SEMG institutional holders
EA SERIES TRUST · 13F, 2026Q2
| Managers holding | 11 |
|---|---|
| Shares held | 3,723,429 |
| Reported value | $98.7m |
| Quarter flows | 3 new, 1 added, 5 trimmed, 0 exited |
Top 11 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 1,601,382 | $42.5m | 0.0% |
| PNC Financial Services Group, Inc. | 1,596,061 | $42.3m | 0.0% |
| ROYAL BANK OF CANADA | 298,425 | $7.9m | 0.0% |
| CAPTRUST FINANCIAL ADVISORS | 115,941 | $3.1m | 0.0% |
| GTS SECURITIES LLC | 31,184 | $826,844 | 0.0% |
| Ashton Thomas Private Wealth, LLC | 28,386 | $752,671 | 0.0% |
| Suncoast Equity Management | 27,756 | $735,961 | 0.1% |
| CARY STREET PARTNERS FINANCIAL LLC | 10,125 | $268,468 | 0.0% |
| TRUIST FINANCIAL CORP | 7,679 | $203,612 | 0.0% |
| Farther Finance Advisors, LLC | 6,358 | $168,585 | 0.0% |
| MORGAN STANLEY | 132 | $3,500 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SEMG"). SEMG price history · All 13F data