SEMG EA SERIES TRUST
FollowSUNCOAST SELECT (fund)
11 managers (11 13F filers) reported a position in SEMG shares at 2026-06-30, 3,723,429 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 3
- Added
- 1
- Reduced
- 5
- Sold out
- 0
- Shares held by filers
- 3,723,429
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 1,601,382 | $42.5M | 0.01% | -4,281 | 13F-HRTimelineGroup |
| PNC Financial Services Group, Inc.in group PNC Financial Services Group,… | 1,596,061 | $42.3M | 0.02% | -7,531 | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 298,425 | $7.91M | <0.01% | +121,538 | 13F-HRTimelineGroup |
| CAPTRUST FINANCIAL ADVISORS | 115,941 | $3.07M | <0.01% | new | 13F-HRTimeline |
| GTS SECURITIES LLC | 31,184 | $827K | 0.02% | new | 13F-HRTimeline |
| Ashton Thomas Private Wealth, LLC | 28,386 | $753K | 0.02% | -12,892 | 13F-HRTimeline |
| Suncoast Equity Management | 27,756 | $736K | 0.09% | -106,669 | 13F-HRTimeline |
| CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA… | 10,125 | $268K | 0.01% | 0 | 13F-HRTimelineGroup |
| TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP | 7,679 | $204K | <0.01% | new | 13F-HRTimelineGroup |
| Farther Finance Advisors, LLC | 6,358 | $169K | <0.01% | 0 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 132 | $3.5K | <0.01% | -545 | 13F-HRTimelineGroup |