SEMG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +6.9% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 6 | +2 | 3.62M | $95.98M | +2 | — |
| Q1 2026 | 4 | -1 | 3.39M | $81.52M | +1 | −2 |
| Q4 2025 | 5 | — | 3.18M | $87.14M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.60M | -0.3% | $42.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Pnc Financial Services Group, Inc. | 1.60M | -0.5% | $42.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 298.43K | +68.7% | $7.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Captrust Financial Advisors | 115.94K | New | $3.07M | 0.0% | New | 1 | SEC ↗ |
| 5 | Truist Financial Corp | 7.68K | New | $203,612 | 0.0% | New | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 132 | -80.5% | $3,500 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Captrust Financial Advisors | $3.07M | 0.0% |
| Truist Financial Corp | $203,612 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 8 holders, 3.58M shares, $86.15M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.