SEI SELECT SMALL CAP ETF (SEIS) Institutional Ownership Changes & 13F Activity
SEI SELECT SMALL CAP ETF (SEIS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Summit Wealth Group Llc / Co, Sei Investments Co, Merit Financial Group, Llc, S&T Bank/Pa, and Petra Financial Advisors Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -7,809 | -41.7% | 10,939 | $366.95K | Q2 2026 | Sep 02, 2026 |
| Sei Investments Co | Buy | +77,136 | +62.8% | 199,940 | $6.71M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +23,187 | — | 23,187 | $777.81K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -11,199 | -9.6% | 105,974 | $3.55M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Sell | -10,637 | -99.8% | 25 | $839.00 | Q2 2026 | Aug 14, 2026 |
| Ameriflex Group, Inc. | Buy | +5,866 | — | 5,866 | $196.77K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +3,962 | +379.1% | 5,007 | $168.00K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +157 | — | 157 | $5.18K | Q2 2026 | Aug 14, 2026 |
| Compass Capital Corp | Buy | +2,664 | +3.4% | 81,655 | $2.72M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +51 | +28.7% | 229 | $7.68K | Q2 2026 | Aug 13, 2026 |
| S&T Bank/Pa | Buy | +34,627 | +11.2% | 344,912 | $11.57M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +6,229 | — | 6,229 | $208.95K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +591 | — | 591 | $19.82K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -100 | -59.9% | 67 | $2.25K | Q2 2026 | Aug 12, 2026 |
| Oneascent Financial Services Llc | Buy | +159 | +0.8% | 19,763 | $662.95K | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, Llc | Sell | -142 | -0.4% | 36,824 | $1.24M | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, Lcc | Buy | +331 | +30.6% | 1,413 | $47.40K | Q2 2026 | Aug 04, 2026 |
| Diversified Enterprises, Llc | Sell | -912 | -4.9% | 17,634 | $591.53K | Q2 2026 | Jul 31, 2026 |
| Assetmark, Inc | Buy | +40 | — | 40 | $1.34K | Q2 2026 | Jul 30, 2026 |
| United Advisor Group, Llc | Buy | +674 | +7.1% | 10,137 | $340.05K | Q2 2026 | Jul 29, 2026 |
| Summit Wealth Group Llc / Co | Buy | +197,812 | +11.8% | 1,879,466 | $63.05M | Q2 2026 | Jul 28, 2026 |
| Whipplewood Advisors, Llc | Buy | +675 | +183.4% | 1,043 | $34.99K | Q2 2026 | Jul 27, 2026 |
| Lynx Investment Advisory | Sell | -431 | -1.9% | 22,461 | $753.45K | Q2 2026 | Jul 27, 2026 |
| Petra Financial Advisors Inc | Buy | +28,556 | — | 28,556 | $957.91K | Q2 2026 | Jul 24, 2026 |
| Cora Capital Advisors Llc | Sell | -9 | -0.1% | 12,367 | $414.85K | Q2 2026 | Jul 24, 2026 |
| Merit Financial Group, Llc | Buy | +72,756 | +240.9% | 102,964 | $3.45M | Q2 2026 | Jul 20, 2026 |
| Stewardship Advisors, Llc | Buy | +247 | +2.6% | 9,881 | $331.46K | Q2 2026 | Jul 20, 2026 |
| Apeiron Ria Llc | Buy | +5,409 | — | 5,409 | $263.81K | Q2 2026 | Jul 16, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +3,187 | +13.3% | 27,204 | $887.53K | Q2 2026 | Jul 15, 2026 |
| Lexaurum Advisors, Llc | Sell | -456 | -3.0% | 14,590 | $489.42K | Q2 2026 | Jul 15, 2026 |
Frequently asked questions about SEIS activity
Which institutional owners are buying SEIS?
Institutional owners buying SEIS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SEIS activity?
"Buy" means an investor increased their reported position in SEIS compared to the prior reporting period. This reflects growing exposure to SEI SELECT SMALL CAP ETF (SEIS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SEIS increasing?
Institutional interest in SEIS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.