DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
SEIV

SEI EXCHANGE TRADED FUNDS

64 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 81589A304·64 13F holders·last filed Mar 31, 2026
Market cap
7.8%
vs prior quarter
13F value held
$838M
79.0% inst. owned
of float
Holders
64
-111 QoQ
filers reporting
Activity
+16 / −10
+979 added · −815 reduced
this quarter
Concentration
74.13%
SEI INVESTMENTS CO #1
top holder share
AI Holders Summary · Q1 2026

64 institutions reported SEIV in Q1 2026. SEI INVESTMENTS CO leads at 74.1% of the visible book. -111 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
$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
Beacon Pointe Advisors, LLC
CIK 0001744317
$11M272K0.06%Q1 2026
07
HART & PATTERSON FINANCIAL GROUP LLC
CIK 0002015835
$8M241K3.88%Q4 2024
08
Merit Financial Group, LLC
CIK 0001621225
$7M176K0.05%Q1 2026
09
K2 Financial Inc.
CIK 0002044711
$5M117K3.73%Q1 2026
10
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$4M95K0.01%Q1 2026
11
Yeomans Consulting Group, Inc.
CIK 0002014739
$4M85K1.04%Q4 2025
12
Global Retirement Partners, LLC
CIK 0001749744
$3M75K0.06%Q4 2025
13
Csenge Advisory Group
CIK 0001715593
$3M66K0.13%Q1 2026
14
Stark Wealth Management LLC
CIK 0002051783
$2M60K9.31%Q4 2025
15
NewEdge Advisors, LLC
CIK 0001633516
$2M58K0.01%Q1 2026
16
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M57K0.00%Q1 2026
17
EXENCIAL WEALTH ADVISORS, LLC
CIK 0001576151
$2M53K0.07%Q1 2026
18
Ameritas Advisory Services, LLC
CIK 0001901275
$2M50K0.08%Q1 2026
19
Diversified Enterprises, LLC
CIK 0002037264
$2M47K0.12%Q4 2025
20
United Advisor Group, LLC
CIK 0002004873
$2M43K0.22%Q1 2026
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