13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
SEIE

SEI EXCHANGE TRADED FUNDS

45 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 81589A700·45 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.6%
vs prior quarter
13F value held
$143M
57.0% inst. owned
of float
Holders
45
-26 QoQ
filers reporting
Activity
+32 / −6
+863 added · −862 reduced
this quarter
Concentration
53.98%
SUMMIT WEALTH GROUP LLC / CO #1
top holder share
AI Holders Summary · Q1 2026

45 institutions reported SEIE in Q1 2026. SUMMIT WEALTH GROUP LLC / CO leads at 54.0% of the visible book. -26 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
$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
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M161K0.01%Q1 202608
Apella Capital, LLC
CIK 0001801507
$4M118K0.06%Q1 202609
Perigon Wealth Management, LLC
CIK 0001575239
$2M72K0.04%Q1 202610
Stark Wealth Management LLC
CIK 0002051783
$2M66K8.01%Q4 202511
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M52K0.00%Q1 202612
Lynx Investment Advisory
CIK 0002028812
$1M41K0.64%Q1 202613
OneAscent Financial Services LLC
CIK 0001780985
$1M38K0.07%Q1 202614
Diversified Enterprises, LLC
CIK 0002037264
$1M36K0.07%Q4 202515
LexAurum Advisors, LLC
CIK 0001729677
$952,36029K0.12%Q1 202616
CORA CAPITAL ADVISORS LLC
CIK 0001964530
$826,40925K0.27%Q1 202617
Ameritas Advisory Services, LLC
CIK 0001901275
$714,40922K0.03%Q1 202618
United Advisor Group, LLC
CIK 0002004873
$685,26821K0.08%Q1 202619
Patriot Financial Group Insurance Agency, LLC
CIK 0001694883
$664,76420K0.04%Q1 202620
Stewardship Advisors, LLC
CIK 0001733219
$643,93620K0.15%Q1 2026
Page 1 of 3
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