SEI EXCHANGE TRADED FUNDS (SEEM)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
40
Reporting holders
$166.9M
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Diversified Enterprises, LLC | $55.9M | 1,393,071 | 2.70% | 7q | +3.4%+$1.8M |
| SUMMIT WEALTH GROUP LLC / CO | $42.5M | 1,059,125 | 3.51% | 3q | +10.0%+$3.9M |
| 3EDGE Asset Management, LP | $16.5M | 410,526 | 0.73% | 3q | +198.1%+$10.9M |
| SEI INVESTMENTS CO | $12.6M | 313,028 | 0.01% | 4q | +51.3%+$4.3M |
| S&T Bank/PA | $10.6M | 263,451 | 3.17% | 6q | +9.1%+$884.9K |
| Merit Financial Group, LLC | $9.3M | 232,056 | 0.03% | 4q | +350.2%+$7.2M |
| OSAIC HOLDINGS, INC. | $3.5M | 87,443 | 0.00% | 7q | -0.5%-$18.0K |
| COMPASS CAPITAL CORP /MA/ /ADV | $2.7M | 69,917 | 0.89% | 5q | +1.7%+$44.7K |
| Apella Capital, LLC | $1.5M | 39,795 | 0.02% | 4q | -19.6%-$373.4K |
| Perigon Wealth Management, LLC | $1.4M | 36,126 | 0.02% | 7q | -3.4%-$51.3K |
| PETRA FINANCIAL ADVISORS INC | $1.3M | 33,468 | 0.62% | new | NEW |
| OLD MISSION CAPITAL LLC | $1.2M | 30,360 | 0.02% | 3q | -79.2%-$4.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 28,685 | 0.00% | 7q | +4.8%+$51.5K |
| ROYAL BANK OF CANADA | $636.0K | 15,851 | 0.00% | 7q | +2632.9%+$612.7K |
| Apeiron RIA LLC | $612.0K | 7,896 | 0.16% | new | NEW |
| OneAscent Financial Services LLC | $596.2K | 14,868 | 0.03% | 5q | HELD |
| Lynx Investment Advisory | $590.4K | 14,723 | 0.19% | 7q | -3.4%-$20.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $585.5K | 14,601 | 0.00% | 2q | -28.9%-$238.2K |
| LexAurum Advisors, LLC | $487.1K | 12,149 | 0.06% | 6q | -4.1%-$20.7K |
| Foundry Financial Group, Inc. | $479.0K | 11,944 | 0.21% | new | NEW |
| CORA CAPITAL ADVISORS LLC | $422.5K | 10,536 | 0.12% | 7q | -2.9%-$12.8K |
| United Advisor Group, LLC | $375.5K | 9,364 | 0.04% | 4q | +5.7%+$20.2K |
| Stewardship Advisors, LLC | $352.2K | 8,784 | 0.07% | 4q | +2.3%+$8.1K |
| Global Retirement Partners, LLC | $338.9K | 8,451 | 0.01% | 2q | +176.3%+$216.2K |
| CITADEL ADVISORS LLC | $263.7K | 6,576 | 0.00% | new | NEW |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $241.4K | 6,243 | 0.00% | new | NEW |
| AMERIFLEX GROUP, INC. | $200.0K | 4,987 | 0.08% | new | NEW |
| ROSS\JOHNSON & Associates LLC | $194.6K | 4,854 | 3.05% | 7q | +4.7%+$8.8K |
| IFG Advisory, LLC | $182.2K | 4,545 | 0.01% | 2q | +11.3%+$18.6K |
| Pinnacle Wealth Planning Services, Inc. | $107.5K | 2,682 | 0.01% | 3q | -1.2%-$1.3K |
| Rossby Financial, LCC | $42.9K | 1,071 | 0.01% | 2q | +29.3%+$9.7K |
| Whipplewood Advisors, LLC | $27.1K | 677 | 0.02% | 4q | +213.4%+$18.5K |
| NewEdge Advisors, LLC | $25.3K | 631 | 0.00% | new | NEW |
| MORGAN STANLEY | $23.6K | 589 | 0.00% | 4q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.1K | 201 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $4.5K | 113 | 0.00% | new | NEW |
| UBS Group AG | $3.5K | 87 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $3.0K | 75 | 0.00% | 3q | -99.2%-$369.0K |
| HARBOUR INVESTMENTS, INC. | $2.6K | 64 | 0.00% | 4q | -56.2%-$3.3K |
| ASSETMARK, INC | $1.4K | 35 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 40 | $166.9M | 4,159,648 | 11 | 16 | 11 | 0.0% |
| Q1 2026 | 32 | $118.0M | 3,589,408 | 5 | 10 | 13 | 0.0% |
| Q4 2025 | 33 | $105.7M | 3,379,485 | 8 | 14 | 9 | 0.0% |
| Q3 2025 | 30 | $28.8M | 948,599 | 11 | 5 | 11 | 0.0% |
| Q2 2025 | 24 | $21.6M | 784,115 | 6 | 6 | 9 | 0.0% |
| Q1 2025 | 22 | $19.9M | 802,588 | 5 | 4 | 9 | 0.0% |
| Q4 2024 | 18 | $28.8M | 1,232,921 | 17 | 0 | 0 | 0.0% |