HolderBook

SIMULATED ENVIROMENT CONCEPTS (SMEV)

Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.

2
Reporting holders
$52.8K
Reported value
0.0%
Held as options
+0
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Strive Financial Group ,LLC$43.3K5,555,1780.01%2q+7.8%+$3.1K
Capital Square, LLC$9.5K1,053,0000.00%21qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20262$52.8K6,608,1780100.0%
Q1 20262$34.6K6,208,1781000.0%
Q4 20251$7.7K1,053,0000000.0%
Q3 20251$7.5K1,053,0000000.0%
Q2 20251$4.8K1,053,0000000.0%
Q1 20251$4.1K1,053,0000000.0%
Q4 20241$3.7K1,053,0000000.0%
Q3 20241$6.1K1,053,0000000.0%
Q2 20241$5.3K1,053,0000000.0%
Q1 20241$4.8K1,053,0000000.0%
Q4 20231$8.5K1,053,0000000.0%
Q3 20231$4.7K1,053,0000000.0%
Q2 20231$5.3K1,053,0000000.0%
Q1 20231$6.5K1,053,0000000.0%
Q4 20221$9.5K1,053,0000000.0%
Q3 20221$7.0K1,053,0000000.0%
Q2 20221$6.0K1,053,0000000.0%
Q1 20221$6.0K1,053,0000000.0%
Q4 20211$13.0K1,053,0000000.0%
Q3 20211$23.0K1,053,0000000.0%
Q2 20211$15.0K1,053,0001000.0%
Q4 20201$4.0K1,053,0001000.0%
Q2 20201$1.0K1,053,0001000.0%