Stock

SEIX

Ownership Count: 94

Ownership

Manager Name % of Portfolio Recent Activity Share Value
Drake & Associates, LLC 5.06%
No Change
740,705 $17,762,000.0
Virtus Fund Advisers, LLC 40.06%
Added 151.38%
528,855 $12,655,000.0
6 Meridian 0.53%
No Change
290,989 $7,281,000.0
Ignite Planners, LLC 1.53%
Added 2.27%
282,194 $6,758,000.0
Hightower 6M Holding, LLC 0.54%
No Change
257,666 $5,957,000.0
Foundations Investment Advisors, LLC 0.11%
Added 25.72%
234,312 $5,607,000.0
Kerntke Otto McGlone Wealth Management Group 3.68%
Added 317.65%
208,032 $4,978,000.0
ATRIA INVESTMENTS LLC 0.06%
Added 358.62%
195,795 $4,685,000.0
Royal Bank of Canada 0.0%
Added 1292.94%
189,705 $4,540,000.0
Kestra Advisory Services, LLC 0.02%
Added 1716.85%
164,062 $3,926,000.0
COMMONWEALTH EQUITY SERVICES, LLC 0.01%
Added 685.76%
147,644 $3,533,000.0
Cetera Investment Advisers 0.01%
Added 26.77%
145,405 $3,479,000.0
Illumine Investment Management, LLC 3.07%
No Change
141,075 $3,375,000.0
USAdvisors Wealth Management, LLC 1.05%
No Change
132,013 $3,159,000.0
Cambridge Investment Research Advisors, Inc. 0.01%
Added 152.93%
126,336 $3,023,000.0