Who Owns ETF FIRST TR EXCHANGE (SEP) (GSEP)? -- Institutional Holders (2026-06-30)

136 institutions reported holding $174.7M of ETF FIRST TR EXCHANGE (SEP) (GSEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($18.3M), OSAIC HOLDINGS, INC. ($14.3M), ENVESTNET ASSET MANAGEMENT INC ($13.2M), Cetera Investment Advisers ($12.0M), LPL Financial LLC ($11.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$18.3M446,498Trimmed
2OSAIC HOLDINGS, INC.$14.3M349,888Added
3ENVESTNET ASSET MANAGEMENT INC$13.2M323,354Added
4Cetera Investment Advisers$12.0M292,655Added
5LPL Financial LLC$11.3M276,793Added
6Kestra Advisory Services, LLC$10.8M263,535Trimmed
7RAYMOND JAMES FINANCIAL INC$10.7M262,165Trimmed
8MML INVESTORS SERVICES, LLC$6.4M156,097Added
9First International Bank of Israel Ltd.$5.9M144,500Hold
10Wood Tarver Financial Group, LLC$5.5M135,287Trimmed
11US BANCORP \DE\$4.9M120,291Trimmed
12HBW ADVISORY SERVICES LLC$4.1M98,898Trimmed
13Schulz Wealth, LTD.$3.9M95,087Trimmed
14Americana Partners, LLC$2.3M57,026Trimmed
15CITY HOLDING CO$2.2M54,295Hold
16FOUNDERS FINANCIAL SECURITIES LLC$2.0M48,381Added
17MAI Capital Management$1.8M43,030Trimmed
18Cambridge Investment Research Advisors, Inc.$1.7M42,518Trimmed
19KRAEMATON INVESTMENT ADVISORS, INC$1.6M38,991Trimmed
20CITADEL ADVISORS LLC$1.6M38,633Added
21HRT FINANCIAL LP$1.5M35,479New
22CreativeOne Wealth, LLC$1.5M35,436Added
23ACTION POINT FINANCIAL PLANNING, LLC$1.3M32,496New
24KESTRA PRIVATE WEALTH SERVICES, LLC$1.3M32,140Hold
25Kovack Advisors, Inc.$1.2M28,244Trimmed

来源:SEC 13F 申报文件 · 截至 2026-06-30