Who owns SEEM?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SEEM from SEC Form 13F filings across 40 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 40 institutions disclosed 4.0M shares of SEEM worth $162.3M; the largest disclosed holder is Diversified Enterprises, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
40
13F holders
$162.3M
value, 2026 filers
4.0M
shares disclosed
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SEEM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Diversified Enterprises, LLC | 1.4M | $55.9M | 2.7% | — | +3.4% |
| 2 | SUMMIT WEALTH GROUP LLC / CO | 1.1M | $42.5M | 3.4% | — | +10.0% |
| 3 | 3EDGE Asset Management, LP | 410,526 | $16.5M | 0.7% | — | +198.1% |
| 4 | SEI INVESTMENTS CO | 313,028 | $12.6M | 0.0% | — | +51.3% |
| 5 | S&T Bank/PA | 263,451 | $10.6M | 3.2% | — | +9.1% |
| 6 | Merit Financial Group, LLC | 116,028 | $4.7M | 0.0% | — | +125.1% |
| 7 | OSAIC HOLDINGS, INC. | 87,443 | $3.5M | 0.0% | — | -0.5% |
| 8 | COMPASS CAPITAL CORP /MA/ /ADV | 69,917 | $2.7M | 0.9% | — | +1.7% |
| 9 | Apella Capital, LLC | 39,795 | $1.5M | 0.0% | — | -19.6% |
| 10 | Perigon Wealth Management, LLC | 36,126 | $1.4M | 0.0% | — | -3.4% |
| 11 | PETRA FINANCIAL ADVISORS INCNEW | 33,468 | $1.3M | 0.6% | — | new |
| 12 | OLD MISSION CAPITAL LLC | 30,360 | $1.2M | 0.0% | — | -79.2% |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 28,685 | $1.1M | 0.0% | — | +4.8% |
| 14 | ROYAL BANK OF CANADA | 15,851 | $636,000 | 0.0% | — | +2632.9% |
| 15 | OneAscent Financial Services LLC | 14,868 | $596,168 | 0.0% | — | +0.3% |
| 16 | Lynx Investment Advisory | 14,723 | $590,354 | 0.2% | — | -3.4% |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,601 | $585,462 | 0.0% | — | -28.9% |
| 18 | LexAurum Advisors, LLC | 12,149 | $487,143 | 0.1% | — | -4.1% |
| 19 | Foundry Financial Group, Inc.NEW | 11,944 | $478,954 | 0.2% | — | new |
| 20 | CORA CAPITAL ADVISORS LLC | 10,536 | $422,466 | 0.1% | — | -2.9% |
| 21 | United Advisor Group, LLC | 9,364 | $375,472 | 0.0% | — | +5.7% |
| 22 | Stewardship Advisors, LLC | 8,784 | $352,216 | 0.1% | — | +2.3% |
| 23 | Global Retirement Partners, LLCNEW | 8,451 | $338,863 | 0.0% | — | new |
| 24 | Apeiron RIA LLCNEW | 7,896 | $612,028 | 0.2% | — | new |
| 25 | CITADEL ADVISORS LLCNEW | 6,576 | $263,681 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.