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

SEI EXCHANGE TRADED FUNDS

80 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 81589A304·80 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$976M
visible holders
Holders
80
filers reporting
Concentration
71.80%
SEI INVESTMENTS CO #1
top holder share
AI Holders Summary · Q2 2026

80 institutions reported SEIV in Q2 2026. SEI INVESTMENTS CO leads at 71.8% 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
$701M14.6M0.62%Q2 202602
SUMMIT WEALTH GROUP LLC / CO
CIK 0002081278
$146M3.0M12.05%Q2 202603
S&T BANK/PA
CIK 0001010911
$22M457K6.58%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$14M299K0.00%Q2 202605
TRUIST FINANCIAL CORP
CIK 0000092230
$14M282K0.02%Q2 202606
Beacon Pointe Advisors, LLC
CIK 0001744317
$12M258K0.06%Q2 202607
Merit Financial Group, LLC
CIK 0001621225
$12M244K0.07%Q2 202608
StoneCrest Wealth Management, Inc.
CIK 0002008409
$10M201K3.08%Q2 202609
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$10M230K0.02%Q1 202610
K2 Financial Inc.
CIK 0002044711
$5M112K3.81%Q2 202611
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$5M99K0.01%Q2 202612
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$4M93K0.00%Q2 202613
Global Retirement Partners, LLC
CIK 0001749744
$4M74K0.05%Q2 202614
Yeomans Consulting Group, Inc.
CIK 0002014739
$4M85K1.04%Q4 202515
Csenge Advisory Group
CIK 0001715593
$3M62K0.12%Q2 202616
NewEdge Advisors, LLC
CIK 0001633516
$3M54K0.01%Q2 202617
Stark Wealth Management LLC
CIK 0002051783
$2M60K9.31%Q4 202518
Savant Capital, LLC
CIK 0001482880
$2M45K0.01%Q2 202619
Diversified Enterprises, LLC
CIK 0002037264
$2M47K0.11%Q2 202620
TBH Global Asset Management, LLC
CIK 0001787125
$2M47K0.41%Q2 2026
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