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

SEI EXCHANGE TRADED FUNDS

56 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 81589A106·56 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.7%
vs prior quarter
13F value held
$409M
77.0% inst. owned
of float
Holders
56
-2 QoQ
filers reporting
Activity
+18 / −101
+909 added · −724 reduced
this quarter
Concentration
73.19%
SEI INVESTMENTS CO #1
top holder share
AI Holders Summary · Q1 2026

56 institutions reported SEIQ in Q1 2026. SEI INVESTMENTS CO leads at 73.2% of the visible book. -2 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
$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
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M161K0.00%Q1 202605
TRUIST FINANCIAL CORP
CIK 0000092230
$6M153K0.01%Q1 202606
Beacon Pointe Advisors, LLC
CIK 0001744317
$5M148K0.03%Q1 202607
Merit Financial Group, LLC
CIK 0001621225
$5M146K0.04%Q1 202608
Meriwether Wealth & Planning, LLC
CIK 0002055554
$5M128K2.56%Q1 202609
Yeomans Consulting Group, Inc.
CIK 0002014739
$4M109K1.25%Q4 202510
HART & PATTERSON FINANCIAL GROUP LLC
CIK 0002015835
$4M117K1.99%Q4 202411
K2 Financial Inc.
CIK 0002044711
$2M64K1.80%Q1 202612
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M49K0.00%Q1 202613
Stark Wealth Management LLC
CIK 0002051783
$2M40K5.91%Q4 202514
Global Retirement Partners, LLC
CIK 0001749744
$1M38K0.03%Q4 202515
Csenge Advisory Group
CIK 0001715593
$1M36K0.06%Q1 202616
NewEdge Advisors, LLC
CIK 0001633516
$1M31K0.00%Q1 202617
EXENCIAL WEALTH ADVISORS, LLC
CIK 0001576151
$1M29K0.03%Q1 202618
Ameritas Advisory Services, LLC
CIK 0001901275
$996,10527K0.04%Q1 202619
Diversified Enterprises, LLC
CIK 0002037264
$951,02124K0.06%Q4 202520
United Advisor Group, LLC
CIK 0002004873
$851,33923K0.10%Q1 2026
Page 1 of 3
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