SEMG EA SERIES TRUST
FollowSUNCOAST SELECT (fund)
8 managers (8 13F filers) reported a position in SEMG shares at 2026-03-31, 3,579,005 shares in all. 1 filer opened a position and 5 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 1
- Added
- 6
- Reduced
- 0
- Sold out
- 5
- Shares held by filers
- 3,579,005
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 1,605,663 | $38.6M | 0.01% | +24,289 | 13F-HRTimelineGroup |
| PNC Financial Services Group, Inc.in group PNC Financial Services Group,… | 1,603,592 | $38.6M | 0.02% | +15,036 | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 176,887 | $4.26M | <0.01% | +174,224 | 13F-HRTimelineGroup |
| Suncoast Equity Management | 134,425 | $3.24M | 0.39% | +22,644 | 13F-HRTimeline |
| Ashton Thomas Private Wealth, LLC | 41,278 | $994K | 0.02% | +221 | 13F-HRTimeline |
| CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA… | 10,125 | $244K | 0.01% | 0 | 13F-HRTimelineGroup |
| Farther Finance Advisors, LLC | 6,358 | $154K | <0.01% | +2,268 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 677 | $16.3K | <0.01% | new | 13F-HRTimelineGroup |