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SEIE Institutional Ownership

SEI Exchange Traded Funds - SEI Select International Equity ETF
1W: -2.2% 1M: -3.5% YTD: -4.2%
$35.61
+0.27 (+0.76%)
 
Weekly Expected Move ±1.8%
$34 $35 $36 $36 $37
ETF NASDAQ · AUM $1.3B

Institutional Ownership — SEIE

48
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
194M
Total Invested
8
New Positions
17
Increased
18
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (54 total)

# Holder Shares Value Change Change % Holding Period Filing
1 SUMMIT WEALTH GROUP LLC / CO 2,672,072 $95M +301,675 +12.7% 3Q SEC ↗
2 S&T Bank/PA 586,454 $21M +58,757 +11.1% 6Q SEC ↗
3 3EDGE Asset Management, LP 560,531 $20M +342,329 +156.9% 3Q SEC ↗
4 SEI INVESTMENTS CO 373,398 $13M +198,598 +113.6% 2Q SEC ↗
5 COMPASS CAPITAL CORP /MA/ /ADV 179,844 $6M +6,281 +3.6% 7Q SEC ↗
6 OSAIC HOLDINGS, INC. 159,812 $6M -1,443 -0.9% 7Q SEC ↗
7 Merit Financial Group, LLC 150,926 $5M +140,174 +1303.7% 6Q SEC ↗
8 Apella Capital, LLC 98,120 $3M -19,895 -16.9% 4Q SEC ↗
9 Perigon Wealth Management, LLC 71,643 $3M -415 -0.6% 7Q SEC ↗
10 PETRA FINANCIAL ADVISORS INC NEW 63,466 $2M — +0.0% 1Q SEC ↗
11 WEALTH ENHANCEMENT ADVISORY SERVICES, 52,181 $2M +625 +1.2% 7Q SEC ↗
12 FLOW TRADERS U.S. LLC 41,159 $1M -16,657 -28.8% 2Q SEC ↗
13 Lynx Investment Advisory 40,241 $1M -1,086 -2.6% 7Q SEC ↗
14 CITADEL ADVISORS LLC 39,186 $1M -419 -1.1% 6Q SEC ↗
15 OneAscent Financial Services LLC 37,920 $1M +395 +1.1% 5Q SEC ↗
16 Diversified Enterprises, LLC 35,276 $1M -58 -0.2% 7Q SEC ↗
17 JANE STREET GROUP, LLC 31,879 $1M -157,056 -83.1% 2Q SEC ↗
18 LexAurum Advisors, LLC 28,441 $1M -776 -2.7% 2Q SEC ↗
19 CORA CAPITAL ADVISORS LLC 25,021 $891K -332 -1.3% 7Q SEC ↗
20 United Advisor Group, LLC 23,020 $820K +1,997 +9.5% 7Q SEC ↗
21 Global Retirement Partners, LLC NEW 20,930 $745K — +0.0% 1Q SEC ↗
22 Stewardship Advisors, LLC 20,446 $728K +691 +3.5% 4Q SEC ↗
23 Apeiron RIA LLC 15,573 $555K +5,284 +51.4% 6Q SEC ↗
24 AMERIFLEX GROUP, INC. NEW 12,658 $451K — +0.0% 1Q SEC ↗
25 LPL Financial LLC 12,338 $439K +2,751 +28.7% 2Q SEC ↗
26 ROYAL BANK OF CANADA 12,062 $430K +6,824 +130.3% 7Q SEC ↗
27 Accelerate Investment Advisors LLC 10,907 $388K — +0.0% 2Q SEC ↗
28 Patriot Financial Group Insurance Agen 10,187 $363K -10,207 -50.0% 7Q SEC ↗
29 Cetera Investment Advisers 9,460 $337K +2,640 +38.7% 2Q SEC ↗
30 MONECO ADVISORS, LLC 7,908 $282K -25 -0.3% 3Q SEC ↗
31 Traynor Capital Management, Inc. NEW 7,789 $277K — +0.0% 1Q SEC ↗
32 IFG Advisory, LLC 6,722 $239K +2,195 +48.5% 2Q SEC ↗
33 Pinnacle Wealth Planning Services, Inc 6,547 $233K — +0.0% 7Q SEC ↗
