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

48 institutions reported holding $193.8M of SEI EXCHANGE TRADED FDS (SEIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: SUMMIT WEALTH GROUP LLC / CO ($94.8M), S&T Bank/PA ($20.8M), 3EDGE Asset Management, LP ($19.9M), SEI INVESTMENTS CO ($13.3M), COMPASS CAPITAL CORP /MA/ /ADV ($6.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SUMMIT WEALTH GROUP LLC / CO$94.8M2.7MAdded
2S&T Bank/PA$20.8M586,454Added
33EDGE Asset Management, LP$19.9M560,531Added
4SEI INVESTMENTS CO$13.3M373,398Added
5COMPASS CAPITAL CORP /MA/ /ADV$6.7M179,844Added
6OSAIC HOLDINGS, INC.$5.7M159,812Trimmed
7Merit Financial Group, LLC$5.4M150,926Added
8Apella Capital, LLC$3.5M98,120Trimmed
9Perigon Wealth Management, LLC$2.5M71,643Trimmed
10PETRA FINANCIAL ADVISORS INC$2.3M63,466New
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.9M52,181Added
12FLOW TRADERS U.S. LLC$1.5M41,159Trimmed
13Lynx Investment Advisory$1.4M40,241Trimmed
14CITADEL ADVISORS LLC$1.4M39,186Trimmed
15OneAscent Financial Services LLC$1.3M37,920Added
16Diversified Enterprises, LLC$1.3M35,276Trimmed
17JANE STREET GROUP, LLC$1.1M31,879Trimmed
18LexAurum Advisors, LLC$1.0M28,441Trimmed
19CORA CAPITAL ADVISORS LLC$888,02825,021Trimmed
20United Advisor Group, LLC$817,01023,020Added
21Apeiron RIA LLC$790,67415,573Added
22Global Retirement Partners, LLC$742,83320,930Added
23Stewardship Advisors, LLC$725,65520,446Added
24AMERIFLEX GROUP, INC.$449,24912,658New
25LPL Financial LLC$437,89212,338Added

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