Who Owns SEI EXCHANGE TRADED FDS (SEEM)? -- Institutional Holders (2026-06-30)

43 institutions reported holding $162.3M of SEI EXCHANGE TRADED FDS (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), SEI INVESTMENTS CO ($12.6M), S&T Bank/PA ($10.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Diversified Enterprises, LLC$55.9M1.4MAdded
2SUMMIT WEALTH GROUP LLC / CO$42.5M1.1MAdded
33EDGE Asset Management, LP$16.5M410,526Added
4SEI INVESTMENTS CO$12.6M313,028Added
5S&T Bank/PA$10.6M263,451Added
6Merit Financial Group, LLC$4.7M116,028Added
7OSAIC HOLDINGS, INC.$3.5M87,443Trimmed
8COMPASS CAPITAL CORP /MA/ /ADV$2.7M69,917Added
9Apella Capital, LLC$1.5M39,795Trimmed
10Perigon Wealth Management, LLC$1.4M36,126Trimmed
11PETRA FINANCIAL ADVISORS INC$1.3M33,468New
12OLD MISSION CAPITAL LLC$1.2M30,360Trimmed
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M28,685Added
14Royal Bank of Canada$636,00015,851Added
15Apeiron RIA LLC$612,0287,896New
16OneAscent Financial Services LLC$596,16814,868Added
17Lynx Investment Advisory$590,35414,723Trimmed
18SUSQUEHANNA INTERNATIONAL GROUP, LLP$585,46214,601Trimmed
19LexAurum Advisors, LLC$487,14312,149Trimmed
20Foundry Financial Group, Inc.$478,95411,944New
21CORA CAPITAL ADVISORS LLC$422,46610,536Trimmed
22United Advisor Group, LLC$375,4729,364Added
23Stewardship Advisors, LLC$352,2168,784Added
24Global Retirement Partners, LLC$338,8638,451Added
25CITADEL ADVISORS LLC$263,6816,576New

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