Question 1

Who owns SEPZ?

Accepted Answer

LISTED FDS TR (SEPZ) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Question 2

Are institutions buying or selling SEPZ?

Accepted Answer

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for LISTED FDS TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

Question 3

What is the Smart Money Verdict on SEPZ?

Accepted Answer

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for LISTED FDS TR.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Decreased	1M(-2.0%)	$43.4M	0.2%	+1.93%	0
OSAIC HOLDINGS, INC.	Increased	14,712(+1.4%)	$621,916	0.0%	+29.59%	25
Kestra Advisory Services, LLC	New	1,069	$45,176	0.0%	-0.66%	28
UBS Group AG	New	114	$4,818	0.0%	-0.66%	23
ASSETMARK, INC	New	43	$1,817	0.0%	-0.66%	17

LISTED FDS TR

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