20 institutions reported holding $135.9M of SEI EXCHANGE TRADED FUNDS (SEIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: SUMMIT WEALTH GROUP LLC / CO ($94.8M), 3EDGE Asset Management, LP ($19.9M), Merit Financial Group, LLC ($5.4M), Apella Capital, LLC ($3.5M), PETRA FINANCIAL ADVISORS INC ($2.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SUMMIT WEALTH GROUP LLC / CO | $94.8M | 2.7M | Added |
| 2 | 3EDGE Asset Management, LP | $19.9M | 560,531 | Added |
| 3 | Merit Financial Group, LLC | $5.4M | 150,926 | Added |
| 4 | Apella Capital, LLC | $3.5M | 98,120 | Trimmed |
| 5 | PETRA FINANCIAL ADVISORS INC | $2.3M | 63,466 | New |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 52,181 | Added |
| 7 | Lynx Investment Advisory | $1.4M | 40,241 | Trimmed |
| 8 | Diversified Enterprises, LLC | $1.3M | 35,276 | Trimmed |
| 9 | LexAurum Advisors, LLC | $1.0M | 28,441 | Trimmed |
| 10 | CORA CAPITAL ADVISORS LLC | $888,028 | 25,021 | Trimmed |
| 11 | United Advisor Group, LLC | $817,010 | 23,020 | Added |
| 12 | Apeiron RIA LLC | $790,674 | 15,573 | Added |
| 13 | Stewardship Advisors, LLC | $725,655 | 20,446 | Added |
| 14 | Patriot Financial Group Insurance Agency, LLC | $361,550 | 10,187 | Trimmed |
| 15 | Traynor Capital Management, Inc. | $276,442 | 7,789 | New |
| 16 | Bright Futures Wealth Management, LLC. | $228,209 | 6,430 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $224,000 | 6,306 | New |
| 18 | Rossby Financial, LCC | $102,747 | 2,895 | Added |
| 19 | Whipplewood Advisors, LLC | $67,788 | 1,910 | Added |
| 20 | ASSETMARK, INC | $2,768 | 78 | New |
Source: SEC Form 13F filings · as of 2026-06-30