13F Insight
DOSSIER · 13F Holders · Q2 2026
SEIS

SEI EXCHANGE TRADED FUNDS

38 institutions still hold SEI EXCHANGE TRADED FUNDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 81589A502·38 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$102M
visible holders
Holders
38
filers reporting
Concentration
61.79%
SUMMIT WEALTH GROUP LLC / CO #1
top holder share
AI Holders Summary · Q2 2026

38 institutions reported SEIS in Q2 2026. SUMMIT WEALTH GROUP LLC / CO leads at 61.8% 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
$63M1.9M5.22%Q2 202602
S&T BANK/PA
CIK 0001010911
$12M345K3.47%Q2 202603
SEI INVESTMENTS CO
CIK 0000350894
$7M200K0.01%Q2 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M106K0.00%Q2 202605
Merit Financial Group, LLC
CIK 0001621225
$3M103K0.02%Q2 202606
COMPASS CAPITAL CORP /MA/ /ADV
CIK 0000749763
$3M82K0.89%Q2 202607
Apella Capital, LLC
CIK 0001801507
$2M50K0.02%Q2 202608
Perigon Wealth Management, LLC
CIK 0001575239
$1M37K0.02%Q2 202609
PETRA FINANCIAL ADVISORS INC
CIK 0001971427
$958K29K0.44%Q2 202610
Stark Wealth Management LLC
CIK 0002051783
$957K34K3.59%Q4 202511
Global Retirement Partners, LLC
CIK 0001749744
$907K27K0.01%Q2 202612
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$888K27K0.00%Q2 202613
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$778K23K0.00%Q2 202614
Lynx Investment Advisory
CIK 0002028812
$753K22K0.25%Q2 202615
OneAscent Financial Services LLC
CIK 0001780985
$663K20K0.03%Q2 202616
Diversified Enterprises, LLC
CIK 0002037264
$592K18K0.03%Q2 202617
LexAurum Advisors, LLC
CIK 0001729677
$489K15K0.06%Q2 202618
CORA CAPITAL ADVISORS LLC
CIK 0001964530
$415K12K0.12%Q2 202619
CITADEL ADVISORS LLC
CIK 0001423053
$367K11K0.00%Q2 202620
United Advisor Group, LLC
CIK 0002004873
$340K10K0.04%Q2 2026
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