34 Bright Futures Wealth Management, LLC. 6,430 $229K -1,121 -14.8% 4Q SEC ↗
35 Cambridge Investment Research Advisors NEW 6,306 $225K — +0.0% 1Q SEC ↗
36 Rossby Financial, LCC 2,895 $103K +784 +37.1% 2Q SEC ↗
37 Whipplewood Advisors, LLC 1,910 $68K +1,398 +273.0% 4Q SEC ↗
38 NewEdge Advisors, LLC 1,601 $57K — +0.0% 7Q SEC ↗
39 MORGAN STANLEY 1,376 $49K — +0.0% 4Q SEC ↗
40 CWM, LLC 327 $12K -497 -60.3% 6Q SEC ↗
41 JONES FINANCIAL COMPANIES LLLP NEW 286 $10K — +0.0% 1Q SEC ↗
42 ROSS\JOHNSON & Associates LLC 187 $7K — +0.0% 4Q SEC ↗
43 Ameritas Advisory Services, LLC 172 $6K -21,745 -99.2% 3Q SEC ↗
44 HARBOUR INVESTMENTS, INC. 153 $5K -179 -53.9% 4Q SEC ↗
45 ASSETMARK, INC NEW 78 $3K — +0.0% 1Q SEC ↗
46 UBS Group AG NEW 44 $2K — +0.0% 1Q SEC ↗
47 SILVER OAK SECURITIES, INCORPORATED 0 $0K -4,851 -100.0% 1Q SEC ↗
48 Csenge Advisory Group 0 $0K -7,108 -100.0% 3Q SEC ↗
49 MAI Capital Management 0 $0K -183 -100.0% 2Q SEC ↗
50 BANK OF AMERICA CORP /DE 0 $0K -69 -100.0% 1Q SEC ↗
Biggest Increases (17)
HolderAddedChange %Total Shares
3EDGE Asset Management, LP +342,329 +156.9% 560,531
SUMMIT WEALTH GROUP LLC / CO +301,675 +12.7% 2,672,072
SEI INVESTMENTS CO +198,598 +113.6% 373,398
Merit Financial Group, LLC +140,174 +1303.7% 150,926
S&T Bank/PA +58,757 +11.1% 586,454
ROYAL BANK OF CANADA +6,824 +130.3% 12,062
COMPASS CAPITAL CORP /MA/ /ADV +6,281 +3.6% 179,844
Apeiron RIA LLC +5,284 +51.4% 15,573
LPL Financial LLC +2,751 +28.7% 12,338
Cetera Investment Advisers +2,640 +38.7% 9,460
IFG Advisory, LLC +2,195 +48.5% 6,722
United Advisor Group, LLC +1,997 +9.5% 23,020
Whipplewood Advisors, LLC +1,398 +273.0% 1,910
Rossby Financial, LCC +784 +37.1% 2,895
Stewardship Advisors, LLC +691 +3.5% 20,446
WEALTH ENHANCEMENT ADVISORY SERVICE +625 +1.2% 52,181
OneAscent Financial Services LLC +395 +1.1% 37,920
Biggest Decreases (16)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -157,056 -83.1% 31,879
Ameritas Advisory Services, LLC -21,745 -99.2% 172
Apella Capital, LLC -19,895 -16.9% 98,120
FLOW TRADERS U.S. LLC -16,657 -28.8% 41,159
Patriot Financial Group Insurance A -10,207 -50.0% 10,187
OSAIC HOLDINGS, INC. -1,443 -0.9% 159,812
Bright Futures Wealth Management, L -1,121 -14.8% 6,430
Lynx Investment Advisory -1,086 -2.6% 40,241
LexAurum Advisors, LLC -776 -2.7% 28,441
CWM, LLC -497 -60.3% 327
CITADEL ADVISORS LLC -419 -1.1% 39,186
Perigon Wealth Management, LLC -415 -0.6% 71,643
CORA CAPITAL ADVISORS LLC -332 -1.3% 25,021
HARBOUR INVESTMENTS, INC. -179 -53.9% 153
Diversified Enterprises, LLC -58 -0.2% 35,276
MONECO ADVISORS, LLC -25 -0.3% 7,908

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms