DOSSIER · 13F Holders · Q1 2026
SEIV

SEI EXCHANGE TRADED FUNDS

67 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 81589A304·67 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$853M
visible holders
Holders
67
filers reporting
Concentration
72.82%
SEI INVESTMENTS CO #1
top holder share
AI Holders Summary · Q1 2026

67 institutions reported SEIV in Q1 2026. SEI INVESTMENTS CO leads at 72.8% 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
$621M14.9M0.57%Q1 2026
02
SUMMIT WEALTH GROUP LLC / CO
CIK 0002081278
$114M2.7M11.98%Q1 2026
03
S&T BANK/PA
CIK 0001010911
$17M418K6.49%Q1 2026
04
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M312K0.00%Q1 2026
05
TRUIST FINANCIAL CORP
CIK 0000092230
$12M289K0.02%Q1 2026
06
Merit Financial Group, LLC
CIK 0001621225
$12M244K0.07%Q2 2026
07
Beacon Pointe Advisors, LLC
CIK 0001744317
$11M272K0.06%Q1 2026
08
StoneCrest Wealth Management, Inc.
CIK 0002008409
$10M201K3.08%Q2 2026
09
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$10M230K0.02%Q1 2026
10
K2 Financial Inc.
CIK 0002044711
$5M112K3.81%Q2 2026
11
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$5M99K0.01%Q2 2026
12
Yeomans Consulting Group, Inc.
CIK 0002014739
$4M85K1.04%Q4 2025
13
Global Retirement Partners, LLC
CIK 0001749744
$3M75K0.06%Q4 2025
14
Csenge Advisory Group
CIK 0001715593
$3M66K0.13%Q1 2026
15
Stark Wealth Management LLC
CIK 0002051783
$2M60K9.31%Q4 2025
16
NewEdge Advisors, LLC
CIK 0001633516
$2M58K0.01%Q1 2026
17
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M57K0.00%Q1 2026
18
EXENCIAL WEALTH ADVISORS, LLC
CIK 0001576151
$2M53K0.07%Q1 2026
19
PETRA FINANCIAL ADVISORS INC
CIK 0001971427
$2M44K0.99%Q2 2026
20
Ameritas Advisory Services, LLC
CIK 0001901275
$2M50K0.08%Q1 2026
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