3 institutions reported holding $3.3M of SEI INST MANAGED TRUST TAX-MANAGED (TMLCX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthspire Advisors, LLC ($3.1M), OAKWORTH CAPITAL, INC. ($135,919), ADIRONDACK TRUST CO ($11,496). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $3.1M | 70,947 | New |
| 2 | OAKWORTH CAPITAL, INC. | $135,919 | 3,094 | Added |
| 3 | ADIRONDACK TRUST CO | $11,496 | 262 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30