Ft Vest Us Eq Max Buf Sep (SEPM) Institutional Ownership $31.33 -0.14 (-0.44%) As of 10/10/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Ft Vest Us Eq Max Buf Sep (NYSEARCA:SEPM)Number ofInstitutional Buyers(last 12 months)21TotalInstitutional Inflows(last 12 months)$24.73MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$8.49M Get SEPM Insider Trade Alerts Want to know when executives and insiders are buying or selling Ft Vest Us Eq Max Buf Sep stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. 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Skip Chart & View Institutional Buying and Selling Data SEPM Institutional Buying and Selling by Quarter Ft Vest Us Eq Max Buf Sep Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/14/2025Main Street Financial Solutions LLC6,598$203K0.0%N/A0.880% 8/12/2025JPMorgan Chase & Co.5,213$160K0.0%-7.4%0.695% 8/8/2025Cetera Investment Advisers28,616$881K0.0%-13.9%3.815% 8/6/2025AE Wealth Management LLC12,996$400K0.0%-27.5%1.733% 8/4/2025Atria Investments Inc7,316$225K0.0%N/A0.975% 7/23/2025Defined Financial Planning LLC8,884$274K0.2%N/A1.185% 7/18/2025Donald L. Hagan LLC30,577$941K0.5%-1.4%4.077% 6/27/2025Goldman Sachs Group Inc.9,704$289K0.0%N/A1.294% 5/16/2025Goldman Sachs Group Inc.9,704$289K0.0%N/A1.294% 5/15/2025Ashton Thomas Securities LLC37,402$1.11M0.3%N/A4.987% Get the Latest News and Ratings for SEPM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Ft Vest Us Eq Max Buf Sep and its competitors with MarketBeat's FREE daily newsletter. 5/9/2025Encompass More Asset Management96,788$2.88M0.9%+0.8%12.905% 5/6/2025Cetera Investment Advisers33,217$988K0.0%-40.7%4.429% 5/6/2025AE Wealth Management LLC17,918$533K0.0%-32.1%2.389% 5/5/2025Creekmur Asset Management LLC4,373$130K0.0%-59.7%0.583% 4/16/2025Donald L. Hagan LLC31,014$922K0.5%-46.2%4.135% 2/17/2025Cetera Investment Advisers56,028$1.67M0.0%+65.6%0.000% 2/17/2025Citadel Advisors LLC20,727$618K0.0%+25.3%0.000% 2/14/2025Jane Street Group LLC13,609$406K0.0%N/A0.000% 2/13/2025Barclays PLC5,260$157K0.0%N/A0.000% 2/12/2025Creekmur Asset Management LLC10,843$323K0.1%+21,160.8%0.000% 2/12/2025OLD Mission Capital LLC19,916$594K0.0%N/A0.000% 2/10/2025Harbour Investments Inc.5,000$149K0.0%N/A0.000% 2/10/2025Commonwealth Equity Services LLC34,426$1.03M0.0%+15.9%0.000% 2/6/2025LVZ Inc.11,799$352K0.0%N/A0.000% 2/5/2025Anfield Capital Management LLC8,336$249K0.1%N/A0.000% 2/5/2025WT Wealth Management11,255$336K0.1%-94.9%0.000% 2/3/2025Nicholson Wealth Management Group LLC10,246$306K0.2%N/A0.000% 1/23/2025Donald L. Hagan LLC57,598$1.72M0.9%N/A0.000% 1/22/2025Foundations Investment Advisors LLC249,744$7.45M0.1%N/A0.000% 1/21/2025Encompass More Asset Management95,989$2.86M0.9%N/A0.000% 12/12/2024Brass Tax Wealth Management Inc.9,700$287K0.1%N/A0.000% 10/22/2024WT Wealth Management220,885$6.56M1.6%N/A0.000% (Data available from 1/1/2016 forward) SEPM Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SEPM shares? During the previous two years, 23 institutional investors and hedge funds held shares of Ft Vest Us Eq Max Buf Sep. The most heavily invested institutionals were Foundations Investment Advisors LLC ($7.45M), Encompass More Asset Management ($2.88M), Ashton Thomas Securities LLC ($1.11M), Commonwealth Equity Services LLC ($1.03M), Donald L. Hagan LLC ($941K), Cetera Investment Advisers ($881K), and Citadel Advisors LLC ($618K).Learn more on Ft Vest Us Eq Max Buf Sep's institutional investors. Which institutional investors have been buying Ft Vest Us Eq Max Buf Sep's stock? Of the 21 institutional investors that purchased Ft Vest Us Eq Max Buf Sep's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Foundations Investment Advisors LLC ($249.74K), WT Wealth Management ($220.89K), Encompass More Asset Management ($96.79K), Donald L. Hagan LLC ($57.60K), Ashton Thomas Securities LLC ($37.40K), Cetera Investment Advisers ($22.20K), and OLD Mission Capital LLC ($19.92K). How much institutional buying is happening at Ft Vest Us Eq Max Buf Sep? Institutional investors have bought a total of 830,386 shares in the last 24 months. This purchase volume represents approximately $24.73M in transactions. Which of Ft Vest Us Eq Max Buf Sep's major shareholders have been selling company stock? The following institutional investors have sold Ft Vest Us Eq Max Buf Sep stock in the last 24 months: WT Wealth Management ($209.63K), Cetera Investment Advisers ($27.41K), Donald L. Hagan LLC ($27.02K), AE Wealth Management LLC ($13.41K), Creekmur Asset Management LLC ($6.47K), and JPMorgan Chase & Co. ($416.00). How much institutional selling is happening at Ft Vest Us Eq Max Buf Sep? Institutional investors have sold a total of 284,359 shares in the last 24 months. This volume of shares sold represents approximately $8.49M in transactions. 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