SEI EXCHANGE TRADED FUNDS
CUSIP 81589A205
Sei Exchange Traded Funds has 56 institutional holders in Filings Flow’s 13F database, together reporting 18.57M shares worth $845M as of Q1 2026. The largest reported holders are Sei Investments Co, Summit Wealth Group LLC / Co, and Merit Financial Group, LLC.
Institutional Holders
56
Q1 2026
Reported Value
$845M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 11.56% | $110M | 2.41M | Q1 2026OLDER |
| S&T BANK/PA$268M AUM | 6.23% | $17M | 366.6K | Q1 2026OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 4.97% | $17M | 367.4K | Q4 2025OLDER |
| K2 Financial Inc.$138M AUM | 3.87% | $5M | 105.0K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 1.54% | $3M | 55.2K | Q2 2026 |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.86% | $1M | 31.6K | Q4 2025OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.63% | $2M | 34.2K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.57% | $614M | 13.47M | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 0.48% | $925,398 | 18.2K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.41% | $849,872 | 18.7K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.27% | $921,298 | 20.2K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.24% | $357,659 | 7.9K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.23% | $1M | 22.0K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.22% | $2M | 38.4K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.19% | $26M | 575.4K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.18% | $312,170 | 6.9K | Q3 2025OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.18% | $2M | 35.6K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.13% | $174,821 | 3.8K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.13% | $297,995 | 6.5K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.12% | $3M | 59.3K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.11% | $161,593 | 114.8K | Q4 2025OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.10% | $2M | 41.5K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.09% | $106,177 | 2.3K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.08% | $2M | 45.1K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.07% | $139,839 | 3.1K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.07% | $2M | 47.8K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.06% | $11M | 244.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.05% | $3M | 66.8K | Q4 2025OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.05% | $372,371 | 8.2K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.04% | $281,439 | 6.1K | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.03% | $167,158 | 3.6K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.03% | $239,361 | 4.9K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.03% | $2M | 33.7K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.02% | $1M | 27.8K | Q2 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $205,526 | 4.5K | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $11M | 252.4K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $279,950 | 6.1K | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.01% | $44,423 | 963 | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $667,353 | 14.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 51.9K | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 84.5K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.01% | $99,755 | 2.2K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $22,558 | 489 | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $580,671 | 12.7K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $472,445 | 10.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $71,832 | 1.6K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $102,059 | 2.2K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $12M | 266.8K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $222,284 | 4.9K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $4,797 | 104 | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 34.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $163,114 | 3.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $126,359 | 2.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $922,053 | 20.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 22.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $12,071 | 265 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $49,875 | 1.1K | Q4 2025OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $4,858 | 107 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $67,733 | 1.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $767,199 | 16.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $930,085 | 20.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $475,000 | 10.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,751 | 49 | Q2 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $20,270 | 445 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $254,761 | 5.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $248,976 | 5.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $294,776 | 6.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $40,905 | 901 | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $684 | 15 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2,724 | 60 | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $45 | 1 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3,512 | 80 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.