13F Insight
DOSSIER · 13F Holders · Q1 2026
SEEM

SEI EXCHANGE TRADED FUNDS

39 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 81589A601·39 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$78M
visible holders
Holders
39
filers reporting
Concentration
40.29%
SUMMIT WEALTH GROUP LLC / CO #1
top holder share
AI Holders Summary · Q1 2026

39 institutions reported SEEM in Q1 2026. SUMMIT WEALTH GROUP LLC / CO leads at 40.3% of the visible book.

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 202602
S&T BANK/PA
CIK 0001010911
$8M241K2.95%Q1 202603
SEI INVESTMENTS CO
CIK 0000350894
$7M207K0.01%Q1 202604
OLD MISSION CAPITAL LLC
CIK 0001455915
$5M146K0.08%Q1 202605
Merit Financial Group, LLC
CIK 0001621225
$5M116K0.03%Q2 202606
3EDGE Asset Management, LP
CIK 0001665605
$4M138K0.21%Q1 202607
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M100K0.00%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M88K0.00%Q1 202609
COMPASS CAPITAL CORP /MA/ /ADV
CIK 0000749763
$3M69K0.95%Q1 202610
Apella Capital, LLC
CIK 0001801507
$2M40K0.02%Q2 202611
PETRA FINANCIAL ADVISORS INC
CIK 0001971427
$1M33K0.62%Q2 202612
Perigon Wealth Management, LLC
CIK 0001575239
$1M37K0.02%Q1 202613
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$1M29K0.00%Q2 202614
Stark Wealth Management LLC
CIK 0002051783
$969K31K3.64%Q4 202515
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$673K21K0.00%Q1 202616
Apeiron RIA LLC
CIK 0001801846
$612K8K0.16%Q2 202617
Lynx Investment Advisory
CIK 0002028812
$499K15K0.24%Q1 202618
LexAurum Advisors, LLC
CIK 0001729677
$487K12K0.06%Q2 202619
OneAscent Financial Services LLC
CIK 0001780985
$485K15K0.03%Q1 202620
Foundry Financial Group, Inc.
CIK 0002007960
$479K12K0.21%Q2 2026
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