SEMG Institutional Ownership
Suncoast Select Growth ETF
1W: +0.8%
1M: +1.2%
3M: +4.1%
YTD: +3.0%
1Y: +4.0%
$27.98
+0.21 (+0.77%)
Weekly Expected Move ±1.6%
$27
$28
$28
$28
$29
Overview
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Holdings
Changes
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Analysis
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Short Interest
Dividends
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Institutional Ownership — SEMG
11
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
99M
Total Invested
3
New Positions
1
Increased
5
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (15 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 1,601,382 | $45M | -4,281 | -0.3% | 4Q | SEC ↗ |
| 2 | PNC Financial Services Group, Inc. | 1,596,061 | $45M | -7,531 | -0.5% | 4Q | SEC ↗ |
| 3 | ROYAL BANK OF CANADA | 298,425 | $8M | +121,538 | +68.7% | 3Q | SEC ↗ |
| 4 | CAPTRUST FINANCIAL ADVISORS NEW | 115,941 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 5 | GTS SECURITIES LLC NEW | 31,184 | $873K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Ashton Thomas Private Wealth, LLC | 28,386 | $794K | -12,892 | -31.2% | 5Q | SEC ↗ |
| 7 | Suncoast Equity Management | 27,756 | $777K | -106,669 | -79.4% | 5Q | SEC ↗ |
| 8 | CARY STREET PARTNERS FINANCIAL LLC | 10,125 | $283K | — | +0.0% | 5Q | SEC ↗ |
| 9 | TRUIST FINANCIAL CORP NEW | 7,679 | $215K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Farther Finance Advisors, LLC | 6,358 | $178K | — | +0.0% | 4Q | SEC ↗ |
| 11 | MORGAN STANLEY | 132 | $4K | -545 | -80.5% | 2Q | SEC ↗ |
| 12 | STIFEL FINANCIAL CORP | 0 | $0K | -7,416 | -100.0% | 2Q | SEC ↗ |
| 13 | Blue Trust, Inc. | 0 | $0K | -457 | -100.0% | 2Q | SEC ↗ |
| 14 | SCHARF INVESTMENTS, LLC | 0 | $0K | -14,770 | -100.0% | 1Q | SEC ↗ |
| 15 | UBS Group AG | 0 | $0K | -461 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 115,941 | $3M |
| GTS SECURITIES LLC | 31,184 | $873K |
| TRUIST FINANCIAL CORP | 7,679 | $215K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SCHARF INVESTMENTS, LLC | 14,770 | $413K |
| STIFEL FINANCIAL CORP | 7,416 | $208K |
| UBS Group AG | 461 | $13K |
| Blue Trust, Inc. | 457 | $13K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | +121,538 | +68.7% | 298,425 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Suncoast Equity Management | -106,669 | -79.4% | 27,756 |
| Ashton Thomas Private Wealth, LLC | -12,892 | -31.2% | 28,386 |
| PNC Financial Services Group, Inc. | -7,531 | -0.5% | 1,596,061 |
| ENVESTNET ASSET MANAGEMENT INC | -4,281 | -0.3% | 1,601,382 |
| MORGAN STANLEY | -545 | -80.5% | 132 |