SEI EXCHANGE TRADED FUNDS (SEIM)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
70
Reporting holders
$1.1B
Reported value
0.0%
Held as options
+15
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 |
|---|---|---|---|---|---|
| SEI INVESTMENTS CO | $721.0M | 12,840,416 | 0.64% | 10q | -4.7%-$35.3M |
| SUMMIT WEALTH GROUP LLC / CO | $149.0M | 2,653,233 | 12.33% | 5q | +10.1%+$13.6M |
| Merit Financial Group, LLC | $73.3M | 1,305,576 | 0.22% | 6q | +126.9%+$41.0M |
| S&T Bank/PA | $22.5M | 400,776 | 6.75% | 6q | +9.3%+$1.9M |
| ENVESTNET ASSET MANAGEMENT INC | $14.8M | 263,267 | 0.00% | 10q | -1.3%-$195.8K |
| TRUIST FINANCIAL CORP | $13.9M | 247,867 | 0.02% | 10q | -1.8%-$252.9K |
| Beacon Pointe Advisors, LLC | $12.8M | 227,454 | 0.06% | 4q | -6.8%-$932.7K |
| K2 Financial Inc. | $5.4M | 98,882 | 3.80% | 7q | -5.8%-$330.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.6M | 83,333 | 0.01% | 10q | -1.4%-$66.1K |
| Global Retirement Partners, LLC | $3.6M | 64,659 | 0.06% | 2q | -3.2%-$120.2K |
| Meriwether Wealth & Planning, LLC | $3.1M | 55,153 | 1.54% | 7q | +15.7%+$420.8K |
| Csenge Advisory Group | $3.1M | 54,631 | 0.12% | 10q | -7.8%-$259.6K |
| Perigon Wealth Management, LLC | $2.8M | 49,916 | 0.04% | 10q | +48.2%+$911.5K |
| NewEdge Advisors, LLC | $2.7M | 47,709 | 0.01% | new | NEW |
| Diversified Enterprises, LLC | $2.3M | 41,413 | 0.11% | 6q | HELD |
| Savant Capital, LLC | $2.2M | 40,371 | 0.01% | new | NEW |
| PETRA FINANCIAL ADVISORS INC | $2.2M | 38,729 | 1.01% | new | NEW |
| COMPASS CAPITAL CORP /MA/ /ADV | $2.1M | 38,579 | 0.70% | 7q | +12.9%+$244.1K |
| United Advisor Group, LLC | $2.0M | 36,093 | 0.21% | 10q | -5.9%-$127.6K |
| CAHILL FINANCIAL ADVISORS INC | $1.8M | 32,371 | 0.17% | 10q | -9.1%-$182.4K |
| Apella Capital, LLC | $1.5M | 27,813 | 0.02% | 4q | -18.4%-$336.1K |
| Independent Wealth Network Inc. | $1.3M | 22,474 | 0.32% | 3q | +11.1%+$126.2K |
| LPL Financial LLC | $1.2M | 21,269 | 0.00% | 10q | -3.5%-$43.6K |
| Stewardship Advisors, LLC | $1.2M | 20,915 | 0.24% | 8q | -4.9%-$60.1K |
| Lynx Investment Advisory | $991.9K | 17,665 | 0.32% | 9q | -5.3%-$55.8K |
| Cassady Wealth & Retirement Planning, LLC | $963.9K | 17,166 | 0.45% | 3q | -5.7%-$57.8K |
| OSAIC HOLDINGS, INC. | $874.0K | 15,564 | 0.00% | 17q | -55.2%-$1.1M |
| CITADEL ADVISORS LLC | $855.8K | 15,241 | 0.00% | 8q | -9.5%-$90.0K |
| PRINCIPAL SECURITIES, INC. | $852.8K | 15,187 | 0.01% | 10q | +3.7%+$30.1K |
| Cetera Investment Advisers | $828.4K | 14,753 | 0.00% | 9q | -27.1%-$308.3K |
| Stratos Wealth Partners, LTD. | $770.7K | 13,725 | 0.01% | 4q | +7.7%+$54.9K |
| Concurrent Investment Advisors, LLC | $544.7K | 9,701 | 0.00% | 5q | -6.5%-$37.7K |
| Accelerate Investment Advisors LLC | $438.9K | 7,816 | 0.25% | 2q | HELD |
| ROYAL BANK OF CANADA | $435.0K | 7,752 | 0.00% | 11q | -25.6%-$149.8K |
| LexAurum Advisors, LLC | $423.3K | 7,539 | 0.05% | 4q | -7.8%-$35.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $408.0K | 7,266 | 0.00% | new | NEW |
| Investmark Advisory Group LLC | $403.7K | 7,190 | 0.15% | 5q | +9.9%+$36.4K |
| MORGAN STANLEY | $338.3K | 6,025 | 0.00% | 6q | HELD |
| OneAscent Financial Services LLC | $336.7K | 5,997 | 0.02% | 6q | -2.4%-$8.4K |
