Who owns SFEBWhat SFEB owns — n/a

Who owns SFEB?

Institutional ownership of SFEB 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.

13F holders

$34.5M

value, 2026 filers

1.5M

shares disclosed

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 SFEB's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	Cambridge Investment Research Advisors, Inc.	168,280	$4,416	0.0%	—	+1.8%
2	OSAIC HOLDINGS, INC.	159,301	$4.2M	0.0%	—	+11.7%
3	RAYMOND JAMES FINANCIAL INC	154,683	$4.1M	0.0%	—	+8.5%
4	COMMONWEALTH EQUITY SERVICES, LLC	119,117	$3.1M	0.0%	—	+56.6%
5	Cetera Investment Advisers	114,153	$3.0M	0.0%	—	+7.4%
6	Diligent Investors, LLC	103,835	$2.7M	0.6%	—	-0.4%
7	LPL Financial LLC	99,862	$2.6M	0.0%	—	+30.5%
8	MGO ONE SEVEN LLC	86,925	$2.3M	0.0%	—	-17.0%
9	Kestra Advisory Services, LLC	79,410	$2.1M	0.0%	—	-2.1%
10	ENVESTNET ASSET MANAGEMENT INC	78,497	$2.1M	0.0%	—	-13.6%
11	TRUIST FINANCIAL CORP	54,728	$1.4M	0.0%	—	-8.5%
12	Grantvest Financial Group LLC	32,842	$861,926	0.5%	—	+2.7%
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	26,938	$197,724	0.0%	—	-11.0%
14	PARK AVENUE SECURITIES LLC	26,259	$689	0.0%	—	+33.5%
15	Keystone Wealth Services, LLC	20,941	$549,588	0.1%	—	0.0%
16	SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW	20,525	$538,670	0.0%	—	new
17	HARBOUR INVESTMENTS, INC.	20,148	$528,776	0.0%	—	-44.0%
18	NorthCrest Asset Manangement, LLC	19,355	$507,295	0.0%	—	-7.8%
19	SOA Wealth Advisors, LLC.	18,809	$493,635	0.1%	—	-3.4%
20	Arkadios Wealth Advisors	18,628	$488,884	0.0%	—	-14.3%
21	SILVER OAK SECURITIES, INCORPORATED	17,329	$454,793	0.0%	—	+3.6%
22	OLD MISSION CAPITAL LLC	14,936	$391,989	0.0%	—	-31.2%
23	Janney Montgomery Scott LLC	12,285	$322	0.0%	—	-1.6%
24	Mariner, LLC	11,700	$307,062	0.0%	—	-7.9%
25	Sigma Planning Corp	9,190	$241,177	0.0%	—	-0.1%

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.