Institutional Ownership Sector 10, Inc. (SECT)
This table provides information about the institutional ownership of Sector 10, Inc. (SECT). We have compiled data on the 106 institutions that hold shares in the stock, with a total of 46.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.72 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
17,670,190
shares
|
$1.05 Billion
9.73% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
17,670,190
shares
|
$1.05 Billion
9.73% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,970,173
shares
|
$117 Million
0.04% of portfolio
|
Q1 2025
Added 40.17%
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,094,863
shares
|
$64.9 Million
0.02% of portfolio
|
Q2 2025
Added 16.9%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
929,112
shares
|
$55 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
754,095
shares
|
$44.7 Million
36.28% of portfolio
|
Q1 2025
Added 3.34%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
560,064
shares
|
$33.2 Million
0.96% of portfolio
|
Q1 2025
Added 5.5%
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
474,099
shares
|
$28.1 Million
0.27% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
425,082
shares
|
$25.2 Million
6.38% of portfolio
|
Q2 2025
Added 1.48%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
400,916
shares
|
$23.8 Million
0.88% of portfolio
|
Q1 2025
Added 2.44%
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
390,736
shares
|
$23.1 Million
1.76% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
348,364
shares
|
$20.6 Million
14.66% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
320,140
shares
|
$19 Million
3.37% of portfolio
|
Q2 2025
Added 2.27%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
230,000
shares
|
$13.6 Million
0.36% of portfolio
|
Q2 2025
Added 0.89%
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
223,230
shares
|
$13.2 Million
3.81% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
192,624
shares
|
$11.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 60.73%
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
184,016
shares
|
$10.9 Million
0.58% of portfolio
|
Q2 2025
Reduced 36.13%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
167,499
shares
|
$9.92 Million
0.02% of portfolio
|
Q4 2024
Added 4278.36%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
165,743
shares
|
$9.82 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
157,823
shares
|
$9.35 Million
0.02% of portfolio
|
Q2 2025
Added 21.0%
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
155,435
shares
|
$9.21 Million
0.05% of portfolio
|
Q2 2025
Added 5.72%
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
127,851
shares
|
$7.57 Million
0.28% of portfolio
|
Q2 2025
Reduced 34.56%
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
116,273
shares
|
$6.89 Million
6.02% of portfolio
|
Q2 2025
Added 7.55%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
111,266
shares
|
$6.59 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
108,779
shares
|
$6.44 Million
0.15% of portfolio
|
Q2 2025
Reduced 75.66%
|