13F Insight
DOSSIER · 13F Holders · Q2 2026
SEIE

SEI EXCHANGE TRADED FUNDS

50 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 81589A700·50 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$195M
visible holders
Holders
50
filers reporting
Concentration
48.71%
SUMMIT WEALTH GROUP LLC / CO #1
top holder share
AI Holders Summary · Q2 2026

50 institutions reported SEIE in Q2 2026. SUMMIT WEALTH GROUP LLC / CO leads at 48.7% 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
$95M2.7M7.85%Q2 202602
S&T BANK/PA
CIK 0001010911
$21M586K6.25%Q2 202603
3EDGE Asset Management, LP
CIK 0001665605
$20M561K0.89%Q2 202604
SEI INVESTMENTS CO
CIK 0000350894
$13M373K0.01%Q2 202605
COMPASS CAPITAL CORP /MA/ /ADV
CIK 0000749763
$7M180K2.18%Q2 202606
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M189K0.00%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M160K0.01%Q2 202608
Merit Financial Group, LLC
CIK 0001621225
$5M151K0.03%Q2 202609
Apella Capital, LLC
CIK 0001801507
$3M85K0.04%Q3 202610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M79K0.00%Q3 202611
Perigon Wealth Management, LLC
CIK 0001575239
$3M72K0.04%Q2 202612
PETRA FINANCIAL ADVISORS INC
CIK 0001971427
$2M63K1.04%Q2 202613
Stark Wealth Management LLC
CIK 0002051783
$2M66K8.01%Q4 202514
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$2M58K0.06%Q1 202615
Lynx Investment Advisory
CIK 0002028812
$1M40K0.47%Q2 202616
CITADEL ADVISORS LLC
CIK 0001423053
$1M39K0.00%Q2 202617
Diversified Enterprises, LLC
CIK 0002037264
$1M39K0.06%Q3 202618
OneAscent Financial Services LLC
CIK 0001780985
$1M38K0.06%Q2 202619
LexAurum Advisors, LLC
CIK 0001729677
$1M28K0.11%Q3 202620
CORA CAPITAL ADVISORS LLC
CIK 0001964530
$888K25K0.25%Q2 2026
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