DOSSIER · 13F Holders · Q2 2026
QALT

SEI EXCHANGE TRADED FUNDS

40 institutions still hold SEI EXCHANGE TRADED FUNDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 81589A809·40 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$22M
visible holders
Holders
40
filers reporting
Concentration
29.63%
Merit Financial Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

40 institutions reported QALT in Q2 2026. Merit Financial Group, LLC leads at 29.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Merit Financial Group, LLC
CIK 0001621225
$7M248K0.04%Q2 2026
02
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M246K0.01%Q2 2026
03
James Hambro & Partners LLP
CIK 0001731152
$1M52K0.05%Q2 2026
04
55 North Private Wealth, LLC
CIK 0002106457
$1M45K0.24%Q2 2026
05
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$1M43K0.00%Q2 2026
06
SEI INVESTMENTS CO
CIK 0000350894
$698K26K0.00%Q2 2026
07
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$529K20K0.00%Q2 2026
08
Stewardship Advisors, LLC
CIK 0001733219
$522K20K0.11%Q2 2026
09
Janney Montgomery Scott LLC
CIK 0001329948
$498K20K0.00%Q1 2026
10
AMERIFLEX GROUP, INC.
CIK 0002057637
$436K16K0.18%Q2 2026
11
CORA CAPITAL ADVISORS LLC
CIK 0001964530
$418K16K0.12%Q2 2026
12
Beacon Pointe Advisors, LLC
CIK 0001744317
$371K14K0.00%Q2 2026
13
LexAurum Advisors, LLC
CIK 0001729677
$306K12K0.04%Q2 2026
14
LPL Financial LLC
CIK 0001403438
$276K10K0.00%Q2 2026
15
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$273K11K0.00%Q1 2026
16
Apeiron RIA LLC
CIK 0001801846
$250K1K0.06%Q2 2026
17
Patriot Financial Group Insurance Agency, LLC
CIK 0001694883
$236K9K0.02%Q2 2026
18
COMPASS CAPITAL CORP /MA/ /ADV
CIK 0000749763
$222K8K0.07%Q2 2026
19
Advisory Services Network, LLC
CIK 0001573876
$211K8K0.00%Q2 2026
20
ROYAL BANK OF CANADA
CIK 0001000275
$150K6K0.00%Q2 2026
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