LEND Institutional Ownership & Shareholders
SEI HY BND&ALT CRDT (LEND) is currently held by 89 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $112.97M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Osaic Holdings, Inc. is currently the largest disclosed institutional shareholder of LEND tracked by InsiderSet, reporting ownership valued at approximately $30.03M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $28.84M, representing an estimated loss of -3.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed LEND value among the investors covered in this analysis. Major shareholders include Osaic Holdings, Inc., Summit Wealth Group Llc / Co, Mariner, Llc, and several other long-term asset managers with concentrated positions in SEI HY BND&ALT CRDT (LEND).
This page ranks the largest institutional LEND shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
89
Total Reported Value
$112.97M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$30.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | 0.04% | 1,193,056 | $30,030,716 | $28,836,164 | -$1,194,552 | -3.98% | |
| Summit Wealth Group Llc / Co | 0.72% | 470,701 | $11,397,561 | $11,376,843 | -$20,718 | -0.18% | |
| Mariner, Llc | 0.01% | 284,732 | $7,166,722 | $6,881,972 | -$284,750 | -3.97% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 228,544 | $5,513,413 | $5,523,908 | +$10,495 | +0.19% | |
| Envestnet Asset Management Inc | 0.00% | 214,481 | $5,398,766 | $5,184,006 | -$214,760 | -3.98% | |
| S&T Bank/Pa | 1.53% | 202,518 | $5,097,642 | $4,894,860 | -$202,782 | -3.98% | |
| Turning Point Benefit Group, Inc. | 1.66% | 167,852 | $4,069,505 | $4,056,983 | -$12,522 | -0.31% | |
| Lpl Financial Llc | 0.00% | 104,340 | $2,626,372 | $2,521,898 | -$104,474 | -3.98% | |
| Merit Financial Group, Llc | 0.02% | 101,167 | $2,546,505 | $2,445,206 | -$101,299 | -3.98% | |
| Advisory Services Network, Llc | 0.02% | 77,211 | $1,943,501 | $1,866,190 | -$77,311 | -3.98% | |
| Jane Street Group, Llc | 0.00% | 75,052 | $1,889,156 | $1,814,007 | -$75,149 | -3.98% | |
| Ameriflex Group, Inc. | 0.74% | 72,155 | $1,816,235 | $1,743,986 | -$72,249 | -3.98% | |
| Commonwealth Equity Services, Llc | 0.00% | 69,540 | $1,750,410 | $1,680,782 | -$69,628 | -3.98% | |
| Petra Financial Advisors Inc | 0.81% | 69,494 | $1,749,254 | $1,679,670 | -$69,584 | -3.98% | |
| Cora Capital Advisors Llc | 0.44% | 62,939 | $1,584,256 | $1,521,236 | -$63,020 | -3.98% | |
| Janney Montgomery Scott Llc | 0.00% | 59,855 | $1,507,000 | $1,446,695 | -$60,305 | -4.00% | |
| Retirement Investment Advisors, Inc. | 0.10% | 57,843 | $1,400,610 | $1,398,065 | -$2,545 | -0.18% | |
| United Capital Financial Advisors, Llc | 0.01% | 49,875 | $1,256,850 | $1,205,479 | -$51,371 | -4.09% | |
| Beacon Pointe Advisors, Llc | 0.01% | 48,479 | $1,220,217 | $1,171,737 | -$48,480 | -3.97% | |
| Perigon Wealth Management, Llc | 0.02% | 47,776 | $1,156,848 | $1,154,746 | -$2,102 | -0.18% | |
| Stephenson & Company, Inc. | 0.49% | 44,173 | $1,069,436 | $1,067,661 | -$1,775 | -0.17% | |
| Savant Capital, Llc | 0.00% | 39,711 | $994,812 | $959,815 | -$34,997 | -3.52% | |
| Whipplewood Advisors, Llc | 0.63% | 38,359 | $928,825 | $927,137 | -$1,688 | -0.18% | |
| Csenge Advisory Group | 0.04% | 35,147 | $884,696 | $849,503 | -$35,193 | -3.98% | |
| Diversified Enterprises, Llc | 0.04% | 35,467 | $858,798 | $857,237 | -$1,561 | -0.18% | |
| Sei Investments Co | 0.00% | 33,139 | $834,096 | $800,970 | -$33,126 | -3.97% | |
| Wells Fargo & Company/Mn | 0.00% | 32,242 | $811,573 | $779,289 | -$32,284 | -3.98% | |
