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

SEI EXCHANGE TRADED FUNDS

57 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 81589A106·57 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$405M
visible holders
Holders
57
filers reporting
Concentration
73.83%
SEI INVESTMENTS CO #1
top holder share
AI Holders Summary · Q1 2026

57 institutions reported SEIQ in Q1 2026. SEI INVESTMENTS CO leads at 73.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SEI INVESTMENTS CO
CIK 0000350894
$299M8.2M0.28%Q1 202602
SUMMIT WEALTH GROUP LLC / CO
CIK 0002081278
$53M1.5M5.56%Q1 202603
S&T BANK/PA
CIK 0001010911
$8M218K2.97%Q1 202604
Merit Financial Group, LLC
CIK 0001621225
$8M198K0.05%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M161K0.00%Q1 202606
TRUIST FINANCIAL CORP
CIK 0000092230
$6M153K0.01%Q1 202607
Beacon Pointe Advisors, LLC
CIK 0001744317
$5M148K0.03%Q1 202608
Yeomans Consulting Group, Inc.
CIK 0002014739
$4M109K1.25%Q4 202509
K2 Financial Inc.
CIK 0002044711
$3M67K1.90%Q2 202610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M53K0.00%Q2 202611
Stark Wealth Management LLC
CIK 0002051783
$2M40K5.91%Q4 202512
Global Retirement Partners, LLC
CIK 0001749744
$1M38K0.03%Q4 202513
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M37K0.00%Q1 202614
Csenge Advisory Group
CIK 0001715593
$1M36K0.06%Q1 202615
NewEdge Advisors, LLC
CIK 0001633516
$1M31K0.00%Q1 202616
EXENCIAL WEALTH ADVISORS, LLC
CIK 0001576151
$1M29K0.03%Q1 202617
Ameritas Advisory Services, LLC
CIK 0001901275
$996K27K0.04%Q1 202618
Diversified Enterprises, LLC
CIK 0002037264
$951K24K0.06%Q4 202519
United Advisor Group, LLC
CIK 0002004873
$851K23K0.10%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$832K23K0.00%Q1 2026
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