16 institutions reported holding $73.3M of SEI EXCHANGE TRADED FUNDS (SEIS) in SEC 13F filings for 2026-06-30. Largest institutional holders: SUMMIT WEALTH GROUP LLC / CO ($63.0M), Merit Financial Group, LLC ($3.5M), Apella Capital, LLC ($1.6M), PETRA FINANCIAL ADVISORS INC ($957,908), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($887,533). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SUMMIT WEALTH GROUP LLC / CO | $63.0M | 1.9M | Added |
| 2 | Merit Financial Group, LLC | $3.5M | 102,964 | Added |
| 3 | Apella Capital, LLC | $1.6M | 50,477 | Trimmed |
| 4 | PETRA FINANCIAL ADVISORS INC | $957,908 | 28,556 | New |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $887,533 | 27,204 | Added |
| 6 | Lynx Investment Advisory | $753,452 | 22,461 | Trimmed |
| 7 | Diversified Enterprises, LLC | $591,531 | 17,634 | Trimmed |
| 8 | LexAurum Advisors, LLC | $489,420 | 14,590 | Trimmed |
| 9 | CORA CAPITAL ADVISORS LLC | $414,850 | 12,367 | Trimmed |
| 10 | United Advisor Group, LLC | $340,045 | 10,137 | Added |
| 11 | Stewardship Advisors, LLC | $331,457 | 9,881 | Added |
| 12 | Apeiron RIA LLC | $263,815 | 5,409 | New |
| 13 | Rossby Financial, LCC | $47,399 | 1,413 | Added |
| 14 | Whipplewood Advisors, LLC | $34,987 | 1,043 | Added |
| 15 | ASSETMARK, INC | $1,342 | 40 | New |
| 16 | Patriot Financial Group Insurance Agency, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30