# SEI INVTS CO (SEIC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SEIC/

- Reporting holders: 19
- Reported value: $3.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $761.0K | 7,413 | 0.0% | 12 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $619.2K | 6,032 | 0.1% | 23 |
| [JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/2122180-journey-retirement-planning-investment-management-llc/) | $394.0K | 3,837 | 0.3% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $367.8K | 3,583 | 0.0% | 9 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $351.3K | 3,422 | 0.1% | 24 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $271.0K | 2,640 | 0.1% | 8 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $258.6K | 2,505 | 0.0% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $225.2K | 2,194 | 0.0% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $162.7K | 1,585 | 0.0% | 16 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $159.8K | 1,556 | 0.1% | 1 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $127.9K | 1,246 | 0.0% | 4 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $45.0K | 438 | 0.0% | 5 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $43.1K | 420 | 0.0% | 25 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $10.0K | 97 | 0.0% | 2 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $4.3K | 42 | 0.0% | 1 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $4.0K | 39 | 0.0% | 1 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $3.3K | 32 | 0.0% | 3 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $1.6K | 16 | 0.0% | 3 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $1.2K | 12 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $57 | 552 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 19 | $3.8M |
| Q2 2026 | 578 | $8.5B |
| Q1 2026 | 567 | $7.2B |
| Q4 2025 | 560 | $7.3B |
| Q3 2025 | 550 | $7.6B |
| Q2 2025 | 567 | $8.2B |
| Q1 2025 | 548 | $7.3B |
| Q4 2024 | 542 | $7.5B |
| Q3 2024 | 501 | $6.4B |
| Q2 2024 | 493 | $6.1B |
| Q1 2024 | 476 | $7.7B |
| Q4 2023 | 491 | $6.3B |