% of shares outstanding is not shown for SEEGX: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for SEEGX in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 6,4626,462 | $483,426 | — | — |
| 2 | Fulton Bank, N.A. | 4,5004,500 | $336,695 | — | — |
| 3 | Coston, McIsaac & Partners | 1,7781,778 | $133,000 | — | ADD 694% |
| 4 | OAKWORTH CAPITAL, INC. | 522522 | $39,077 | — | — |
| 5 | McIlrath & Eck, LLC | 156156 | $11,677 | — | NEW |
| 6 | KELLEHER FINANCIAL ADVISORS | 4141 | $3,085 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 6K | 6K | 6K | 6K | 6K | 6K | $483,426 |
| Fulton Bank, N.A. | 5K | 5K | 5K | 5K | 5K | 5K | $336,695 |
| Coston, McIsaac & Partners | 224 | 430 | 224 | 224 | 224 | 2K | $133,000 |
| OAKWORTH CAPITAL, INC. | — | — | — | 470 | 522 | 522 | $39,077 |
| McIlrath & Eck, LLC | — | — | — | — | — | 156 | $11,677 |
| KELLEHER FINANCIAL ADVISORS | — | — | — | 37 | 41 | 41 | $3,085 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Coston, McIsaac & Partners | +1,554 | $116,255 | ADD |
| McIlrath & Eck, LLC | +156 | $11,670 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| No filer reduced its position this quarter. | |||
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 6 | 13,459 | — | $1M |
| 2025-Q4 | 5 | 11,749 | — | $960,852 |
| 2025-Q3 | 6 | 13,259 | — | $1M |
| 2025-Q2 | 4 | 13,855 | — | $1M |
| 2025-Q1 | 4 | 11,526 | — | $846,834 |
| 2024-Q4 | 5 | 14,047 | — | $1M |
| 2024-Q3 | 4 | 15,899 | — | $1M |
| 2024-Q2 | 6 | 17,295 | — | $1M |
| 2024-Q1 | 5 | 17,274 | — | $1M |
| 2023-Q4 | 5 | 27,709 | — | $2M |
| 2023-Q3 | 5 | 28,043 | — | $1M |
| 2023-Q2 | 5 | 28,446 | — | $2M |
| 2023-Q1 | 4 | 18,782 | — | $910,484 |
| 2022-Q4 | 5 | 92,555 | — | $4M |
| 2022-Q3 | 4 | 19,401 | — | $864,513 |
| 2022-Q2 | 4 | 52,881 | — | $2M |
| 2022-Q1 | 3 | 19,186 | — | $1M |
| 2021-Q4 | 3 | 19,186 | — | $1M |
| 2021-Q3 | 3 | 20,940 | — | $1M |
| 2021-Q2 | 3 | 21,389 | — | $1M |
| 2021-Q1 | 3 | 22,962 | — | $1M |
| 2020-Q4 | 3 | 31,830 | — | $2M |
| 2020-Q3 | 3 | 23,589 | — | $1M |
| 2020-Q2 | 4 | 23,634 | — | $1M |
| 2020-Q1 | 3 | 21,117 | — | $831,920 |
| 2019-Q4 | 3 | 20,247 | — | $823,000 |
| 2019-Q3 | 2 | 19,475 | — | $817,000 |
| 2019-Q2 | 2 | 19,475 | — | $827,000 |
| 2019-Q1 | 2 | 14,345 | — | $573,000 |
| 2018-Q4 | 2 | 12,976 | — | $429,000 |
| 2018-Q3 | 2 | 12,797 | — | $594,000 |
| 2018-Q2 | 1 | 11,606 | — | $497,000 |
| 2018-Q1 | 1 | 11,606 | — | $463,000 |
| 2017-Q4 | 1 | 11,606 | — | $440,000 |
| 2017-Q3 | 1 | 11,606 | — | $471,000 |
| 2017-Q2 | 2 | 12,641 | — | $482,000 |
| 2017-Q1 | 3 | 23,583 | — | $835,000 |
| 2016-Q4 | 2 | 12,943 | — | $411,000 |
| 2016-Q3 | 2 | 12,824 | — | $450,000 |
| 2016-Q2 | 3 | 15,068 | — | $498,132 |
| 2016-Q1 | 2 | 11,907 | — | $397,000 |
| 2015-Q4 | 2 | 2,328 | — | $83,153 |
| 2015-Q3 | 2 | 2,018 | — | $69,000 |
| 2015-Q2 | 1 | 156,149 | — | $5M |
| 2015-Q1 | 2 | 219,329 | — | $8M |
| 2014-Q4 | 1 | 197,319 | — | $7M |
| 2014-Q3 | 1 | 191,954 | — | $6M |
| 2014-Q2 | 2 | 181,488 | — | $6M |
| 2014-Q1 | 1 | 156,149 | — | $5M |
| 2013-Q4 | 1 | 72,368 | — | $2M |
| 2013-Q3 | 1 | 23,822 | — | $687,979 |
| 2013-Q2 | 1 | 19,709 | — | $511,260 |
