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 103 institutions that hold shares in the stock, with a total of 36.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
17,914,318
shares
|
$916 Million
10.31% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,390,361
shares
|
$378 Million
1.02% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,970,173
shares
|
$101 Million
0.04% of portfolio
|
Q1 2025
Added 40.17%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
965,461
shares
|
$49.4 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
936,614
shares
|
$47.9 Million
0.02% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
729,708
shares
|
$37.3 Million
35.96% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
553,401
shares
|
$28.3 Million
0.35% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
530,876
shares
|
$27.1 Million
0.97% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
490,489
shares
|
$25.1 Million
0.11% of portfolio
|
Q1 2025
Added 10.5%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
418,883
shares
|
$21.4 Million
6.31% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
414,061
shares
|
$21.2 Million
1.86% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
402,019
shares
|
$20.6 Million
0.25% of portfolio
|
Q4 2024
Added 14.37%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
391,362
shares
|
$20 Million
0.74% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
305,128
shares
|
$15.6 Million
2.38% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
286,977
shares
|
$14.7 Million
5.2% of portfolio
|
Q4 2024
Added 13.95%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
227,969
shares
|
$11.7 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
|
$10.2 Million
9.79% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
195,372
shares
|
$9.99 Million
0.33% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
166,125
shares
|
$8.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 18.86%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
147,028
shares
|
$7.52 Million
0.05% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
130,436
shares
|
$6.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
111,622
shares
|
$5.71 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
|
$5.53 Million
5.61% of portfolio
|
Q1 2025
Reduced 27.64%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
106,503
shares
|
$5.45 Million
0.02% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
97,799
shares
|
$5 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.14%
|