DaveManuel.com · Institutional Ownership · Who Owns It
SEI EXCHANGE TRADED FUNDS (SEEM)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
41
Reporting holders
$162.3M
Reported value
0.0%
Calls
0.0%
Puts
+8
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Diversified Enterprises, LLC | $55.9M | 1,393,071 | 2.70% | 7q | +3.4%+$1.8M |
| SUMMIT WEALTH GROUP LLC / CO | $42.5M | 1,059,125 | 3.51% | 3q | +10.0%+$3.9M |
| 3EDGE Asset Management, LP | $16.5M | 410,526 | 0.73% | 3q | +198.1%+$10.9M |
| SEI INVESTMENTS CO | $12.6M | 313,028 | 0.01% | 4q | +51.3%+$4.3M |
| S&T Bank/PA | $10.6M | 263,451 | 3.17% | 6q | +9.1%+$884.9K |
| Merit Financial Group, LLC | $4.7M | 116,028 | 0.03% | 4q | +125.1%+$2.6M |
| OSAIC HOLDINGS, INC. | $3.5M | 87,443 | 0.00% | 7q | -0.5%-$18.0K |
| COMPASS CAPITAL CORP /MA/ /ADV | $2.7M | 69,917 | 0.89% | 5q | +1.7%+$44.7K |
| Apella Capital, LLC | $1.5M | 39,795 | 0.02% | 4q | -19.6%-$373.4K |
| Perigon Wealth Management, LLC | $1.4M | 36,126 | 0.02% | 7q | -3.4%-$51.3K |
| PETRA FINANCIAL ADVISORS INC | $1.3M | 33,468 | 0.62% | new | NEW |
| OLD MISSION CAPITAL LLC | $1.2M | 30,360 | 0.02% | 3q | -79.2%-$4.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 28,685 | 0.00% | 7q | +4.8%+$51.5K |
| ROYAL BANK OF CANADA | $636.0K | 15,851 | 0.00% | 7q | +2632.9%+$612.7K |
| Apeiron RIA LLC | $612.0K | 7,896 | 0.16% | new | NEW |
| OneAscent Financial Services LLC | $596.2K | 14,868 | 0.03% | 5q | HELD |
| Lynx Investment Advisory | $590.4K | 14,723 | 0.19% | 7q | -3.4%-$20.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $585.5K | 14,601 | 0.00% | 2q | -28.9%-$238.2K |
| LexAurum Advisors, LLC | $487.1K | 12,149 | 0.06% | 6q | -4.1%-$20.7K |
| Foundry Financial Group, Inc. | $479.0K | 11,944 | 0.21% | new | NEW |
| CORA CAPITAL ADVISORS LLC | $422.5K | 10,536 | 0.12% | 7q | -2.9%-$12.8K |
| United Advisor Group, LLC | $375.5K | 9,364 | 0.04% | 4q | +5.7%+$20.2K |
| Stewardship Advisors, LLC | $352.2K | 8,784 | 0.07% | 4q | +2.3%+$8.1K |
| Global Retirement Partners, LLC | $338.9K | 8,451 | 0.01% | 2q | +176.3%+$216.2K |
| CITADEL ADVISORS LLC | $263.7K | 6,576 | 0.00% | new | NEW |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $241.4K | 6,243 | 0.00% | new | NEW |
| AMERIFLEX GROUP, INC. | $200.0K | 4,987 | 0.08% | new | NEW |
| ROSS\JOHNSON & Associates LLC | $194.6K | 4,854 | 3.05% | 7q | +4.7%+$8.8K |
| IFG Advisory, LLC | $182.2K | 4,545 | 0.01% | 2q | +11.3%+$18.6K |
| Pinnacle Wealth Planning Services, Inc. | $107.5K | 2,682 | 0.01% | 3q | -1.2%-$1.3K |
| Rossby Financial, LCC | $42.9K | 1,071 | 0.01% | 2q | +29.3%+$9.7K |
| BFC Planning, Inc. | $29.8K | 742 | 0.00% | new | NEW |
| Whipplewood Advisors, LLC | $27.1K | 677 | 0.02% | 4q | +213.4%+$18.5K |
| NewEdge Advisors, LLC | $25.3K | 631 | 0.00% | 7q | HELD |
| MORGAN STANLEY | $23.6K | 589 | 0.00% | 4q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.1K | 201 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $4.5K | 113 | 0.00% | new | NEW |
| UBS Group AG | $3.5K | 87 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $3.0K | 75 | 0.00% | 3q | -99.2%-$369.0K |
| HARBOUR INVESTMENTS, INC. | $2.6K | 64 | 0.00% | 4q | -56.2%-$3.3K |
| ASSETMARK, INC | $1.4K | 35 | 0.00% | new | NEW |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 16 | $116.6M | 3,007,431 | 3 | 5 | 6 | 0.0% |
| Q2 2026 | 41 | $162.3M | 4,044,362 | 11 | 16 | 11 | 0.0% |
| Q1 2026 | 33 | $118.0M | 3,590,039 | 5 | 10 | 13 | 0.0% |
| Q4 2025 | 34 | $105.7M | 3,379,825 | 8 | 14 | 10 | 0.0% |
| Q3 2025 | 31 | $28.9M | 951,023 | 11 | 6 | 11 | 0.0% |
| Q2 2025 | 26 | $22.3M | 809,397 | 7 | 6 | 9 | 0.0% |
| Q1 2025 | 23 | $19.9M | 802,723 | 5 | 4 | 9 | 0.0% |
| Q4 2024 | 19 | $28.8M | 1,233,056 | 18 | 0 | 0 | 0.0% |