SEIS Institutional Ownership
SEI Exchange Traded Funds - SEI Select Small Cap ETF
1W: +0.6%
1M: -2.3%
YTD: -4.6%
$31.71
+0.31 (+0.98%)
Weekly Expected Move ±1.6%
$31
$31
$32
$32
$33
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — SEIS
38
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
103M
Total Invested
9
New Positions
13
Increased
12
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (42 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SUMMIT WEALTH GROUP LLC / CO | 1,879,466 | $60M | +197,812 | +11.8% | 3Q | SEC ↗ |
| 2 | S&T Bank/PA | 344,912 | $11M | +34,627 | +11.2% | 6Q | SEC ↗ |
| 3 | SEI INVESTMENTS CO | 199,940 | $6M | +77,136 | +62.8% | 2Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 105,974 | $3M | -11,199 | -9.6% | 7Q | SEC ↗ |
| 5 | Merit Financial Group, LLC | 102,964 | $3M | +72,756 | +240.9% | 6Q | SEC ↗ |
| 6 | COMPASS CAPITAL CORP /MA/ /ADV | 81,655 | $3M | +2,664 | +3.4% | 7Q | SEC ↗ |
| 7 | Apella Capital, LLC | 50,477 | $2M | -10,770 | -17.6% | 4Q | SEC ↗ |
| 8 | Perigon Wealth Management, LLC | 36,824 | $1M | -142 | -0.4% | 7Q | SEC ↗ |
| 9 | PETRA FINANCIAL ADVISORS INC NEW | 28,556 | $905K | — | +0.0% | 1Q | SEC ↗ |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 27,204 | $863K | +3,187 | +13.3% | 7Q | SEC ↗ |
| 11 | Global Retirement Partners, LLC NEW | 27,045 | $858K | — | +0.0% | 1Q | SEC ↗ |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 23,187 | $735K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Lynx Investment Advisory | 22,461 | $712K | -431 | -1.9% | 7Q | SEC ↗ |
| 14 | OneAscent Financial Services LLC | 19,763 | $627K | +159 | +0.8% | 5Q | SEC ↗ |
| 15 | Diversified Enterprises, LLC | 17,634 | $559K | -912 | -4.9% | 7Q | SEC ↗ |
| 16 | LexAurum Advisors, LLC | 14,590 | $463K | -456 | -3.0% | 2Q | SEC ↗ |
| 17 | CORA CAPITAL ADVISORS LLC | 12,367 | $392K | -9 | -0.1% | 7Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC | 10,939 | $347K | -7,809 | -41.7% | 3Q | SEC ↗ |
| 19 | United Advisor Group, LLC | 10,137 | $321K | +674 | +7.1% | 3Q | SEC ↗ |
| 20 | Stewardship Advisors, LLC | 9,881 | $313K | +247 | +2.6% | 4Q | SEC ↗ |
| 21 | Cetera Investment Advisers NEW | 6,229 | $198K | — | +0.0% | 1Q | SEC ↗ |
| 22 | AMERIFLEX GROUP, INC. NEW | 5,866 | $186K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Apeiron RIA LLC NEW | 5,409 | $172K | — | +0.0% | 1Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 5,007 | $159K | +3,962 | +379.1% | 7Q | SEC ↗ |
| 25 | ROSS\JOHNSON & Associates LLC | 3,708 | $118K | — | +0.0% | 4Q | SEC ↗ |
| 26 | Pinnacle Wealth Planning Services, Inc | 3,332 | $106K | — | +0.0% | 3Q | SEC ↗ |
| 27 | Rossby Financial, LCC | 1,413 | $45K | +331 | +30.6% | 2Q | SEC ↗ |
| 28 | Whipplewood Advisors, LLC | 1,043 | $33K | +675 | +183.4% | 6Q | SEC ↗ |
| 29 | MERCER GLOBAL ADVISORS INC /ADV NEW | 869 | $28K | — | +0.0% | 1Q | SEC ↗ |
| 30 | NewEdge Advisors, LLC | 591 | $19K | — | +0.0% | 7Q | SEC ↗ |
| 31 | MORGAN STANLEY | 552 | $18K | — | +0.0% | 4Q | SEC ↗ |
