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

SEI EXCHANGE TRADED FUNDS

46 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 81589A700·46 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$150M
visible holders
Holders
46
filers reporting
Concentration
51.40%
SUMMIT WEALTH GROUP LLC / CO #1
top holder share
AI Holders Summary · Q1 2026

46 institutions reported SEIE in Q1 2026. SUMMIT WEALTH GROUP LLC / CO leads at 51.4% 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
$77M2.4M8.13%Q1 202602
S&T BANK/PA
CIK 0001010911
$17M528K6.42%Q1 202603
3EDGE Asset Management, LP
CIK 0001665605
$7M218K0.33%Q1 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M189K0.00%Q1 202605
COMPASS CAPITAL CORP /MA/ /ADV
CIK 0000749763
$6M174K2.16%Q1 202606
SEI INVESTMENTS CO
CIK 0000350894
$6M175K0.01%Q1 202607
Merit Financial Group, LLC
CIK 0001621225
$5M151K0.03%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M161K0.01%Q1 202609
Apella Capital, LLC
CIK 0001801507
$3M98K0.05%Q2 202610
Perigon Wealth Management, LLC
CIK 0001575239
$2M72K0.04%Q1 202611
PETRA FINANCIAL ADVISORS INC
CIK 0001971427
$2M63K1.04%Q2 202612
Stark Wealth Management LLC
CIK 0002051783
$2M66K8.01%Q4 202513
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$2M58K0.06%Q1 202614
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M52K0.00%Q2 202615
Lynx Investment Advisory
CIK 0002028812
$1M41K0.64%Q1 202616
OneAscent Financial Services LLC
CIK 0001780985
$1M38K0.07%Q1 202617
Diversified Enterprises, LLC
CIK 0002037264
$1M36K0.07%Q4 202518
LexAurum Advisors, LLC
CIK 0001729677
$1M28K0.12%Q2 202619
CORA CAPITAL ADVISORS LLC
CIK 0001964530
$888K25K0.25%Q2 202620
Apeiron RIA LLC
CIK 0001801846
$791K16K0.20%Q2 2026
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