SEZL institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

211 institutional managers reported holding SEZL for the quarter ended Mar 31, 2026. Together they hold about 38% of shares outstanding; the top 10 hold 25%. 41 opened new positions; 39 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
BlackRock2.54M7.26%$160.6Munchanged2023 Q4
Divisadero Street Capital Management, LP1.31M3.75%$83.0Madded +16.8%2025 Q1
Vanguard Group1.22M3.50%$77.5Madded +3%2024 Q1
Accredited Investors INC.886.6k2.54%$56.1Mtrimmed -2.9%2025 Q4
State Street622.3k1.78%$39.4Madded +3.6%2024 Q1
Geode Capital521.0k1.49%$33.0Madded +6.5%2023 Q4
Morgan Stanley467.4k1.34%$29.6Madded +75%2023 Q4
Dimensional Fund Advisors458.2k1.31%$29.0Madded +41.6%2025 Q2
T. Rowe Price Investment Management, INC.393.6k1.13%$24.9Madded +156.9%2025 Q1
T. Rowe Price380.9k1.09%$24.1Madded +0.7%2024 Q4
Bank OF America CORP /DE/326.1k0.93%$20.6Madded +296.1%2024 Q1
Ardsley Advisory Partners LP300.0k0.86%$19.0Madded +22.4%2025 Q4
Goldman Sachs250.6k0.72%$15.9Mtrimmed -4.3%2024 Q1
Principal Financial Group INC247.4k0.71%$15.7Madded +41.6%2024 Q3
G2 Investment Partners Management LLC167.4k0.48%$10.6Mtrimmed -3.2%2024 Q2
Northern Trust154.4k0.44%$9.8Madded +2.4%2024 Q1
Charles Schwab Investment Management152.4k0.44%$9.6Madded +2.3%2024 Q2
UBS125.7k0.36%$8.0Mtrimmed -11.2%2023 Q3
Invesco123.9k0.35%$7.8Mtrimmed -42.3%2024 Q1
Silvercrest Asset Management Group LLC117.7k0.34%$7.4Mopened2026 Q1
Royal Bank OF Canada113.0k0.32%$7.1Madded +10.2%2024 Q1
BNY Mellon95.9k0.27%$6.1Mtrimmed -2.6%2024 Q2
Citigroup INC87.7k0.25%$5.5Madded +23%2024 Q2
Peregrine Capital Management LLC85.2k0.24%$5.4Mtrimmed -4.2%2025 Q4
Vident Advisory, LLC81.1k0.23%$5.1Madded +48.3%2025 Q1
Portolan Capital Management, LLC70.0k0.20%$4.4Mtrimmed -58.3%2025 Q4
Proem Advisors LLC (focused)68.2k0.20%$4.3Mopened2026 Q1
Voleon Capital Management LP63.4k0.18%$4.0Mtrimmed -17.5%2025 Q4
Hussman Strategic Advisors, INC.63.0k0.18%$4.0Madded +20%2025 Q1
Madison Asset Management, LLC62.8k0.18%$4.0Madded +101.6%2025 Q3
Buckley Capital Advisors, LLC (focused)62.4k0.18%$3.9Mopened2026 Q1
AllianceBernstein61.9k0.18%$3.9Madded +55.5%2024 Q2
Public Sector Pension Investment Board61.1k0.17%$3.9Madded +3.4%2025 Q4
Millennium Management60.2k0.17%$3.8Madded +21.9%2023 Q4
Navellier & Associates INC53.3k0.15%$3.4Madded +11.4%2024 Q3
Wellington Management51.7k0.15%$3.3Madded +10.4%2025 Q2
First Trust Advisors LP45.6k0.13%$2.9Mtrimmed -41%2024 Q3
Trexquant Investment LP44.4k0.13%$2.8Mtrimmed -56.5%2024 Q4
Boothbay Fund Management, LLC44.2k0.13%$2.8Madded +32.1%2024 Q2
Aquatic Capital Management LLC44.1k0.13%$2.8Madded +0.6%2025 Q3
Rhumbline Advisers43.9k0.13%$2.8Madded +3%2024 Q2
Cvfg LLC43.2k0.12%$2.7Mopened2026 Q1
Legal & General Group PLC38.3k0.11%$2.4Mtrimmed -9.9%2024 Q2
Swiss National Bank36.9k0.11%$2.3Munchanged2024 Q4
Ameriprise Financial INC36.5k0.10%$2.3Madded +3%2024 Q3
BNP Paribas Financial Markets34.5k0.10%$2.2Madded +26.6%2024 Q4
LPL Financial LLC33.8k0.10%$2.1Mtrimmed -36.2%2025 Q1
Nuveen32.9k0.09%$2.1Madded +2.2%2024 Q2
Cetera Investment Advisers32.5k0.09%$2.1Madded +134.4%2024 Q4
Edgestream Partners, L.p.32.3k0.09%$2.0Madded +81.6%2025 Q4

Largest 50 of 211 shown; the full ranked, searchable register is at boothcheck.com/holders/SEZL. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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