| UBS Group AG | $319.2K | 5,684 | 0.00% | 7q | +1.6%+$5.1K |
| Lifeworks Advisors, LLC | $308.4K | 5,492 | 0.03% | new | NEW |
| Valmark Advisers, Inc. | $274.0K | 4,880 | 0.00% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $251.3K | 4,475 | 0.00% | 2q | -78.1%-$895.3K |
| Foundry Financial Group, Inc. | $240.6K | 4,285 | 0.10% | new | NEW |
| Summit Financial, LLC | $220.9K | 3,935 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $220.6K | 3,928 | 0.00% | 2q | +9.7%+$19.5K |
| Rossby Financial, LCC | $217.0K | 3,864 | 0.04% | 2q | +7.3%+$14.8K |
| CALTON & ASSOCIATES, INC. | $210.8K | 3,754 | 0.03% | new | NEW |
| Meridian Wealth Management, LLC | $207.8K | 3,701 | 0.01% | new | NEW |
| WPG Advisers, LLC | $199.9K | 3,560 | 0.12% | 7q | -7.2%-$15.6K |
| AdvisorNet Financial, Inc | $154.4K | 2,750 | 0.01% | 10q | +74.4%+$65.9K |
| HARBOUR INVESTMENTS, INC. | $150.3K | 2,677 | 0.00% | 2q | -7.0%-$11.3K |
| Continuum Advisory, LLC | $131.5K | 2,342 | 0.01% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $122.0K | 2,173 | 0.00% | new | NEW |
| Silver Grove Financial Group, Inc. | $120.0K | 2,138 | 0.06% | 3q | -8.3%-$10.8K |
| ASSETMARK, INC | $82.0K | 1,461 | 0.00% | 9q | -1.7%-$1.5K |
| Whipplewood Advisors, LLC | $80.5K | 1,434 | 0.05% | 7q | -53.3%-$91.9K |
| WELLS FARGO & COMPANY/MN | $74.7K | 1,330 | 0.00% | new | NEW |
| Synergy Investment Management, LLC | $71.1K | 1,393 | 0.02% | new | NEW |
| VANGUARD ADVISERS INC | $62.8K | 1,118 | 0.00% | new | NEW |
| TOP Private Wealth LLC. | $30.4K | 541 | 0.03% | new | FIRST |
| Cape Investment Advisory, Inc. | $24.1K | 429 | 0.01% | new | NEW |
| Blue Trust, Inc. | $19.2K | 342 | 0.00% | new | NEW |
| IFP Advisors, Inc | $14.9K | 265 | 0.00% | 10q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $12.5K | 230 | 0.00% | new | NEW |
| AMERIFLEX GROUP, INC. | $12.0K | 213 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $11.5K | 205 | 0.00% | 3q | -99.5%-$2.5M |
| JPMORGAN CHASE & CO | $4.4K | 80 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $3.3K | 59,588 | 0.00% | 10q | +2.5% |
| CoreCap Advisors, LLC | $2.8K | 49 | 0.00% | 4q | HELD |
| HORIZON FINANCIAL SERVICES, LLC | $2.1K | 37 | 0.00% | new | NEW |
| PARK AVENUE SECURITIES LLC | $220 | 3,926 | 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 | 70 | $1.1B | 18,950,251 | 19 | 14 | 29 | 0.0% |
| Q1 2026 | 55 | $844.5M | 18,514,985 | 6 | 22 | 16 | 0.0% |
| Q4 2025 | 57 | $835.6M | 18,108,630 | 10 | 21 | 18 | 0.0% |
| Q3 2025 | 56 | $691.9M | 15,237,912 | 12 | 31 | 8 | 0.0% |
| Q2 2025 | 49 | $524.4M | 12,438,737 | 7 | 20 | 15 | 0.0% |
| Q1 2025 | 46 | $440.3M | 12,223,200 | 11 | 14 | 16 | 0.0% |
| Q4 2024 | 45 | $484.1M | 12,536,816 | 8 | 8 | 18 | 0.0% |
| Q3 2024 | 33 | $491.1M | 13,594,716 | 4 | 12 | 14 | 0.0% |
| Q2 2024 | 33 | $460.4M | 13,867,676 | 7 | 10 | 10 | 0.0% |
| Q1 2024 | 25 | $446.6M | 13,896,769 | 21 | 1 | 2 | 0.0% |
| Q4 2023 | 6 | $2.8M | 100,831 | 3 | 2 | 0 | 0.0% |
| Q3 2023 | 3 | $1.9M | 74,906 | 1 | 2 | 0 | 0.0% |
| Q2 2023 | 2 | $1.2M | 44,226 | 1 | 1 | 0 | 0.0% |
| Q1 2023 | 3 | $795.9K | 31,212 | 0 | 2 | 0 | 0.0% |
| Q4 2022 | 4 | $696.9K | 33,471 | 1 | 2 | 0 | 0.0% |
| Q3 2022 | 2 | $77.0K | 3,212 | 1 | 1 | 0 | 0.0% |
| Q2 2022 | 1 | $5.0K | 225 | 1 | 0 | 0 | 0.0% |