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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-7,809-41.7%10,939$366.95KQ2 2026Sep 02, 2026
Sei Investments CoBuy+77,136+62.8%199,940$6.71MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+23,18723,187$777.81KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-11,199-9.6%105,974$3.55MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcSell-10,637-99.8%25$839.00Q2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+5,8665,866$196.77KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+3,962+379.1%5,007$168.00KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+157157$5.18KQ2 2026Aug 14, 2026
Compass Capital CorpBuy+2,664+3.4%81,655$2.72MQ2 2026Aug 13, 2026
Ubs Group AgBuy+51+28.7%229$7.68KQ2 2026Aug 13, 2026
S&T Bank/PaBuy+34,627+11.2%344,912$11.57MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+6,2296,229$208.95KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+591591$19.82KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-100-59.9%67$2.25KQ2 2026Aug 12, 2026
Oneascent Financial Services LlcBuy+159+0.8%19,763$662.95KQ2 2026Aug 11, 2026
Perigon Wealth Management, LlcSell-142-0.4%36,824$1.24MQ2 2026Aug 07, 2026
Rossby Financial, LccBuy+331+30.6%1,413$47.40KQ2 2026Aug 04, 2026
Diversified Enterprises, LlcSell-912-4.9%17,634$591.53KQ2 2026Jul 31, 2026
Assetmark, IncBuy+4040$1.34KQ2 2026Jul 30, 2026
United Advisor Group, LlcBuy+674+7.1%10,137$340.05KQ2 2026Jul 29, 2026
Summit Wealth Group Llc / CoBuy+197,812+11.8%1,879,466$63.05MQ2 2026Jul 28, 2026
Whipplewood Advisors, LlcBuy+675+183.4%1,043$34.99KQ2 2026Jul 27, 2026
Lynx Investment AdvisorySell-431-1.9%22,461$753.45KQ2 2026Jul 27, 2026
Petra Financial Advisors IncBuy+28,55628,556$957.91KQ2 2026Jul 24, 2026
Cora Capital Advisors LlcSell-9-0.1%12,367$414.85KQ2 2026Jul 24, 2026
Merit Financial Group, LlcBuy+72,756+240.9%102,964$3.45MQ2 2026Jul 20, 2026
Stewardship Advisors, LlcBuy+247+2.6%9,881$331.46KQ2 2026Jul 20, 2026
Apeiron Ria LlcBuy+5,4095,409$263.81KQ2 2026Jul 16, 2026
Wealth Enhancement Advisory Services, LlcBuy+3,187+13.3%27,204$887.53KQ2 2026Jul 15, 2026
Lexaurum Advisors, LlcSell-456-3.0%14,590$489.42KQ2 2026Jul 15, 2026
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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.