13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
SEIM

SEI EXCHANGE TRADED FUNDS

64 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 81589A205·64 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.9%
vs prior quarter
13F value held
$856M
57.0% inst. owned
of float
Holders
64
-7 QoQ
filers reporting
Activity
+50 / −105
+876 added · −839 reduced
this quarter
Concentration
71.64%
SEI INVESTMENTS CO #1
top holder share
AI Holders Summary · Q1 2026

64 institutions reported SEIM in Q1 2026. SEI INVESTMENTS CO leads at 71.6% of the visible book. -7 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
SEI INVESTMENTS CO
CIK 0000350894
$614M13.5M0.57%Q1 202602
SUMMIT WEALTH GROUP LLC / CO
CIK 0002081278
$110M2.4M11.56%Q1 202603
Merit Financial Group, LLC
CIK 0001621225
$26M575K0.19%Q1 202604
Yeomans Consulting Group, Inc.
CIK 0002014739
$17M367K4.97%Q4 202505
S&T BANK/PA
CIK 0001010911
$17M367K6.23%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$12M267K0.00%Q1 202607
TRUIST FINANCIAL CORP
CIK 0000092230
$11M252K0.02%Q1 202608
Beacon Pointe Advisors, LLC
CIK 0001744317
$11M244K0.06%Q1 202609
HART & PATTERSON FINANCIAL GROUP LLC
CIK 0002015835
$8M212K3.98%Q4 202410
K2 Financial Inc.
CIK 0002044711
$5M105K3.87%Q1 202611
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$4M85K0.01%Q1 202612
Global Retirement Partners, LLC
CIK 0001749744
$3M67K0.05%Q4 202513
Stark Wealth Management LLC
CIK 0002051783
$3M59K10.27%Q4 202514
Csenge Advisory Group
CIK 0001715593
$3M59K0.12%Q1 202615
NewEdge Advisors, LLC
CIK 0001633516
$2M52K0.01%Q1 202616
EXENCIAL WEALTH ADVISORS, LLC
CIK 0001576151
$2M48K0.07%Q1 202617
Meriwether Wealth & Planning, LLC
CIK 0002055554
$2M48K1.19%Q1 202618
Ameritas Advisory Services, LLC
CIK 0001901275
$2M45K0.08%Q1 202619
Diversified Enterprises, LLC
CIK 0002037264
$2M42K0.12%Q4 202520
COMPASS CAPITAL CORP /MA/ /ADV
CIK 0000749763
$2M34K0.63%Q1 2026
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