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

SEI EXCHANGE TRADED FUNDS

33 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 81589A502·33 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$76M
visible holders
Holders
33
filers reporting
Concentration
60.83%
SUMMIT WEALTH GROUP LLC / CO #1
top holder share
AI Holders Summary · Q1 2026

33 institutions reported SEIS in Q1 2026. SUMMIT WEALTH GROUP LLC / CO leads at 60.8% 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
$46M1.7M4.89%Q1 202602
S&T BANK/PA
CIK 0001010911
$9M310K3.20%Q1 202603
Merit Financial Group, LLC
CIK 0001621225
$3M103K0.02%Q2 202604
SEI INVESTMENTS CO
CIK 0000350894
$3M123K0.00%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M117K0.00%Q1 202606
COMPASS CAPITAL CORP /MA/ /ADV
CIK 0000749763
$3M79K0.90%Q1 202607
Apella Capital, LLC
CIK 0001801507
$2M50K0.02%Q2 202608
Perigon Wealth Management, LLC
CIK 0001575239
$1M37K0.02%Q1 202609
Stark Wealth Management LLC
CIK 0002051783
$957K34K3.59%Q4 202510
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$888K27K0.00%Q2 202611
Lynx Investment Advisory
CIK 0002028812
$632K23K0.30%Q1 202612
OneAscent Financial Services LLC
CIK 0001780985
$542K20K0.03%Q1 202613
Global Retirement Partners, LLC
CIK 0001749744
$541K19K0.01%Q4 202514
Diversified Enterprises, LLC
CIK 0002037264
$525K19K0.03%Q4 202515
LexAurum Advisors, LLC
CIK 0001729677
$489K15K0.06%Q2 202616
CORA CAPITAL ADVISORS LLC
CIK 0001964530
$342K12K0.11%Q1 202617
Stewardship Advisors, LLC
CIK 0001733219
$331K10K0.07%Q2 202618
Ameritas Advisory Services, LLC
CIK 0001901275
$295K11K0.01%Q1 202619
Apeiron RIA LLC
CIK 0001801846
$264K5K0.07%Q2 202620
United Advisor Group, LLC
CIK 0002004873
$261K9K0.03%Q1 2026
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