| 32 | UBS Group AG | 229 | $7K | +51 | +28.7% | 7Q | SEC ↗ |
| 33 | JONES FINANCIAL COMPANIES LLLP NEW | 157 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 34 | CWM, LLC | 149 | $5K | -195 | -56.7% | 6Q | SEC ↗ |
| 35 | HARBOUR INVESTMENTS, INC. | 67 | $2K | -100 | -59.9% | 4Q | SEC ↗ |
| 36 | ASSETMARK, INC NEW | 40 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Ameritas Advisory Services, LLC | 25 | $1K | -10,637 | -99.8% | 3Q | SEC ↗ |
| 38 | Patriot Financial Group Insurance Agen | 0 | $0K | -10,010 | -100.0% | 1Q | SEC ↗ |
| 39 | Advisory Services Network, LLC | 0 | $0K | -5,067 | -100.0% | 1Q | SEC ↗ |
| 40 | Turning Point Benefit Group, Inc. | 0 | $0K | -133 | -100.0% | 2Q | SEC ↗ |
| 41 | BlueChip Wealth Advisors LLC | 0 | $0K | -58,416 | -100.0% | 2Q | SEC ↗ |
| 42 | BANK OF AMERICA CORP /DE | 0 | $0K | -27 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| PETRA FINANCIAL ADVISORS INC | 28,556 | $905K |
| Global Retirement Partners, LLC | 27,045 | $858K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 23,187 | $735K |
| Cetera Investment Advisers | 6,229 | $198K |
| AMERIFLEX GROUP, INC. | 5,866 | $186K |
| Apeiron RIA LLC | 5,409 | $172K |
| MERCER GLOBAL ADVISORS INC /ADV | 869 | $28K |
| JONES FINANCIAL COMPANIES LLLP | 157 | $5K |
| ASSETMARK, INC | 40 | $1K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BlueChip Wealth Advisors LLC | 58,416 | $2M |
| Patriot Financial Group Insurance A | 10,010 | $317K |
| Advisory Services Network, LLC | 5,067 | $161K |
| Turning Point Benefit Group, Inc. | 133 | $4K |
| BANK OF AMERICA CORP /DE | 27 | $1K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO | +197,812 | +11.8% | 1,879,466 |
| SEI INVESTMENTS CO | +77,136 | +62.8% | 199,940 |
| Merit Financial Group, LLC | +72,756 | +240.9% | 102,964 |
| S&T Bank/PA | +34,627 | +11.2% | 344,912 |
| ROYAL BANK OF CANADA | +3,962 | +379.1% | 5,007 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +3,187 | +13.3% | 27,204 |
| COMPASS CAPITAL CORP /MA/ /ADV | +2,664 | +3.4% | 81,655 |
| Whipplewood Advisors, LLC | +675 | +183.4% | 1,043 |
| United Advisor Group, LLC | +674 | +7.1% | 10,137 |
| Rossby Financial, LCC | +331 | +30.6% | 1,413 |
| Stewardship Advisors, LLC | +247 | +2.6% | 9,881 |
| OneAscent Financial Services LLC | +159 | +0.8% | 19,763 |
| UBS Group AG | +51 | +28.7% | 229 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | -11,199 | -9.6% | 105,974 |
| Apella Capital, LLC | -10,770 | -17.6% | 50,477 |
| Ameritas Advisory Services, LLC | -10,637 | -99.8% | 25 |
| CITADEL ADVISORS LLC | -7,809 | -41.7% | 10,939 |
| Diversified Enterprises, LLC | -912 | -4.9% | 17,634 |
| LexAurum Advisors, LLC | -456 | -3.0% | 14,590 |
| Lynx Investment Advisory | -431 | -1.9% | 22,461 |
| CWM, LLC | -195 | -56.7% | 149 |
| Perigon Wealth Management, LLC | -142 | -0.4% | 36,824 |
| HARBOUR INVESTMENTS, INC. | -100 | -59.9% | 67 |
| CORA CAPITAL ADVISORS LLC | -9 | -0.1% | 12,367 |