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

37 institutions reported holding $102.6M of SEI EXCHANGE TRADED FDS (SEIS) in SEC 13F filings for 2026-06-30. Largest institutional holders: SUMMIT WEALTH GROUP LLC / CO ($63.0M), S&T Bank/PA ($11.6M), SEI INVESTMENTS CO ($6.7M), OSAIC HOLDINGS, INC. ($3.6M), Merit Financial Group, LLC ($3.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SUMMIT WEALTH GROUP LLC / CO$63.0M1.9MAdded
2S&T Bank/PA$11.6M344,912Added
3SEI INVESTMENTS CO$6.7M199,940Added
4OSAIC HOLDINGS, INC.$3.6M105,974Trimmed
5Merit Financial Group, LLC$3.5M102,964Added
6COMPASS CAPITAL CORP /MA/ /ADV$2.7M81,655Added
7Apella Capital, LLC$1.6M50,477Trimmed
8Perigon Wealth Management, LLC$1.2M36,824Trimmed
9PETRA FINANCIAL ADVISORS INC$957,90828,556New
10Global Retirement Partners, LLC$907,22227,045Added
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$887,53327,204Added
12SUSQUEHANNA INTERNATIONAL GROUP, LLP$777,80623,187New
13Lynx Investment Advisory$753,45222,461Trimmed
14OneAscent Financial Services LLC$662,94819,763Added
15Diversified Enterprises, LLC$591,53117,634Trimmed
16LexAurum Advisors, LLC$489,42014,590Trimmed
17CORA CAPITAL ADVISORS LLC$414,85012,367Trimmed
18CITADEL ADVISORS LLC$366,94810,939Trimmed
19United Advisor Group, LLC$340,04510,137Added
20Stewardship Advisors, LLC$331,4579,881Added
21Apeiron RIA LLC$263,8155,409New
22Cetera Investment Advisers$208,9516,229New
23AMERIFLEX GROUP, INC.$196,7745,866New
24Royal Bank of Canada$168,0005,007Added
25ROSS\JOHNSON & Associates LLC$124,3843,708Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30