SETM Institutional Ownership
Who owns SETM and what the big funds did with it last quarter, from every SEC 13F filing. 114 funds reported holding SETM at Jun 30, 2026.
- ▲82 buying vs 29 selling
- ▲Shares held by funds +60.0%
- ▲Funds holding +15
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 114 | 99 | +15.2% |
| In funds' top 10 | 3 | 2 | +50.0% |
| 13F shares | 8M | 5M | +60.0% |
| Held by funds | – | – | – |
| New positions | 32 | 44 | −27.3% |
| Increased | 50 | 35 | +42.9% |
| Reduced | 14 | 12 | +16.7% |
| Sold out | 15 | 7 | +114.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SETM
All superinvestors →
Who owns SETM
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds76.0%
- Banks and brokers15.9%
- Pensions, insurers and other8.0%
The top 10 holders own 57.7% of all SETM shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
84 funds changed their position- Sumitomo Mitsui Trust Group, Inc.Sold out−267K sh
- Thrivent Financial for LutheransAdded+146K sh
- Baird Financial Group, Inc.Sold out−113K sh
- Jane Street Group, LLCTrimmed−80K sh
- Cullen/Frost Bankers, Inc.New+64K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Paul R. Ried Financial Group, LLC | – | 924K | $28.8M | −80K |
| 2 | Treasurer of the State of North Carolina | – | 643K | $20M | +643K |
| 3 | Northwestern Mutual Wealth Management Co | – | 517K | $16.1M | +516K |
| 4 | Perigon Wealth Management, LLC | – | 460K | $14.3M | +460K |
| 5 | Atria Investments, Inc | – | 445K | $13.9M | +445K |
| 6 | Thrivent Financial for Lutherans | – | 428K | $13.3M | +6,590 |
| 7 | BFI Infinity Ltd. | – | 404K | $12.6M | +11K |
| 8 | Jane Street Group, LLC | – | 345K | $10.7M | −195K |
| 9 | Sumitomo Mitsui Trust Group, Inc. | – | 267K | $8.3M | +267K |
| 10 | Raymond James Financial Inc | – | 185K | $5.8M | +37K |
- Treasurer of the State of North Carolina+643K sh+$20M
- Northwestern Mutual Wealth Management Co+516K sh+$16.1M
- Perigon Wealth Management, LLC+460K sh+$14.3M
- Atria Investments, Inc+445K sh+$13.9M
- Sumitomo Mitsui Trust Group, Inc.+267K sh+$8.3M
- Baird Financial Group, Inc.+113K sh+$3.5M
- Gts Securities LLC+104K sh+$3.2M
- Empirical Asset Management, LLC+92K sh+$2.9M
- Jane Street Group, LLC−195K sh−$6.1M
- Paul R. Ried Financial Group, LLC−80K sh−$2.5M
- Cetera Investment Advisers−73K sh−$2.3M
- Old Mission Capital LLC−31K sh−$1M
- PFG Advisors−28K sh−$936K
- Mariner, LLC−22K sh−$735K
- Triton Wealth Management, PLLC−24K sh−$701K
- Apollon Wealth Management, LLC−20K sh−$660K
SETM institutional ownership FAQ
Who owns the most SETM stock?
In Q2 2026 13F filings the largest holder of SETM was Paul R. Ried Financial Group, LLC, followed by Treasurer of the State of North Carolina and Northwestern Mutual Wealth Management Co. Index fund managers are usually the biggest holders of large companies.
What percentage of SETM is owned by institutions?
114 funds reported holding 8M SETM shares at Jun 30, 2026.
Are hedge funds buying SETM?
In Q2 2026, 82 funds bought SETM (32 of them new positions) and 29 sold (15 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for SETM is strongly bullish.
What is SETM's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SETM ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.