8 institutions reported holding $1.4M of SEZZLE INC COM (SEZL) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRIVATE CLIENT SERVICES, LLC ($624,390), GK Wealth Management LLC ($531,024), GAMMA Investing LLC ($152,751), Versant Capital Management, Inc ($43,937), MassMutual Private Wealth & Trust, FSB ($14,245). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PRIVATE CLIENT SERVICES, LLC | $624,390 | 3,638 | Trimmed |
| 2 | GK Wealth Management LLC | $531,024 | 3,094 | New |
| 3 | GAMMA Investing LLC | $152,751 | 890 | Added |
| 4 | Versant Capital Management, Inc | $43,937 | 256 | Added |
| 5 | MassMutual Private Wealth & Trust, FSB | $14,245 | 83 | Trimmed |
| 6 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $1,717 | 10 | Hold |
| 7 | Cedar Mountain Advisors, LLC | $343 | 2 | New |
| 8 | CoreCap Advisors, LLC | $172 | 1 | New |
Source: SEC Form 13F filings · as of 2026-06-30