15 institutions reported holding $9.9M of SEI INVTS CO (SEIC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Thrive Wealth Management, LLC ($6.5M), Hennion & Walsh Asset Management, Inc. ($1.6M), GAMMA Investing LLC ($629,670), Avior Wealth Management, LLC ($601,077), TrueWealth Advisors, LLC ($231,554). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Thrive Wealth Management, LLC | $6.5M | 73,935 | Trimmed |
| 2 | Hennion & Walsh Asset Management, Inc. | $1.6M | 17,942 | Trimmed |
| 3 | GAMMA Investing LLC | $629,670 | 7,179 | Trimmed |
| 4 | Avior Wealth Management, LLC | $601,077 | 6,853 | Trimmed |
| 5 | TrueWealth Advisors, LLC | $231,554 | 2,640 | Hold |
| 6 | Versant Capital Management, Inc | $187,612 | 2,139 | Added |
| 7 | HARBOR INVESTMENT ADVISORY, LLC | $65,519 | 747 | Added |
| 8 | CX Institutional | $47,000 | 532 | Added |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $27,103 | 309 | Added |
| 10 | Arlington Trust Co LLC | $21,752 | 248 | Hold |
| 11 | CoreCap Advisors, LLC | $19,384 | 221 | Added |
| 12 | Dogwood Wealth Management LLC | $3,421 | 39 | Added |
| 13 | Beaird Harris Wealth Management, LLC | $2,281 | 26 | Hold |
| 14 | Grove Bank & Trust | $1,403 | 16 | Hold |
| 15 | 3 FACTOR INDEXING, LLC | $88 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30