Inst. Holders
6 funds
SE
SECR
NEW YORK LIFE INVTS ACTIVE E
$24.18 ▲ +0.33%
Prev close $24.10Snapshot
The big-picture read on SECR right now — valuation, ownership and activity at a glance.
Inst. Value
$188.5M
Inst. Activity
2 buys / 1 sells
Price chart 30d -2.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Jun 30, 2026 Inst.
NEW YORK LIFE INVESTMENT — ADD
6,997,978 shares ($177.6M)
Jun 30, 2026 Inst.
CITADEL ADVISORS LLC — TRIM
14,863 shares ($377.2K)
Institutional ownership
Which big funds own SECR (from quarterly 13F filings) and who is adding or trimming.
6 institutional holders with $188.5M total value (7,427,741 shares) as of 2026-Q2. Top holders: NEW, ENVESTNET, Integrated. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6,997,978 | $177.6M | 94.2% | ADD +46.4% |
| ENVESTNET ASSET MANAGEMENT INC | 301,569 | $7.7M | 4.1% | DOUBLED +109.0% |
| Integrated Wealth Concepts LLC | 79,856 | $2.0M | 1.1% | — |
| Cetera Investment Advisers | 33,405 | $847.8K | 0.4% | ADD +67.4% |
| CITADEL ADVISORS LLC | 14,863 | $377.2K | 0.2% | TRIM -31.7% |
| UBS Group AG | 70 | $1.8K | 0.0% | ADD +42.9% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | ADD | 4,779,403 | 6,997,978 | +46.4% | $177.6M |
| CITADEL ADVISORS LLC | TRIM | 21,754 | 14,863 | -31.7% | $377.2K |
| UBS Group AG | ADD | 49 | 70 | +42.9% | $1.8K |
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 130,229 | 272,232 | +109.0% | $7.0M |
| Cetera Investment Advisers | ADD | 18,909 | 31,652 | +67.4% | $811.9K |
| UBS Group AG | DOUBLED | 7 | 49 | +600.0% | $1.3K |
| UBS Group AG | NEAR_EXIT | 85 | 7 | -91.8% | $180.00 |
| CITADEL ADVISORS LLC | TRIM | 24,845 | 7,779 | -68.7% | $207.3K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SECR.
Shares short
15,581
Settlement Sep 15, 2026
Change vs prior
+30.5%
Semi-monthly cycle
Days to cover
3.0
At avg daily volume