| Cetera Investment Advisers | 0.00% | 31,812 | $800,749 | $768,896 | -$31,853 | -3.98% | |
| Meriwether Wealth & Planning, Llc | 0.36% | 32,900 | $796,641 | $795,193 | -$1,448 | -0.18% | |
| Lexaurum Advisors, Llc | 0.09% | 32,020 | $775,332 | $773,923 | -$1,409 | -0.18% | |
| Stewardship Advisors, Llc | 0.16% | 30,860 | $747,244 | $745,886 | -$1,358 | -0.18% | |
| Quantum Financial Advisors, Llc | 0.07% | 29,669 | $746,807 | $717,100 | -$29,707 | -3.98% | |
| Ross\Johnson & Associates Llc | 9.13% | 23,165 | $583,093 | $559,898 | -$23,195 | -3.98% | |
| Royal Bank Of Canada | 0.00% | 21,244 | $535,000 | $513,467 | -$21,533 | -4.02% | |
| Raymond James Financial Inc | 0.00% | 21,248 | $534,840 | $513,564 | -$21,276 | -3.98% | |
| Bco Wealth Management Llc | 0.28% | 21,598 | $522,972 | $522,024 | -$948 | -0.18% | |
| Lynx Investment Advisory | 0.16% | 20,569 | $498,058 | $497,153 | -$905 | -0.18% | |
| Prosperity Consulting Group, Llc | 0.02% | 19,524 | $491,444 | $471,895 | -$19,549 | -3.98% | |
| Patriot Financial Group Insurance Agency, Llc | 0.05% | 19,767 | $478,636 | $477,768 | -$868 | -0.18% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 18,630 | $468,941 | $450,287 | -$18,654 | -3.98% | |
| Independent Wealth Network Inc. | 0.11% | 18,785 | $454,860 | $454,033 | -$827 | -0.18% | |
| United Advisor Group, Llc | 0.05% | 17,857 | $449,484 | $431,604 | -$17,880 | -3.98% | |
| Focus Partners Wealth | 0.00% | 16,800 | $422,878 | $406,056 | -$16,822 | -3.98% | |
| Oneascent Financial Services Llc | 0.02% | 16,525 | $415,956 | $399,409 | -$16,547 | -3.98% | |
| Hrt Financial Lp | 0.00% | 15,502 | $390,000 | $374,683 | -$15,317 | -3.93% | |
| Apella Capital, Llc | 0.00% | 16,015 | $386,842 | $387,083 | +$241 | +0.06% | |
| Bluechip Wealth Advisors Llc | 0.13% | 14,049 | $353,631 | $339,564 | -$14,067 | -3.98% | |
| Kestra Advisory Services, Llc | 0.00% | 12,829 | $322,923 | $310,077 | -$12,846 | -3.98% | |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | 13,297 | $321,964 | $321,388 | -$576 | -0.18% | |
| Calton & Associates, Inc. | 0.05% | 12,280 | $309,104 | $296,808 | -$12,296 | -3.98% |
Frequently asked questions about LEND
Who are the largest institutional holders of LEND?
The largest institutional holders of LEND reported in the latest SEC Form 13F filings include Osaic Holdings, Inc., Summit Wealth Group Llc / Co, Mariner, Llc, Wealth Enhancement Advisory Services, Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported LEND position.
What is LEND institutional ownership?
This page tracks LEND positions reported by institutional investment managers through SEC Form 13F. SEI HY BND&ALT CRDT (LEND) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LEND?
InsiderSet currently tracks 89 institutional managers reporting LEND holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LEND shareholders.
How much LEND stock do institutions own?
Institutional investment managers disclosed approximately $112.97M in LEND holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LEND institutional ownership last updated?
The latest LEND institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LEND holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LEND position after the reporting date.
Are institutions buying or selling LEND?
Institutional buying and selling can be analyzed by comparing LEND positions across consecutive 13F reporting periods. InsiderSet's LEND Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LEND ownership changes.
How has LEND institutional ownership changed over time?
InsiderSet tracks LEND institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.