19 institutions reported holding $127.1M of SEI EXCHANGE TRADED FUNDS (SEEM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Diversified Enterprises, LLC ($55.9M), SUMMIT WEALTH GROUP LLC / CO ($42.5M), 3EDGE Asset Management, LP ($16.5M), Merit Financial Group, LLC ($4.7M), Apella Capital, LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Diversified Enterprises, LLC | $55.9M | 1.4M | Added |
| 2 | SUMMIT WEALTH GROUP LLC / CO | $42.5M | 1.1M | Added |
| 3 | 3EDGE Asset Management, LP | $16.5M | 410,526 | Added |
| 4 | Merit Financial Group, LLC | $4.7M | 116,028 | Added |
| 5 | Apella Capital, LLC | $1.5M | 39,795 | Trimmed |
| 6 | PETRA FINANCIAL ADVISORS INC | $1.3M | 33,468 | New |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 28,685 | Added |
| 8 | Apeiron RIA LLC | $612,028 | 7,896 | New |
| 9 | Lynx Investment Advisory | $590,354 | 14,723 | Trimmed |
| 10 | LexAurum Advisors, LLC | $487,143 | 12,149 | Trimmed |
| 11 | Foundry Financial Group, Inc. | $478,954 | 11,944 | New |
| 12 | CORA CAPITAL ADVISORS LLC | $422,466 | 10,536 | Trimmed |
| 13 | United Advisor Group, LLC | $375,472 | 9,364 | Added |
| 14 | Stewardship Advisors, LLC | $352,216 | 8,784 | Added |
| 15 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $241,417 | 6,243 | New |
| 16 | Rossby Financial, LCC | $42,944 | 1,071 | Added |
| 17 | Whipplewood Advisors, LLC | $27,146 | 677 | Added |
| 18 | ASSETMARK, INC | $1,403 | 35 | New |
| 19 | Patriot Financial Group Insurance Agency, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30