Signals

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☆SEPI

23 in-universe funds with a nonzero position in SEPI within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#21797
Score / z0.000 / -0.02
Consensus11.18 over 19 funds
Momentumnot computed

Price & positioning

166 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 54.9 1.0% 4 -0.0 pp +0.3 pp +0.8 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 13.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 11.5 7.0% 4 +0.3 pp -0.2 pp -0.1 pp +7.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 8.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 7.1 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 5.6 2.8% 2 +2.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 2.6 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 1.6 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SEPI). Qtrs Held counts distinct quarters this fund has actually held SEPI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SEPI position size. Δ columns are the percentage-point change in SEPI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status