SEI EXCHANGE TRADED FUNDS
CUSIP 81589A700
Sei Exchange Traded Funds has 40 institutional holders in Filings Flow’s 13F database, together reporting 4.50M shares worth $145M as of Q1 2026. The largest reported holders are Summit Wealth Group LLC / Co, S&T Bank/Pa, and 3edge Asset Management, LP.
Institutional Holders
40
Q1 2026
Reported Value
$145M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 8.13% | $77M | 2.37M | Q1 2026OLDER |
| S&T BANK/PA$268M AUM | 6.42% | $17M | 527.7K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 2.16% | $6M | 173.6K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 1.62% | $4M | 118.6K | Q4 2025OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.65% | $1M | 34.2K | Q4 2025OLDER |
| Lynx Investment Advisory$209M AUM | 0.64% | $1M | 41.3K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.64% | $1M | 35.4K | Q3 2025OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 0.33% | $7M | 218.2K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.27% | $826,409 | 25.4K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.24% | $355,526 | 10.9K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.17% | $246,133 | 7.6K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.15% | $643,936 | 19.8K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.12% | $952,360 | 29.2K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.08% | $685,268 | 21.0K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.08% | $335,382 | 10.3K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.07% | $1M | 37.5K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.06% | $1M | 35.3K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.05% | $3M | 98.1K | Q2 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.04% | $2M | 72.1K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.04% | $664,764 | 20.4K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.03% | $214,422 | 7.0K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $714,409 | 21.9K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.02% | $213,407 | 6.5K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $258,585 | 7.9K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $70,120 | 2.1K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.01% | $158,312 | 4.9K | Q4 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $231,693 | 7.1K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.01% | $16,689 | 512 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 161.3K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $6M | 174.8K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.01% | $9,596 | 295 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $263,118 | 8.1K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 51.6K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $350,473 | 10.8K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $83,982 | 2.8K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 188.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $20,047 | 615 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $222,305 | 6.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 39.6K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $52,186 | 1.6K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $10,670 | 332 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $312,499 | 9.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $365,463 | 11.2K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $5,966 | 183 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $171,000 | 5.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $10,659 | 327 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $11,165 | 366 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $2,471 | 81 | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $97,140 | 3.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $27,851 | 913 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $25,993 | 799 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2,245 | 69 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.