLC | — | 12.0K | $378K | 0.1% | Held |
| Quest 10 Wealth Builders, Inc. | Wealth advisor | 11.3K | $357K | 0.3% | -4.2% |
| First Heartland Consultants, Inc. | Wealth advisor | 10.9K | $346K | 0.0% | Held |
| CreativeOne Wealth, LLC | Wealth advisor | 10.7K | $340K | 0.0% | -0.1% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 9.8K | $308K | 0.0% | Held |
| Merit Financial Group, LLC | Wealth advisor | 9.4K | $297K | 0.0% | +40.8% |
| Castle Rock Wealth Management, LLC | Other | 8.7K | $275K | 0.1% | Held |
| Grantvest Financial Group LLC | Wealth advisor | 8.5K | $268K | 0.2% | -10.8% |
| Allegheny Financial Group | Wealth advisor | 8.2K | $259K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.