Who Owns SEI EXCHANGE TRADED FUNDS (LEND)? -- Institutional Holders (2026-06-30)

40 institutions reported holding $46.8M of SEI EXCHANGE TRADED FUNDS (LEND) in SEC 13F filings for 2026-06-30. Largest institutional holders: SUMMIT WEALTH GROUP LLC / CO ($10.4M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($5.5M), ENVESTNET ASSET MANAGEMENT INC ($5.4M), Turning Point Benefit Group, Inc. ($4.2M), Merit Financial Group, LLC ($2.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SUMMIT WEALTH GROUP LLC / CO$10.4M411,918New
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.5M219,408New
3ENVESTNET ASSET MANAGEMENT INC$5.4M214,481New
4Turning Point Benefit Group, Inc.$4.2M168,572New
5Merit Financial Group, LLC$2.5M101,167New
6COMMONWEALTH EQUITY SERVICES, LLC$1.8M69,540New
7PETRA FINANCIAL ADVISORS INC$1.7M69,494New
8CORA CAPITAL ADVISORS LLC$1.6M62,939New
9Retirement Investment Advisors, Inc.$1.5M59,533New
10Whipplewood Advisors, LLC$1.3M51,192New
11Stephenson & Company, Inc.$1.1M42,600New
12Diversified Enterprises, LLC$893,30435,489New
13LexAurum Advisors, LLC$843,28933,502New
14Meriwether Wealth & Planning, LLC$804,09731,945New
15Stewardship Advisors, LLC$760,04730,195New
16Quantum Financial Advisors, LLC$746,80729,669New
17BCO Wealth Management LLC$548,60621,795New
18Patriot Financial Group Insurance Agency, LLC$543,19721,580New
19Apella Capital, LLC$521,56820,796New
20Lynx Investment Advisory$520,01420,659New
21Cambridge Investment Research Advisors, Inc.$460,00018,259New
22United Advisor Group, LLC$449,48417,857New
23BlueChip Wealth Advisors LLC$353,63114,049New
24K2 Financial Inc.$327,47313,120New
25Kestra Advisory Services, LLC$322,92312,829New

Source: SEC Form 13F filings · as of 2026-06-30