SEI EXCHANGE TRADED FUNDS (SEIQ)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
56
Reporting holders
$473.0M
Reported value
0.0%
Held as options
+11
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 | $340.7M | 8,644,643 | 0.30% | 10q | +5.3%+$17.0M |
| SUMMIT WEALTH GROUP LLC / CO | $64.9M | 1,645,704 | 5.37% | 3q | +13.4%+$7.7M |
| Merit Financial Group, LLC | $15.6M | 395,176 | 0.05% | 6q | +169.9%+$9.8M |
| S&T Bank/PA | $9.8M | 249,473 | 2.95% | 6q | +14.2%+$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $6.4M | 162,828 | 0.00% | 10q | +1.2%+$78.3K |
| TRUIST FINANCIAL CORP | $6.0M | 153,416 | 0.01% | 10q | +0.6%+$35.1K |
| Beacon Pointe Advisors, LLC | $6.0M | 151,625 | 0.03% | 4q | +2.6%+$152.6K |
| K2 Financial Inc. | $2.7M | 66,846 | 1.90% | 7q | +4.3%+$110.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 53,163 | 0.00% | 10q | +8.8%+$174.5K |
| Global Retirement Partners, LLC | $1.6M | 41,412 | 0.02% | 2q | +8.6%+$128.9K |
| Csenge Advisory Group | $1.4M | 36,775 | 0.06% | 10q | +1.3%+$17.9K |
| NewEdge Advisors, LLC | $1.2M | 31,197 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $1.1M | 29,099 | 0.00% | new | NEW |
| Savant Capital, LLC | $1.1M | 27,089 | 0.00% | new | NEW |
| COMPASS CAPITAL CORP /MA/ /ADV | $1.1M | 26,085 | 0.36% | 3q | +25.1%+$219.7K |
| Diversified Enterprises, LLC | $1.1M | 27,470 | 0.05% | 6q | +9.1%+$90.3K |
| PETRA FINANCIAL ADVISORS INC | $967.6K | 24,551 | 0.45% | new | NEW |
| United Advisor Group, LLC | $933.2K | 23,679 | 0.10% | 5q | +1.3%+$11.7K |
| Perigon Wealth Management, LLC | $833.1K | 21,140 | 0.01% | 10q | +2.0%+$16.5K |
| CAHILL FINANCIAL ADVISORS INC | $784.4K | 19,904 | 0.08% | 10q | -2.2%-$17.9K |
| Apella Capital, LLC | $713.5K | 17,620 | 0.01% | 4q | -15.7%-$132.7K |
| WPG Advisers, LLC | $651.0K | 16,519 | 0.38% | 7q | -1.8%-$12.1K |
| Stewardship Advisors, LLC | $534.4K | 13,560 | 0.11% | 7q | +2.6%+$13.3K |
| Lynx Investment Advisory | $464.6K | 11,789 | 0.15% | 9q | +3.6%+$16.3K |
| Cassady Wealth & Retirement Planning, LLC | $453.5K | 11,508 | 0.21% | 3q | +3.9%+$17.0K |
| OSAIC HOLDINGS, INC. | $425.8K | 10,803 | 0.00% | 17q | -52.7%-$473.8K |
| LPL Financial LLC | $381.4K | 9,678 | 0.00% | 7q | -7.4%-$30.5K |
| PRINCIPAL SECURITIES, INC. | $376.7K | 9,559 | 0.00% | 10q | +9.7%+$33.2K |
| CITADEL ADVISORS LLC | $369.3K | 9,370 | 0.00% | new | NEW |
| Stratos Wealth Partners, LTD. | $356.1K | 9,035 | 0.00% | 4q | +17.2%+$52.1K |
| NORTHERN TRUST CORP | $258.1K | 6,548 | 0.00% | 3q | HELD |
| Concurrent Investment Advisors, LLC | $255.9K | 6,493 | 0.00% | 4q | +3.6%+$8.9K |
| Accelerate Investment Advisors LLC | $224.3K | 5,692 | 0.13% | 2q | HELD |
