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 102 institutions that hold shares in the stock, with a total of 29 Million shares, which have been reported (via 13F filing form) to have a value of $1.6 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
|
$976 Million
9.73% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,970,173
shares
|
$109 Million
0.04% of portfolio
|
Q1 2025
Added 40.17%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
936,614
shares
|
$51.7 Million
0.02% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
929,112
shares
|
$51.3 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
|
$41.6 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
|
$30.9 Million
0.96% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
490,489
shares
|
$27.1 Million
0.11% of portfolio
|
Q1 2025
Added 10.5%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
474,099
shares
|
$26.2 Million
0.27% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
446,881
shares
|
$24.7 Million
0.29% of portfolio
|
Q1 2025
Added 11.16%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
418,883
shares
|
$23.1 Million
6.31% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
400,916
shares
|
$22.1 Million
0.88% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
390,736
shares
|
$21.6 Million
1.76% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
313,031
shares
|
$17.3 Million
2.25% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
236,024
shares
|
$13 Million
3.6% of portfolio
|
Q1 2025
Reduced 17.76%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
227,969
shares
|
$12.6 Million
0.34% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
200,395
shares
|
$11.1 Million
9.79% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
195,372
shares
|
$10.8 Million
0.33% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 08, 2025 Q4 2024 |
180,945
shares
|
$9.99 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
167,499
shares
|
$9.25 Million
0.02% of portfolio
|
Q1 2025
Reduced 97.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
166,125
shares
|
$9.17 Million
0.12% of portfolio
|
Q1 2025
Reduced 18.86%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
147,028
shares
|
$8.12 Million
0.05% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
130,436
shares
|
$7.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
111,622
shares
|
$6.16 Million
0.19% of portfolio
|
Q1 2025
Added 31.48%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
108,113
shares
|
$5.97 Million
5.61% of portfolio
|
Q1 2025
Reduced 27.64%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
106,503
shares
|
$5.88 Million
0.02% of portfolio
|
Q1 2025
Added 0.72%
|