SEC 13F Intelligence

SEI EXCHANGE TRADED FUNDS

CUSIP 81589A601

Sei Exchange Traded Funds has 32 institutional holders in Filings Flow’s 13F database, together reporting 3.59M shares worth $118M as of Q1 2026. The largest reported holders are Diversified Enterprises, LLC, Summit Wealth Group LLC / Co, and S&T Bank/Pa.

Institutional Holders
32
Q1 2026
Reported Value
$118M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 33Q4 ’25Q1 ’26: 32Q1 ’26Q2 ’26: 2Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $105MQ4 ’25Q1 ’26: $118MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
SUMMIT WEALTH GROUP LLC / CO$950M AUM3.32%$32M962.6KQ1 2026OLDER
S&T BANK/PA$268M AUM2.95%$8M241.4KQ1 2026OLDER
Diversified Enterprises, LLC$1.8B AUM2.42%$44M1.35MQ1 2026OLDER
COMPASS CAPITAL CORP /MA/ /ADV$279M AUM0.95%$3M68.8KQ1 2026OLDER
Apeiron RIA LLC$431M AUM0.72%$3M105.3KQ3 2025OLDER
BlueChip Wealth Advisors LLC$228M AUM0.62%$1M47.7KQ4 2025OLDER
PETRA FINANCIAL ADVISORS INC$162M AUM0.27%$452,87314.6KQ4 2025OLDER
Binnacle Investments Inc$170M AUM0.26%$445,95114.8KQ3 2025OLDER
Lynx Investment Advisory$209M AUM0.24%$498,93715.2KQ1 2026OLDER
3EDGE Asset Management, LP$2.1B AUM0.21%$4M137.7KQ1 2026OLDER
CORA CAPITAL ADVISORS LLC$302M AUM0.12%$355,50410.9KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.08%$5M146.2KQ1 2026OLDER
Stewardship Advisors, LLC$435M AUM0.06%$281,0698.6KQ1 2026OLDER
LexAurum Advisors, LLC$771M AUM0.05%$414,77612.7KQ1 2026OLDER
United Advisor Group, LLC$811M AUM0.04%$290,1078.9KQ1 2026OLDER
OneAscent Financial Services LLC$1.8B AUM0.03%$485,34614.8KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.02%$1M37.4KQ1 2026OLDER
Apella Capital, LLC$7.1B AUM0.02%$2M39.8KQ2 2026
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.02%$278,7448.5KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$2M51.5KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$303,8619.3KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$88,8762.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$7M206.9KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.01%$27,357828Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3M87.9KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$7,073216Q1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$3,952127Q4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$893,39627.4KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$95,2123.1KQ4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$56,2921.7KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M99.9KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$672,66020.5KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$20,663631Q2 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$4,704146Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$4,421135Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$4,896162Q3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$1,08836Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$19,000580Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$8,497273Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$18,333589Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$93430Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.