| LexAurum Advisors, LLC | $202.2K | 5,130 | 0.02% | new | NEW |
| Rossby Financial, LCC | $105.3K | 2,672 | 0.02% | 2q | +23.0%+$19.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $87.6K | 2,223 | 0.00% | new | NEW |
| Whipplewood Advisors, LLC | $82.8K | 2,100 | 0.06% | 7q | -27.9%-$32.0K |
| ROYAL BANK OF CANADA | $78.0K | 1,976 | 0.00% | 11q | -37.9%-$47.6K |
| HARBOUR INVESTMENTS, INC. | $73.8K | 1,872 | 0.00% | 2q | +6.9%+$4.8K |
| Continuum Advisory, LLC | $63.3K | 1,606 | 0.01% | new | NEW |
| UBS Group AG | $61.7K | 1,566 | 0.00% | 10q | -67.8%-$130.1K |
| AdvisorNet Financial, Inc | $60.5K | 1,536 | 0.00% | 10q | +96.9%+$29.8K |
| Silver Grove Financial Group, Inc. | $54.4K | 1,380 | 0.03% | 2q | HELD |
| Synergy Investment Management, LLC | $38.8K | 941 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $32.2K | 816 | 0.00% | new | NEW |
| TOP Private Wealth LLC. | $12.9K | 328 | 0.01% | new | FIRST |
| Cape Investment Advisory, Inc. | $11.2K | 285 | 0.00% | new | NEW |
| ASSETMARK, INC | $10.8K | 275 | 0.00% | 6q | -33.9%-$5.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.1K | 232 | 0.00% | new | NEW |
| Blue Trust, Inc. | $8.1K | 206 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $5.7K | 145 | 0.00% | new | NEW |
| AMERIFLEX GROUP, INC. | $5.4K | 138 | 0.00% | new | NEW |
| IFP Advisors, Inc | $4.4K | 112 | 0.00% | 10q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.5K | 37,966 | 0.00% | 10q | +2.8% |
| JPMORGAN CHASE & CO | $1.3K | 32 | 0.00% | 3q | HELD |
| HORIZON FINANCIAL SERVICES, LLC | $906 | 23 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $315 | 8 | 0.00% | 3q | -100.0%-$1.1M |
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 | 56 | $473.0M | 11,995,051 | 16 | 24 | 10 | 0.0% |
| Q1 2026 | 45 | $405.2M | 11,120,382 | 6 | 26 | 8 | 0.0% |
| Q4 2025 | 49 | $408.5M | 10,492,977 | 9 | 19 | 15 | 0.0% |
| Q3 2025 | 47 | $345.8M | 8,941,066 | 11 | 29 | 3 | 0.0% |
| Q2 2025 | 43 | $261.0M | 7,019,579 | 7 | 16 | 8 | 0.0% |
| Q1 2025 | 41 | $235.7M | 6,757,865 | 10 | 13 | 12 | 0.0% |
| Q4 2024 | 39 | $240.2M | 6,874,860 | 8 | 9 | 10 | 0.0% |
| Q3 2024 | 27 | $233.8M | 6,705,814 | 2 | 10 | 10 | 0.0% |
| Q2 2024 | 29 | $224.0M | 6,778,372 | 5 | 9 | 9 | 0.0% |
| Q1 2024 | 25 | $215.7M | 6,706,115 | 20 | 2 | 1 | 0.0% |
| Q4 2023 | 6 | $1.4M | 47,308 | 3 | 3 | 0 | 0.0% |
| Q3 2023 | 4 | $981.7K | 35,533 | 1 | 3 | 0 | 0.0% |
| Q2 2023 | 3 | $619.8K | 21,364 | 2 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $255.3K | 9,395 | 0 | 1 | 0 | 0.0% |
| Q4 2022 | 3 | $222.4K | 11,193 | 1 | 2 | 0 | 0.0% |
| Q3 2022 | 2 | $41.0K | 1,674 | 1 | 1 | 0 | 0.0% |
| Q2 2022 | 1 | $5.0K | 210 | 1 | 0 | 0 | 0.0% |