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DaveManuel.com · Institutional Ownership · Who Owns It

SEI EXCHANGE TRADED FUNDS (LEND)

Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.

91
Reporting holders
$115.1M
Reported value
0.0%
Calls
0.0%
Puts
+90
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
OSAIC HOLDINGS, INC.$30.0M1,193,0560.04%newNEW
SUMMIT WEALTH GROUP LLC / CO$10.4M411,9180.86%newNEW
Mariner, LLC$7.2M284,7320.01%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.5M219,4080.01%newNEW
ENVESTNET ASSET MANAGEMENT INC$5.4M214,4810.00%newNEW
S&T Bank/PA$5.1M202,5181.53%newNEW
Turning Point Benefit Group, Inc.$4.2M168,5721.83%newNEW
LPL Financial LLC$2.6M104,3400.00%newNEW
Merit Financial Group, LLC$2.5M101,1670.02%newNEW
Advisory Services Network, LLC$1.9M77,2110.02%newNEW
JANE STREET GROUP, LLC$1.9M75,0520.00%newNEW
AMERIFLEX GROUP, INC.$1.8M72,1550.74%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$1.8M69,5400.00%newNEW
PETRA FINANCIAL ADVISORS INC$1.7M69,4940.81%newNEW
CORA CAPITAL ADVISORS LLC$1.6M62,9390.44%newNEW
Janney Montgomery Scott LLC$1.5M59,8550.00%newNEW
Retirement Investment Advisors, Inc.$1.5M59,5330.11%newNEW
Global Retirement Partners, LLC$1.3M51,5080.02%newNEW
Whipplewood Advisors, LLC$1.3M51,1920.87%newNEW
UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.3M49,8750.01%newNEW
Perigon Wealth Management, LLC$1.2M49,4670.02%newNEW
Beacon Pointe Advisors, LLC$1.2M48,4790.01%newNEW
Stephenson & Company, Inc.$1.1M42,6000.50%newNEW
Savant Capital, LLC$994.8K39,7110.00%newNEW
Diversified Enterprises, LLC$893.3K35,4890.04%newNEW
Csenge Advisory Group$884.7K35,1470.04%newNEW
LexAurum Advisors, LLC$843.3K33,5020.10%newNEW
SEI INVESTMENTS CO$834.1K33,1390.00%newNEW
WELLS FARGO & COMPANY/MN$811.6K32,2420.00%newNEW
Meriwether Wealth & Planning, LLC$804.1K31,9450.40%newNEW
Cetera Investment Advisers$800.7K31,8120.00%newNEW
Stewardship Advisors, LLC$760.0K30,1950.16%newNEW
Quantum Financial Advisors, LLC$746.8K29,6690.07%newNEW
ROSS\JOHNSON & Associates LLC$583.1K23,1659.13%newNEW
BCO Wealth Management LLC$548.6K21,7950.30%newNEW
Patriot Financial Group Insurance Agency, LLC$543.2K21,5800.06%newNEW
ROYAL BANK OF CANADA$535.0K21,2440.00%newNEW
RAYMOND JAMES FINANCIAL INC$534.8K21,2480.00%newNEW
Apella Capital, LLC$521.6K20,7960.01%newNEW
Lynx Investment Advisory$520.0K20,6590.17%newNEW
Prosperity Consulting Group, LLC$491.4K19,5240.02%newNEW
Stratos Wealth Partners, LTD.$468.9K18,6300.00%newNEW
Cambridge Investment Research Advisors, Inc.$460.0K18,2590.00%newNEW
United Advisor Group, LLC$449.5K17,8570.05%newNEW
Focus Partners Wealth$422.9K16,8000.00%newNEW
OneAscent Financial Services LLC$416.0K16,5250.02%newNEW
HRT FINANCIAL LP$390.0K15,5020.00%newNEW
BlueChip Wealth Advisors LLC$353.6K14,0490.13%newNEW
Pinnacle Wealth Planning Services, Inc.$341.6K13,5700.03%newNEW
K2 Financial Inc.$327.5K13,1200.23%newNEW
Kestra Advisory Services, LLC$322.9K12,8290.00%newNEW
Independent Wealth Network Inc.$310.0K12,3170.08%newNEW
CALTON & ASSOCIATES, INC.$309.1K12,2800.05%newNEW
WPG Advisers, LLC$308.7K12,2650.18%newNEW
EP Wealth Advisors, LLC$290.6K11,5450.00%newNEW
NewEdge Advisors, LLC$287.7K11,4300.00%newNEW
UBS Group AG$269.6K10,7110.00%newNEW
NI ACQUISITIONS COMPANY, LLC$264.0K7,4220.11%newFIRST
TCP Asset Management, LLC$254.3K10,1040.03%newNEW
Synergy Investment Management, LLC$244.6K9,8290.06%newNEW
WMG Financial Advisors, LLC$235.7K9,3630.09%newNEW
MONECO ADVISORS, LLC$229.8K9,1280.01%newNEW
RFG Advisory, LLC$228.3K9,0680.00%newNEW
Apeiron RIA LLC$226.4K3,8150.06%newNEW
Balboa Wealth Partners$225.3K8,9490.03%newNEW
Capital Investment Advisory Services, LLC$183.1K7,2750.01%newNEW
Rossby Financial, LCC$118.3K4,7010.02%newNEW
IFP Advisors, Inc$107.7K4,2780.00%newNEW
Continuum Advisory, LLC$83.0K3,2990.01%newNEW
Silver Grove Financial Group, Inc.$78.2K3,1050.04%newNEW
Salomon & Ludwin, LLC$44.0K1,7490.00%newNEW
Blue Trust, Inc.$31.5K1,2500.00%newNEW
Kilter Group LLC$25.4K1,0100.01%newNEW
HARBOUR INVESTMENTS, INC.$21.2K8440.00%newNEW
MORGAN STANLEY$12.4K4910.00%newNEW
IFG Advisory, LLC$12.1K4820.00%newNEW
Allworth Financial LP$11.2K4440.00%newNEW
Private Wealth Management Group, LLC$10.8K4290.00%newNEW
FMR LLC$8.4K3340.00%newNEW
Cape Investment Advisory, Inc.$6.1K2410.00%newNEW
Golden State Wealth Management, LLC$5.1K2030.00%newNEW
SILVER OAK SECURITIES, INCORPORATED$1.8K700.00%newNEW
Fortis Group Advisors, LLC$1.5K590.00%newNEW
US BANCORP \DE\$1.3K510.00%newNEW
Ameritas Advisory Services, LLC$1.3K500.00%newNEW
JONES FINANCIAL COMPANIES LLLP$1.2K480.00%newNEW
SIGNATUREFD, LLC$1.0K410.00%newNEW
Godfrey Financial Associates, Inc.$579230.00%newNEW
ASSETMARK, INC$302120.00%newNEW
MCF Advisors LLC$22790.00%newNEW
Steward Partners Investment Advisory, LLC$0none filed0.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202630$31.8M1,315,29531090.0%
Q2 202691$115.1M4,567,81990000.0%
Q1 20211$11.0K6760010.0%
Q4 20201$10.0K6950100.0%
Q3 20201$7.0K5361000.0%
Q2 20201$531.0K39,3420000.0%
Q1 20201$443.0K39,5050010.0%
Q4 20191$799.0K44,6790100.0%
Q3 20191$680.0K35,5010100.0%
Q2 20192$2.9M120,9442000.0%