SEI HY BND&ALT CRDT (LEND) Institutional Shareholders
SEI HY BND&ALT CRDT (LEND) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $113.10M in LEND holdings during the latest filing period.
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 $29.37M, representing an estimated loss of -2.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% 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
88
Total Reported Value
$113.10M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$30.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
88
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 | $29,367,073 | -$663,643 | -2.21% | |
| Summit Wealth Group Llc / Co | 0.86% | 411,918 | $10,368,512 | $10,139,362 | -$229,150 | -2.21% | |
| Mariner, Llc | 0.01% | 284,732 | $7,166,722 | $7,008,678 | -$158,044 | -2.21% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 219,408 | $5,478,492 | $5,400,728 | -$77,764 | -1.42% | |
| Envestnet Asset Management Inc | 0.00% | 214,481 | $5,398,766 | $5,279,450 | -$119,316 | -2.21% | |
| S&T Bank/Pa | 1.53% | 202,518 | $5,097,642 | $4,984,981 | -$112,661 | -2.21% | |
| Turning Point Benefit Group, Inc. | 1.83% | 168,572 | $4,242,957 | $4,149,400 | -$93,557 | -2.21% | |
| Lpl Financial Llc | 0.00% | 104,340 | $2,626,372 | $2,568,329 | -$58,043 | -2.21% | |
| Merit Financial Group, Llc | 0.02% | 101,167 | $2,546,505 | $2,490,226 | -$56,279 | -2.21% | |
| Advisory Services Network, Llc | 0.02% | 77,211 | $1,943,501 | $1,900,549 | -$42,952 | -2.21% | |
| Jane Street Group, Llc | 0.00% | 75,052 | $1,889,156 | $1,847,405 | -$41,751 | -2.21% | |
| Ameriflex Group, Inc. | 0.74% | 72,155 | $1,816,235 | $1,776,095 | -$40,140 | -2.21% | |
| Commonwealth Equity Services, Llc | 0.00% | 69,540 | $1,750,410 | $1,711,727 | -$38,683 | -2.21% | |
| Petra Financial Advisors Inc | 0.81% | 69,494 | $1,749,254 | $1,710,595 | -$38,659 | -2.21% | |
| Cora Capital Advisors Llc | 0.44% | 62,939 | $1,584,256 | $1,549,243 | -$35,013 | -2.21% | |
| Janney Montgomery Scott Llc | 0.00% | 59,855 | $1,507,000 | $1,473,331 | -$33,669 | -2.23% | |
| Retirement Investment Advisors, Inc. | 0.11% | 59,533 | $1,483,265 | $1,465,405 | -$17,860 | -1.20% | |
| Whipplewood Advisors, Llc | 0.87% | 51,192 | $1,288,569 | $1,260,091 | -$28,478 | -2.21% | |
| United Capital Financial Advisors, Llc | 0.01% | 49,875 | $1,256,850 | $1,227,673 | -$29,177 | -2.32% | |
| Perigon Wealth Management, Llc | 0.02% | 49,467 | $1,245,149 | $1,217,630 | -$27,519 | -2.21% | |
| Beacon Pointe Advisors, Llc | 0.01% | 48,479 | $1,220,217 | $1,193,311 | -$26,906 | -2.21% | |
| Stephenson & Company, Inc. | 0.50% | 42,600 | $1,072,242 | $1,048,599 | -$23,643 | -2.21% | |
| Savant Capital, Llc | 0.00% | 39,711 | $994,812 | $977,486 | -$17,326 | -1.74% | |
| Diversified Enterprises, Llc | 0.04% | 35,489 | $893,304 | $873,562 | -$19,742 | -2.21% | |
| Csenge Advisory Group | 0.04% | 35,147 | $884,696 | $865,143 | -$19,553 | -2.21% | |
| Lexaurum Advisors, Llc | 0.10% | 33,502 | $843,289 | $824,652 | -$18,637 | -2.21% | |
| Sei Investments Co | 0.00% | 33,139 | $834,096 | $815,716 | -$18,380 | -2.20% | |
| Wells Fargo & Company/Mn | 0.00% | 32,242 | $811,573 | $793,637 | -$17,936 | -2.21% | |
| Meriwether Wealth & Planning, Llc | 0.40% | 31,945 | $804,097 | $786,326 | -$17,771 | -2.21% | |
| Cetera Investment Advisers | 0.00% | 31,812 | $800,749 | $783,052 | -$17,697 | -2.21% | |
| Stewardship Advisors, Llc | 0.16% | 30,195 | $760,047 | $743,250 | -$16,797 | -2.21% | |
| Quantum Financial Advisors, Llc | 0.07% | 29,669 | $746,807 | $730,302 | -$16,505 | -2.21% | |
| Ross\Johnson & Associates Llc | 9.13% | 23,165 | $583,093 | $570,206 | -$12,887 | -2.21% | |
| Bco Wealth Management Llc | 0.30% | 21,795 | $548,606 | $536,484 | -$12,122 | -2.21% | |
| Patriot Financial Group Insurance Agency, Llc | 0.06% | 21,580 | $543,197 | $531,192 | -$12,005 | -2.21% | |
| Royal Bank Of Canada | 0.00% | 21,244 | $535,000 | $522,921 | -$12,079 | -2.26% | |
| Raymond James Financial Inc | 0.00% | 21,248 | $534,840 | $523,020 | -$11,820 | -2.21% | |
| Apella Capital, Llc | 0.01% | 20,796 | $521,568 | $511,894 | -$9,674 | -1.85% | |
| Lynx Investment Advisory | 0.17% | 20,659 | $520,014 | $508,521 | -$11,493 | -2.21% | |
| Prosperity Consulting Group, Llc | 0.02% | 19,524 | $491,444 | $480,583 | -$10,861 | -2.21% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 18,630 | $468,941 | $458,577 | -$10,364 | -2.21% | |
| United Advisor Group, Llc | 0.05% | 17,857 | $449,484 | $439,550 | -$9,934 | -2.21% | |
| Focus Partners Wealth | 0.00% | 16,800 | $422,878 | $413,532 | -$9,346 | -2.21% | |
| Oneascent Financial Services Llc | 0.02% | 16,525 | $415,956 | $406,763 | -$9,193 | -2.21% | |
| Hrt Financial Lp | 0.00% | 15,502 | $390,000 | $381,582 | -$8,418 | -2.16% | |
| Bluechip Wealth Advisors Llc | 0.13% | 14,049 | $353,631 | $345,816 | -$7,815 | -2.21% | |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | 13,570 | $341,576 | $334,026 | -$7,550 | -2.21% | |
| K2 Financial Inc. | 0.23% | 13,120 | $327,473 | $322,949 | -$4,524 | -1.38% | |
| Kestra Advisory Services, Llc | 0.00% | 12,829 | $322,923 | $315,786 | -$7,137 | -2.21% | |
| Independent Wealth Network Inc. | 0.08% | 12,317 | $310,035 | $303,183 | -$6,852 | -2.21% |
Frequently asked questions about LEND
Who owns the most LEND stock?
The largest holders of LEND are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SEI HY BND&ALT CRDT (LEND).
Is LEND widely held by superinvestors?
Many widely followed stocks like LEND appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LEND is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.