SEMG EA SERIES TRUST
FollowSUNCOAST SELECT (fund)
12 managers (12 13F filers) reported a position in SEMG shares at 2025-12-31, 3,399,661 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 2
- Added
- 4
- Reduced
- 4
- Sold out
- 1
- Shares held by filers
- 3,399,661
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 |
|---|---|---|---|---|---|
| PNC Financial Services Group, Inc.in group PNC Financial Services Group,… | 1,588,556 | $43.5M | 0.02% | -36,836 | 13F-HRTimelineGroup |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 1,581,374 | $43.3M | 0.01% | -36,946 | 13F-HRTimelineGroup |
| Suncoast Equity Management | 111,781 | $3.06M | 0.31% | +18,830 | 13F-HR/ATimeline |
| Ashton Thomas Private Wealth, LLC | 41,057 | $1.12M | 0.03% | +6,105 | 13F-HRTimeline |
| GTS SECURITIES LLC | 36,911 | $1.01M | 0.03% | +18,124 | 13F-HRTimeline |
| Scharf Investments, LLC | 14,770 | $405K | 0.01% | new | 13F-HRTimeline |
| CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA… | 10,125 | $277K | 0.01% | 0 | 13F-HRTimelineGroup |
| STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP | 7,416 | $203K | <0.01% | -225 | 13F-HRTimelineGroup |
| Farther Finance Advisors, LLC | 4,090 | $112K | <0.01% | -66,184 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 2,663 | $73K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 461 | $12.6K | <0.01% | +250 | 13F-HRTimelineGroup |
| Blue Trust, Inc. | 457 | $12.5K | <0.01% | 0 | 13F-HRTimeline |