Who owns SEIS?
SEI Select Small Cap ETF · SEI
35 institutions reported holding SEIS, worth $102.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SEIS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Summit Wealth Group LLC | Colorado Springs, CO | $63.0M | 1,879,466 | +197,812 shares |
| S&T Bank | Indiana, PA | $11.6M | 344,912 | +34,627 shares |
| SEI Investments Co | Oaks, PA | $6.7M | 199,940 | +77,136 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $3.6M | 105,974 | −11,199 shares |
| Merit Financial Group, LLC | Alpharetta, GA | $3.5M | 102,964 | +72,756 shares |
| Compass Capital Corp. /MA/ | Braintree, MA | $2.7M | 81,655 | +2,664 shares |
| Apella Capital, LLC | West Hartford, CT | $1.6M | 50,477 | −10,770 shares |
| Perigon Wealth Management, LLC | San Francisco, CA | $1.2M | 36,824 | −142 shares |
| Petra Financial Advisors Inc. | Colorado Srpings, CO | $958K | 28,556 | New position |
| Global Retirement Partners, LLC | San Rafael, CA | $907K | 27,045 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SEIS?
35 institutional managers reported holding SEIS in Form 13F filings for June 30, 2026, worth $102.6M in total. The largest reported position was held by Summit Wealth Group LLC, at $63.0M.
Did institutions buy or sell SEIS last quarter?
Reported 13F value rose 40.4% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SEIS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.