DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
SEEM

SEI EXCHANGE TRADED FUNDS

37 institutions still hold SEI EXCHANGE TRADED FUNDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 81589A601·37 13F holders·last filed Mar 31, 2026
Market cap
6.9%
vs prior quarter
13F value held
$74M
56.0% inst. owned
of float
Holders
37
-75 QoQ
filers reporting
Activity
+91 / −10
+913 added · −815 reduced
this quarter
Concentration
42.65%
SUMMIT WEALTH GROUP LLC / CO #1
top holder share
AI Holders Summary · Q1 2026

37 institutions reported SEEM in Q1 2026. SUMMIT WEALTH GROUP LLC / CO leads at 42.7% of the visible book. -75 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
SUMMIT WEALTH GROUP LLC / CO
CIK 0002081278
$32M963K3.32%Q1 2026
02
S&T BANK/PA
CIK 0001010911
$8M241K2.95%Q1 2026
03
SEI INVESTMENTS CO
CIK 0000350894
$7M207K0.01%Q1 2026
04
OLD MISSION CAPITAL LLC
CIK 0001455915
$5M146K0.08%Q1 2026
05
3EDGE Asset Management, LP
CIK 0001665605
$4M138K0.21%Q1 2026
06
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M100K0.00%Q1 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M88K0.00%Q1 2026
08
COMPASS CAPITAL CORP /MA/ /ADV
CIK 0000749763
$3M69K0.95%Q1 2026
09
Apella Capital, LLC
CIK 0001801507
$2M50K0.03%Q1 2026
10
Merit Financial Group, LLC
CIK 0001621225
$2M52K0.01%Q1 2026
11
Perigon Wealth Management, LLC
CIK 0001575239
$1M37K0.02%Q1 2026
12
Stark Wealth Management LLC
CIK 0002051783
$968,80631K3.64%Q4 2025
13
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$893,39627K0.00%Q1 2026
14
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$672,66021K0.00%Q1 2026
15
Lynx Investment Advisory
CIK 0002028812
$498,93715K0.24%Q1 2026
16
OneAscent Financial Services LLC
CIK 0001780985
$485,34615K0.03%Q1 2026
17
LexAurum Advisors, LLC
CIK 0001729677
$414,77613K0.05%Q1 2026
18
Diversified Enterprises, LLC
CIK 0002037264
$407,49213K0.02%Q4 2025
19
CORA CAPITAL ADVISORS LLC
CIK 0001964530
$355,50411K0.12%Q1 2026
20
Ameritas Advisory Services, LLC
CIK 0001901275
$303,8619K0.01%Q1 2026
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